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InstitutionalHolding.md

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InstitutionalHolding

Properties

Name Type Description
cusip Character The CUSIP number for the security report by the Institutional Owner  
ticker Character The ticker symbol for the security  
security_name Character The name of the security  
security_type Character The type of the security  
title_of_class Character The class of stock held  
stock_exchange Character 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 Numeric The market value in amount of dollars of the holding in the listed security  
amount Numeric The number of shares held in the listed security  
type Character Shares  
investment_discretion Character Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager.  
other_manager Character A code for other managerial authority of the securities listed  
sole_voting_authority Numeric The number of shares where the insitutional holder has sole voting authority  
shared_voting_authority Numeric The number of shares where the insitutional holder has shared voting authority  
no_voting_authority Numeric The number of shares where the insitutional holder has no voting authority  

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