There are several options for consulting on shareholders' stock portfolios, custodian communication, and stock loans. Some of these include:

Financial Advisors: Many financial advisors, such as those at large financial institutions or independent firms, have experience working with shareholders and can provide guidance on managing stock portfolios and other investments.

Stockbrokers: Stockbrokers can provide information and advice on buying and selling stocks and can assist with executing trades on behalf of shareholders.

Stock loan service providers: There are a number of firms that provide stock loan services, these firms typically focus on lending against publicly traded shares, they also provide collateral management services and market intelligence to their clients.

Custodian banks: Some custodian banks also provide custodian services as well as services of communication with the shareholders and other parties related to the shares or securities on the portfolio.

It's important to keep in mind that consulting services may require a fee, and it's important to understand what you're paying for and to make sure that the firm or individual providing the services is qualified and licensed to do so. Researching the background of the firm or individual, reading reviews and checking with regulatory agencies, like SEC, would be a good step before engaging in any business with them.

My answer will:
1️⃣ Give you a clear path to finding consulting help for stock lending and custodian-side deals
2️⃣ Break down the key players and what kind of firms or freelancers actually handle this type of request
3️⃣ Highlight what the previous answer glossed over or made too generic

✅ TL;DR (Too Long; Didn’t Read)
You’re asking about real-time tracking of sell-side interest from specific shareholders, and arranging structured deals involving stock pledges or loans — this is highly specialized work.

You’re not looking for retail-level “financial advisors” — you need:
✔️ A prime broker or securities lending desk
✔️ A consultant who’s worked in custody services, capital markets, or asset-based lending at institutional scale
✔️ Someone who understands collateral optimization, locate requests, and counterparty communication protocols
These are typically ex-prime brokers, ex-custodian bank executives, or independent consultants from firms like Clear Street, Cowen, BIDS Trading, or Pershing.

🧠 Full Answer
🏦 1. Where to Find Experts for What You're Describing
You're looking for help with:
Real-time visibility on which institutional shareholders are trying to offload or pledge stock
Custodian-side communication to structure stock loan or capital raise deals
Possibly arranging structured transactions like Total Return Swaps, collateralized loans, or block trades

Here’s who actually handles that:
✔️ Prime Brokerage / Securities Lending Consultants
Specialize in locate lists, short interest, and lending supply/demand can help you negotiate stock borrow or pledge terms
Former staff from places like Goldman Sachs, J.P. Morgan, Interactive Brokers, or Jefferies
✔️ Custodian Relationship Experts (Middle Office Ops)
Know how to communicate with custodians like BNY Mellon, State Street, Northern Trust
Can advise on back-office channels, entitlement workflows, and how to identify parties ready to pledge shares
✔️ Boutique Investment Bankers or Capital Markets Consultants
Some specialize in block trades, illiquid asset deals, or private placements involving equity collateral
May work independently or under smaller firms (you’ll find them on LinkedIn, Upwork, or niche finance networks)

📍 2. Where the Previous Answer Falls Short
❌ “Talk to a financial advisor or stockbroker” – No. That advice works for personal finance, not institutional-level stock positioning or lending.

❌ “Custodian banks provide these services” – True, but they don’t give you access unless you’re already a large client or coming through a known intermediary. You need someone who’s inside the ecosystem, or formerly was.

✅ They correctly mention stock loan service providers, but fail to name or route you to one. No direction = no action.

🔍 What You Can Do Now
Search for independent consultants with background in prime brokerage, custody ops, or capital markets (LinkedIn is your best start)
Look into platforms like:
Clear Street (modern prime brokerage)
eSecLending (specialist in stock lending)
Axos Clearing or Wedbush (institutional services for boutique players)
For freelance help, try Toptal, Upwork, or GLG and search by skill tag: “prime broker consultant”, “securities lending”, or “institutional trading operations”

🧭 Final Word
✅ You need an expert in institutional equity financing, not personal investing
✅ Look for former insiders who know how to unlock custodian-side communication
✅ Platforms like Clarity, LinkedIn, and GLG are better suited than traditional advisory routes

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