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Unusual Activity Report
This daily report focuses on three key components that can lead to market momentum: unusual options activity, insider buying, and institutional sponsorship. By scanning for these signals each day, we uncover potential stock movements driven by notable trades, insider transactions, and institutional investments. Using advanced algorithms and proprietary research methods, we sift through vast amounts of data to identify unique opportunities, offering timely insights highlighting emerging market momentum.
Disclaimer: All data and information presented in this report are sourced from publicly available materials intended for informational purposes only. The content is not a recommendation to buy or sell securities and should not be relied upon as financial advice. Readers are encouraged to conduct their own research before making any investment decisions.
Standout Options Trades
This section highlights notable options trades reflecting significant sentiment—bullish, bearish, or mixed—characterized by high-dollar-value transactions or large trade sizes exceeding prior open interest. When open interest rises from the previous day, it often indicates the creation of new positions rather than the closing of existing ones, suggesting a fresh outlook on the underlying stock or ETF.
For instance, call buying generally signals an expectation of upward movement, while selling calls suggest the trader anticipates the price will stay below a certain level. Put selling reflects confidence that the price will hold above the strike, implying stability. In contrast, put buying may reveal a bearish outlook or serve as a hedge against a larger bullish position elsewhere.
This report highlights large, unusual options trades identified for their size and potential impact, representing individual sentiment rather than broad market consensus. These trades are informational and are not intended as buy or sell signals. They reflect noteworthy activity observed during the trading day and should be viewed as one part of a broader analysis.
Options Flow Analysis: Trading Day 2025-8-13
The following analysis focuses on the Stock Options Flow Leaderboard for the trading day 2025-8-13. Each section highlights significant institutional activity, providing sentiment, key observations, and market expectations based on the data. All numbers represent large block trades likely executed by institutional players, not total-market figures.
Note: This report highlights institutional block option flow based on net premium. Strike prices and expiration dates are not available with block data.
Accenture plc (ACN)
Sentiment: Bullish
Options Activity: Large institutional activity was dominated by significant put selling, with total premium collected of $33,850,000 against put buying of $10,996,272.
Total Premium: $22,853,728
Analysis: The strong put selling reflects confidence in the stock holding above current levels, indicating a bullish stance from institutional participants.
Avis Budget Group, Inc. (CAR)
Sentiment: Bullish
Options Activity: Activity was entirely driven by put selling, with total premium collected of $12,699,000.
Total Premium: $12,699,000
Analysis: The absence of notable call activity and the substantial put selling suggest a firm bullish outlook, with traders positioning for stability or upside.
The TJX Companies, Inc. (TJX)
Sentiment: Bullish
Options Activity: Call buying totaled $12,051,700 versus $2,339,700 in call selling.
Total Premium: $9,712,000
Analysis: Strong call demand significantly outweighed call selling, signaling bullish expectations from institutional flows.
Amazon.com, Inc. (AMZN)
Sentiment: Bullish
Options Activity: Call buying reached $12,316,711 compared to $3,878,454 in call selling, supported by steady put selling.
Total Premium: $8,768,644
Analysis: Elevated call buying alongside net put selling reinforces a bullish outlook on the stock.
Tesla, Inc. (TSLA)
Sentiment: Bullish
Options Activity: Call buying of $44,987,720 exceeded call selling of $33,830,103, while put selling outpaced put buying.
Total Premium: $6,615,534
Analysis: Institutional flows leaned bullish, with both call buying and put selling contributing to the positive sentiment.
Intel Corporation (INTC)
Sentiment: Bullish
Options Activity: Call buying totaled $10,833,396 versus $4,549,435 in call selling, complemented by net put selling.
Total Premium: $5,874,667
Analysis: Strong call demand combined with put selling signals institutional confidence in upside potential.
Alibaba Group Holding Limited (BABA)
Sentiment: Bullish
Options Activity: Call buying of $14,397,679 exceeded call selling of $8,844,541, alongside marginal net put selling.
Total Premium: $5,613,403
Analysis: Flows favor the bulls, with institutions positioning for continued strength.
Carvana Co. (CVNA)
Sentiment: Bullish
Options Activity: Call buying reached $6,284,318 compared to $655,055 in call selling, supported by put selling.
Total Premium: $5,552,218
Analysis: Call demand and put selling point to a positive institutional stance.
PDD Holdings Inc. (PDD)
Sentiment: Bullish
Options Activity: Call buying of $7,599,895 exceeded call selling of $2,216,828, with additional support from put selling.
Total Premium: $5,039,294
Analysis: Institutional activity leans bullish, with traders adding upside exposure.
First Solar, Inc. (FSLR)
Sentiment: Bullish
Options Activity: Call buying totaled $17,805,382 against $11,895,988 in call selling.
Total Premium: $4,835,217
Analysis: Call flows suggest a constructive outlook, with institutions seeking upside participation.
Berkshire Hathaway Inc. – Class B (BRKB)
Sentiment: Bullish
Options Activity: Put selling totaled $5,188,750, outweighing put buying of $1,515,750.
Total Premium: $3,983,778
Analysis: Heavy put selling reflects strong institutional confidence in price stability.
Etsy, Inc. (ETSY)
Sentiment: Bullish
Options Activity: Call buying of $3,374,188 far exceeded call selling of $120,500.
Total Premium: $3,283,882
Analysis: Strong net call demand suggests bullish positioning.
Advanced Micro Devices, Inc. (AMD)
Sentiment: Bullish
Options Activity: Call buying reached $48,241,476 versus $46,653,069 in call selling, with balanced put flows.
Total Premium: $2,798,068
Analysis: Institutional sentiment leans bullish with net call accumulation.
Rocket Companies, Inc. (RKT)
Sentiment: Bullish
Options Activity: Call buying totaled $5,512,400 against $2,599,949 in call selling, supported by put selling.
Total Premium: $2,792,340
Analysis: Net call demand and put selling indicate confidence in the stock holding or moving higher.
Tempus AI, Inc. (TEM)
Sentiment: Bullish
Options Activity: Call buying of $3,141,359 exceeded call selling of $1,610,837, with notable put selling.
Total Premium: $2,754,502
Analysis: Bullish positioning driven by call demand and put selling.
MP Materials Corp. (MP)
Sentiment: Bullish
Options Activity: Call buying totaled $2,369,539 compared to $200,068 in call selling.
Total Premium: $2,169,471
Analysis: Strong call activity points to an optimistic view.
GitLab Inc. (GTLB)
Sentiment: Bullish
Options Activity: Call buying of $1,994,608 coupled with minimal put buying.
Total Premium: $2,103,787
Analysis: Light but bullish-biased activity signals positive sentiment.
Marvell Technology, Inc. (MRVL)
Sentiment: Bullish
Options Activity: Call buying reached $4,106,292 versus $1,673,508 in call selling, with net put selling.
Total Premium: $1,973,868
Analysis: Institutions appear positioned for upside continuation.
Reddit, Inc. (RDDT)
Sentiment: Bullish
Options Activity: Call buying totaled $3,076,115 versus $984,840 in call selling, supported by put selling.
Total Premium: $1,659,561
Analysis: Net call demand and put selling underscore bullish sentiment.
Peabody Energy Corporation (BTU)
Sentiment: Bullish
Options Activity: Call buying of $1,913,025 outpaced call selling of $857,610, supported by put selling.
Total Premium: $1,385,657
Analysis: Flows indicate a bullish lean with upside participation.
