🧠 Weekly Market Commentary

## Insider Trading Insights: A Week of Diverging Trends (Nov 1–8, 2025)

This past week in insider trading revealed stark contrasts between various sectors, underscoring the shifting landscape as we move closer to year-end. With net insider activity showing a staggering negative balance of over $1 billion across key industries, the data offers a compelling narrative of caution among executives and investors alike.

### Sector Highlights

The **Healthcare** sector emerged as the focal point of this week’s trading activity, witnessing a staggering net outflow of approximately $321 million. This sharp decline was primarily driven by significant sell-offs in **Drug Manufacturers**, particularly notable players like Merck and Eli Lilly, reflecting the challenges faced in regulatory approvals and market competition.

Conversely, **Consumer Cyclical** demonstrated a surprising resilience, positively influenced by robust insider buys in **Auto Parts** companies. MNRO and CPS led the way, contributing over $20 million and $29,000 respectively, as insiders appear to bet on a rebound in consumer demand during the holiday season.

### Industry Dynamics

**Energy** stocks saw a modest uptick, with net insider buying exceeding $1.2 million, mainly fueled by increased activity in **Oil & Gas E&P**. Companies such as GTE and MTDR were prominent, highlighting a potential recovery narrative in the energy markets as global demand forecasts improve.

On the flip side, **Real Estate** was plagued by significant insider selling, with a staggering $5.3 million net outflow. This decline was dominated by heavy activity in **REITs**, particularly in the Healthcare and Residential sectors, indicating potential headwinds as rising interest rates squeeze yields.

### Conclusion

As we digest the week's trading data, it's evident that insiders are positioning themselves with a mix of optimism and caution. The divergence in sector performance highlights the complex interplay of market forces as we approach the end of 2025.

For deeper insights into specific sectors, industries, and symbols, explore our comprehensive data and analysis at EmporionX.com. Stay ahead of market movements with insider perspectives shaping the financial landscape.
Generated by EmporionX AI Commentary Engine — powered by OpenAI GPT models. Sat Nov 8 2025 05:00 AM EST

Insider Tradings (2025-11-01 → 2025-11-08)

