Executive Monthly Summary Daily and weekly information provided over the course of the month is compiled into the Executive Monthly Summary designed to inform senior management and the board of directors as to which institutions bought / sold stock in response to market, sector and company-specific occurrences. Serving as a platform for the identification and analysis of trading in your stock, the Executive Monthly Summary allows companies to place added emphasis on any number of desired areas of interest beyond the standard breakdown of the top institutional ownership of your stock including retail shareholder breakdowns, short interest analysis, institutional targeting, shareholder profiles, geographical breakdowns, peer group review, portfolio turnover analysis and shareholder orientation.