Navitas Semiconductor Corporation (NVTS)
Sentiment: Bullish
Options Activity: Call buying totaled $1,398,923 against $122,381 in call selling.
Total Premium: $1,270,542
Analysis: Strong call skew signals institutional optimism.
Confluent, Inc. (CFLT)
Sentiment: Bullish
Options Activity: Call buying of $1,294,939 with limited put buying.
Total Premium: $1,075,559
Analysis: Flows lean bullish, though activity remains moderate.
Eos Energy Enterprises, Inc. (EOSE)
Sentiment: Bullish
Options Activity: Call buying reached $2,616,740 versus $1,747,384 in call selling, with light put selling.
Total Premium: $892,636
Analysis: Net call demand reflects positive sentiment despite modest size.
Southwest Airlines Co. (LUV)
Sentiment: Bullish
Options Activity: Call buying of $711,394 far exceeded $40,528 in call selling.
Total Premium: $670,866
Analysis: Activity suggests optimism for potential upside.
Rigetti Computing, Inc. (RGTI)
Sentiment: Bullish
Options Activity: Call buying of $1,161,263 versus $992,653 in call selling, with balanced put flows.
Total Premium: $430,535
Analysis: Net call bias indicates a mildly bullish lean.
PACCAR Inc (PCAR)
Sentiment: Bullish
Options Activity: Single large call buy of $350,000.
Total Premium: $350,000
Analysis: Targeted call positioning suggests bullish intent.
Faraday Future Intelligent Electric Inc. (FFAI)
Sentiment: Bullish
Options Activity: Significant put selling totaling $215,569 versus minimal put buying.
Total Premium: $222,209
Analysis: Heavy put selling relative to buying indicates strong bullish conviction.
iShares Bitcoin Trust ETF (IBIT)
Sentiment: Bullish
Options Activity: Call buying totaled $32,510,428 versus $18,618,417 in call selling, with additional put selling.
Total Premium: $9,938,795
Analysis: Strong net call buying and put selling show institutions positioning for continued upside in Bitcoin exposure.
Important Note: The numbers above only represent aggregate figures of large block trades made by institutions. They are not total-market figures and should not be interpreted as such.
Individual Options Trades: Trading Day 2025-8-13
This section focuses on unusual trades that stand out on an individual basis. These trades are highlighted for their distinctiveness, reflecting significant activity that diverges from typical market behavior.
Faraday Future Intelligent Electric (FFAI)
Sentiment: Bullish
Options Activity: Multiple put sales for September 5, 2025 (23 days to expiry) flagged “Size > Prior OI,” indicating new positions were opened while collecting premium.
Total Values: $148,317
Strike Price: 3
Analysis: Spot price ~$2.72–$2.76. The sold $3 puts are above spot (~9%–10% higher), reflecting a bullish stance and confidence the stock will hold above that level through expiry while generating income from collected premiums.
Intel (INTC)
Sentiment: Bullish
Options Activity: Concentrated call buying across January 16, 2026 (156 days to expiry) and February 20, 2026 (191 days to expiry). Repeated multi-sweep prints with “Size > Prior OI,” indicating new positions being opened.
Total Values: $561,792
Strike Price: 30–32
Analysis: Spot price ~$22.07. Buyers targeted $30–$32 strikes, roughly 36%–45% above spot, suggesting positioning for continued upside rather than immediate delta exposure.
Navitas Semiconductor (NVTS)
Sentiment: Bullish
Options Activity: Heavy, repeated call buying for March 20, 2026 (219 days to expiry), with multiple multi-sweeps and “Size > Prior OI,” indicating new positioning.
Total Values: $1,248,688
Strike Price: 7
Analysis: Spot price ranged ~$7.07–$7.35. Activity clustered at the $7 strike near spot, implying interest in sustained upside participation over a longer horizon.
SNDL (SNDL)
Sentiment: Bullish
Options Activity: Call buying into October 17, 2025 (65 days to expiry) with “Size > Prior OI,” indicating new positions.
Total Values: $39,582
Strike Price: 3
Analysis: Spot price ~$2.15. Calls at $3 (~40% above spot) point to a speculative upside bet seeking follow-through strength.
Esperion Therapeutics (ESPR)
Sentiment: Bullish
Options Activity: Repeated call buys for December 19, 2025 (128 days to expiry) flagged as “Size > Prior OI,” indicating new positioning.
Total Values: $89,100
Strike Price: 2
Analysis: Spot price ~$1.92. Targeting $2 calls just above spot suggests interest in upside continuation from a low base.
dLocal (DLO)
Sentiment: Bullish
Options Activity: Clustered call buying for October 17, 2025 (65 days to expiry), pre-earnings, with “Size > Prior OI.”
Total Values: $263,296
Strike Price: 12.47
Analysis: Spot price ~$11.33. Calls at ~$12.47 (~10% above spot) reflect positioning for a potential pre-earnings or post-event drift higher.
ImmunityBio (IBRX)
Sentiment: Bullish
Options Activity: Broad call accumulation across August 15, 2025 (2 days to expiry), September 19, 2025 (37 days to expiry), and January 16, 2026 (156 days to expiry), with multiple “Size > Prior OI” prints indicating new positions. Also saw bullish put selling on September 19, 2025 (37 days to expiry), collecting premium at the $2.50 strike.
Total Values: $495,665
Strike Price: Calls 3 (near-term), 3 (Sept), 5.5 (Jan ’26); Puts 2.5 (Sept)
Analysis: Spot price ~$2.64–$2.97 intraday. Call buyers targeted $3–$5.50 for upside exposure. The sold $2.50 puts (premium is collected) sit slightly below spot (~4% lower), reflecting confidence the price holds above the strike.
The Home Depot (HD)
Sentiment: Bullish
Options Activity: Short-dated call buying for August 15, 2025 (2 days to expiry) with “Size > Prior OI,” indicating new positions.
Total Values: $161,635
Strike Price: 410–417.5
Analysis: Spot price ~$406.30–$406.45. Buyers leaned into near-term upside through slightly out-of-the-money strikes, aiming for a quick move.
A. O. Smith (AOS)
Sentiment: Bullish
Options Activity: Call buying across September 19, 2025 (37 days to expiry) and October 17, 2025 (65 days to expiry) with “Size > Prior OI.”
Total Values: $308,157
Strike Price: 75
Analysis: Spot price ~$72.02–$72.05. Repeated interest at the $75 strike (~4% above spot) suggests a view for continued grind higher into autumn.
Confluent (CFLT)
Sentiment: Bullish
Options Activity: Notable call flows on September 19, 2025 (37 days to expiry) and February 20, 2026 (191 days to expiry), each flagged “Size > Prior OI,” indicating new positions.
Total Values: $849,469
Strike Price: 16 (Sept), 19 (Feb ’26)
Analysis: Spot price ~$16.78–$17.08. Buyers targeted strikes near and modestly above spot, positioning for continued recovery over both near- and medium-term windows.
Editas Medicine (EDIT)
Sentiment: Bullish
Options Activity: Consistent post-earnings call buying for November 21, 2025 (100 days to expiry), with multiple “Size > Prior OI” prints.
Total Values: $382,430
Strike Price: 2.5
Analysis: Spot price ~$2.74–$2.96. Tight clustering at $2.50 suggests accumulation for a potential continuation move from current levels.
Lam Research (LRCX)
Sentiment: Bullish
Options Activity: Active call buying across August 15, 2025 (2 days to expiry), August 29, 2025 (16 days to expiry), and September 19, 2025 (37 days to expiry), with several “Size > Prior OI” prints indicating new positions.
