CI Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:CF7 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
17 Dec 24	Sell€56,339	Yvette Zhang	Individual	2,735	€20.60
17 Dec 24	Sell€54,361	Hoi Sha Li	Individual	2,639	€20.60
16 Dec 24	Sell€11,909	Jennifer Sinopoli	Individual	574	€20.75
08 Oct 24	Buy€6,463,807	Christopher Enright	Individual	529,036	€12.22
03 Oct 24	Buy€6,687,270	William Holland	Individual	525,000	€12.74
22 Aug 24	Sell€10,862	Hoi Sha Li	Individual	989	€10.98
12 Jul 24	Buy€4,708,923	William Holland	Individual	446,200	€10.55
17 Jun 24	Sell€115,375	Manisha Burman	Individual	11,953	€9.65
04 Jun 24	Sell€72,526	Amit Muni	Individual	7,424	€9.77
04 Apr 24	Buy€184,548	William Holland	Individual	16,200	€11.39
14 Mar 24	Buy€265,002	William Holland	Individual	23,400	€11.32
12 Mar 24	Buy€228,312	William Holland	Individual	20,000	€11.42
07 Mar 24	Buy€229,967	William Holland	Individual	20,000	€11.50
06 Mar 24	Buy€459,356	William Holland	Individual	40,000	€11.48
26 Feb 24	Buy€569,087	William Holland	Individual	50,000	€11.38
26 Jan 24	Buy€279,723	William Holland	Individual	25,000	€11.19
24 Jan 24	Buy€522,589	William Holland	Individual	47,700	€10.96
22 Jan 24	Buy€162,299	William Holland	Individual	15,000	€10.82
19 Jan 24	Buy€801,310	William Holland	Individual	75,700	€10.64
17 Jan 24	Buy€1,757,019	William Holland	Individual	166,700	€10.65
15 Jan 24	Buy€699	Brigette Chang-Addorisio	Individual	68	€10.28
15 Jan 24	Buy€41	Raymond Chang Foundation, Endowment Arm	Company	4	€10.28
09 Jan 24	Sell€20,819	Darie Urbanky	Individual	2,000	€10.41
08 Jan 24	Sell€13,572	Hoi Sha Li	Individual	1,311	€10.35
04 Jan 24	Buy€257,623	William Holland	Individual	25,000	€10.30
02 Jan 24	Buy€331,319	William Holland	Individual	32,700	€10.13

Insider Trading Volume

Insider Buying: CF7 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CF7?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	9,746,240	6.87%
Individual Insiders	14,786,956	10.4%
Institutions	24,792,783	17.5%
General Public	92,546,291	65.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 33.26% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.4%	William Holland	11,920,666	€245.1m	4.61%	no data
6.87%	G. Raymond Chang Limited	9,746,240	€200.4m	0%	no data
3.62%	The Vanguard Group, Inc.	5,135,222	€105.6m	0.4%	no data
2.71%	BlackRock, Inc.	3,837,855	€78.9m	-15.4%	no data
1.9%	Dimensional Fund Advisors LP	2,698,922	€55.5m	2.99%	0.01%
1.69%	RBC Global Asset Management Inc.	2,399,745	€49.3m	0%	0.03%
1.45%	Mackenzie Financial Corporation	2,061,665	€42.4m	-0.08%	0.05%
0.96%	Quadravest Capital Management, Inc.	1,362,800	€28.0m	0%	0.84%
0.65%	Forge First Asset Management Inc.	917,000	€18.9m	0%	4.66%
0.61%	Christopher Enright	867,212	€17.8m	156%	no data
0.58%	Victory Capital Management Inc.	820,804	€16.9m	-0.78%	0.02%
0.52%	Hillsdale Investment Management Inc.	732,956	€15.1m	0%	0.74%
0.49%	Charles Schwab Investment Management, Inc.	694,981	€14.3m	0.69%	no data
0.35%	Kurt MacAlpine	500,003	€10.3m	0%	no data
0.33%	Brigette Chang-Addorisio	472,588	€9.7m	0%	no data
0.32%	Lombard Odier Darier Hentsch & Cie Asset Management	450,000	€9.3m	-25%	0.13%
0.28%	CIBC Asset Management Inc.	398,309	€8.2m	3.51%	0.02%
0.27%	TD Asset Management, Inc.	385,893	€7.9m	0%	0.01%
0.27%	Paul Perrow	385,000	€7.9m	0%	no data
0.19%	IG Investment Management, Ltd.	274,923	€5.7m	166%	0.02%
0.18%	William Butt	251,500	€5.2m	0%	no data
0.17%	Lord, Abbett & Co. LLC	239,312	€4.9m	0.29%	0.02%
0.15%	Pacific Investment Management Company LLC	211,328	€4.3m	8.61%	0.02%
0.15%	Vector Asset Management SA	210,000	€4.3m	0%	1.53%
0.15%	Connor, Clark & Lunn Investment Management Ltd.	207,794	€4.3m	0%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/29 05:14
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

CI Financial Corp. is covered by 19 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
John Aiken	Barclays
John Reucassel	BMO Capital Markets Equity Research
Samira Amini	BofA Global Research