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
E
Eni Spa

Energy
-206
- 0.42%
$27.51 - $31.47 $5.67K - $6.48K
49K $1.52M
EMQQ
Emqq Emerging Markets Internet

ETFs
-2.29K
- 3.22%
$33.17 - $40.71 $76.1K - $93.3K
68.9K $2.63M
LBRDK
Liberty Broadband Corp

Communication Services
-1.65K
- 5.31%
$73.49 - $88.64 $121K - $146K
29.4K $2.5M
TGTX
Tg Therapeutics, Inc.

Healthcare
-6.66K
- 14.06%
$27.67 - $42.99 $184K - $286K
40.7K $1.61M
EQH
Equitable Holdings, Inc.

Financial Services
-1.11K
- 2.29%
$47.64 - $55.68 $53.1K - $62K
47.4K $2.47M
HDV
Ishares Core High Dividend ETF

ETFs
-1.55K
- 3.58%
$110.86 - $121.12 $171K - $187K
41.6K $5.03M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-121
- 0.5%
$160.89 - $187.27 $19.5K - $22.7K
24.1K $4.17M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.63K
- 1.36%
$11.66 - $14.98 $19K - $24.5K
119K $1.62M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-836
- 0.93%
$128.74 - $138.67 $108K - $116K
89.3K $12.1M
NI
Nisource Inc.

Utilities
-932
- 1.17%
$35.57 - $41.23 $33.2K - $38.4K
78.9K $3.16M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-149
- 0.29%
$24.11 - $28.41 $3.59K - $4.23K
50.7K $1.44M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.9K
- 1.33%
$30.38 - $34.94 $57.8K - $66.4K
141K $4.84M
BP
Bp PLC

Energy
-12.9K
- 8.05%
$29.93 - $35.31 $386K - $456K
147K $4.98M
EQT
Eqt Corp

Energy
-4.93K
- 7.12%
$46.16 - $54.25 $228K - $268K
64.3K $3.44M
BR
Broadridge Financial Solutions, Inc.

Technology
-28.5K
- 6.51%
$221.46 - $244.83 $6.31M - $6.97M
409K $99.1M
XPEV
Xpeng Inc.

Consumer Cyclical
-4.36K
- 10.95%
$11.55 - $26.34 $50.3K - $115K
35.4K $734K
X
United States Steel Corp

Basic Materials
-521
- 1.45%
$30.47 - $43.0 $15.9K - $22.4K
35.4K $1.5M
NGG
National Grid PLC

Utilities
-3.89K
- 4.44%
$56.13 - $65.61 $218K - $255K
83.8K $5.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-75
- 0.12%
$87.68 - $94.52 $6.58K - $7.09K
63K $5.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-20.1K
- 13.42%
$9.49 - $14.83 $191K - $299K
130K $1.77M
WRB
Berkley W R Corp

Financial Services
-32K
- 15.63%
$56.7 - $71.27 $1.82M - $2.28M
173K $12.3M
ESLT
Elbit Systems LTD

Industrials
-98
- 3.52%
$261.47 - $413.0 $25.6K - $40.5K
2.69K $1.03M
CTRA
Coterra Energy Inc.

Energy
-10.9K
- 5.81%
$25.51 - $29.83 $278K - $326K
177K $5.11M
JCI
Johnson Controls International PLC

Industrials
-1.43K
- 0.38%
$76.12 - $90.6 $109K - $129K
373K $29.9M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-5.86K
- 14.51%
$88.0 - $115.5 $516K - $677K
34.5K $3.94M
VNQ
Vanguard Specialized Funds Van

ETFs
-13.9K
- 1.22%
$85.55 - $94.34 $1.19M - $1.31M
1.13M $102M
DOX
Amdocs LTD

Technology
-518
- 0.72%
$82.21 - $92.02 $42.6K - $47.7K
71.8K $6.57M
VRSN
Verisign Inc

Technology
-157
- 1.57%
$205.1 - $254.74 $32.2K - $40K
9.84K $2.5M
SJM
J M Smucker CO

Consumer Defensive
-215
- 0.39%
$100.41 - $118.41 $21.6K - $25.5K
55.6K $6.58M
SAP
Sap Se

Technology
-1.53K
- 4.01%
$241.4 - $293.69 $370K - $450K
36.7K $9.84M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-7.22K
- 2.55%
$9.19 - $12.93 $66.4K - $93.4K
276K $3.08M
CCI
Crown Castle International Corp

Real Estate
-36.3K
- 11.45%
$84.33 - $106.39 $3.06M - $3.86M
280K $29.2M
SAN
Banco Santander, S.A.

Financial Services
-22.7K
- 7.33%
$4.46 - $7.14 $101K - $162K
287K $1.92M
CMS
Cms Energy Corp

Utilities
-53
- 0.09%
$64.99 - $75.11 $3.44K - $3.98K
61K $4.59M
WCN
Waste Connections, Inc.

Industrials
-6.55K
- 8.63%
$169.89 - $195.19 $1.11M - $1.28M
69.3K $13.5M
IXUS
Ishares Tr

ETFs
-34K
- 4.29%
$65.06 - $72.31 $2.21M - $2.46M
760K $53M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-34.1K
- 5.95%
$47.39 - $54.26 $1.62M - $1.85M
539K $28M
VDE
Vanguard Energy ETF

ETFs
-6.19K
- 3.7%
$119.14 - $132.76 $737K - $821K
161K $20.9M
UNM
Unum Group

Financial Services
-7.1K
- 5.05%
$71.8 - $83.34 $510K - $592K
134K $10.9M
TSCO
Tractor Supply CO

Consumer Cyclical
-20.3K
- 2.34%
$51.66 - $57.94 $1.05M - $1.18M
846K $46.6M
BCPC
Balchem Corp

Basic Materials
-402
- 0.16%
$154.22 - $176.16 $62K - $70.8K
254K $42.1M
PAGP
Plains Gp Holdings LP

Energy
-112
- 0.05%
$18.52 - $22.13 $2.07K - $2.48K
234K $5M
SONY
Sony Group Corp

Technology
-16K
- 6.01%
$19.88 - $25.64 $319K - $411K
251K $6.37M
PLD
Prologis, Inc.

Real Estate
-10.9K
- 3.39%
$103.59 - $124.04 $1.13M - $1.35M
311K $34.8M
AON
Aon PLC

Financial Services
-7.7K
- 8.01%
$348.44 - $409.32 $2.68M - $3.15M
88.4K $35.3M
DFAX
Dimensional ETF Tr
-8.7K
- 1.15%
$24.45 - $27.2 $213K - $237K
747K $19.6M
EFV
Msci Eafe Value ETF

ETFs
-13.6K
- 5.49%
$51.88 - $60.73 $707K - $827K
234K $13.8M
PCH
Potlatchdeltic Corp

Real Estate
-346
- 0.24%
$38.35 - $47.34 $13.3K - $16.4K
142K $6.39M
AZN
Astrazeneca PLC

Healthcare
-10.1K
- 5.12%
$65.37 - $77.96 $660K - $788K
187K $13.8M
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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