Large-capital

Our Large And Mid-Cap Research Team

indax_clip_image002 indax_clip_image004
indax_clip_image006 indax_clip_image008

We subscribe to the biggest and best investment management firms research departments to help us identify the best opportunities available in the worldwide market today. The information below is an overview of these companies services that we subscribe to.

Goldman Sachs Coverage Overview

Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

  • Asset Management
    Asset Management provides investment advisory and financial planning services to a diverse group of institutions and individuals worldwide and primarily generates revenues in the form of management and incentive fees.

Securities Services

Securities Services provides prime brokerage, financing services and securities lending services to mutual funds, pension funds, hedge funds, foundations and high-net-worth individuals worldwide, and generates revenues primarily in the form of interest rate spreads or fees.

Vickers Coverage Includes

  • Insider Trading (from SEC Forms 3, 4 and 144)
  • 5% Holders (from SEC forms 13D, 13G and 14d-1)
  • Institutional Holders (from SEC forms 13F, n30-d and voluntary filings)
  • Non US Institutional Holders (from voluntary filings)

From the data that we compile, we have created reports to fit the needs of various market places.
Institutions

  • Institutional Trading & Research
  • Institutional Holdings report with the ability for the users to limit the holders of a stock to just the accounts that they cover.
  • Investment Banking & Information Centers
  • Complete stock holdings reports (including institutions, 5% and insiders).
  • Detailed institutional holdings within an industry group(s).
  • Institutional key contact data (portfolio managers and CIOs).
  • Institutional Holdings within a geographic area.
  • And more

Investor Relations

  • Peer analysis reports
  • Complete stock holdings reports (including institutions, 5% and insiders).
  • Detailed institutional holdings within an industry group(s).
  • Institutional key contact data (portfolio managers and CIOs).
  • Institutional Holdings within a geographic area.
  • And more

Retail Brokers

  • Insider that have just traded or are about to trade stock (includes contact information). This report can be screened/sorted by geographic location, type of trade (buy or sell), the size of the stock trade and the date of the trade.
  • Insider Prophets report which identifies the insiders that always seems to buy and sell their company«s stock at just the right time.
  • Top Stock Reports to view the stocks, for example, with the largest number of insider buyers or institutional holders.
  • And more

Individual Investors

  • Insider Trading Report to list the details for all of the corporate insiders that have traded stock within a certain time period.
  • Insider Prophets report which identifies the insiders that always seems to buy and sell their company«s stock at just the right time.
  • Top Stock Reports to view the stocks, for example, with the largest number of insider buyers or institutional holders.
  • And more

Standard and Poors:

Single authoritative source of unbiased equity analysis and opinion.

Standard & Poor's provides clear, actionable investment research and tools to grow your assets under management and serve your clients' investment needs at any life stage.

Our services enable advisors to:

  • Discover new investment ideas from the company that issues over 12,000 market, equity and portfolio alerts a year.
  • Help their clients accumulate wealth while growing your assets under management.
  • Lock in gains and preserve client wealth.
  • Help their clients plan for retirement income.
  • Address client needs for wealth transfer.
  • Support their business with customized support tools such as prospecting letters, seminars and newsletters offered through our Financial Communications team services.

Morningstar, Inc Coverage

Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 14 countries, we currently provide data on more than 145,000 investment offerings worldwide.

We offer investment consulting and retirement planning services through Morningstar Associates, LLC; a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker-dealer, and a subsidiary of Morningstar, Inc.

 

Legal Notice: Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Atlas reserves the right to change, modify, add, or remove all content found at atlasadvisorsllc.com at any time without prior notice. The contents of the Atlas Advisors, LLC (“Atlas”) website are subject to copyright and/or trademark protection. No information contained on this site may be reproduced, transmitted, displayed, distributed, published or otherwise used for commercial purposes without the prior written consent of Atlas Advisors, LLC.