CI Financial Corp.

OTCPK:CIXX.F Stock Report

Market Cap: US$3.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

CI Financial Ownership

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

Recent Insider Transactions

OTCPK:CIXX.F Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Aug 25SellUS$339,926Manisha BurmanIndividual14,613US$23.26
12 Aug 25SellUS$1,024,361William HollandIndividual44,036US$23.26
12 Aug 25SellUS$581,548Sarah WardIndividual25,000US$23.26
12 Aug 25SellUS$5,233,928Paul PerrowIndividual225,000US$23.26
12 Aug 25SellUS$1,581,577Amit MuniIndividual67,990US$23.26
12 Aug 25SellUS$841,546Julie SilcoxIndividual36,177US$23.26
12 Aug 25SellUS$109,703Edward KelterbornIndividual4,716US$23.26
12 Aug 25SellUS$12,887Jennifer SinopoliIndividual554US$23.26
12 Aug 25SellUS$4,070,833Brigette Chang-AddorisioIndividual175,000US$23.26
06 Aug 25SellUS$3,648,081William ButtIndividual157,000US$23.24

Insider Trading Volume

Insider Buying: CIXX.F insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CIXX.F?
Owner TypeNumber of SharesOwnership Percentage
Private Companies7,989,5405.57%
Individual Insiders12,698,1498.85%
Institutions20,661,34814.4%
General Public102,064,82071.2%

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

Top Shareholders

Top 25 shareholders own 27.5% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.29%
William Holland
10,455,786US$243.0m-13.1%no data
5.57%
G. Raymond Chang Limited
7,989,540US$185.7m-18%no data
3.57%
The Vanguard Group, Inc.
5,126,822US$119.1m0.17%no data
1.96%
Dimensional Fund Advisors LP
2,807,312US$65.2m0.04%0.01%
1.24%
Westchester Capital Management, LLC
1,775,375US$41.3m46.6%3.33%
0.97%
BlackRock, Inc.
1,394,329US$32.4m-1.62%no data
0.86%
Quadravest Capital Management, Inc.
1,234,300US$28.7m-9.43%0.74%
0.83%
Highland Capital Management, L.P.
1,196,045US$27.8m137%6.27%
0.64%
Forge First Asset Management Inc.
917,000US$21.3m0%4.12%
0.6%
Christopher Enright
867,212US$20.2m0%no data
0.5%
Kingwest & Company
711,866US$16.5m0%4.64%
0.38%
Raymond Chang Foundation, Endowment Arm
550,342US$12.8m163,000%no data
0.38%
Hillsdale Investment Management Inc.
548,054US$12.7m-0.22%0.4%
0.35%
Kurt MacAlpine
500,003US$11.6m0%no data
0.31%
Lombard Odier Darier Hentsch & Cie Asset Management
450,000US$10.5m0%0.12%
0.31%
Charles Schwab Investment Management, Inc.
448,932US$10.4m-20.2%no data
0.29%
Brigette Chang-Addorisio
420,247US$9.8m-11%no data
0.26%
TD Asset Management, Inc.
368,157US$8.6m0%0.01%
0.22%
New York Life Investment Management LLC
312,909US$7.3m9.92%0.05%
0.21%
CIBC Asset Management Inc.
306,383US$7.1m-4.73%0.01%
0.16%
AllianceBernstein L.P.
228,589US$5.3m0%no data
0.16%
Paul Perrow
225,000US$5.2m-25%no data
0.15%
Vector Asset Management SA
210,000US$4.9m0%1.55%
0.14%
Water Island Capital, LLC
207,630US$4.8m15%1.0%
0.13%
Pacific Investment Management Company LLC
186,384US$4.3m-2.05%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/13 01:07
End of Day Share Price 2025/08/13 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

CI Financial Corp. is covered by 12 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey FenwickATB Cormark Historical (Cormark Securities)
John AikenBarclays
John ReucasselBMO Capital Markets Equity Research