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InstitutionalHolding.md

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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  
securityName String The name of the security  
securityType String The type of the security  
titleOfClass String The class of stock held  
stockExchange String The stock exchange where the security is traded  
periodEnded LocalDate The date of the latest 13-F filing on record with the SEC.  
filingDate LocalDate The date when the filing was submitted to the SEC by the company  
value BigDecimal The market value in amount of dollars of the holding in the listed security  
amount BigDecimal The number of shares held in the listed security  
type String Shares  
investmentDiscretion String Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager.  
otherManager String A code for other managerial authority of the securities listed  
soleVotingAuthority BigDecimal The number of shares where the insitutional holder has sole voting authority  
sharedVotingAuthority BigDecimal The number of shares where the insitutional holder has shared voting authority  
noVotingAuthority BigDecimal The number of shares where the insitutional holder has no voting authority