Ci Private Wealth, LLC Purchases in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TALK
Talkspace, Inc.

Healthcare
262K
+ 588.51%
$2.56 - $4.17 $670K - $1.09M
306K $784K
EWL
Ishares Inc Msci Switzerlnd

ETFs
11.2K
+ 98.25%
$45.85 - $53.59 $514K - $601K
22.6K $1.17M
FTNT
Fortinet, Inc.

Technology
4.14K
+ 3.09%
$92.49 - $114.57 $383K - $475K
138K $13.3M
L
Loews Corp

Financial Services
2.48K
+ 4.4%
$81.13 - $91.91 $201K - $227K
58.8K $5.4M
GEF
Greif, Inc

Consumer Cyclical
19.4K
+ 27.14%
$54.57 - $62.45 $1.06M - $1.21M
90.8K $4.99M
SCM
Stellus Capital Investment Corp

Financial Services
41K
+ 23.91%
$13.64 - $15.5 $559K - $635K
212K $2.97M
EVRG
Evergy, Inc.

Utilities
4.1K
+ 9.12%
$59.9 - $69.52 $245K - $285K
49K $3.38M
MTB
M&T Bank Corp

Financial Services
4.51K
+ 21.72%
$170.47 - $201.98 $769K - $911K
25.3K $4.52M
BHF
Brighthouse Financial, Inc.

Financial Services
8.29K
+ 69.7%
$45.74 - $62.97 $379K - $522K
20.2K $1.17M
ILCV
Ishares Morningstar Value ETF

ETFs
6.75K
+ 6.45%
$79.37 - $85.24 $535K - $575K
111K $9.06M
EGP
Eastgroup Properties Inc

Real Estate
2.27K
+ 18.28%
$155.63 - $187.46 $353K - $425K
14.7K $2.58M
HUM
Humana Inc

Healthcare
1.13K
+ 4.23%
$249.11 - $303.11 $282K - $343K
27.9K $7.39M
HDB
Hdfc Bank LTD

Financial Services
8.02K
+ 36.24%
$58.06 - $66.85 $466K - $536K
30.2K $2M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
96K
+ 608.84%
$6.04 - $6.31 $580K - $606K
112K $684K
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.11K
+ 2.22%
$25.54 - $28.79 $130K - $147K
236K $6.55M
PRI
Primerica, Inc.

Financial Services
1.64K
+ 18.92%
$271.41 - $296.43 $444K - $485K
10.3K $2.93M
BWXT
Bwx Technologies, Inc.

Industrials
5.81K
New
$96.59 - $128.46 $561K - $746K
5.81K $573K
PINS
Pinterest, Inc.

Communication Services
13.7K
+ 18.54%
$29.79 - $40.0 $408K - $548K
87.6K $2.71M
IXJ
Ishares Global Healthcare ETF

ETFs
5.65K
+ 74.74%
$86.01 - $94.19 $486K - $532K
13.2K $1.2M
SUI
Sun Communities Inc

Real Estate
201
+ 0.22%
$120.53 - $136.43 $24.2K - $27.4K
92.8K $11.9M
AEE
Ameren Corp

Utilities
837
+ 2.04%
$86.87 - $103.67 $72.7K - $86.8K
41.9K $4.2M
FXI
Ishares Tr

ETFs
15.1K
New
$28.65 - $38.55 $433K - $583K
15.1K $542K
SSB
South State Corp

Financial Services
6.51K
+ 57.61%
$89.4 - $108.33 $582K - $705K
17.8K $1.65M
ACI
Albertsons Companies, Inc.

Consumer Defensive
7.94K
+ 5.29%
$19.58 - $22.02 $155K - $175K
158K $3.47M
PNW
Pinnacle West Capital Corp

Utilities
3.8K
+ 24.3%
$81.76 - $95.25 $311K - $362K
19.4K $1.85M
CVLT
Commvault Systems Inc

Technology
3.2K
+ 110.14%
$146.82 - $187.9 $470K - $602K
6.11K $964K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
17.4K
+ 15.97%
$25.83 - $27.09 $450K - $472K
127K $3.38M
MKL
Markel Corp

Financial Services
47
+ 1.55%
$1660.14 - $2059.83 $78K - $96.8K
3.07K $5.74M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.72K
+ 1.03%
$40.79 - $42.32 $192K - $200K
461K $19.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.57K
+ 0.84%
$55.14 - $60.29 $307K - $336K
669K $38.5M
MASI
Masimo Corp

Healthcare
355
+ 0.1%
$163.55 - $190.63 $58.1K - $67.7K
348K $58M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
5.5K
+ 238.95%
$91.45 - $100.11 $503K - $551K
7.81K $730K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
8.84K
+ 36.58%
$77.67 - $90.15 $686K - $797K
33K $2.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
551
+ 1.83%
$308.86 - $455.36 $170K - $251K
30.7K $10.8M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.01K
+ 44.08%
$55.75 - $77.63 $224K - $311K
13.1K $1.02M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.47K
+ 29.47%
$73.82 - $89.02 $330K - $398K
19.6K $1.69M
MOH
Molina Healthcare, Inc.

Healthcare
891
+ 16.39%
$266.57 - $333.27 $238K - $297K
6.33K $2.08M
PFG
Principal Financial Group Inc

Financial Services
2.84K
+ 8.27%
$76.34 - $89.04 $217K - $253K
37.1K $3.13M
OKTA
Okta, Inc.

Technology
1.96K
+ 19.28%
$78.83 - $116.72 $154K - $228K
12.1K $1.27M
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.49K
+ 3.82%
$36.6 - $39.56 $164K - $178K
122K $4.73M
UGI
Ugi Corp

Utilities
11K
+ 58.02%
$28.0 - $34.16 $309K - $377K
30K $993K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
15.8K
+ 198.38%
$27.52 - $33.6 $435K - $531K
23.8K $708K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
6.34K
+ 30.97%
$60.44 - $69.57 $383K - $441K
26.8K $1.79M
CHRD
Oasis Petroleum Inc.

Energy
4.55K
+ 24.14%
$101.34 - $127.78 $461K - $581K
23.4K $2.64M
MELI
Mercadolibre Inc

Consumer Cyclical
52
+ 3.86%
$1739.0 - $2260.0 $90.4K - $118K
1.4K $2.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.2K
+ 24.93%
$25.77 - $27.6 $391K - $418K
76K $2.02M
NTNX
Nutanix, Inc.

Technology
5.34K
+ 81.69%
$61.28 - $77.44 $327K - $414K
11.9K $829K
ORI
Old Republic International Corp

Financial Services
5.23K
+ 7.27%
$33.46 - $39.22 $175K - $205K
77.2K $3.03M
CHTR
Charter Communications, Inc.

Communication Services
342
+ 2.99%
$334.89 - $384.77 $115K - $132K
11.8K $4.35M
Activity Summary
Buys All Purchases 925 New Holdings 132 Increased Positions 793 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 1 Puts 4
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