Create an account from our A-Z list here. If you already have an account, login from capitaliq.com.
Choose Screening > Transactions from the top navigation bar.
From there find the Criteria box called List Management.
Select Add Companies:
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Search for the bank or company name by typing it into the Search for field and clicking Go. Use the chevron > button to add results from the Search Results field to the Selected Companies field.
Before you add to criteria, make sure you change the This criterion describes choice to Advisors:
Then click the Add Criteria button.
Finally, go to the General Transaction Details Criteria box > Dates and choose Time Frame > Last 12 Months, then click Add Criteria again.
Then click View Results!
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