Total Values: $508,308
Strike Price: 107 (near-term), 109–113 (Aug 29), 122 (Sept)
Analysis: Spot price ~$106.71–$107.28. Layered strikes slightly above spot point to tactical upside positioning through month-end and into September.
FTAI Infrastructure (FIP)
Sentiment: Bullish
Options Activity: Repeated long-dated call buys for January 16, 2026 (156 days to expiry) marked “Size > Prior OI.”
Total Values: $510,000
Strike Price: 4
Analysis: Spot price ~$4.77. Calls at $4 are near the money, suggesting accumulation for a measured upside path into early 2026.
Marvell Technology (MRVL)
Sentiment: Bullish
Options Activity: Heavy, repeat call buying for September 19, 2025 (37 days to expiry) with multiple “Size > Prior OI” prints indicating new positions.
Total Values: $3,517,776
Strike Price: 92.5
Analysis: Spot price ~$79.15–$79.36. Targeting $92.50 (~16%–17% above spot) signals a push for further upside over the next month.
Apple (AAPL)
Sentiment: Bullish
Options Activity: Long-dated call buy for August 21, 2026 (373 days to expiry), flagged “Size > Prior OI.”
Total Values: $2,609,130
Strike Price: 310
Analysis: Spot price ~$233.52. The $310 strike (~33% above spot) indicates a longer-term upside thesis into next year.
Snowflake (SNOW)
Sentiment: Bullish
Options Activity: Strong call buying in August 29, 2025 (17 days to expiry) and September 5, 2025 (23 days to expiry) weeklies, both “Size > Prior OI,” indicating new positions.
Total Values: $1,405,415
Strike Price: 180 (Aug 29), 200 (Sept 5)
Analysis: Spot price ~$192–$196. Positioning straddles slightly below and above spot, pointing to a near-term upside attempt into upcoming weeks.
Hewlett Packard Enterprise (HPE)
Sentiment: Bullish
Options Activity: Call buying for September 19, 2025 (37 days to expiry).
Total Values: $268,000
Strike Price: 23
Analysis: Spot price ~$21.66. The $23 strike (~6% above spot) suggests a constructive view for incremental upside.
Etsy (ETSY)
Sentiment: Bullish
Options Activity: Large, long-dated call buying for January 15, 2027 (520 days to expiry), accumulated via multiple prints.
Total Values: $3,092,248
Strike Price: 55
Analysis: Spot price ~$68.84–$68.87. Calls deep below spot indicate accumulation of intrinsic value and a long-term constructive stance.
Zions Bancorporation (ZION)
Sentiment: Bullish
Options Activity: Mixed-tenor call buying: August 15, 2025 (2 days to expiry) and January 16, 2026 (156 days to expiry), both marked “Size > Prior OI,” indicating new positions.
Total Values: $753,000
Strike Price: 52.5 (near-term), 25 (Jan ’26)
Analysis: Spot price ~$53.32. Near-term calls slightly below spot suggest a tactical trade into the ex-div window; longer-dated $25 calls are deep in the money and reflect a constructive, longer-term stance.
Southwest Airlines (LUV)
Sentiment: Bullish
Options Activity: Long-dated call buying for January 15, 2027 (520 days to expiry) across multiple prints.
Total Values: $702,520
Strike Price: 32.5
Analysis: Spot price ~$30.72. Calls modestly above spot (~6%) indicate positioning for gradual recovery over the longer term.
Nektar Therapeutics (NKTR)
Sentiment: Bullish
Options Activity: Repeated long-dated call buys for February 20, 2026 (191 days to expiry) with “Size > Prior OI,” indicating new positioning.
Total Values: $552,160
Strike Price: 30
Analysis: Spot price ~$25.60–$25.59. Targeting $30 (~17% above spot) points to a measured upside thesis into early 2026.
Insider Transactions
Each day, insider transactions provide insights into the movements of key executives and shareholders within various companies. These transactions can signal confidence in future performance or a need to liquidate holdings. Today’s report identified the most significant insider purchases and sales, highlighting influential figures and companies that made notable moves. Let’s take a look at some of today’s standout transactions.
US Insider Purchases
Winmark Corp (WINA)
Buyer: Sprenger Gina Decaro (Non-Executive Director)
Shares Purchased: 250 (+inf%)
Price: USD 410.77
Total Value: USD 102,693
Eli Lilly and Co (LLY)
Buyer: Van Naarden Jacob (EVP & Pres., Lilly Oncology)
Shares Purchased: 1,000 (+5.1%)
Price: USD 647.36
Total Value: USD 647,360
Ryman Hospitality Properties Inc (RHP)
Buyer: Reed Colin V (Exec. Chairman of the Board)
Shares Purchased: 8,611 (+1.0%)
Price: USD 95.21
Total Value: USD 819,836
Energy Vault Holdings Inc (NRGV)
Buyer: Paulson Larry (Non-Executive Director)
Shares Purchased: 20,000 (+7.3%)
Price: USD 1.38
Total Value: USD 27,598
Shore Bancshares Inc (SHBI)
Buyer: Wayson Konrad (Non-Executive Director)
Shares Purchased: 1,000 (+1.7%)
Price: USD 16.02
Total Value: USD 16,020
Establishment Labs Holdings Inc (ESTA)
Buyer: Lewin Nicholas Sheridan (Non-Executive Director)
Shares Purchased: 2,300 (+16.2%)
Price: USD 34.30
Total Value: USD 78,880
Airship AI Holdings Inc (AISP)
Buyer: Huang Victor (CEO and Chairman of the BOD)
Shares Purchased: 10,000 (+6.2%)
Price: USD 1.54
Total Value: USD 15,409
Limbach Holdings Inc (LMB)
Buyer: Gaboury David Richard (Non-Executive Director)
Shares Purchased: 1,400 (+48.3%)
Price: USD 106.00
Total Value: USD 148,400
Morgan Stanley Direct Lending Fund
Buyer: Occi Michael Jr. (Chief Executive Officer)
Shares Purchased: 14,000 (+186.7%)
Price: USD 17.78
Total Value: USD 248,851
Amplify Energy Corp (AMPY)
Buyer: Frew James (See Remarks)
Shares Purchased: 25,000 (+24.0%)
Price: USD 3.70
Total Value: USD 92,500
Tronox Holdings PLC (TROX)
Buyer: Johnston Peter (Non-Executive Director)
Shares Purchased: 20,000 (+11.7%)
Price: USD 3.21
Total Value: USD 64,200
MediaAlpha Inc (MAX)
Buyer: Vrabeck Kathy P (Non-Executive Director)
Shares Purchased: 31,000 (+31.4%)
Price: USD 9.60
Total Value: USD 297,575
Xponential Fitness Inc (XPOF)
Buyer: Haase Bruce N (Non-Executive Director)
Shares Purchased: 70,000 (+269.9%)
Price: USD 7.67
Total Value: USD 536,690
Discovery Inc (DISCA)
Buyer: Levy Anton J (Non-Executive Director)
Shares Purchased: 75,000 (+8.6%)
Price: USD 11.00
Total Value: USD 825,000
US Insider Sales
Telos Corp (TLS)
Seller: Jacobs Bradley W. (Non-Executive Director)
Shares Sold: 60,000 (-22.0%)
Price: USD 5.22
Total Value: USD 313,200
Arlo Technologies Inc (ARLO)
Seller: McRae Matthew Blake (CEO)
Shares Sold: 520,557 (-24.3%)
Price: USD 17.40
Total Value: USD 9,055,766
Mirion Technologies Inc (MIR)
Seller: Logan Thomas D (Chief Executive Officer)
Shares Sold: 175,000 (-4.7%)
Price: USD 21.79
Total Value: USD 3,813,635
Boyd Gaming Corp (BYD)
Seller: Boyd William R (Non-Executive Director)
Shares Sold: 9,774 (-39.2%)
Price: USD 81.61
Total Value: USD 797,656
Bancorp Inc (TBBK)
Seller: Nager Jeffrey A (EVP Head of Commercial Lending)
Shares Sold: 11,810 (-12.0%)
Price: USD 66.79
Total Value: USD 788,802
Darling Ingredients Inc (DAR)
Seller: Sterling John F (EVP Gen. Counsel & Secretary)
Shares Sold: 35,000 (-11.2%)
Price: USD 31.13
Total Value: USD 1,089,550
Renaissancere Holdings Ltd (RNR)
Seller: Bushnell David C (Non-Executive Director)
Shares Sold: 2,544 (-13.6%)
Price: USD 239.55
Total Value: USD 609,415
Ranger Energy Services Inc (RNGR)
Seller: Agee Brett T. (Non-Executive Director)
Shares Sold: 25,000 (-2.3%)
Price: USD 12.76
Total Value: USD 319,000
TopBuild Corp (BLD)
Seller: Viselli Joey M (VP and Chief Growth Officer)
Shares Sold: 467 (-4.4%)
Price: USD 415.44
Total Value: USD 194,010
CDN Insider Purchases
Wheaton Precious Metals Corp.
