How to get largest individual,particularly institutional shareholders to contact me (email/phone) when they try to sell/pledge stocks from portfolio?

Hi, I'm looking for consultant who would explain me the answer in the topic of the question. I have tried almost every possible approaches of building relationships: with banks, asset managers, global custody firms, corporate law firms, proxy solicitor, investment bankers, individuals, LinkedIn approaches, corporate finance firms, inquiries to Investor Relations departments directly with one or both question (1. whether they are aware of any of largest shareholders being motivated to provide some stocks from own portfolio, 2. which firm, e.g. global custody, to get in touch to ask about shareholders intentions as alternative to selling those stocks on open market). I even tried to contact shareholders directly. Absolutely nothing I have ever done worked. Everything failed. I was always careful to NOT ask for any confidential info. Public companies stocks only (no private one). Could any consultant please contact me on that?


There are a few different ways to try and get in touch with large institutional shareholders when they are looking to sell or pledge stock from their portfolio. One way is to reach out to them directly by email or phone. However, this can be difficult, as these types of investors may be difficult to contact or may not be interested in speaking with individual investors.

Another way is to monitor the filings that these institutions make with the Securities and Exchange Commission (SEC). Many institutions are required to disclose when they buy or sell significant amounts of stock, and these filings can include contact information for the institution's representative.

Additionally, you can also try reaching out to the investor relations department of the company whose stock is being sold, since they might be able to provide you with contact information for the institutional investors that hold shares of that company.

Lastly, you can also use stock screening and monitoring tools, like those available from financial data providers, to track large institutional shareholders and their activity in certain stocks, which can help you identify when they are buying or selling shares, and allow you to reach out to them accordingly.

It's important to note that, these institutional investors are professional and have a legal and ethical obligations to follow, they might not easily share their information or entertain unsolicited communication, it might be good to have some context on how you could add value to them as well.

Answered a year ago

Unlock Startups Unlimited

Access 20,000+ Startup Experts, 650+ masterclass videos, 1,000+ in-depth guides, and all the software tools you need to launch and grow quickly.

Already a member? Sign in

Copyright © 2024 LLC. All rights reserved.