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
CF
Cf Industries Holdings, Inc.

Basic Materials
2.66K
+ 20.87%
$68.47 - $102.48 $182K - $273K
15.4K $1.42M
EPR
Epr Properties

Real Estate
6.42K
+ 75.67%
$43.53 - $59.11 $279K - $379K
14.9K $867K
IESC
Ies Holdings, Inc.

Industrials
87
+ 2.89%
$160.58 - $296.23 $14K - $25.8K
3.1K $918K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
936
+ 28.92%
$160.63 - $257.78 $150K - $241K
4.17K $1.07M
KRE
Spdr S&P Regional Banking ETF

ETFs
6.61K
+ 64.84%
$48.81 - $59.48 $323K - $393K
16.8K $998K
TS
Tenaris Sa

Energy
11.7K
+ 107.2%
$30.71 - $39.46 $359K - $461K
22.6K $845K
FNDC
Schwab Fundamental Intl Small

ETFs
9.96K
New
$32.97 - $42.05 $328K - $419K
9.96K $418K
KRC
Kilroy Realty Corp

Real Estate
11K
+ 47.07%
$28.32 - $35.95 $312K - $396K
34.4K $1.18M
ITT
Itt Inc.

Industrials
1.67K
+ 30.91%
$112.67 - $157.95 $188K - $264K
7.08K $1.11M
SNV
Synovus Financial Corp

Financial Services
7K
+ 70.38%
$38.27 - $51.75 $268K - $362K
17K $877K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
40.8K
+ 31.24%
$10.29 - $11.24 $419K - $458K
171K $1.87M
JBHT
Hunt J B Transport Services Inc

Industrials
15.4K
+ 3.71%
$124.73 - $152.78 $1.93M - $2.36M
432K $62M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4.06K
+ 133.18%
$86.79 - $101.21 $353K - $411K
7.11K $701K
TBLA
Taboola.Com Ltd.

Communication Services
111K
New
$2.54 - $3.7 $281K - $409K
111K $405K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
32.3K
New
$9.22 - $12.79 $298K - $413K
32.3K $405K
MSM
Msc Industrial Direct CO Inc

Industrials
4.52K
+ 169.04%
$70.15 - $85.48 $317K - $386K
7.19K $611K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.1K
+ 66.07%
$26.66 - $33.09 $297K - $368K
28K $922K
FOXA
Fox Corp

Communication Services
7.42K
+ 25.73%
$47.21 - $57.04 $350K - $423K
36.2K $2.03M
SR
Spire Inc

Utilities
5.49K
New
$71.03 - $79.07 $390K - $434K
5.49K $400K
SSNC
Ss&C Technologies Holdings Inc

Technology
4.89K
+ 51.62%
$71.96 - $83.42 $352K - $408K
14.4K $1.19M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
33.4K
New
$11.34 - $12.35 $378K - $412K
33.4K $397K
PFGC
Performance Food Group CO

Consumer Defensive
871
+ 2.4%
$71.62 - $89.56 $62.4K - $78K
37.2K $3.26M
SEE
Sealed Air Corp

Consumer Cyclical
12K
+ 109.33%
$23.93 - $32.95 $288K - $396K
23K $714K
SHAK
Shake Shack Inc.

Consumer Cyclical
1.72K
+ 58.25%
$75.85 - $140.6 $131K - $242K
4.68K $657K
TY
Tri Continental Corp

Financial Services
12.1K
+ 99.47%
$27.37 - $31.84 $332K - $386K
24.3K $769K
GPS
Gap Inc

Consumer Cyclical
19.6K
New
N/A
19.6K $394K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
625
+ 6.06%
$140.37 - $177.56 $87.7K - $111K
10.9K $1.88M
PATH
Ui Path, Inc.

Technology
25.1K
+ 88.07%
$9.79 - $13.31 $246K - $335K
53.7K $687K
BDC
Belden Inc.

Technology
3.4K
New
$87.1 - $116.54 $296K - $396K
3.4K $393K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.14K
+ 106.35%
$87.64 - $143.29 $188K - $307K
4.16K $595K
WLY
John Wiley & Sons, Inc.

Communication Services
8.8K
New
$37.03 - $45.5 $326K - $400K
8.8K $392K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
32.7K
New
$11.35 - $12.45 $371K - $407K
32.7K $390K
PTLO
Portillo'S Inc.

Consumer Cyclical
33.5K
New
$10.34 - $13.35 $346K - $447K
33.5K $390K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
30K
New
$12.7 - $13.53 $381K - $406K
30K $389K
BIGC
Big Commerce Holdings, Inc.

Technology
77.8K
New
$4.77 - $5.91 $371K - $460K
77.8K $388K
KIO
Kkr Income Opportunities Fund

Financial Services
30.8K
New
$10.99 - $12.56 $339K - $387K
30.8K $387K
SMLR
Semler Scientific, Inc.

Healthcare
10K
New
$28.89 - $45.11 $289K - $451K
10K $387K
AGI
Alamos Gold Inc

Basic Materials
14.6K
+ 102.33%
$23.81 - $30.33 $348K - $443K
28.9K $767K
GEO
Geo Group Inc

Real Estate
16.1K
New
$23.11 - $31.67 $372K - $510K
16.1K $385K
KBE
Spdr S&P Bank ETF

ETFs
6.55K
+ 96.98%
$45.85 - $55.78 $300K - $365K
13.3K $742K
TBK
Triumph Bancorp, Inc.

Financial Services
5.97K
+ 100.61%
N/A
11.9K $764K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.6K
+ 18.15%
$105.8 - $131.55 $276K - $343K
17K $2.18M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
38.3K
+ 247.0%
$9.18 - $11.13 $351K - $426K
53.7K $555K
UDR
Udr, Inc.

Real Estate
10.5K
+ 94.96%
$38.09 - $45.36 $400K - $477K
21.6K $880K
VKTX
Viking Therapeutics, Inc.

Healthcare
13.2K
+ 99.98%
$19.98 - $29.49 $264K - $390K
26.4K $700K
ENB
Enbridge Inc

Energy
3.31K
+ 1.46%
$41.09 - $47.16 $136K - $156K
230K $10.4M
FDN
First Tr Fd Dow Jones

ETFs
946
+ 36.01%
$200.29 - $269.33 $189K - $255K
3.57K $962K
GMS
Gms Inc.

Industrials
3.49K
New
$66.73 - $108.75 $233K - $380K
3.49K $379K
MOS
Mosaic CO

Basic Materials
6.26K
+ 39.12%
$22.76 - $36.95 $142K - $231K
22.3K $811K
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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