Ci Private Wealth, LLC Purchases in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAXS
Pimco Access Income Fund

Financial Services
20.2K
+ 172.11%
$14.15 - $16.12 $285K - $325K
31.9K $481K
CXSE
Wisdomtree Tr China Ex State O

ETFs
8.51K
New
$28.05 - $34.82 $239K - $296K
8.51K $292K
CNXC
Concentrix Corp

Technology
5.52K
New
$45.73 - $57.88 $252K - $319K
5.52K $291K
ZI
Zoom Info Technologies Inc.

Technology
28.6K
New
$7.41 - $10.31 $212K - $295K
28.6K $290K
FFIN
First Financial Bankshares Inc

Financial Services
7.95K
+ 18.78%
$31.3 - $37.48 $249K - $298K
50.3K $1.81M
PEGA
Pegasystems Inc

Technology
10.4K
+ 58.69%
$49.95 - $103.29 $517K - $1.07M
28K $1.52M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.59K
+ 33.65%
$49.79 - $50.59 $278K - $283K
22.2K $1.12M
SITM
Sitime Corp

Technology
1.35K
New
$116.79 - $241.6 $158K - $327K
1.35K $288K
BPOP
Popular, Inc.

Financial Services
461
+ 3.48%
$81.63 - $110.51 $37.6K - $50.9K
13.7K $1.51M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
9.41K
New
$28.81 - $34.65 $271K - $326K
9.41K $287K
UBSI
United Bankshares Inc

Financial Services
7.44K
+ 98.15%
$31.5 - $37.32 $234K - $278K
15K $547K
RDY
Dr Reddys Laboratories LTD

Healthcare
4.41K
+ 3.76%
$12.36 - $16.17 $54.5K - $71.3K
122K $1.83M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.22K
+ 9.25%
$84.41 - $106.28 $272K - $343K
38.1K $3.62M
VCEL
Vericel Corp

Healthcare
6.63K
New
$37.92 - $45.7 $251K - $303K
6.63K $282K
THRM
Gentherm Inc

Consumer Cyclical
9.94K
New
$23.32 - $28.7 $232K - $285K
9.94K $281K
FSS
Federal Signal Corp

Industrials
2.62K
New
$69.23 - $106.42 $182K - $279K
2.62K $279K
NGD
New Gold Inc.

Basic Materials
56.2K
New
$2.98 - $4.95 $167K - $278K
56.2K $278K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
16.4K
New
$13.24 - $18.0 $217K - $294K
16.4K $277K
BIIB
Biogen Inc.

Healthcare
4.86K
+ 16.32%
$113.38 - $135.49 $551K - $659K
34.7K $4.35M
NOG
Northern Oil & Gas, Inc.

Energy
9.76K
New
$20.6 - $32.16 $201K - $314K
9.76K $276K
SKYX
Skyx Platforms Corp.

Industrials
277K
+ 162.96%
$0.91 - $1.5 $252K - $416K
447K $469K
ZIMV
Zim Vie Inc.

Healthcare
29.5K
New
$8.28 - $10.56 $244K - $311K
29.5K $275K
BWXT
Bwx Technologies, Inc.

Industrials
69
+ 1.19%
$89.24 - $144.06 $6.16K - $9.94K
5.88K $847K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.15K
New
$53.75 - $67.21 $223K - $279K
4.15K $274K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
390K
+ 859.98%
$0.67 - $0.93 $261K - $363K
435K $313K
IX
Orix Corp

Financial Services
10.6K
+ 50.86%
$18.25 - $22.52 $194K - $240K
31.6K $710K
OUNZ
Van Eck Merk Gold Trust

ETFs
8.57K
New
$28.68 - $33.09 $246K - $284K
8.57K $273K
QBTS
D Wave Quantum Inc.

Technology
3.55K
+ 11.36%
$6.22 - $19.04 $22.1K - $67.6K
34.8K $509K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
516
+ 1.57%
$59.98 - $74.92 $30.9K - $38.7K
33.4K $2.48M
FHB
First Hawaiian, Inc.

Financial Services
10.9K
New
$21.14 - $24.96 $230K - $271K
10.9K $271K
JEF
Jefferies Financial Group Inc.

Financial Services
2.95K
+ 3.03%
$41.06 - $56.09 $121K - $166K
100K $5.49M
OMF
One Main Holdings, Inc.

Financial Services
1.28K
+ 5.28%
$40.42 - $57.0 $51.9K - $73.1K
25.6K $1.46M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.41K
New
$66.87 - $79.47 $228K - $271K
3.41K $271K
WWW
Wolverine World Wide Inc

Consumer Cyclical
15K
New
$10.07 - $18.79 $151K - $283K
15K $271K
WSR
Whitestone Reit

Real Estate
21.7K
New
$12.06 - $14.62 $262K - $317K
21.7K $270K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
17.1K
New
$9.99 - $16.97 $170K - $289K
17.1K $269K
IGF
Ishares Global Infrastructure

ETFs
3.45K
+ 24.2%
$50.55 - $59.83 $174K - $206K
17.7K $1.05M
TFLO
Ishares Treasury Floating Rate

ETFs
5.32K
New
$50.47 - $50.66 $268K - $269K
5.32K $269K
PEB
Pebblebrook Hotel Trust

Real Estate
27.5K
+ 63.52%
$7.71 - $10.59 $212K - $291K
70.8K $707K
UHT
Universal Health Realty Income Trust

Real Estate
6.86K
+ 113.05%
$36.71 - $41.51 $252K - $285K
12.9K $516K
HWC
Hancock Whitney Corp

Financial Services
3.77K
+ 36.44%
$46.05 - $58.03 $174K - $219K
14.1K $809K
KBA
Kraneshares Bosera Msci China

ETFs
11K
New
$20.81 - $24.45 $230K - $270K
11K $267K
LITE
Lumentum Holdings Inc.

Technology
2.81K
New
$49.56 - $95.06 $139K - $267K
2.81K $267K
FSLY
Fastly, Inc.

Technology
37.5K
New
$5.0 - $8.28 $187K - $310K
37.5K $264K
KRG
Kite Realty Group Trust

Real Estate
11.7K
New
$19.53 - $23.3 $228K - $272K
11.7K $264K
AGYS
Agilysys Inc

Technology
2.3K
New
$65.76 - $118.19 $151K - $272K
2.3K $263K
RNG
Ring Central, Inc.

Technology
9.28K
New
$21.51 - $28.36 $200K - $263K
9.28K $263K
SSTI
Shotspotter, Inc

Technology
20.2K
New
$13.06 - $17.2 $264K - $347K
20.2K $263K
ZG
Zillow Group, Inc.

Communication Services
3.84K
New
$59.44 - $70.64 $228K - $271K
3.84K $263K
Activity Summary
Buys All Purchases 1648 New Holdings 368 Increased Positions 1280 Sells All Sells 773 Reductions 773 Sold out 0 Options Calls 11 Puts 10
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