Institutional Ownership

Stonegate specializes in institutional targeting and investor outreach for publicly traded companies.

Stonegate’s extensive institutional relationships and experience creates an unparalleled platform for companies seeking to expand their investor relationships and shareholder base. Our team is made up of investment bankers, research analysts, institutional salesmen and industry experts.  Stonegate is complimentary to existing sell-side corporate access and IR initiatives.

Institutional Investor Meetings Set Annually


Stonegate offers a robust, cost-effective outsourced solution for providing investor introductions and exposing public companies to a broader audience of institutional investors.

Stonegate’s sales team is solely dedicated to institutional outreach allowing us to cover a large universe of institutional investors and increase investor awareness. We employ best of breed data services and manage our campaigns in a CRM and produce tangible results for our client companies.  Our team creates a customized target list of institutional investors whose investment preferences are a match (market cap, liquidity, industry) and proactively arranges direct virtual and in-person meetings in the U.S., Canada, and the U.K.

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Securities offered through Stonegate Capital Markets, Inc. (Member FINRASIPC)