Ci Private Wealth, LLC Incresed Positions in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NGG
National Grid PLC

Utilities
1.1K
+ 1.31%
$67.98 - $74.38 $74.8K - $81.8K
84.9K $6.17M
NOMD
Nomad Foods LTD

Consumer Defensive
210
+ 1.11%
$12.91 - $18.18 $2.71K - $3.82K
19.1K $251K
OKE
Oneok Inc

Energy
21.8K
+ 11.29%
$71.36 - $83.47 $1.56M - $1.82M
215K $15.7M
TNET
Trinet Group, Inc.

Industrials
116
+ 0.74%
$62.83 - $75.19 $7.29K - $8.72K
15.7K $1.05M
WING
Wingstop Inc.

Consumer Cyclical
156
+ 10.3%
$247.44 - $377.34 $38.6K - $58.9K
1.67K $420K
DOCU
Docusign, Inc.

Technology
939
+ 3.36%
$67.14 - $85.01 $63K - $79.8K
28.9K $2.08M
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
127
+ 0.96%
$25.8 - $41.03 $3.28K - $5.21K
13.3K $405K
S
Sentinel One, Inc.

Technology
7.4K
+ 2.18%
$15.81 - $19.78 $117K - $146K
348K $6.12M
KFY
Korn Ferry

Industrials
189
+ 0.56%
$69.05 - $76.46 $13.1K - $14.5K
34.1K $2.39M
FFIN
First Financial Bankshares Inc

Financial Services
372
+ 0.74%
$33.62 - $37.98 $12.5K - $14.1K
50.5K $1.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.42K
+ 10.39%
$184.73 - $220.27 $262K - $312K
15.1K $2.86M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
192
+ 0.19%
$10.17 - $11.97 $1.95K - $2.3K
102K $1.04M
SPSC
Sps Commerce Inc

Technology
71
+ 1.95%
$103.88 - $142.5 $7.38K - $10.1K
3.72K $387K
SLM
Slm Corp

Financial Services
475
+ 1.98%
$27.68 - $34.4 $13.1K - $16.3K
24.5K $678K
MKL
Markel Corp

Financial Services
84
+ 2.6%
$1898.34 - $2031.8 $159K - $171K
3.32K $6.34M
PRCT
Procept Bio Robotics Corp

Healthcare
321
+ 5.41%
$35.69 - $60.06 $11.5K - $19.3K
6.25K $223K
CRWD
Crowd Strike Holdings, Inc.

Technology
974
+ 3.03%
$412.46 - $514.1 $402K - $501K
33.1K $16.2M
BRBR
Bellring Brands, Inc.

Consumer Defensive
9.04K
+ 41.95%
$35.51 - $58.78 $321K - $531K
30.6K $1.11M
TTD
Trade Desk, Inc.

Technology
10.2K
+ 36.27%
$43.93 - $89.76 $446K - $912K
38.2K $1.87M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.28K
+ 5.99%
$84.43 - $97.93 $192K - $223K
40.3K $3.42M
RELX
Relx PLC

Communication Services
1.67K
+ 3.86%
$45.13 - $54.19 $75.5K - $90.7K
45K $2.15M
BALL
Ball Corp

Consumer Cyclical
205
+ 0.53%
$48.47 - $59.71 $9.94K - $12.2K
39K $1.96M
TWLO
Twilio Inc

Communication Services
1.12K
+ 8.27%
$92.44 - $132.7 $104K - $149K
14.7K $1.47M
PAGP
Plains Gp Holdings LP

Energy
1.31K
+ 0.54%
$18.12 - $20.08 $23.8K - $26.3K
243K $4.44M
GDDY
Go Daddy Inc.

Technology
327
+ 3.92%
$133.35 - $178.59 $43.6K - $58.4K
8.66K $1.19M
JKHY
Henry Jack & Associates Inc

Technology
132
+ 1.2%
$148.45 - $182.09 $19.6K - $24K
11.1K $1.66M
INGR
Ingredion Inc

Consumer Defensive
239
+ 0.86%
$121.01 - $138.21 $28.9K - $33K
28K $3.41M
ALGN
Align Technology Inc

Healthcare
3.31K
+ 27.64%
$124.88 - $207.19 $413K - $686K
15.3K $1.91M
APG
A Pi Group Corp

Industrials
12.2K
+ 25.0%
$33.09 - $36.34 $403K - $442K
60.8K $2.09M
PAA
Plains All American Pipeline LP

Energy
6.7K
+ 1.45%
$16.88 - $18.93 $113K - $127K
467K $7.97M
KMI
Kinder Morgan, Inc.

Energy
12.6K
+ 1.66%
$26.23 - $28.5 $331K - $359K
774K $21.9M
FDS
Factset Research Systems Inc

Financial Services
332
+ 8.61%
$283.86 - $450.3 $94.2K - $149K
4.19K $1.2M
SAP
Sap Se

Technology
3.44K
+ 8.67%
$252.42 - $311.93 $868K - $1.07M
43.1K $11.5M
HRB
H&R Block Inc

Consumer Cyclical
1.82K
+ 1.09%
$49.28 - $56.76 $89.5K - $103K
168K $8.49M
CAH
Cardinal Health Inc

Healthcare
157
+ 0.19%
$146.04 - $167.63 $22.9K - $26.3K
81.6K $12.8M
CNC
Centene Corp

Healthcare
24.4K
+ 23.18%
$25.21 - $56.65 $616K - $1.38M
130K $4.63M
PAR
Par Technology Corp

Technology
2.41K
+ 5.97%
$39.58 - $71.23 $95.2K - $171K
42.7K $1.69M
MKC
Mccormick & CO Inc

Consumer Defensive
47.2K
+ 9.52%
$64.3 - $77.17 $3.04M - $3.65M
543K $36.4M
TGT
Target Corp

Consumer Defensive
951
+ 0.58%
$86.56 - $107.43 $82.3K - $102K
164K $14.7M
DKNG
Draft Kings Inc.

Consumer Cyclical
3.63K
+ 1.22%
$37.4 - $48.23 $136K - $175K
300K $11.2M
IEX
Idex Corp

Industrials
1.07K
+ 0.48%
$157.53 - $185.69 $168K - $198K
223K $36.3M
WSO
Watsco Inc

Industrials
6.02K
+ 4.01%
$381.94 - $489.97 $2.3M - $2.95M
156K $63.1M
LSTR
Landstar System Inc

Industrials
11.5K
+ 3.2%
$120.68 - $146.55 $1.39M - $1.69M
372K $45.6M
PM
Philip Morris International Inc.

Consumer Defensive
29.8K
+ 6.08%
$157.77 - $183.27 $4.7M - $5.46M
520K $84.4M
MASI
Masimo Corp

Healthcare
5.8K
+ 1.76%
$136.77 - $171.34 $793K - $994K
336K $49.6M
PGR
Progressive Corp

Financial Services
27.4K
+ 3.29%
$238.61 - $264.3 $6.53M - $7.23M
860K $212M
INTU
Intuit Inc

Technology
3.51K
+ 2.66%
$646.03 - $807.39 $2.27M - $2.83M
135K $92.4M
KMX
Carmax Inc

Consumer Cyclical
169K
+ 19.54%
$44.86 - $71.57 $7.58M - $12.1M
1.03M $46.4M
ISRG
Intuitive Surgical Inc

Healthcare
18.1K
+ 5.96%
$433.66 - $544.47 $7.85M - $9.86M
322K $144M
Activity Summary
Buys All Purchases 1367 New Holdings 266 Increased Positions 1101 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 11 Puts 14
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