Buyer: Lau, Vincent Chun Yip (Senior Officer of Issuer)
Shares Purchased: 190 (+29.2%)
Price: CAD 132.07
Total Value: CAD 25,093
Tourmaline Oil Corp (TOU)
Buyer: Rose, Mike (Senior Officer of Issuer)
Shares Purchased: 30,630 (+0.5%)
Price: CAD 57.69
Total Value: CAD 1,767,164
Simply Solventless Concentrates Ltd.
Buyer: Swainson, Jeffrey Philip James (10% Security Holder of Issuer, Director of Issuer, Senior Officer of Issuer)
Shares Purchased: 175,000 (+2.0%)
Price: CAD 0.50
Total Value: CAD 87,500
Saputo Inc (SAP)
Buyer: Colizza, Carl (Senior Officer of Issuer)
Shares Purchased: 6,560 (+8.7%)
Price: CAD 32.19
Total Value: CAD 211,176
Pembina Pipeline Corp (PPL)
Buyer: Mah, Andy (Director of Issuer)
Shares Purchased: 5,000 (+30.7%)
Price: CAD 49.08
Total Value: CAD 245,400
Oncolytics Biotech Inc (ONC)
Buyer: Kelly, Jared Ryan (Senior Officer of Issuer)
Shares Purchased: 23,500 (+46.6%)
Price: USD 0.86
Total Value: USD 20,281
Nutrien Ltd (NTR)
Buyer: Kelemen, Andrew (Senior Officer of Issuer)
Shares Purchased: 600 (+8.3%)
Price: CAD 77.17
Total Value: CAD 46,301
Lahontan Gold Corp (LG)
Buyer: Lepard, Lawrence (10% Security Holder of Issuer)
Shares Purchased: 952,000 (+17.2%)
Price: CAD 0.11
Total Value: CAD 103,863
Killam Apartment REIT (KMP.UN)
Buyer: Walt, Manfred (Director of Issuer)
Shares Purchased: 5,000 (+3.6%)
Price: CAD 17.44
Total Value: CAD 87,215
Euro Sun Mining Inc (ESM)
Buyer: LiVolsi, Carlo (Director of Issuer)
Shares Purchased: 1,435,500 (+6.8%)
Price: CAD 0.20
Total Value: CAD 284,516
Canadian North Resources Inc (CNRI)
Buyer: Shim, Lee Q. (10% Security Holder of Issuer, Director of Issuer)
Shares Purchased: 29,500 (+5.1%)
Price: CAD 0.70
Total Value: CAD 20,650
Atlas Salt Inc (SALT)
Buyer: Peterson, Nolan (Director of Issuer, Senior Officer of Issuer)
Shares Purchased: 20,000 (+28.6%)
Price: CAD 0.41
Total Value: CAD 8,200
Applied Graphite Technologies Corp (AGT)
Buyer: Baxter, Donald (10% Security Holder of Issuer, Director of Issuer, Senior Officer of Issuer)
Shares Purchased: 666,667 (+23.5%)
Price: CAD 0.06
Total Value: CAD 40,000
Zomedica Corp (ZOM)
Buyer: Klass, Russell Kevin (Senior Officer of Issuer)
Shares Purchased: 250,000 (+6.3%)
Price: CAD 0.04
Total Value: CAD 10,000
Sol Strategies Inc (HODL)
Buyer: Guoga, Antanas (Tony) (10% Security Holder of Issuer)
Shares Purchased: 55,100 (+1.4%)
Price: CAD 11.83
Total Value: CAD 651,883
Revival Gold Inc (RVG)
Buyer: Agro, Hugh (10% Security Holder of Issuer, Director of Issuer, Senior Officer of Issuer)
Shares Purchased: 142,500 (+3.1%)
Price: CAD 0.50
Total Value: CAD 71,250
Pembina Pipeline Corp (PPL)
Buyer: Bishop, Eva (Senior Officer of Issuer)
Shares Purchased: 10,125
Price: CAD 49.11
Total Value: CAD 497,188
Canadian Tire Corporation Ltd (CTC.A)
Buyer: Castonguay, Lyne D. (Director of Issuer)
Shares Purchased: 1,700 (+113.3%)
Price: USD 117.17
Total Value: USD 199,183
CDN Insider Sales
Standard Lithium Ltd (SLI)
Seller: Robinson, James Andrew Charles (Senior Officer of Issuer)
Shares Sold: 67,575
Price: CAD 3.88
Total Value: CAD 262,191
Standard Lithium Ltd (SLI)
Seller: Gamoudi, Salah (Senior Officer of Issuer)
Shares Sold: 16,820
Price: CAD 3.88
Total Value: CAD 65,262
Sandstorm Gold Ltd (SSL)
Seller: Kazemi-Esfahani, Erfan (Senior Officer of Issuer)
Shares Sold: 12,483 (-10.9%)
Price: CAD 14.60
Total Value: CAD 182,252
Planet Ventures Inc.
Seller: Moshevich, Etienne (Senior Officer of Issuer)
Shares Sold: 1,000,000 (-1.4%)
Price: CAD 0.09
Total Value: CAD 90,000
MDA Space Ltd (MDA)
Seller: Risley, John Carter (Director of Issuer)
Shares Sold: 100,000 (-5.8%)
Price: CAD 42.01
Total Value: CAD 4,201,120
IAMGOLD Corp (OLD)
Seller: Lemelin, Bruno (Senior Officer of Issuer)
Shares Sold: 20,000 (-14.4%)
Price: CAD 10.66
Total Value: CAD 213,112
Boardwalk Real Estate Investment Trust (BEI.UN)
Seller: Kolias, Sam (10% Security Holder of Issuer, Director of Issuer, Senior Officer of Issuer)
Shares Sold: 130,900
Price: CAD 70.79
Total Value: CAD 9,266,908
Power Corporation of Canada (POW)
Seller: Généreux, Claude (Senior Officer of Issuer)
Shares Sold: 30,000 (-75.3%)
Price: CAD 56.25
Total Value: CAD 1,687,398
Pembina Pipeline Corp (PPL)
Seller: Scherman, Chris (Senior Officer of Issuer)
Shares Sold: 60,797 (-84.1%)
Price: CAD 49.09
Total Value: CAD 2,984,622
Storagevault Canada Inc (SVI)
Seller: Simpson, Alan Arthur (Director of Issuer)
Shares Sold: 29,300 (-3.6%)
Price: CAD 4.69
Total Value: CAD 137,417
Institutional Spotlight: August 13, 2025
AYTU BioPharma (AYTU)
Stonepine Capital Management LLC, led by Jon Plexico, disclosed a significant position of 906,063 shares, representing 9.90% ownership. This high-conviction stake signals strong institutional confidence in the company’s prospects and reflects concentrated ownership by a specialist healthcare investor.