Net insider activity (Purchases − Sales), grouped by Sector, Industry, and Symbol. Click to expand each level.
Sector Sector NetAmount Industry Industry NetAmount Symbol Symbol NetAmount
Consumer Cyclical +$14,646,056
Auto Parts +$20,414,124
MNRO +$20,815,969
CPS +$29,083
BWA -$141,552
ORLY -$289,376
Restaurants +$795,406
DENN +$1,020,325
DIN +$100,009
JACK -$2,523
VSTD -$61,243
YUM -$261,162
Travel Services +$602,068
NCLH +$912,004
RCL -$309,936
Home Improvement Retail +$301,346
FND +$301,346
Packaging & Containers +$103,500
MYE +$103,500
Footwear & Accessories +$8,694
RCKY +$8,694
Recreational Vehicles -$14,940
BC -$14,940
Apparel Manufacturing -$340,543
FIGS -$340,543
Gambling -$512,691
RSI -$512,691
Residential Construction -$1,119,710
NVR +$98,953
KBH -$1,218,663
Apparel Retail -$1,349,629
BURL -$115,009
BOOT -$1,234,620
Auto & Truck Dealerships -$1,503,255
CARG -$392,755
CVNA -$1,110,500
Internet Retail -$2,738,314
TDUP +$522,301
ETSY -$363,882
CPNG -$372,608
CHWY -$903,652
W -$1,620,473
Energy +$1,219,571
Oil & Gas E&P +$2,202,958
GTE +$2,551,480
MTDR +$611,164
TPL +$3,703
BKV -$963,389
Oil & Gas Midstream +$1,206,096
LNG +$1,041,096
OKE +$165,000
Oil & Gas Integrated -$23,509
SKYQ -$23,509
Oil & Gas Refining & Marketing -$717,276
DKL -$11,250
DINO -$16,730
PBF -$36,041
PARR -$653,255
Oil & Gas Equipment & Services -$1,448,698
NCSM -$165,880
HLX -$275,160
FLOC -$1,007,658
Utilities -$1,711,063
Utilities - Regulated Gas +$430
RGCO +$430
Utilities - Diversified -$400,001
SRE -$400,001
Utilities - Regulated Electric -$1,311,492
PCG +$119,700
CMS -$289,882
ETR -$481,950
AEE -$659,360
Real Estate -$5,326,535
REIT - Healthcare Facilities +$1,593,174
OHI +$1,356,974
LTC +$177,560
CHCT +$58,640
REIT - Diversified +$5,328
GOOD +$5,328
REIT - Residential -$7,870
IRT -$7,870
REIT - Retail -$20,030
FCPT -$20,030
Real Estate Services -$100,216
EXPI -$100,216
REIT - Industrial -$696,812
PLD -$61,570
TRNO -$285,242
EGP -$350,000
REIT - Specialty -$1,250,162
EQIX -$84,047
GLPI -$181,960
EPR -$369,095
IRM -$615,060
REIT - Mortgage -$4,849,947
NLY -$1,533,854
RITM -$3,316,093
Consumer Defensive -$7,177,931
Packaged Foods +$1,452,374
UTZ +$1,475,078
USNA -$22,704
Beverages - Brewers +$99,824
TAP +$99,824
Confectioners -$21,683
RMCF +$29,288
HSY -$50,971
Food Distribution -$783,794
AVO +$582,626
CHEF -$1,366,420
Farm Products -$986,946
VITL -$986,946
Education & Training Services -$1,888,219
ATGE +$141,781
LAUR -$2,030,000
Beverages - Non-Alcoholic -$2,070,290
COCO -$2,070,290
Discount Stores -$2,979,197
WMT -$222,602
PSMT -$1,151,000
BJ -$1,605,595
Basic Materials -$11,612,356
Agricultural Inputs +$135,957
FMC +$135,957
Copper -$26,690
SCCO -$26,690
Chemicals -$82,500
ORGN -$82,500
Gold -$575,097
NEM -$575,097
Building Materials -$1,289,555
EXP +$208,080
AMRZ +$202,740
VMC -$1,700,375
Coking Coal -$2,222,914
SXC +$49,996
AREC -$850,460
HCC -$1,422,450
Specialty Chemicals -$7,551,557
HWKN +$200,506
SXT +$199,907
GEVO -$67,970
ESI -$7,884,000
