Skip to content

Latest commit

 

History

History
35 lines (24 loc) · 1.62 KB

InstitutionalHolding.md

File metadata and controls

35 lines (24 loc) · 1.62 KB

InstitutionalHolding

Properties

Name Type Description
cusip str The CUSIP number for the security report by the Institutional Owner  
ticker str The ticker symbol for the security  
security_name str The name of the security  
security_type str The type of the security  
title_of_class str The class of stock held  
stock_exchange str The stock exchange where the security is traded  
period_ended date The date of the latest 13-F filing on record with the SEC.  
filing_date date The date when the filing was submitted to the SEC by the company  
value float The market value in amount of dollars of the holding in the listed security  
amount float The number of shares held in the listed security  
type str Shares  
investment_discretion str Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager.  
other_manager str A code for other managerial authority of the securities listed  
sole_voting_authority float The number of shares where the insitutional holder has sole voting authority  
shared_voting_authority float The number of shares where the insitutional holder has shared voting authority  
no_voting_authority float The number of shares where the insitutional holder has no voting authority