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InstitutionalHolding.md

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Intrinio::InstitutionalHolding

Properties

Name Type Description
cusip String The CUSIP number for the security report by the Institutional Owner  
ticker String The ticker symbol for the security  
security_name String The name of the security  
security_type String The type of the security  
title_of_class String The class of stock held  
stock_exchange String 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 String Shares  
investment_discretion String Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager.  
other_manager String 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