Track your current holders and key details, such as position (shares and $$), change from prior quarter and source information. You can also back into what pct. of their portfolio is invested in your company.
- Depending on your source of information to see your current holder listing, you can also add some key information, such as:
- Investment style (GARP, Growth, etc.)
- Firm headquarters (city, state)
- Key Point
- You can have this be institutions only or add insider information through Form 4 filings