Ci Private Wealth, LLC Sells in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRP
Tc Energy Corp

Energy
-2.99K
- 9.15%
$44.29 - $49.27 $133K - $148K
29.7K $1.4M
CSWC
Capital Southwest Corp

Financial Services
-5.62K
- 33.92%
$21.69 - $23.81 $122K - $134K
11K $244K
CR
Crane Holdings, Co.

Industrials
-955
- 4.52%
$150.33 - $175.81 $144K - $168K
20.2K $3.09M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-295
- 20.4%
$416.48 - $494.72 $123K - $146K
1.15K $560K
WING
Wingstop Inc.

Consumer Cyclical
-71
- 4.32%
$207.0 - $311.93 $14.7K - $22.1K
1.57K $355K
TEF
Telefonica S A

Communication Services
-36.1K
- 40.88%
$3.89 - $4.73 $140K - $171K
52.2K $243K
ESAB
Esab Corp

Industrials
-278
- 1.38%
$115.08 - $131.54 $32K - $36.6K
19.8K $2.31M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.6K
- 16.97%
$55.48 - $59.47 $88.7K - $95.1K
7.82K $442K
KBE
Spdr S&P Bank ETF

ETFs
-1.67K
- 19.81%
$51.28 - $59.92 $85.6K - $100K
6.76K $357K
RWX
Spdr Dow Jones International R

ETFs
-5.3K
- 36.85%
$22.39 - $24.7 $119K - $131K
9.08K $222K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-996
- 23.1%
$89.89 - $100.28 $89.5K - $99.9K
3.32K $305K
DORM
Dorman Products, Inc.

Consumer Cyclical
-554
- 12.89%
$120.54 - $134.79 $66.8K - $74.7K
3.74K $451K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-8.47K
- 4.02%
$39.18 - $43.52 $332K - $369K
202K $8.47M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.7K
- 1.52%
$47.35 - $48.24 $80.4K - $81.9K
110K $5.25M
SAMT
Advisors Inn.Circle Fd Iii Str
-3.55K
- 15.52%
$28.43 - $33.08 $101K - $118K
19.3K $564K
CVE
Cenovus Energy Inc.

Energy
-1.23K
- 1.77%
$12.24 - $15.63 $15.1K - $19.2K
68.4K $951K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-1.06K
- 20.91%
$78.45 - $87.45 $83.2K - $92.7K
4.01K $318K
SNV
Synovus Financial Corp

Financial Services
-1.06K
- 9.62%
$43.7 - $56.87 $46.3K - $60.2K
9.95K $465K
ZWS
Zurn Water Solutions Corp

Industrials
-1.14K
- 8.16%
$32.38 - $39.44 $36.8K - $44.8K
12.8K $421K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1K
- 8.95%
$55.11 - $65.5 $55.3K - $65.7K
10.2K $579K
BECN
Beacon Roofing Supply Inc

Industrials
-1.64K
- 33.52%
$100.48 - $123.86 $165K - $203K
3.25K $402K
LKFN
Lakeland Financial Corp

Financial Services
-368
- 4.84%
$59.44 - $69.54 $21.9K - $25.6K
7.23K $429K
MHO
M/I Homes, Inc.

Consumer Cyclical
-415
- 17.27%
$113.46 - $138.33 $47.1K - $57.4K
1.99K $226K
KN
Knowles Corp

Technology
-148
- 0.78%
$15.2 - $20.58 $2.25K - $3.05K
18.8K $285K
MAS
Masco Corp

Industrials
-248
- 1.02%
$68.67 - $81.85 $17K - $20.3K
24.1K $1.68M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-8.78K
- 37.76%
$9.49 - $9.97 $83.3K - $87.5K
14.5K $138K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-35.7K
- 70.44%
$1.44 - $2.34 $51.5K - $83.6K
15K $21K
BHE
Benchmark Electronics Inc

Technology
-488
- 5.12%
$37.74 - $48.97 $18.4K - $23.9K
9.05K $344K
ALE
Allete Inc

Utilities
-2.08K
- 3.88%
$64.9 - $65.91 $135K - $137K
51.5K $3.38M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-2.7K
- 8.84%
$22.77 - $24.73 $61.4K - $66.7K
27.8K $647K
FLSW
Franklin Templeton ETF Tr

ETFs
-7.55K
- 15.6%
$31.86 - $37.04 $241K - $280K
40.9K $1.46M
LANC
Lancaster Colony Corp

Consumer Defensive
-878
- 2.44%
$166.07 - $196.44 $146K - $172K
35.1K $6.15M
SMR
Nuscale Power Corp

Industrials
-470
- 2.22%
$14.16 - $29.08 $6.66K - $13.7K
20.7K $292K
NMR
Nomura Holdings Inc

Financial Services
-18.1K
- 24.66%
$5.56 - $6.98 $101K - $126K
55.3K $340K
TAC
Transalta Corp

Utilities
-1.57K
- 10.63%
$8.76 - $14.44 $13.7K - $22.6K
13.2K $123K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-1.06K
- 12.57%
$49.93 - $56.52 $53K - $60K
7.39K $372K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-5.47K
- 5.97%
$22.35 - $24.52 $122K - $134K
86.1K $2.05M
PSO
Pearson PLC

Communication Services
-4.84K
- 8.4%
$15.45 - $17.75 $74.8K - $85.9K
52.7K $844K
SMPL
Simply Good Foods CO

Consumer Defensive
-456
- 2.98%
$32.98 - $39.5 $15K - $18K
14.8K $511K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.09K
- 36.36%
$111.19 - $129.47 $121K - $141K
1.91K $246K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-79
- 0.58%
$62.28 - $71.92 $4.92K - $5.68K
13.5K $858K
SEIC
Sei Investments CO

Financial Services
-268
- 2.13%
$72.08 - $86.58 $19.3K - $23.2K
12.3K $957K
TGNA
Tegna Inc

Communication Services
-4.21K
- 6.38%
$16.63 - $18.95 $70K - $79.7K
61.7K $1.12M
PTEN
Patterson Uti Energy Inc

Energy
-9.51K
- 14.62%
$7.15 - $9.45 $68K - $89.9K
55.6K $456K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-9.56K
- 28.06%
$8.17 - $10.63 $78.1K - $102K
24.5K $226K
HOPE
Hope Bancorp Inc

Financial Services
-3.56K
- 15.46%
$10.26 - $12.25 $36.5K - $43.6K
19.5K $203K
INVH
Invitation Homes Inc.

Real Estate
-4.03K
- 19.23%
$30.28 - $34.85 $122K - $141K
16.9K $590K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-530
- 6.12%
$157.04 - $169.58 $83.2K - $89.9K
8.13K $1.28M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.28K
- 11.03%
$39.02 - $42.89 $50K - $54.9K
10.3K $407K
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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