Shareholder Identification

By leveraging on our knowledge of the depository settlement process in both the US and Canada, we provide our clients with insight into who currently owns their stock and to what extent. The information is uncovered well before it becomes available through public filings. This information is reported on a weekly, monthly and/or quarterly basis. The reports typically include an institution’s geographic location, professed investment style and turnover rate and can be customized to meet the client’s needs.