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
NBR
Nabors Industries LTD

Energy
5.21K
New
$37.04 - $68.1 $193K - $355K
5.21K $217K
UUUU
Energy Fuels Inc

Energy
58.1K
New
$3.73 - $5.88 $217K - $341K
58.1K $216K
EHC
Encompass Health Corp

Healthcare
725
+ 4.54%
$91.05 - $102.2 $66K - $74.1K
16.7K $1.69M
CMF
Ishares California Muni Bond E

ETFs
3.85K
New
$55.93 - $57.47 $215K - $221K
3.85K $216K
APPF
Appfolio Inc

Technology
981
New
$206.66 - $260.64 $203K - $256K
981 $215K
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.86K
New
$25.54 - $27.64 $201K - $217K
7.86K $214K
NNN
National Retail Properties, Inc.

Real Estate
3.98K
+ 16.8%
$38.0 - $43.19 $151K - $172K
27.6K $1.18M
NVCR
Novo Cure LTD

Healthcare
11.9K
New
$17.82 - $30.19 $213K - $361K
11.9K $212K
UMBF
Umb Financial Corp

Financial Services
2.09K
New
$98.0 - $122.56 $205K - $256K
2.09K $210K
BCE
Bce Inc

Communication Services
9.29K
+ 62.67%
$22.14 - $25.18 $206K - $234K
24.1K $553K
BBDC
Barings Bdc, Inc.

Financial Services
22K
New
$9.36 - $10.78 $206K - $237K
22K $209K
FTCS
First Trust Capital Strength E

ETFs
2.33K
New
$86.39 - $91.35 $201K - $213K
2.33K $209K
UI
Ubiquiti Inc.

Technology
672
New
$300.93 - $431.11 $202K - $290K
672 $208K
SKY
Skyline Champion Corp

Consumer Cyclical
2.2K
New
$85.72 - $108.14 $189K - $238K
2.2K $208K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.12K
+ 5.56%
$69.87 - $75.62 $148K - $160K
40.2K $2.91M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.1K
New
$98.43 - $98.88 $207K - $208K
2.1K $207K
MSM
Msc Industrial Direct CO Inc

Industrials
2.67K
New
$74.45 - $83.08 $199K - $222K
2.67K $207K
PR
Permian Resources Corporation

Energy
16.4K
+ 40.5%
$12.33 - $16.0 $203K - $263K
57K $789K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.97K
New
$66.3 - $74.17 $197K - $220K
2.97K $206K
AVIV
American Centy ETF Tr Avantis
3.63K
New
$51.51 - $58.54 $187K - $213K
3.63K $205K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.8K
+ 5.8%
$63.91 - $70.19 $115K - $126K
32.8K $2.21M
RJF
Raymond James Financial Inc

Financial Services
3.99K
+ 18.73%
$137.62 - $172.64 $549K - $688K
25.3K $3.51M
PUK
Prudential PLC

Financial Services
9.57K
New
$14.54 - $21.92 $139K - $210K
9.57K $205K
NJR
New Jersey Resources Corp

Utilities
1.2K
+ 1.97%
$45.25 - $49.37 $54.1K - $59K
62K $3.04M
ESS
Essex Property Trust, Inc.

Real Estate
743
+ 40.58%
N/A
2.57K $702K
IXN
Ishares Global Information Tec

ETFs
2.95K
+ 121.74%
$75.73 - $88.4 $223K - $260K
5.36K $406K
HUN
Huntsman Corp

Basic Materials
12.6K
New
$15.79 - $18.04 $200K - $228K
12.6K $199K
GTY
Getty Realty Corp

Real Estate
3.04K
+ 3.08%
$29.11 - $31.4 $88.4K - $95.4K
102K $3.17M
IBN
Icici Bank LTD

Financial Services
3.17K
+ 5.42%
$27.55 - $31.67 $87.4K - $100K
61.8K $1.95M
PEN
Penumbra Inc

Healthcare
548
+ 32.33%
$237.28 - $303.76 $130K - $166K
2.24K $599K
LYG
Lloyds Banking Group PLC

Financial Services
15.8K
+ 12.73%
$2.58 - $3.9 $40.7K - $61.6K
140K $534K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
259
+ 1.43%
$60.74 - $73.87 $15.7K - $19.1K
18.4K $1.36M
FHI
Federated Hermes, Inc.

Financial Services
5.24K
+ 9.71%
$37.58 - $41.51 $197K - $217K
59.1K $2.41M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.64K
+ 57.35%
$49.67 - $51.43 $181K - $187K
9.99K $510K
BILI
Bilibili Inc.

Communication Services
10K
New
$15.97 - $24.1 $160K - $241K
10K $191K
NWSA
News Corp

Communication Services
7.46K
+ 14.18%
$26.29 - $30.49 $196K - $227K
60K $1.63M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
11.1K
New
$16.23 - $22.23 $181K - $247K
11.1K $185K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
11K
New
$16.18 - $17.82 $178K - $196K
11K $184K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.4K
New
$17.53 - $17.87 $182K - $185K
10.4K $182K
OGE
Oge Energy Corp.

Utilities
2.33K
+ 14.88%
$39.76 - $46.32 $92.4K - $108K
18K $825K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.92K
+ 20.46%
$24.39 - $35.22 $95.7K - $138K
23.1K $685K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.61K
+ 15.42%
$45.62 - $51.12 $119K - $133K
19.5K $994K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.14K
+ 12.15%
$46.15 - $63.53 $52.8K - $72.7K
10.6K $650K
BGS
B&G Foods, Inc.

Consumer Defensive
26K
New
$5.62 - $7.87 $146K - $204K
26K $178K
BLD
Top Build Corp

Industrials
720
+ 10.78%
$295.17 - $354.82 $213K - $255K
7.4K $2.26M
DOCS
Doximity, Inc.

Healthcare
2.33K
+ 26.16%
$49.71 - $83.14 $116K - $193K
11.2K $650K
RGLD
Royal Gold Inc

Basic Materials
556
+ 21.07%
$132.55 - $163.51 $73.7K - $90.9K
3.2K $522K
HWKN
Hawkins Inc

Basic Materials
2.17K
+ 63.87%
$101.28 - $122.97 $220K - $267K
5.57K $589K
PODD
Insulet Corp

Healthcare
607
+ 6.74%
$237.06 - $288.29 $144K - $175K
9.61K $2.52M
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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