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
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.32K
+ 3.34%
$55.47 - $61.45 $73K - $80.9K
40.7K $2.4M
LECO
Lincoln Electric Holdings Inc

Industrials
851
+ 30.25%
$180.51 - $216.81 $154K - $185K
3.66K $693K
ETSY
Etsy Inc

Consumer Cyclical
4.55K
+ 53.88%
$44.4 - $57.29 $202K - $260K
13K $612K
BCS
Barclays PLC

Financial Services
2.31K
+ 3.69%
$12.69 - $16.25 $29.3K - $37.6K
65K $998K
ESNT
Essent Group Ltd.

Financial Services
2.5K
+ 41.53%
$53.6 - $59.25 $134K - $148K
8.51K $491K
OZK
Bank Ozk

Financial Services
4.37K
+ 17.55%
$41.71 - $53.1 $182K - $232K
29.3K $1.27M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
10.7K
+ 72.25%
$16.48 - $19.07 $176K - $203K
25.4K $421K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2K
+ 4.08%
$39.65 - $43.35 $79.3K - $86.7K
51K $2.14M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.47K
+ 1.97%
$34.14 - $37.91 $50.3K - $55.8K
76.2K $2.72M
FLEX
Flex Ltd.

Technology
6.19K
+ 74.52%
$32.92 - $44.46 $204K - $275K
14.5K $479K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.79K
+ 37.4%
$67.08 - $76.14 $120K - $136K
6.57K $484K
NXST
Nexstar Media Group, Inc.

Communication Services
334
+ 7.22%
$146.34 - $182.75 $48.9K - $61K
4.96K $888K
STAG
Stag Industrial, Inc.

Real Estate
1.12K
+ 2.18%
$32.39 - $37.07 $36.3K - $41.5K
52.6K $1.9M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
126
+ 0.33%
$42.3 - $53.69 $5.33K - $6.76K
38.4K $2M
PBA
Pembina Pipeline Corp

Energy
1.15K
+ 3.27%
$35.13 - $40.12 $40.3K - $46K
36.2K $1.45M
FE
Firstenergy Corp

Utilities
3.12K
+ 7.28%
$37.95 - $43.5 $118K - $136K
45.9K $1.85M
NOVT
Novanta Inc

Technology
972
+ 38.69%
N/A
3.48K $549K
NABL
N Able, Inc.

Technology
21.6K
New
$6.92 - $10.3 $150K - $223K
21.6K $153K
WTRG
Essential Utilities, Inc.

Utilities
566
+ 1.41%
$33.49 - $40.57 $19K - $23K
40.8K $1.61M
IAC
Iac/Inter Active Corp

Communication Services
2.71K
+ 27.49%
$41.0 - $50.0 $111K - $135K
12.6K $576K
GWRE
Guidewire Software, Inc.

Technology
13
+ 0.16%
$166.74 - $218.22 $2.17K - $2.84K
7.92K $1.48M
WOR
Worthington Industries Inc

Industrials
470
+ 3.72%
$38.95 - $51.6 $18.3K - $24.3K
13.1K $656K
QBTS
D Wave Quantum Inc.

Technology
20.9K
+ 200.72%
$3.83 - $11.18 $80K - $233K
31.3K $237K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.74K
+ 50.03%
$96.85 - $111.39 $169K - $194K
5.23K $516K
SAIC
Science Applications International Corp

Technology
1.3K
+ 29.73%
$95.77 - $119.82 $124K - $155K
5.65K $634K
WEN
Wendy'S CO

Consumer Cyclical
13.4K
+ 45.87%
$14.17 - $16.17 $189K - $216K
42.5K $622K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.31K
+ 12.06%
$175.5 - $209.86 $230K - $274K
12.2K $2.2M
GGG
Graco Inc

Industrials
2.01K
+ 7.84%
$80.53 - $87.54 $162K - $176K
27.7K $2.31M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
16.8K
New
$8.58 - $8.9 $144K - $149K
16.8K $146K
OGN
Organon & Co.

Healthcare
9.98K
+ 14.4%
$14.29 - $16.41 $143K - $164K
79.2K $1.18M
RMD
Resmed Inc

Healthcare
2.45K
+ 2.95%
$219.7 - $257.65 $538K - $631K
85.4K $19.1M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
16.3K
New
$7.89 - $12.48 $128K - $203K
16.3K $145K
IVZ
Invesco Ltd.

Financial Services
12.8K
+ 58.22%
$14.82 - $19.34 $190K - $248K
34.9K $529K
PEB
Pebblebrook Hotel Trust

Real Estate
21.5K
+ 98.98%
$10.13 - $14.01 $218K - $302K
43.3K $438K
JBT
John Bean Technologies Corp

Industrials
1.39K
+ 5.66%
$121.81 - $131.22 $169K - $183K
26K $3.27M
WAT
Waters Corp

Healthcare
425
+ 7.64%
$362.16 - $417.28 $154K - $177K
5.99K $2.21M
IDEV
Ishares Core Msci Intl Develop

ETFs
357
+ 1.33%
$63.77 - $71.36 $22.8K - $25.5K
27.1K $1.87M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2K
+ 20.79%
$74.34 - $81.0 $149K - $162K
11.6K $883K
IYJ
Ishares Tr

ETFs
1.14K
+ 50.29%
$127.48 - $142.0 $145K - $162K
3.4K $442K
LAMR
Lamar Advertising CO

Real Estate
1.93K
+ 19.23%
$110.65 - $132.9 $213K - $256K
12K $1.36M
TFX
Teleflex Inc

Healthcare
1.71K
+ 69.59%
$130.79 - $183.66 $223K - $313K
4.16K $574K
CHK
Chesapeake Energy Corp

Energy
1.57K
+ 16.28%
N/A
11.2K $962K
DFSD
Dimensional ETF Tr Short Durat

ETFs
829
+ 0.56%
$46.74 - $47.55 $38.7K - $39.4K
148K $7.03M
XNCR
Xencor Inc

Healthcare
12.5K
New
$10.64 - $24.13 $133K - $301K
12.5K $132K
NMRK
Newmark Group, Inc.

Real Estate
10.8K
New
$11.84 - $14.69 $128K - $159K
10.8K $131K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.06K
+ 13.74%
$53.6 - $58.97 $164K - $181K
25.3K $1.39M
MOD
Modine Manufacturing CO

Consumer Cyclical
4.39K
+ 82.69%
$76.06 - $142.68 $334K - $626K
9.69K $743K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
11.6K
+ 24.6%
$11.4 - $11.96 $133K - $139K
58.9K $678K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.29K
+ 3.32%
$17.15 - $21.07 $22.2K - $27.2K
40.2K $803K
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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