Heritage Wealth Management, LLC Ci Financial Corp. Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding CIXX
# of Institutions
4Shares Held
241KCall Options Held
0Put Options Held
0-
Pendal Group LTD130KShares$1.2 Million0.01% of portfolio
-
Regentatlantic Capital LLC Morristown, NJ100KShares$931,7110.03% of portfolio
-
Bluestein R H & CO LLC Birmingham, MI10.9KShares$101,1520.01% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio
About CI Financial Corp.
- Ticker CIXX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 189,038,000
- Market Cap $1.75B
- Description
- CI Financial Corp. is a publicly owned asset management holding company. Through its subsidiaries, the firm manages separate client focused equity, fixed income, and alternative investments portfolios. It also manages mutual funds, hedge funds, and fund of funds for its clients through its subsidiaries. The firm was founded in 1965 and is based ...