ZIM Integrated Shipping Services (ZIM)
Renaissance Technologies LLC, the quant-driven hedge fund founded by James Simons, reported holding 6,780,931 shares, equating to 5.63% ownership. The sizable stake underscores the firm’s ongoing exposure to global shipping, with the position suggesting confidence in ZIM’s ability to navigate volatile freight markets.
Winmark Corp. (WINA)
Renaissance Technologies LLC holds 220,496 shares, or 6.21% ownership, in this franchise-focused retail leasing and resale business. The position reflects steady institutional interest in a niche, asset-light retail model with consistent cash flow generation.
Teekay Corp. (TK)
A new filing from Renaissance Technologies LLC revealed 4,396,122 shares, or 5.16% ownership, in the marine transportation company. The move adds to the quant fund’s exposure in the shipping and energy transport sector, aligning with recent activity across maritime equities.
Spok Holdings (SPOK)
Renaissance Technologies LLC has taken a 5.13% stake, holding 1,056,650 shares in the communications solutions provider. The investment points to measured confidence in SPOK’s niche role in critical messaging services, a space with stable demand from healthcare and emergency services.
RF Industries (RFIL)
Renaissance Technologies LLC reported 544,808 shares, giving it 5.11% ownership. The position represents targeted exposure to a specialized manufacturer of electronic components, where institutional interest has been gradually increasing.
Pacira BioSciences (PCRX)
Renaissance Technologies LLC disclosed a stake of 2,395,601 shares, or 5.34% ownership, in the specialty pharmaceutical firm. This builds on a pattern of quant fund allocations toward innovative drug delivery companies with established commercial products.
Innoviva Inc. (INVA)
With 4,760,832 shares, Renaissance Technologies LLC now owns 7.56% of the respiratory drug royalty and portfolio management company. The stake size suggests a meaningful bet on Innoviva’s cash flow generation from existing drug assets and potential for further portfolio expansion.
Quanterix Corp. (QTRX)
Portolan Capital Management LLC, managed by George McCabe, reported 3,633,622 shares, equal to 9.36% ownership. This high-percentage holding underscores a strong conviction in Quanterix’s biomarker detection technology and long-term growth trajectory.
StealthGas Inc. (GASS)
Renaissance Technologies LLC holds 1,854,856 shares, or 5.02% ownership, reflecting continued institutional interest in niche liquefied petroleum gas shipping operations.
Surrozen Inc. (SRZN)
Stonepine Capital Management LLC disclosed ownership of 508,687 shares, representing 5.80% of the biotechnology company. The concentrated position suggests a targeted bet on Surrozen’s preclinical and early-stage therapeutic pipeline.
Fonar Corp. (FONR)
Renaissance Technologies LLC maintains a 5.09% stake, holding 315,516 shares in the MRI equipment manufacturer, reflecting consistent exposure to niche medical imaging technologies.
Etsy Inc. (ETSY)
In a sizable consumer discretionary position, Renaissance Technologies LLC holds 7,647,241 shares, or 7.68% ownership. The allocation indicates institutional conviction in Etsy’s marketplace resilience and brand strength.
Vishay Precision Group (VPG)
Portolan Capital Management LLC reported 990,439 shares, equating to 8.10% ownership. The position highlights confidence in VPG’s precision measurement technology and specialized industrial components market.
Alpha Metallurgical Resources (AMR)
Renaissance Technologies LLC disclosed 661,115 shares, representing 5.06% ownership in the metallurgical coal producer, pointing to continued institutional interest in commodity-linked equities.
Diameter Credit Co. (Private)
Iconiq Capital LLC, led by Divesh Makan, reported 1,986,537 shares, or 6.10% ownership, reflecting a notable position in the credit-focused investment vehicle.
Phathom Pharmaceuticals (PHAT)
Millennium Management LLC, headed by Israel Englander, holds 3,762,044 shares, representing 5.30% ownership. This indicates active participation in the small-cap biotech space, particularly in gastrointestinal disease therapies.
Curis Inc. (CRIS)
M28 Capital Management LP, run by Marc Elia, disclosed 620,167 shares, or 5.90% ownership, in the oncology-focused biotech, underscoring institutional backing in early-stage cancer drug development.
Waters Corp. (WAT)
AllianceBernstein LP, led by Seth Bernstein, reported a 6.80% stake with 4,025,482 shares, signaling a substantial long-term institutional presence in the laboratory instrumentation sector.
Portillo’s Inc. (PTLO)
AllianceBernstein LP, under Seth Bernstein, disclosed a significant position of 5,777,921 shares, equating to 9.00% ownership. The stake reflects strong institutional confidence in the fast-casual restaurant chain’s national expansion strategy and brand recognition.
Pathfinder Bancorp (PBHC)
AllianceBernstein LP reported 353,656 shares, or 7.40% ownership, in the regional banking company. This level of ownership points to steady institutional support in a niche community banking franchise.
Glen Burnie Bancorp (GLBZ)
With 198,858 shares, AllianceBernstein LP holds 6.90% ownership in the Maryland-based bank, signaling confidence in its stable deposit base and localized market strategy.
Blue Ridge Bankshares (BRBS)
AllianceBernstein LP has a 5.00% stake, holding 4,528,592 shares. This reflects institutional interest in a regional financial institution positioned for incremental growth.
BankFinancial Corp. (BFIN)
AllianceBernstein LP disclosed 986,978 shares, representing 7.90% ownership. The holding indicates support for the bank’s steady balance sheet growth and consistent dividend policy.
Texas Community Bancshares (TCBS)
AllianceBernstein LP reported ownership of 157,682 shares, equal to 5.20%, in the Texas-based bank, reinforcing institutional engagement in smaller regional lenders.
O-I Glass Inc. (OI)
AllianceBernstein LP holds 7,939,841 shares, representing 5.10% ownership in the global glass container manufacturer. The position highlights interest in a leading player in the packaging sector.
Cracker Barrel Old Country Store (CBRL)
AllianceBernstein LP disclosed 1,222,242 shares, or 5.50% ownership, in the restaurant and retail chain. The holding reflects confidence in CBRL’s brand resilience in a competitive dining landscape.
NeoGenomics Inc. (NEO)
Greenhouse Funds LLLP, led by Joseph Milano, reported 7,431,147 shares, equating to 5.80% ownership. The position underscores institutional conviction in the oncology diagnostics firm’s growth trajectory.
ASA Gold and Precious Metals Ltd. (ASA)
Saba Capital Management LP, headed by Boaz Weinstein, disclosed a substantial 21.41% ownership, totaling 4,040,715 shares. This dominant stake signals aggressive positioning in the precious metals investment company.
