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
POST
Post Holdings, Inc.

Consumer Defensive
44
+ 0.21%
$107.47 - $118.46 $4.73K - $5.21K
20.5K $2.24M
TAL
Tal Education Group

Consumer Defensive
4
+ 0.01%
$8.73 - $13.71 $34.9 - $54.8
49.8K $509K
AZN
Astrazeneca PLC

Healthcare
7.41K
+ 3.96%
$64.87 - $75.0 $481K - $556K
195K $13.6M
CORT
Corcept Therapeutics Inc

Healthcare
40
+ 0.97%
$62.24 - $91.93 $2.49K - $3.68K
4.15K $304K
G
Genpact LTD

Technology
95
+ 0.35%
$40.65 - $50.56 $3.86K - $4.8K
27K $1.19M
DEO
Diageo PLC

Consumer Defensive
1.31K
+ 1.66%
$99.86 - $115.75 $130K - $151K
79.9K $8.06M
ACGL
Arch Capital Group Ltd.

Financial Services
486
+ 1.09%
$84.99 - $96.82 $41.3K - $47.1K
45.1K $4.11M
RYN
Rayonier Inc

Real Estate
3.3K
+ 7.19%
$22.12 - $28.02 $73K - $92.4K
49.2K $1.09M
AGL
Agilon Health, Inc.

Healthcare
379
+ 0.4%
$2.1 - $5.68 $796 - $2.15K
95.4K $219K
CHE
Chemed Corp

Healthcare
125
+ 5.85%
$486.93 - $619.21 $60.9K - $77.4K
2.26K $1.1M
DTE
Dte Energy CO

Utilities
295
+ 0.58%
$127.39 - $139.49 $37.6K - $41.1K
50.9K $6.75M
CHRD
Oasis Petroleum Inc.

Energy
1.17K
+ 4.98%
$82.03 - $113.54 $95.6K - $132K
24.6K $2.38M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
12.8K
+ 931.75%
$105.72 - $1416.0 $1.35M - $18.1M
14.1K $1.58M
FANG
Diamondback Energy, Inc.

Energy
1.38K
+ 6.47%
$119.25 - $161.49 $164K - $222K
22.7K $3.11M
PAGP
Plains Gp Holdings LP

Energy
7.82K
+ 3.34%
$17.24 - $21.61 $135K - $169K
242K $4.7M
IT
Gartner Inc

Technology
1.51K
+ 2.43%
$377.5 - $449.52 $569K - $678K
63.6K $25.7M
CAG
Conagra Brands Inc.

Consumer Defensive
19.9K
+ 15.21%
$20.4 - $26.78 $406K - $533K
151K $3.08M
ALL
Allstate Corp

Financial Services
4.69K
+ 1.97%
$180.53 - $212.64 $847K - $998K
243K $48.9M
BP
Bp PLC

Energy
4.62K
+ 3.13%
$26.11 - $33.81 $121K - $156K
152K $4.55M
AVB
Avalonbay Communities Inc

Real Estate
366
+ 0.79%
$187.23 - $215.61 $68.5K - $78.9K
46.7K $9.5M
DVN
Devon Energy Corp

Energy
3.86K
+ 3.72%
$26.8 - $37.92 $103K - $146K
107K $3.42M
GILD
Gilead Sciences, Inc.

Healthcare
2.2K
+ 0.37%
$96.91 - $113.0 $214K - $249K
599K $66.4M
SNY
Sanofi

Healthcare
885
+ 1.11%
$47.62 - $55.44 $42.1K - $49.1K
80.9K $3.91M
FAF
First American Financial Corp

Financial Services
44.5K
+ 5.77%
$54.11 - $67.0 $2.41M - $2.98M
816K $50.1M
AWK
American Water Works Company, Inc.

Utilities
1.38K
+ 1.5%
$133.82 - $151.96 $184K - $209K
93K $12.9M
AEP
American Electric Power CO Inc

Utilities
2.12K
+ 1.44%
$98.59 - $109.11 $209K - $231K
149K $15.5M
CL
Colgate Palmolive CO

Consumer Defensive
9.89K
+ 1.86%
$87.57 - $96.0 $866K - $949K
542K $49.3M
GMED
Globus Medical Inc

Healthcare
317
+ 0.68%
$55.82 - $75.5 $17.7K - $23.9K
46.7K $2.76M
MUSA
Murphy Usa Inc.

Consumer Cyclical
40
+ 0.31%
$388.56 - $520.27 $15.5K - $20.8K
12.9K $5.25M
DUK
Duke Energy Corp

Utilities
3.45K
+ 1.08%
$112.46 - $124.05 $388K - $428K
324K $38.2M
MKC
Mccormick & CO Inc

Consumer Defensive
28.1K
+ 6.01%
$71.11 - $82.25 $2M - $2.31M
496K $37.6M
HES
Hess Corp

Energy
1.67K
+ 3.03%
$126.32 - $161.29 $211K - $269K
56.7K $7.86M
OKE
Oneok Inc

Energy
23.3K
+ 13.71%
$78.71 - $100.37 $1.84M - $2.34M
194K $15.8M
ED
Consolidated Edison Inc

Utilities
1.53K
+ 1.11%
$98.05 - $113.3 $150K - $174K
140K $14.1M
OXY
Occidental Petroleum Corp

Energy
843
+ 0.47%
$36.11 - $49.33 $30.4K - $41.6K
180K $7.57M
CHD
Church & Dwight CO Inc

Consumer Defensive
31.9K
+ 9.8%
$91.57 - $110.76 $2.92M - $3.53M
357K $34.3M
PLD
Prologis, Inc.

Real Estate
5.18K
+ 1.66%
$89.76 - $112.34 $465K - $581K
316K $33.3M
CB
Chubb LTD

Financial Services
5.38K
+ 0.93%
$274.32 - $302.46 $1.48M - $1.63M
586K $170M
COP
Conocophillips

Energy
11.6K
+ 2.01%
$82.66 - $106.1 $961K - $1.23M
591K $53M
LLY
Eli Lilly & CO

Healthcare
24.2K
+ 4.04%
$713.71 - $898.95 $17.3M - $21.8M
624K $486M
PGR
Progressive Corp

Financial Services
9.77K
+ 1.19%
$255.27 - $288.74 $2.49M - $2.82M
832K $222M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
767K
+ 1267.7%
$87.84 - $1441.89 $67.4M - $1.11B
828K $74.6M
XOM
Exxon Mobil Corp

Energy
105K
+ 3.37%
$99.93 - $119.04 $10.5M - $12.5M
3.21M $346M
JNJ
Johnson & Johnson

Healthcare
211
+ 0.01%
$146.36 - $159.82 $30.9K - $33.7K
2.24M $342M
ABBV
Abb Vie Inc.

Healthcare
90.2K
+ 3.94%
$170.16 - $206.27 $15.3M - $18.6M
2.38M $442M
CVX
Chevron Corp

Energy
53.5K
+ 2.15%
$133.73 - $168.51 $7.16M - $9.02M
2.54M $364M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47.1K
+ 2.53%
$483.48 - $539.8 $22.8M - $25.4M
1.91M $926M
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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