Communication Services -$13,468,248
Advertising Agencies -$39,892
CRTO +$151,972
TSQ +$5,386
DLPN +$4,973
TZOO -$77,500
IAS -$124,723
Telecom Services -$398,038
CXDO -$177,151
GSAT -$220,887
Entertainment -$2,363,070
SIRI -$39,926
NFLX -$531,079
TKO -$1,792,065
Internet Content & Information -$3,155,463
THRY +$10,601
DASH -$15,099
NXDR -$76,860
YELP -$264,662
GOOG -$269,343
GOOGL -$269,343
META -$665,084
TBLA -$1,605,673
Electronic Gaming & Multimedia -$7,511,785
GMGI +$35,100
RBLX -$7,546,885
Industrials -$30,924,245
Waste Management +$293,092
WM +$392,840
CWST -$99,748
Airlines +$206,000
JBLU +$206,000
Farm & Heavy Construction Machinery +$170,658
CAT +$170,658
Business Equipment & Supplies +$34,100
EBF +$34,100
Staffing & Employment Services -$145,079
ZIP -$145,079
Airports & Air Services -$165,256
UP -$165,256
Trucking -$193,669
KNX -$193,669
Industrial Distribution -$200,012
WCC -$200,012
Integrated Freight & Logistics -$201,255
EXPD -$201,255
Consulting Services -$476,080
HURN -$476,080
Railroads -$732,296
WAB -$732,296
Tools & Accessories -$812,764
SWK -$812,764
Metal Fabrication -$1,012,866
ATI -$1,012,866
Specialty Business Services -$1,309,431
CMPR -$1,309,431
Engineering & Construction -$1,971,841
MTZ -$397,663
MYRG -$676,861
EME -$897,317
Rental & Leasing Services -$2,270,568
WLFC -$771,769
AL -$1,498,799
Aerospace & Defense -$4,420,491
HII -$462,994
KTOS -$745,882
AIR -$3,211,615
Specialty Industrial Machinery -$7,808,998
IEX +$101,647
ITT -$43,573
XYL -$251,838
NPO -$515,744
SXI -$571,200
SERV -$648,107
GNRC -$832,150
SYM -$963,296
FLS -$4,084,737
Electrical Equipment & Parts -$9,907,489
LTBR -$52,070
BE -$9,855,419
Technology -$148,547,639
Electronics & Computer Distribution -$1,273,117
SNX -$1,273,117
Semiconductor Equipment & Materials -$3,173,115
AEHR -$154,357
LRCX -$207,667
ENTG -$316,243
AXTI -$2,494,848
Communication Equipment -$3,534,333
NTGR -$41,283
CIEN -$1,295,067
VIAV -$2,197,983
Electronic Components -$7,588,841
TTMI -$306,551
VICR -$505,156
OSIS -$540,831
PLXS -$785,880
FLEX -$933,898
JBL -$4,516,525
Solar -$10,934,910
RUN -$1,020,275
FSLR -$9,914,635
Computer Hardware -$13,284,812
SCKT +$20,688
ANET -$1,256,957
WDC -$4,626,996
STX -$7,421,547
Semiconductors -$17,557,184
POWI -$8,888
CRDO -$355,031
PI -$359,998
AIP -$505,499
SITM -$579,500
NVTS -$1,017,065
NXPI -$1,733,056
MPWR -$3,073,278
NVDA -$9,924,869
Software - Infrastructure -$42,600,549
CORZ +$107,500
OSPN +$24,260
FLYW -$15,000
FIVN -$17,045
VRSN -$81,670
CSAI -$96,250
GDDY -$129,782
PANW -$153,979
S -$154,787
NTCT -$173,400
NET -$254,150
TOST -$283,815
AKAM -$301,000
MDB -$383,336
EVCM -$501,354
IOT -$741,100
AVPT -$834,669
AEVA -$976,700
PATH -$2,084,648
CRWV -$3,827,363
PLTR -$4,090,887
CRWD -$7,663,667
MSFT -$19,967,707
Software - Application -$48,600,778
LAW +$41,866
AWRE +$34,608
DV -$11,300
SPT -$15,330
EXFY -$62,400
AGYS -$73,117
TRAK -$112,595
FSLY -$164,200
ZM -$208,262
GRND -$214,202
LIF -$309,153
CDNS -$340,260
IDCC -$375,310