Tachyon Acquisition Corp. (TACH)
AQR Capital Management LLC, under Clifford Asness, reported 2,239,994 shares, or 8.12% ownership. The high-percentage holding points to significant interest in this SPAC vehicle.
TerraVia Holdings (TVA)
AQR Capital Management LLC disclosed 1,750,000 shares, representing 7.78% ownership, highlighting institutional exposure to the company’s specialty ingredients platform.
VYX Inc. (VYX)
Greenhouse Funds LLLP holds 17,528,979 shares, amounting to 12.70% ownership. This sizable position reflects concentrated institutional confidence.
SOULCYTE Therapeutics (SOUL)
AQR Capital Management LLC has 1,312,022 shares, or 5.25% ownership, in the biotech company, indicating measured exposure to the sector.
Sizzle Acquisition Corp. (SZZL)
AQR Capital Management LLC reported 1,556,600 shares, equal to 6.60% ownership, in the special purpose acquisition company.
RaaQ Corp. (RAAQ)
AQR Capital Management LLC holds 1,469,994 shares, or 8.52% ownership, further signaling confidence in the SPAC market.
Pachu Inc. (PACHU)
AQR Capital Management LLC disclosed 1,293,025 shares, representing 5.11% ownership, continuing its trend of diversified SPAC holdings.
Scandium International Mining Corp. (SCND)
North Run Capital LP, led by Thomas Ellis, owns 1,189,632 shares, equating to 9.99% ownership. This near-maximum threshold stake reflects high conviction.
Greenlane Holdings (GNLN)
Ayrton Capital LLC, run by Waqas Khatri, reported 14,028 shares, or 1.00% ownership, in the cannabis accessories distributor.
Hanger Inc. (HNGE)
Alkeon Capital Management LLC, under Panayotis Sparaggis, disclosed 1,591,104 shares, representing 5.70% ownership, in the prosthetics and orthotics provider.
Aptevo Therapeutics (APVO)
Ayrton Capital LLC holds 358,150 shares, or 10.00% ownership, in the biotech firm, reflecting significant institutional confidence.
Westwater Resources (WWR)
Ayrton Capital LLC disclosed 8,488,000 shares, representing 10.00% ownership, in the battery materials developer.
Flywire Corp. (FLYW)
Voss Capital LLC disclosed ownership of 8,550,000 shares, representing 7.10% ownership. The position reflects a significant institutional commitment to the payments platform, suggesting confidence in its ability to expand in the cross-border transactions market.
Sphere Entertainment Co. (SPHR)
Ariel Investments LLC reported a commanding 24.40% ownership with 7,100,237 shares. This substantial stake signals a deep, long-term commitment to the entertainment and live events company, underscoring institutional belief in its strategic assets and growth potential.
OneSpaWorld Holdings (OSW)
Ariel Investments LLC disclosed 13,213,156 shares, amounting to 12.90% ownership in the cruise and destination resort spa operator. The high percentage underscores a strong conviction in the company’s post-pandemic growth trajectory.
Madison Square Garden Entertainment (MSGE)
Ariel Investments LLC holds 7,896,008 shares, representing 19.50% ownership. This sizeable stake highlights the firm’s confidence in MSGE’s unique entertainment properties and live venue portfolio.
Leslie’s Inc. (LESL)
Ariel Investments LLC reported an outsized 32.80% ownership, totaling 60,903,406 shares. This dominant position makes Ariel a key strategic holder, indicating substantial conviction in Leslie’s market leadership in pool and spa care.
Lazard Ltd. (LAZ)
Ariel Investments LLC owns 5,753,997 shares, or 5.10% ownership, in the global financial advisory and asset management firm, signaling ongoing confidence in its advisory revenue base.
GCM Grosvenor Inc. (GCMG)
Ariel Investments LLC disclosed 4,452,562 shares, representing 8.90% ownership. The holding reflects institutional confidence in GCMG’s position in alternative asset management.
Scully Royalty Ltd. (SRI)
22NW Fund LP reported 1,943,508 shares, or 7.00% ownership, in the diversified asset holding company, marking a notable presence for a specialist investment fund.
Equinox Gold Corp. (EQX)
Donald Smith Co. Inc. holds 26,507,615 shares, representing 5.80% ownership, signaling strategic positioning in the gold mining sector.
DHI Group Inc. (DHX)
22NW Fund LP disclosed 3,299,937 shares, equal to 6.80% ownership, in the specialized employment services provider, reflecting institutional confidence in its market niche.
Allegiant Travel Co. (ALGT)
Donald Smith Co. Inc. reported 1,506,633 shares, or 8.30% ownership, in the leisure-focused airline, pointing to belief in its differentiated ultra-low-cost model.
Stock Yards Bancorp (SYBT)
Kayne Anderson Rudnick Investment Management LLC owns 1,544,132 shares, representing 5.20% ownership, maintaining exposure to a regional banking franchise with a long history of dividend payments.
BancFirst Corp. (BANF)
Kayne Anderson Rudnick Investment Management LLC disclosed 2,537,991 shares, equal to 7.60% ownership, signaling confidence in the Oklahoma-based banking institution.
Revolve Group Inc. (RVLV)
Kayne Anderson Rudnick Investment Management LLC holds 5,934,722 shares, or 14.70% ownership, in the fashion e-commerce company, a substantial stake indicating strong conviction in its growth prospects.
U.S. Physical Therapy Inc. (USPH)
Kayne Anderson Rudnick Investment Management LLC reported 1,486,334 shares, representing 9.80% ownership in the outpatient physical therapy provider.
CHAC
Healthcare of Ontario Pension Plan Trust Fund disclosed 1,519,667 shares, or 6.70% ownership, as part of a series of mid-cap positions.
GTEN
Healthcare of Ontario Pension Plan Trust Fund owns 2,400,000 shares, representing 6.60% ownership, signaling confidence in its growth profile.
PMTR
Healthcare of Ontario Pension Plan Trust Fund reported 1,500,000 shares, or 6.10% ownership.
IPCX
Healthcare of Ontario Pension Plan Trust Fund disclosed 1,400,000 shares, representing 5.40% ownership.
SDHI
Healthcare of Ontario Pension Plan Trust Fund holds 2,400,000 shares, equal to 8.60% ownership.
TACH
Healthcare of Ontario Pension Plan Trust Fund owns 2,000,000 shares, or 7.20% ownership, complementing the previously noted AQR position.
SOUL
Healthcare of Ontario Pension Plan Trust Fund holds 1,800,000 shares, representing 7.20% ownership.
NPAC
Healthcare of Ontario Pension Plan Trust Fund disclosed 2,200,000 shares, equal to 7.10% ownership.
United Rentals Inc. (URI)
Capital Research Global Investors disclosed 3,385,955 shares, representing 5.20% ownership, in the equipment rental leader. The position signals confidence in infrastructure spending trends and continued demand for construction equipment.
Ul Solutions Inc. (ULS)
Capital Research Global Investors holds 3,268,817 shares, or 5.20% ownership, reflecting a meaningful stake in the safety science and certification provider.
UMH Properties Inc. (UMH)
Capital Research Global Investors reported 5,471,303 shares, representing 6.50% ownership, in the manufactured home community operator.
Starbucks Corp. (SBUX)
Capital Research Global Investors disclosed 76,686,152 shares, equating to 6.70% ownership, underscoring substantial conviction in the global coffee chain’s brand strength and expansion potential.
