Pricing in Canadian Dollars for Brokerage Firms
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Using the Targeted Database of
Institutional Holders – Brokerage Companies
Institutional Traders use TARGETED data to
trade blocks of stock by knowing the current owners of securities and by
identifying current buyers and sellers by net change positions from
previous holdings positions. The use of TARGETED holdings data results in
more blocks being traded and more commissions generated from these trades.
Institutional Sales staff, in addition to using the data in the
same manner as the traders, also need to identify the holdings of the
portfolio manager accounts for which they provide coverage. They can also
identify new portfolio manager accounts using TARGETED data, which can
generate new sales commissions.
Research Analysts use TARGETED when researching companies on whom they write reports
and provide research coverage. Analysts need to know who the largest
holders are for these companies and need similar information on peer
companies. Research reports are sent to portfolio managers who own
positions in the company being researched, both to brokerage firms'
accounts and to attract new business from other fund managers.
Corporate Finance personnel use TARGETED data to identify the largest holders of
securities for corporate underwriting purposes. They generate very large
fees for assisting companies to raise initial public offerings and
secondary financing capital. The institutional holdings information is used
in the corporate pitch books prepared by corporate finance departments to
compete for the large fees paid by listed companies for raising capital.
Syndication Staff use TARGETED data to identify the significant owners of listed
companies and their peer companies in the selling of initial public
offerings and secondary equity offerings.
Investment Banking uses TARGETED holdings
information to identify the largest holders of listed equities for mergers,
acquisitions and other related activities.