Quarterly passive ownership data

Remi

Hi,

For an academic research I would like to retrieve quarterly data (for selected stocks) representing the percentage of shares held passively. Since I have no previous experience with Workspace I could use some help on how to do this.

I tried building a formula via the Excel add-in but couldn't find the correct datatype for my specific request. Could somebody explain me how to do this?

Jirapongse

@Remi

Thank you for reaching out to us.

You can use the Build Formula in the Workspace Excel to create a formula.

The required data should be in the Ownership category. For example:

You can check all parameters from the Parameters & Quick Functions tab.

The sample formula is:

=@RDP.Data("IBM.N","TR.PctOfSharesOutHeld;TR.InvestorFullName","SDate=2023-12-01 CH=Fd RH=IN",B2)

However, this forum is dedicated to software developers using LSEG APIs. The moderators on this forum do not have deep expertise in every bit of content available through LSEG products, which is required to answer content questions such as this one. T

he best resource for content questions is LSEG Helpdesk, which can be reached by either calling the Helpdesk number in your country of by using Help and Support capability in your Workspace application. The Helpdesk will either have the required content expertise ready available or can reach out to relevant content experts to get the answer for you.