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Stock Surveillance

Learn more about Stock Surveillance
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Interpret shareholder movements, understand the ''why'' that motivates the investors buying and selling your stock and receive proactive insights and explanations for unexpected shareholder movements.

Our Global Markets Intelligence team provides you with real-time data and expert analysis along with trusted reporting to the board and C-suite as well as actionable recommendations on how to fine-tune your IR strategy.

Learn more about our Stock Surveillance solutions
REQUEST INFORMATION

Market Feedback

We analyze investor and trader feedback to identify factors impacting trading activity and valuation, and to measure the effectiveness of your communications.

Investor Meetings and Outreach

Hold more effective investor meetings with access to real-time intelligence that identifies which firms have been actively buying or selling your stock.

Communication Strategy

Get actionable insight into how investor perceptions, behavior and actions as well as broader market and sector dynamics should impact your communication strategy.

IR Reporting

Our analysts produce peer analyses for senior management, data-intensive ownership reports and other ad-hoc reports on demand.

IR Best Practice Advisory

We collaborate with our vast network of best-in-class IR practitioners and industry partners to produce and promote thought leadership across the industry.

Hands-On Approach

We deliver the lowest client-analyst ratio in the industry to provide dedicated, responsive support and in-depth advisory services.

Unmatched Industry Experience

Our extensive client base, experienced analysts and proprietary historical data provide you with the most accurate surveillance in the industry.

See more of our IR Advisory Solutions

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    Activist Advisory

    We align industry-leading experience, data and technology to provide trusted advisory support and reporting on shareholder activist accumulations. Arm your team with real-time visibility and executive-ready reporting that captures full economic exposure by activist actors, including equity, options and potential counterparty swap arrangements.

    LEARN MORE >

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    Shareholder Identification

    Our in-house analysts and proprietary data sets enhance the efficiency and effectiveness of your IR activities using real-time shareholder intelligence, reporting and advisory support to establish a comprehensive view of your current shareholder base.

    LEARN MORE >

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    Bondholder Identification

    Gain an accurate, up-to-date, comprehensive understanding of the investors holding your fixed-income securities, including how much they hold and their investment motives. Bondholder Identification services leverage our global institutional contact network to thoroughly investigate depository positions and identify all constituencies, including institutional and retail.

    LEARN MORE >

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    Beneficial Ownership Analysis

    Our audit-ready tax and regulatory reports enable you to accurately identify the levels of beneficial ownership in the U.S. and abroad in order to comply with certain IRS and SEC regulations, satisfy tax-treaty ownership tests and prepare for M&A activity.

    LEARN MORE >

Explore more of our integrated suite of IR solutions for corporate issuers

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Investor CRM

Streamline IR activities with BD Corporate, our powerful, easy-to-use workflow solution.
Learn More

Investor Targeting

Identify, target and engage investors who are compatible with your investment story.
Learn More

Perception Analytics

Understand how your investors and analysts perceive your company and what they expect going forward.
Learn More

IR Strategy and Advisory

Get expert guidance and planning for annual strategies, investor days, pre-IPO, M&A, and more.
Learn More

Corporate Governance

Benchmark and report on your ESG performance and target ESG-focused investors.
Learn More
Thought Leadership
Blog Apr 03, 2020

SRD II and the new meaning of Shareholder Identification: Going beyond disclosure

Blog Mar 05, 2020

Evolution in IR: Blink and you miss it

Blog Feb 13, 2020

Malaysian economic growth moderates in Q4 2019

Blog Aug 29, 2019

Monthly GDP Index from Macroeconomic Advisers by IHS Markit for July

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