William O’Neil + Company


William O'Neil + Company is a Registered Investment Advisor that helps more than 350 of the world's leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice. Our blended method of stock analysis reveals distinctive market insights that deliver actionable ideas across investing disciplines. Founded in 1963, William O'Neil + Company is headquartered in Los Angeles, with offices in New York, Boston, and London.


”Symbol coordination is a key challenge to developing equity research applications for global markets. The Bloomberg Open Symbology project is an important first step to an open exchange of ideas. The BBGID allows us to work with open identifiers which many of our clients prefer.”
Patrick Erickson, Vice President, Research & Development, William O’Neil + Company