Ci Private Wealth, LLC Purchases in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Lufax Holding LTD
358
+ 2.48%
N/A
14.8K $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5
+ 0.17%
$95.75 - $118.1 $479 - $591
2.9K $322K
Manager Directed Portfolios
226
+ 0.55%
N/A
41K $0
Masterbrand Inc
7.39K
+ 63.79%
N/A
19K $0
MOGA
Moog Inc Cla
2.15K
+ 84.59%
N/A
4.69K $0
Morgan Stanley ETF Trust
163K
New
N/A
163K $0
Msp Recovery Inc
158K
+ 15.48%
N/A
1.18M $0
Net Lease Office Properties
9.76K
New
N/A
9.76K $0
New York Cmnty Bancorp Inc
53K
New
N/A
53K $0
ROOF
Indexiq ETF Trust Iq Cbre Next
3.84K
+ 15.03%
N/A
29.4K $0
Nuveen Churchill Direct Lend
1.76M
+ 243.46%
N/A
2.48M $0
Oaktree Specialty Lending CO
6.17K
+ 27.34%
N/A
28.7K $0
Phinia Inc
1.75K
+ 25.53%
N/A
8.59K $0
Presidio Ppty Tr Inc
17.7K
New
N/A
17.7K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
21.2K
+ 201.5%
N/A
31.7K $0
Qiagen Nv
112
+ 1.28%
N/A
8.86K $0
Rb Global Inc
785
+ 3.42%
N/A
23.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
153K
New
N/A
153K $0
Reddit Inc
3.33K
New
N/A
3.33K $0
Sable Offshore Corp
29.9K
New
N/A
29.9K $0
Safehold Inc
84
+ 0.63%
N/A
13.3K $0
Schwab Charles Family Fd
438K
+ 2.47%
N/A
18.1M $0
Siriusxm Holdings Inc
31.6K
New
N/A
31.6K $0
Six Flags Entertainment Corp
31.5K
New
N/A
31.5K $0
Smartkem Inc
715
+ 3.58%
N/A
20.7K $0
Smurfit Westrock PLC
34.3K
New
N/A
34.3K $0
Sndl Inc
4
+ 0.01%
N/A
39.4K $0
STEL
Stellar Bancorp Inc
8
+ 0.05%
N/A
15.2K $0
Te Connectivity PLC
64.8K
New
N/A
64.8K $0
Vanguard Wellington Fd
11.1K
+ 400.32%
N/A
13.9K $0
Veralto Corp
1.42K
+ 1.24%
N/A
116K $0
Victory Portfolios Ii
85.2K
New
N/A
85.2K $0
Viper Energy Inc
279
+ 2.19%
N/A
13K $0
Wells Fargo CO New
1.93K
+ 95.73%
N/A
3.94K $0
Westcore Tr
9.15K
+ 8.61%
N/A
115K $0
Wns Hldgs LTD
29.4K
New
N/A
29.4K $0
Worthington Stl Inc
6
+ 0.05%
N/A
12.6K $0
MDXG
Mimedx Group, Inc.

Healthcare
5.42K
+ 16.9%
$5.65 - $7.76 $30.6K - $42.1K
37.5K $221K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
34
+ 0.76%
$86.23 - $103.97 $2.93K - $3.53K
4.53K $440K
IXC
Ishares Tr Global Energy ETF

ETFs
578
+ 2.4%
$38.94 - $42.35 $22.5K - $24.5K
24.6K $996K
DTC
Solo Brands, Inc.

Consumer Cyclical
60K
+ 60.0%
$1.09 - $2.5 $65.4K - $150K
160K $225K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
8
+ 0.02%
$19.65 - $22.6 $157 - $181
38.5K $836K
OTLY
Oatly Group Ab

Consumer Defensive
80
+ 0.22%
$0.85 - $1.17 $68 - $93.6
35.9K $30K
KWR
Quaker Chemical Corp

Basic Materials
2
+ 0.07%
$157.95 - $192.14 $316 - $384
2.95K $496K
BRX
Brixmor Property Group Inc.

Real Estate
89
+ 0.59%
$22.73 - $22.73 $2.02K - $2.02K
15.2K $345K
PLL
Piedmont Lithium Inc.

Basic Materials
691
+ 6.76%
$6.68 - $12.75 $4.62K - $8.81K
10.9K $97K
MAPSW
Wm Technology Inc Wt Pur Com E
10.5K
+ 7.42%
$0.02 - $0.06 $210 - $630
152K $3K
DSX
Diana Shipping Inc.

Industrials
1
+ 0.01%
$2.2 - $2.93 $2.2 - $2.93
16.3K $41K
GNTX
Gentex Corp

Consumer Cyclical
8.39K
+ 13.32%
$28.39 - $35.19 $238K - $295K
71.4K $2.12M
Activity Summary
Buys All Purchases 1443 New Holdings 234 Increased Positions 1209 Sells All Sells 845 Reductions 845 Sold out 0 Options Calls 21 Puts 25
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