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Institutional Holdings Reports

Definition:

Institutional Holdings Reports are reports or disclosures provided by institutional investors, investment managers, or regulatory authorities that detail institutional holdings of a stock, including the number of shares held, changes in holdings, portfolio allocations, and other relevant information.

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Alliance Advisors is an independent advisory firm focused on Shareholder Meeting Advisory, Shareholder Engagement, Compensation, Governance & Sustainability services through our global network.

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