Robert Half Inc. (RHI)
Capital Research Global Investors holds 5,955,883 shares, or 5.80% ownership, in the staffing and consulting firm.
Pinnacle West Capital Corp. (PNW)
Capital Research Global Investors reported 15,095,112 shares, representing 12.60% ownership, in the utility holding company.
Las Vegas Sands Corp. (LVS)
Capital Research Global Investors owns 49,293,767 shares, or 7.00% ownership, in the global gaming and resort operator.
Halliburton Co. (HAL)
Capital Research Global Investors disclosed 50,061,312 shares, representing 5.80% ownership, in the oilfield services giant.
Albemarle Corp. (ALB)
Capital Research Global Investors holds 6,307,813 shares, or 5.30% ownership, in the specialty chemicals and lithium producer.
Addus HomeCare Corp. (ADUS)
Capital Research Global Investors reported 1,102,298 shares, representing 6.00% ownership, in the personal home care services provider.
TopBuild Corp. (BLD)
Capital Research Global Investors disclosed 3,434,194 shares, or 12.00% ownership, in the insulation and building materials installer.
Baldwin & Lyons Inc. (BWIN)
Capital Research Global Investors holds 4,513,250 shares, representing 6.40% ownership, in the specialty property and casualty insurer.
IDEAYA Biosciences Inc. (IDYA)
Capital Research Global Investors reported 6,552,691 shares, or 7.50% ownership, in the oncology-focused biotechnology company.
Dominion Energy Inc. (D)
Capital Research Global Investors owns 44,800,351 shares, representing 5.30% ownership, in the regulated utility.
Camping World Holdings Inc. (CWH)
Capital Research Global Investors disclosed 3,215,647 shares, or 5.10% ownership, in the recreational vehicle retailer.
Allegro MicroSystems Inc. (ALGM)
Capital Research Global Investors holds 15,904,357 shares, representing 8.60% ownership, in the semiconductor solutions provider.
KB Financial Group Inc. (KB)
Capital Research Global Investors owns 20,559,072 shares, or 5.40% ownership, in the South Korean banking group.
Sweetgreen Inc. (SW)
Capital Research Global Investors disclosed 27,671,873 shares, representing 5.30% ownership, in the healthy fast-casual restaurant chain.
Weatherford International plc (WFRD)
Capital Research Global Investors holds 5,574,940 shares, or 7.70% ownership, in the oilfield services provider.
BTAFF
Capital Research Global Investors reported 192,380,424 shares, representing 8.80% ownership, in this energy-linked holding.
Stratus Properties Inc. (STRZ)
Capital Research Global Investors owns 1,488,612 shares, or 8.90% ownership, in the real estate development firm.
Canadian Natural Resources Ltd. (CNQ)
Capital Research Global Investors disclosed 111,326,703 shares, representing 5.30% ownership, in the Canadian energy giant.
GFL Environmental Inc. (GFL)
Capital Research Global Investors holds 19,094,731 shares, or 5.40% ownership, in the environmental services company.
Towers Research Solutions (TRS)
Bank of America Corp DE disclosed 3,763,259 shares, representing 9.20% ownership, marking a significant position.
SoundHound AI Inc. (SOUN)
Bank of America Corp DE owns 23,413,582 shares, or 6.30% ownership, indicating exposure to the voice AI and conversational intelligence sector.
Park Hotels & Resorts Inc. (PK)
Bank of America Corp DE disclosed 13,475,980 shares, representing 6.70% ownership, in the lodging REIT.
Kayne Anderson BDC Inc. (KBDC)
Bank of America Corp DE holds 4,596,731 shares, or 6.50% ownership, in the business development company.
Group 1 Automotive Inc. (GPI)
Bank of America Corp DE reported 712,825 shares, representing 5.50% ownership, in the auto dealership group.
Fluence Energy Inc. (FLNC)
Bank of America Corp DE owns 7,341,149 shares, or 5.60% ownership, in the energy storage technology firm.
BRP Inc. (DOOO)
Bank of America Corp DE disclosed 1,818,087 shares, representing 5.30% ownership, in the recreational vehicle manufacturer.
8×8 Inc. (EGHT)
Bank of America Corp DE holds 7,070,320 shares, or 5.30% ownership, in the cloud-based communications provider.
Hillman Solutions Corp. (HLMN)
Burgundy Asset Management Ltd. reported 11,202,558 shares, or 5.67% ownership, in the hardware and home improvement products supplier.
Wynn Resorts Ltd. (WYNN)
Capital World Investors disclosed 9,584,511 shares, representing 9.20% ownership. This substantial position underscores strong institutional conviction in Wynn’s global gaming and hospitality assets, reflecting confidence in the rebound of travel and leisure spending.
Viper Energy Inc. (VNOM)
Capital World Investors holds 10,465,937 shares, or 8.00% ownership, reinforcing exposure to the energy royalty space and signaling belief in sustained commodity cash flow generation.
Royal Gold Inc. (RGLD)
Capital World Investors reported 8,994,852 shares, equating to 13.70% ownership in the precious metals royalty company, making it a dominant institutional holder.
Micron Technology Inc. (MU)
With 71,003,502 shares, Capital World Investors owns 6.30% of the memory chipmaker, underscoring a strategic commitment to the semiconductor sector.
Estée Lauder Companies Inc. (EL)
Capital World Investors disclosed 12,466,662 shares, or 5.30% ownership, in the global beauty brand, maintaining a meaningful long-term position.
Hims & Hers Health Inc. (HIMS)
Capital World Investors holds 18,559,302 shares, representing 8.60% ownership, signaling strong confidence in the telehealth and wellness platform’s growth trajectory.
FirstEnergy Corp. (FE)
With 78,489,719 shares, Capital World Investors commands 13.60% ownership, reflecting a significant utility sector position.
Paymentus Holdings Inc. (PAY)
Capital World Investors disclosed 2,089,214 shares, or 5.90% ownership, in the payment processing solutions provider.
Lumentum Holdings Inc. (LITE)
Capital World Investors owns 5,739,568 shares, representing 8.30% ownership, signaling conviction in the optical and photonic products segment.
Keurig Dr Pepper Inc. (KDP)
Capital World Investors holds 131,578,493 shares, or 9.70% ownership, reflecting one of its largest consumer staples allocations.
Ingersoll Rand Inc. (IR)
Capital World Investors disclosed 26,792,558 shares, or 6.60% ownership, in the diversified industrial manufacturer.
Duolingo Inc. (DUOL)
Capital World Investors holds 2,343,620 shares, representing 6.00% ownership, signaling interest in the education technology leader.
Cloudflare Inc. (NET)
Capital World Investors reported a commanding 41,370,740 shares, or 13.30% ownership, in the internet infrastructure provider.
Carlyle Group Inc. (CG)
Capital World Investors owns 20,054,252 shares, representing 5.60% ownership, in the global investment firm.
Apollo Global Management Inc. (APO)
Capital World Investors disclosed 29,449,018 shares, or 5.20% ownership, in the alternative asset management giant.
NewAmsterdam Pharma Co. (NAMS)
Capital World Investors holds 8,387,725 shares, representing 7.50% ownership, showing conviction in the cardiovascular-focused biotech.
FTAI Aviation Ltd. (FTAI)
Capital World Investors owns 5,491,928 shares, or 5.40% ownership, in the aviation leasing and services provider.
NovoCure Ltd. (NVCR)
Capital World Investors disclosed 6,382,848 shares, representing 5.70% ownership, in the oncology-focused medical device firm.
