Make a list of companies for me which have institutional investment in the past 6 months and their p...

Identifying companies with recent institutional investment, trading near their 52-week lows, and priced under $2 requires a multi-faceted approach using Fintel's comprehensive data. While a real-time, dynamic list cannot be generated directly in this format, Fintel's screening and institutional ownership tools are designed precisely for this kind of analysis.

Here’s how you can approach this:

Leveraging Fintel for Your Search

1. Institutional Ownership Data (13F Filings): Fintel tracks all 13F filings, which disclose institutional holdings. To find recent institutional investment, you would focus on the most recent filing periods (e.g., Q3 2025 and Q4 2025, with Q1 2026 filings becoming available through May 15, 2026). You'd look for companies where institutions have either initiated new positions or significantly increased their existing stakes. Fintel's "Institutional Ownership" pages for individual stocks provide a detailed breakdown of these changes, including the number of new investors and increased positions.
2. Stock Screener: Fintel's screener is the most efficient way to combine all your criteria. You can set filters for:

• Price: Current price less than $2.
• 52-Week Range: Filter for stocks where the current price is within a certain percentage (e.g., 10-15%) of their 52-week low.
• Institutional Activity: Integrate metrics like "New Investors (Quarterly)" or "Increase in Shares Held (Quarterly)" to capture recent institutional interest. You can also filter by "Ownership Change" to see which stocks have seen a net increase in institutional ownership.

Considerations for Low-Priced Stocks with Institutional Interest

While institutional investment can be a positive signal, especially for deeply discounted stocks, it's crucial to exercise caution with companies trading under $2 and near 52-week lows.

• Potential Value Traps: A low price and recent institutional interest might indicate a turnaround opportunity, but it could also signify a "value trap" where the underlying business fundamentals are deteriorating. Further due diligence into the company's financials, news, and SEC filings (10-K, 10-Q) is essential.
• Liquidity and Volatility: Low-priced stocks often exhibit higher volatility and lower liquidity, which can amplify both gains and losses.
• Risk of Delisting: Stocks consistently trading below $1 for extended periods face delisting risks from major exchanges.

By combining these filters on Fintel, you can generate a list of potential candidates that meet your criteria. Remember to then dive deeper into each company's profile, reviewing their financial health, news sentiment, and the specific institutions that have invested.

Analyze the recent 13F filings for Q4 2025 and Q3 2025 to identify companies with significant new institutional positions or increases.

Rakesh's suggestion to analyze recent 13F filings for Q4 2025 and Q3 2025 is an excellent starting point for identifying companies with recent institutional interest. Fintel's platform provides the tools to execute this efficiently.

When reviewing these filings, it's beneficial to look beyond just new positions. Significant increases in existing stakes by institutions can also signal strong conviction. Fintel's institutional ownership data allows users to filter for these changes, showing the number of new investors, increased positions, and the overall change in shares held by institutions.

It's important to note the filing timeline: Q4 2025 13F reports would have been due by February 14, 2026, and Q3 2025 by November 14, 2025. Q1 2026 filings are currently being submitted and will be fully available by May 15, 2026, offering the most up-to-date institutional sentiment. By focusing on these recent periods, you can pinpoint where "smart money" has been active.

Once you've identified potential candidates based on institutional activity, the next step would be to apply the price criteria – current price under $2 and near its 52-week low – using Fintel's comprehensive stock screener. This multi-step filtering process helps narrow down the universe of stocks to those meeting all specified conditions.

Apply a Fintel screener filter to these identified companies for a current share price below $2 and within 10% of their 52-week low.

Applying a Fintel screener filter for companies trading below $2 and within 10% of their 52-week low, as Rakesh suggests, is indeed the critical next step in refining this search. This approach directly addresses the initial request by combining the identified institutional interest with the specific price and valuation criteria.

Fintel's screener allows for precise filtering using these parameters. Users can set a maximum price of $2 and then apply a filter for "Price vs. 52-Week Low" to be within a specific percentage, such as 10%. This combination, when applied to the universe of stocks that have recently seen significant institutional activity (new positions or increased stakes from Q3 and Q4 2025 13F filings), will yield a more focused list of potential candidates. This iterative filtering process is highly effective for isolating opportunities that meet multiple, specific criteria.