Corporate Services: Stock Surveillance

Our Stock Surveillance service, powered by Bloom Partners, combines the experience and depth of our MID and innovative technology to re-invent best practice stock surveillance efforts, delivering a comprehensive, unified, ongoing view of trading and institutional activity. Our depth and expertise in trading delivers a unique capability for understanding share activity. We can identify ownership characteristics of major institutional investors when entering and exiting their positions, provide daily reports for color on activity with marketplace commentary, and deliver actionable, timely intelligence in lieu of outdated 13F filings.

 
Stock Surveillance  Stock Surveillance
 

Stock Surveillance/Bloom Partners Deliverables

  • Ongoing commentary focused analysis on trade occurrences of your company's stock, providing a weekly view of trading activity and institutional buying and selling
  • Reports detailing the holdings of the major institutional ownership positions in your stock. The report will list the top 50 institutional shareholders and the most recent positions maintained by your analyst.
  • Experienced market intelligence professionals, synchronized with NASDAQ and Shareholder.com technologies, providing insight into institutional activity, patterns and historical tendencies.

Product Features

Custom Reports Detailed Trading Activity Price & Volume
Commentaries Institutional Analysis Settlement Data
Trading Narratives Current Buyers Current Sellers
Top 15 Holders Pinpoint Integration