NCNO -$635,283
BLKB -$901,900
GWRE -$1,020,140
DAY -$1,717,596
TEAM -$4,931,074
PEGA -$5,341,746
FIG -$6,225,178
U -$10,111,576
DBD -$15,906,630
Healthcare -$321,330,458
Healthcare Plans +$891,138
CI +$999,916
CLOV -$108,778
Medical Instruments & Supplies -$42,207
RVP +$6,195
NXGL -$10,084
BDX -$38,318
Health Information Services -$819,093
WEAV -$340,633
TEM -$478,460
Drug Manufacturers - Specialty & Generic -$1,324,271
AMPH -$12,633
EVOK -$95,885
COLL -$1,215,753
Medical Care Facilities -$7,481,282
OPCH +$987,392
ENSG -$172,910
THC -$8,295,764
Biotechnology -$9,846,301
NVCT +$168,110
LENZ +$50,017
PSTV +$10,200
IPSC -$171
ARVN -$2,275
ANTX -$4,086
PHAT -$7,079
MTSR -$11,817
VSTM -$32,146
NRIX -$78,931
FENC -$81,000
LGND -$89,219
VIR -$144,357
STOK -$152,566
FOLD -$243,860
OCUL -$277,790
INCY -$289,017
RLAY -$434,511
IONS -$609,379
HOWL -$781,392
ARQT -$874,848
SYRE -$1,049,778
LQDA -$1,927,287
CORT -$2,983,119
Medical Devices -$10,725,140
IART +$102,150
SIBN -$4,338
SERA -$6,812
PEN -$42,330
CNMD -$150,500
IRMD -$413,216
BFLY -$611,209
BSX -$1,266,978
IRTC -$2,571,907
ATEC -$5,760,000
Diagnostics & Research -$24,135,303
ILMN +$61,065
NEOG +$1,106
NOTV -$2,487
TWST -$160,975
PSNL -$266,212
CSTL -$289,079
EXAS -$305,409
VCYT -$932,831
NTRA -$9,432,004
MEDP -$12,808,477
Drug Manufacturers - General -$267,847,999
MRK -$720,040
LLY -$267,127,959
Financial Services -$1,041,561,257
Insurance Brokers +$988,488
AJG +$988,488
Mortgage Finance -$29,088
VEL -$29,088
Insurance - Reinsurance -$125,070
GLRE -$125,070
Banks - Diversified -$301,311
JPM -$301,311
Insurance - Specialty -$621,605
EIG +$203,995
MTG -$825,600
Insurance - Property & Casualty -$3,675,978
DGICA +$455,585
ORI +$39,136
HMN -$220,865
CNA -$283,000
HRTG -$483,515
ALL -$3,183,319
Credit Services -$4,395,763
PMTS +$141,999
FOA -$16,395
OPFI -$22,194
V -$302,832
COF -$438,820
SYF -$812,686
PYPL -$860,935
OMF -$2,083,900
Banks - Regional -$5,574,538
NBTB +$409,750
GBCI +$298,562
OBK +$295,035
BBT +$267,037
AVBC +$251,177
FUSB +$150,363
BPRN +$114,998
NEWT +$112,600
HBAN +$99,542
RRBI +$68,788
AROW +$48,308
GCBC +$39,902
MOFG +$28,815
CCNE +$27,093
CZFS +$25,862
JMSB +$22,545
CBAN +$16,075
FCF +$15,269
FUNC +$14,310
NIC +$12,760
FMAO +$9,953
RBKB +$9,670
SFST +$8,700
PEBO +$4,542
DCOM +$206
PEBK -$23,240
FINW -$29,220
UMBF -$90,103
SBCF -$100,173
HNVR -$106,248
GBFH -$137,708
PNC -$183,573
FRME -$202,244
TRMK -$297,720
BWB -$299,089
FIBK -$459,996
EWBC -$1,102,614
CUBI -$1,587,905
FHN -$3,306,567
Financial Data & Stock Exchanges -$5,935,100
TRU -$80,470
NDAQ -$179,767
CME -$263,530
MORN -$5,411,333
Capital Markets -$14,491,212
HGBL -$5,340
BTM -$37,800
SNEX -$102,600
CIFR -$3,898,077
HOOD -$10,447,395
Asset Management -$1,007,400,080
CNS +$6,858,772
ASA +$2,142,861
BX +$1,999,635
NTRS +$500,266
NCDL +$284,400
HTGC +$106,647
RFM +$92,606
NXG +$50,380
VKQ +$50,014
RCG +$11,816
GOF +$4,970
AFB -$591,937
FHI -$974,275
ECAT -$2,022,235
RMT -$2,054,000
CRBG -$1,013,860,000