Ownership Insight

Weekly Shareholder Intelligence

Our Ownership Insight program is a reporting service that supports the investor relations function by providing a weekly ownership activity report depicting the dynamic changes to your shareholder base. This cost effective solution to stale 13F data provides the client with weekly updates including:

  • Share Flow Analysis – Pinpoints whether it was trading by traditional institutions or hedge funds that influenced the stock’s direction
  • Stock Performance – Highlights catalysts that influence stock price
  • Shareholder Positions – Changes, cost basis, gain/loss, style and turnover
  • Activist Signal – Warning of activist hedge fund accumulations
  • Influence Analysis – Indicates whether institution adheres to its own proxy guidelines or is influenced by one of the three proxy advisory firms

About Us

Changing the Shareholder Communication Conversation

Alliance Advisors is a multi-faceted proxy solicitation and advisory firm that understands success lies in evolving with our clients and their needs.

Learn More