CI Financial Corp.

OTCPK:CIXX.F Stock Report

Market Cap: US$3.0b

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
17 Dec 24SellUS$59,148Yvette ZhangIndividual2,735US$21.63
17 Dec 24SellUS$57,072Hoi Sha LiIndividual2,639US$21.63
16 Dec 24SellUS$12,509Jennifer SinopoliIndividual574US$21.79
08 Oct 24BuyUS$7,089,062Christopher EnrightIndividual529,036US$13.40
03 Oct 24BuyUS$7,365,646William HollandIndividual525,000US$14.03
22 Aug 24SellUS$12,065Hoi Sha LiIndividual989US$12.20
12 Jul 24BuyUS$5,135,139William HollandIndividual446,200US$11.51
17 Jun 24SellUS$123,713Manisha BurmanIndividual11,953US$10.35
04 Jun 24SellUS$78,919Amit MuniIndividual7,424US$10.63
04 Apr 24BuyUS$200,465William HollandIndividual16,200US$12.37
14 Mar 24BuyUS$288,642William HollandIndividual23,400US$12.34
12 Mar 24BuyUS$249,276William HollandIndividual20,000US$12.46
07 Mar 24BuyUS$251,330William HollandIndividual20,000US$12.57
06 Mar 24BuyUS$500,770William HollandIndividual40,000US$12.52
26 Feb 24BuyUS$617,364William HollandIndividual50,000US$12.35
26 Jan 24BuyUS$303,915William HollandIndividual25,000US$12.16
24 Jan 24BuyUS$569,517William HollandIndividual47,700US$11.94
22 Jan 24BuyUS$176,739William HollandIndividual15,000US$11.78
19 Jan 24BuyUS$872,032William HollandIndividual75,700US$11.58
17 Jan 24BuyUS$1,907,522William HollandIndividual166,700US$11.56
15 Jan 24BuyUS$766Brigette Chang-AddorisioIndividual68US$11.26
15 Jan 24BuyUS$45Raymond Chang Foundation, Endowment ArmCompany4US$11.26
09 Jan 24SellUS$22,748Darie UrbankyIndividual2,000US$11.37
08 Jan 24SellUS$14,895Hoi Sha LiIndividual1,311US$11.36
04 Jan 24BuyUS$282,327William HollandIndividual25,000US$11.29
02 Jan 24BuyUS$363,129William HollandIndividual32,700US$11.10
29 Dec 23SellUS$24,558Yvette ZhangIndividual2,183US$11.25
29 Dec 23SellUS$81,930Amit MuniIndividual7,283US$11.25
29 Dec 23SellUS$81,401Julie SilcoxIndividual7,236US$11.25
29 Dec 23SellUS$316,572Marc-André LewisIndividual28,141US$11.25
29 Dec 23SellUS$197,237Edward KelterbornIndividual17,533US$11.25
29 Dec 23SellUS$66,552Christopher EnrightIndividual5,916US$11.25
29 Dec 23SellUS$48,744Amarjit AndersonIndividual4,333US$11.25
29 Dec 23SellUS$933,594Kurt MacAlpineIndividual82,990US$11.25
29 Dec 23SellUS$288,527Darie UrbankyIndividual25,648US$11.25
29 Dec 23SellUS$56,540Manisha BurmanIndividual5,026US$11.25
29 Dec 23SellUS$57,316Jennifer SinopoliIndividual5,095US$11.25
29 Dec 23SellUS$29,777Hoi Sha LiIndividual2,647US$11.25
29 Dec 23SellUS$123,722Sean EtheringtonIndividual10,998US$11.25

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of CIXX.F?
Owner TypeNumber of SharesOwnership Percentage
Private Companies9,746,2406.87%
Individual Insiders14,786,95610.4%
Institutions24,773,10117.5%
General Public92,565,97365.2%

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

Top Shareholders

Top 25 shareholders own 33.21% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.4%
William Holland
11,920,666US$255.5m4.61%no data
6.87%
G. Raymond Chang Limited
9,746,240US$208.9m0%no data
3.62%
The Vanguard Group, Inc.
5,135,222US$110.1m0.4%no data
2.71%
BlackRock, Inc.
3,837,855US$82.3m-15.4%no data
1.86%
Dimensional Fund Advisors LP
2,632,540US$56.4m0.46%0.01%
1.69%
RBC Global Asset Management Inc.
2,399,745US$51.4m0%0.03%
1.45%
Mackenzie Financial Corporation
2,061,665US$44.2m-0.08%0.05%
0.96%
Quadravest Capital Management, Inc.
1,362,800US$29.2m0%0.84%
0.65%
Forge First Asset Management Inc.
917,000US$19.7m0%4.68%
0.61%
Christopher Enright
867,212US$18.6m156%no data
0.58%
Victory Capital Management Inc.
820,804US$17.6m-0.78%0.02%
0.52%
Hillsdale Investment Management Inc.
732,956US$15.7m0%0.74%
0.49%
Charles Schwab Investment Management, Inc.
694,981US$14.9m0.69%no data
0.35%
Kurt MacAlpine
500,003US$10.7m0%no data
0.33%
Brigette Chang-Addorisio
472,588US$10.1m0%no data
0.32%
Lombard Odier Darier Hentsch & Cie Asset Management
450,000US$9.6m-25%0.13%
0.28%
CIBC Asset Management Inc.
398,309US$8.5m3.51%0.02%
0.27%
TD Asset Management, Inc.
385,893US$8.3m0%0.01%
0.27%
Paul Perrow
385,000US$8.3m0%no data
0.19%
IG Investment Management, Ltd.
274,923US$5.9m166%0.02%
0.18%
William Butt
251,500US$5.4m0%no data
0.17%
Lord, Abbett & Co. LLC
239,312US$5.1m0.29%0.02%
0.15%
Pacific Investment Management Company LLC
211,328US$4.5m8.61%0.02%
0.15%
Vector Asset Management SA
210,000US$4.5m0%1.54%
0.15%
Connor, Clark & Lunn Investment Management Ltd.
207,794US$4.5m0%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 15:46
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 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.

AnalystInstitution
John AikenBarclays
John ReucasselBMO Capital Markets Equity Research
Samira AminiBofA Global Research