Products

Targeted data products are sold on an annual subscription. Full access includes manager contacts, peer-group analysis, Excel download, and email notice of holder changes.

Subscription Details
Industry professionals (not brokers)
Annual subscription for public companies, priced by market capitalization Full access to the database, manager contact information and telephone numbers, peer-group analysis, Excel download, and automatic email notification for securities you select.

MCAP under $100M - $3,000
$100M to $1B - $4,495
$1B to $5B - $5,995
Over $5B - $7,495 per year
Request a free trial
Brokerages
Time-limited full-function trials are available. Request a user name and password. Access for brokerages, public companies and financial institutions. Full database, contacts, telephone numbers, and Excel download. Please call for pricing. Request a trial