Northrop Grumman Corp. (NOC)
Capital International Investors holds 12,385,281 shares, or 8.60% ownership, marking a substantial defense sector allocation.
Mondelez International Inc. (MDLZ)
Capital International Investors reported 74,086,348 shares, representing 5.70% ownership, in the global snacking leader.
International Paper Co. (IP)
Capital International Investors disclosed 32,990,822 shares, or 6.20% ownership, in the packaging and paper products company.
Equifax Inc. (EFX)
Capital International Investors holds 10,682,406 shares, representing 8.60% ownership, in the credit reporting and analytics provider.
Burlington Stores Inc. (BURL)
Capital International Investors owns 8,727,750 shares, or 13.80% ownership, positioning itself as a top shareholder in the off-price retail chain.
Vail Resorts Inc. (MTN)
Capital International Investors disclosed 4,984,025 shares, representing 13.40% ownership, in the mountain resort operator.
Phreesia Inc. (PHR)
Capital International Investors holds 3,134,872 shares, or 5.30% ownership, in the healthcare software provider.
Paymentus Holdings Inc. (PAY)
Capital International Investors reported 6,108,266 shares, representing 17.40% ownership, significantly larger than the Capital World position, making it a major controlling stake.
nCino Inc. (NCNO)
Capital International Investors owns 5,857,423 shares, or 5.10% ownership, in the cloud banking platform.
Limbach Holdings Inc. (LMB)
Capital International Investors disclosed 582,805 shares, or 5.00% ownership, in the building systems solutions provider.
Alkami Technology Inc. (ALKT)
Capital International Investors holds 5,464,036 shares, representing 5.30% ownership, in the digital banking technology firm.
Globant S.A. (GLOB)
Capital International Investors owns 2,371,324 shares, or 5.40% ownership, in the IT and software development company.
Royalty Pharma plc (RPRX)
Capital International Investors disclosed 23,111,998 shares, representing 5.50% ownership, in the biopharmaceutical royalty aggregator.
Ascendis Pharma A/S (ASND)
Capital International Investors holds 3,109,225 shares, or 5.60% ownership, in the biopharmaceutical company.
NanoVibronix (NA)
Ayrton Capital LLC reported 1,542,929 shares, or 7.10% ownership, in the medical device company.
HeartSciences (HSAI)
Ayrton Capital LLC owns 2,290,500 shares, or 10.00% ownership, in the cardiac diagnostic technology developer.
Institutional Momentum Watchlists
(Stocks are sorted to highlight those with the strongest momentum at the time of the scan)
Welcome to the Institutional Momentum Watchlist, an exclusive feature for our members. This list highlights stocks that have recently caught the attention of institutional investors, either through new purchases or significant additions. These stocks are selected based on promising technical setups that suggest potential momentum. Our systematic approach filters for opportunities where institutional sponsorship aligns with favorable technical conditions, offering a unique edge in your trading strategy. Keep an eye on this watchlist as we update it each weekend with the latest insights from the market.
Click on the CandleGlance chart to view it in full size. Find a chart that matches your criteria or interests. You can easily save it to your watchlist on StockCharts.com for further analysis and tracking or copy and paste the ticker list into your chart provider.
US Institutional Momentum Watchlist
EXPORT – US Institutional Momentum Watchlist
LASR, SOUN, CMPO, FMCC, VSTM, SGHT, OWLT, VTYX, FNMA, ANIP, REAL, SNWV, DOCS, GSAT, ASMB, FROG, ETON, PBYI, CYD, CRML, ONDS, GRCE, FTK, GRRR, GILD, KTOS, BBAI, LENZ, TIL, TERN, GH, VIAV, ROAD, STNE, ARQ, AVTX, CIA, PRM, MEG, MNST, MU, CEE, HNRG, ATMU, ENLV, PCRX, III, HL, TLSA, UMAC, VEON, VCTR, ALAB, GROY, PVLA, ALHC, LITE, ARQT, MP, POWL, RZLT, APP, AAPL, HUM, MIND, EXPE, VGZ, COMM, MDV, DERM, VITL, CART, HROW, PX, TEM, PHAT, DORM, GENI, ACT, FINV, IONQ, CDE, EQH, LYV, CLS, AMPG, CRUS, CVS, KALA, HOOD, IESC, TOI, APA, SPOT, FUTU, TBPH, DELL, CSCO, NFLX, LRCX, CAH, PLTR, IBKR, TURN, USAU, TPG, GOOGL, INVZ, GOOG, TPC, FIHL, MA, LLYVA, KEYS, TSLA, LH, CRH, UPRO, CHMI, SNX, AES, SMMT, HPE, OSCR, NMIH, USD, ROM, JEQ, BGC, MSI, SANM, CMPS, LOPE, SGRY, MDT, WMG, HCI, JBL, CMC, AGX, RDDT, ABT, HMN, TRVI, EYPT, STX, GLW, DGX, MTD, RPRX, KDP, TRMB, UAL, SSO, PFE, SCI, FFIV, KN, COHR, SCHW, GNRC, SGI, APH, LSCC, CMA, HALO, CTAS, AAP, ATAT, CBOE, CVX, PM, CORT, STAA, STT, SRDX, TYG, FNGS, GE, GM, BLK, LOW, NVDA, JNJ, MMM, TEL, STRL, TDUP
Canadian Institutional Momentum Watchlist
EXPORT – Canadian Institutional Momentum Watchlist
WEED.TO, CURA.TO, CPH.TO, TWM.TO, SAP.TO, JWEL.TO, LUG.TO, LNF.TO, CAS.TO, SLI.V, LAR.TO, DCBO.TO, CS.TO, MFI.TO, EXE.TO, IFP.TO, ELBM.V, CJT.TO, CLS.TO, OGC.TO, TRX.TO, ASM.TO, WRN.TO, HBM.TO, EFX.TO, ORA.TO, VHI.TO, BCE.TO, FM.TO, SSL.TO, SSRM.TO, WELL.TO, MTA.V, CRON.TO, GTII.CA, PBH.TO, TKO.TO, OGI.TO, NOA.TO, DBM.TO, SES.TO, LUN.TO, PAAS.TO, CPX.TO, AC.TO, FURY.TO, ABX.TO, TCW.TO, GRT/UN.TO, MAG.TO, EMA.TO, NGD.TO, DNG.TO, CVE.TO, FTG.TO, K.TO, BDT.TO, NEO.TO, EFN.TO, WPM.TO, RCI/B.TO, CM.TO, CCO.TO, FC.TO, SIA.TO, ALS.TO, STN.TO, TOU.TO, H.TO, IMO.TO, TA.TO, PD.TO, USA.TO, BAM.TO, POW.TO, SU.TO, ADEN.TO, IGM.TO, AND.TO, GWO.TO, TD.TO, NXR/UN.TO, SRU/UN.TO, VLE.TO, NA.TO, ITR.V, BNS.TO, HR/UN.TO, EDR.TO, CIGI.TO, OR.TO, CAE.TO, L.TO, BMO.TO, SXP.TO, FNV.TO, WDO.TO, EIF.TO, CGY.TO, ATH.TO, PIF.TO, RY.TO, KNT.TO, FTS.TO, FRU.TO, AFN.TO, T.TO
To conclude our report, we thank you for your engagement and insights. Your feedback is valuable, and we encourage you to share your recommendations. Stay attentive to the Daily Setups, the Workspace, and the Watchlists for emerging opportunities. Additionally, explore the PDFs of the scanner results provided in the Daily Setups report. Until next time, happy trading!
