US125491AN04 - CI Financial Corp Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 0 total, 0 long only, 0 short only, 0 long/short - change of 1,27% MRQ
Durchschnittliche Portfolioallokation 0.1076 % - change of 3,57% MRQ
Institutioneller Eigentümerschaft und Aktionäre

CI Financial Corp (CA:US125491AN04) hat 0 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Die größten Aktionäre sind .

CI Financial Corp (US125491AN04) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

US125491AN04 / CI Financial Corp - 3.2% 2030-12-17 Institutional Ownership
AI+ Ask Fintel’s AI assistant about CI Financial Corp.
Thinking of good questions…
13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

Upgrade um Prämiendaten freizuschalten und nach Excel zu exportieren .

Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2025-08-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.676 10,99
2025-05-19 NP CFICX - Calvert Income Fund Class A 3.944 2,74
2025-06-24 NP SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 175 104,71
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.648 1,10
2025-07-29 NP VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.400 -28,76
2025-06-26 NP LPCIX - MetLife Core Plus Fund I Class Shares 471 2,17
2025-04-28 NP SYFI - AB Short Duration High Yield ETF 905
2025-07-24 NP FXNAX - Fidelity U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.708 0,05
2025-07-25 NP IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22 0,00
2025-07-25 NP SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 236 0,43
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 624 1,13
2025-07-25 NP CPLS - AB Core Plus Bond ETF 303 0,00
2025-06-18 NP RFCYX - Strategic Bond Fund Class Y 1.008 -46,41
2025-05-28 NP EVTR - Eaton Vance Total Return Bond ETF 6.029 74,50
2025-08-29 NP FXICX - Fixed Income SHares: Series C Series C 2.824 1,00
2025-08-29 NP PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 2.206 1,01
2025-07-29 NP VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 179
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 175 0,00
2025-06-26 NP DFGP - Dimensional Global Core Plus Fixed Income ETF 1.541 2,05
2025-07-28 NP BBCB - JPMorgan Corporate Bond Research Enhanced ETF 50 0,00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 92 1,11
2025-08-29 NP PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 995 1,02
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 608 36,02
2025-06-18 NP RGCYX - Opportunistic Credit Fund Class Y 78 1,32
2025-08-28 NP SCXIX - Simt Core Fixed Income Fund Class I 2.254 57,84
2025-07-29 NP GUGAX - GMO Core Plus Bond Fund Class III 131 0,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 498 1,22
2025-06-25 NP MBBB - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 22 0,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.155 2,06
2025-07-29 NP SIDCX - SIIT Intermediate Duration Credit Fund - Class A 7.437 64,95
2025-06-23 NP PGDIX - Global Diversified Income Fund Institutional Class 87 2,35
2025-08-25 NP SCHI - Schwab 5-10 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.504 4,10
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 137 0,74
2025-07-30 NP AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 199 0,51
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.724 1,10
2025-08-26 NP LLAAX - Western Asset Long Credit VIT Class I 229 0,88
2025-07-29 NP BSCU - Invesco BulletShares 2030 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.637 0,04
2025-05-28 NP Core Bond Portfolio - Core Bond Portfolio 1.057 8,63
2025-06-25 NP DIAL - Columbia Diversified Fixed Income Allocation ETF 68 3,03
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 318 1,27
2025-08-26 NP Western Asset Income Fund 229 0,88
2025-07-24 NP FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.228 0,03
2025-05-19 NP EBABX - Eaton Vance Core Plus Bond Fund Class A 7.069 2,73
2025-08-22 NP Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 229 -74,07
2025-04-25 NP FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48 -2,08
2025-07-25 NP LQDB - iShares BBB Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 0,00
2025-07-25 NP IGIB - iShares Intermediate-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.180 -2,58
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.309 2,03
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.069 0,22
2025-06-20 NP BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 9 0,00
2025-07-29 NP SCOAX - Siit Core Fixed Income - Class A 5.697 62,93
2025-08-26 NP SIGAX - Western Asset Corporate Bond Fund Class A 2.304 1,01
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 223 11,00
2025-08-26 NP ILUAX - Voya U.S. Bond Index Portfolio Class ADV 49 2,08
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 1.323 0,99
2025-06-18 NP RFAYX - Investment Grade Bond Fund Class Y 1.917 8,12
2025-05-19 NP CLDIX - Calvert Long-Term Income Fund Class I 2.557 2,73
2025-08-28 NP PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional 4.501 0,99
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 564 1,99
2025-08-19 NP RIFDX - Strategic Bond Fund 321 1,26
2025-08-26 NP BCGIX - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 9.115 -27,51
2025-06-26 NP NUAG - Nuveen Enhanced Yield U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 -26,67
2025-05-19 NP CSIBX - Calvert Bond Fund Class A 9.181 2,73
2025-08-27 NP VBIIX - Vanguard Intermediate-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.492 -15,50
2025-08-28 NP SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 221 0,92
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.405 13,41
2025-08-28 NP SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 305 18,29
2025-07-29 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95 1,06
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 188 2,19
2025-05-28 NP CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 427 2,64
2025-05-19 NP CSDAX - Calvert Short Duration Income Fund Class A 7.068 14,00
2025-06-26 NP KCCIX - Knights of Columbus Core Bond Fund I Shares 794 2,06
2025-07-25 NP HYFI - AB High Yield ETF 138 0,00
2025-07-28 NP BBAG - JPMorgan U.S. Aggregate Bond ETF 831 -8,49
2025-06-25 NP MIG - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 22 0,00
2025-05-28 NP CUBAX - Calvert Absolute Return Bond Fund CLASS A 1.749 7,24
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 261 1,96
2025-05-19 NP CSIFX - Calvert Balanced Fund Class A 1.279 2,73
2025-08-26 NP INVG - GMO Systematic Investment Grade Credit ETF 44
2025-07-24 NP FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 192 0,00
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista