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
MLI
Mueller Industries Inc

Industrials
2.25K
+ 13.7%
$68.45 - $79.6 $154K - $179K
18.7K $1.48M
UUUU
Energy Fuels Inc

Energy
20K
+ 34.45%
$3.44 - $5.9 $68.8K - $118K
78.1K $448K
NYF
Ishares New York Muni Bond ETF

ETFs
4.62K
+ 26.59%
$51.29 - $53.06 $237K - $245K
22K $1.15M
OPFI
Opp Fi Inc.

Technology
16.6K
New
$7.92 - $14.61 $132K - $243K
16.6K $232K
BL
Blackline, Inc.

Technology
4.1K
New
$42.27 - $58.22 $173K - $239K
4.1K $231K
NMIH
Nmi Holdings, Inc.

Financial Services
5.49K
New
$32.79 - $42.24 $180K - $232K
5.49K $231K
NWSA
News Corp

Communication Services
2.71K
+ 4.52%
$23.97 - $29.72 $65.1K - $80.7K
62.8K $1.86M
SFNC
Simmons First National Corp

Financial Services
13.2K
+ 97.94%
$17.39 - $20.55 $230K - $272K
26.8K $507K
TALK
Talkspace, Inc.

Healthcare
58.4K
+ 19.07%
$2.58 - $3.35 $151K - $196K
365K $1.01M
HESM
Hess Midstream LP

Energy
6.89K
+ 71.58%
$35.23 - $42.89 $243K - $295K
16.5K $635K
SMTC
Semtech Corp

Technology
5.07K
New
$24.34 - $45.62 $123K - $231K
5.07K $228K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.81K
New
$27.29 - $29.28 $213K - $229K
7.81K $228K
PWZ
Invesco California Amt Free Mu

ETFs
9.73K
New
$22.71 - $24.18 $221K - $235K
9.73K $227K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.96K
+ 19.23%
$73.0 - $85.5 $143K - $168K
12.2K $1.02M
MC
Moelis & CO

Financial Services
3.66K
New
$48.86 - $62.99 $179K - $230K
3.66K $227K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.51K
New
$29.19 - $50.24 $132K - $226K
4.51K $226K
TRU
Trans Union

Industrials
2.31K
+ 52.82%
$69.26 - $91.89 $160K - $213K
6.7K $589K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.57K
+ 59.94%
$27.26 - $34.48 $152K - $192K
14.9K $512K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
97.4K
+ 215.09%
$2.06 - $3.0 $201K - $292K
143K $343K
PNM
Pnm Resources Inc

Utilities
5.41K
New
N/A
5.41K $225K
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.93K
New
$32.56 - $57.11 $128K - $224K
3.93K $224K
FLCA
Franklin Templeton ETF Tr

ETFs
5.39K
New
$33.9 - $41.83 $183K - $225K
5.39K $224K
TNDM
Tandem Diabetes Care Inc

Healthcare
12.3K
+ 109.42%
$16.35 - $23.52 $202K - $290K
23.6K $439K
ADT
Adt Inc.

Industrials
26.4K
New
$7.54 - $8.6 $199K - $227K
26.4K $223K
LCII
Lci Industries

Consumer Cyclical
2.46K
New
$75.07 - $92.4 $184K - $227K
2.46K $223K
TDC
Teradata Corp

Technology
10K
New
$19.2 - $23.59 $192K - $236K
10K $223K
UCBI
United Community Banks Inc

Financial Services
7.59K
New
N/A
7.59K $222K
EQIX
Equinix Inc

Real Estate
443
+ 6.68%
$740.07 - $914.43 $328K - $405K
7.08K $5.63M
FKU
First Trust United Kingdom Alp

ETFs
47
+ 0.15%
$35.99 - $46.89 $1.69K - $2.2K
32K $1.5M
BFH
Bread Financial Holdings, Inc.

Financial Services
3.85K
New
$41.88 - $57.12 $161K - $220K
3.85K $220K
URTH
Ishares Msci World ETF

ETFs
1.3K
New
$136.3 - $169.38 $178K - $221K
1.3K $220K
MANH
Manhattan Associates Inc

Technology
576
+ 13.33%
$143.9 - $197.47 $82.9K - $114K
4.9K $966K
PULS
Pgim ETF Tr

ETFs
4.41K
New
$49.39 - $49.76 $218K - $219K
4.41K $219K
AIT
Applied Industrial Technologies Inc

Industrials
863
+ 35.27%
$206.03 - $243.28 $178K - $210K
3.31K $769K
AUB
Atlantic Union Bankshares Corp

Financial Services
7K
New
$23.85 - $32.24 $167K - $226K
7K $218K
LNN
Lindsay Corp

Industrials
1.5K
New
$116.32 - $144.25 $175K - $217K
1.5K $216K
PFS
Provident Financial Services Inc

Financial Services
11.5K
+ 26.32%
$14.69 - $17.98 $168K - $206K
55K $963K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.42K
New
$89.13 - $167.48 $127K - $238K
1.42K $215K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.35K
+ 33.68%
$89.87 - $92.93 $212K - $219K
9.34K $861K
AMED
Amedisys Inc

Healthcare
2.18K
New
$91.31 - $98.39 $199K - $214K
2.18K $214K
IMRX
Immuneering Corp

Healthcare
63.7K
New
$1.1 - $3.66 $70.1K - $233K
63.7K $214K
APA
Apa Corp

Energy
28.6K
+ 25.27%
$14.03 - $21.24 $401K - $607K
142K $2.59M
CNA
Cna Financial Corp

Financial Services
4.58K
New
$45.03 - $50.88 $206K - $233K
4.58K $213K
QLYS
Qualys, Inc.

Technology
1.49K
New
$115.21 - $142.87 $172K - $213K
1.49K $213K
URBN
Urban Outfitters Inc

Consumer Cyclical
2.95K
New
$43.24 - $75.26 $127K - $222K
2.95K $213K
GFF
Griffon Corp

Industrials
2.94K
New
$64.73 - $74.97 $190K - $220K
2.94K $212K
JBGS
Jbg Smith Properties

Real Estate
12.3K
New
$13.98 - $18.4 $172K - $227K
12.3K $212K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.02K
New
$163.6 - $208.47 $167K - $212K
1.02K $212K
ADSK
Autodesk, Inc.

Technology
858
+ 1.69%
N/A
51.8K $12.7M
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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