How do I get historical ownership summary of a company in terms of insiders and institutional wit...

hugh.nguyen

How do I get historical ownership summary of a company in terms of insiders and institutional with python?

Alex Putkov.1

Here's an example retrieving top 30 investors in Air Canada as of 01-Apr-2019.

ek.get_data('AC.TO',['TR.InvestorFullName', 'TR.PctOfSharesOutHeld', 
                     'TR.SharesHeld', 'TR.HoldingsDate', 
                     'TR.SharesHeldChange'],
           {'SDate':'2019-04-01', 'EndNum':'30'})

I think you would benefit from looking at this tutorial, which talks at length about metadata discovery (finding field names and parameters) for use with Eikon Data APIs.

hugh.nguyen

Thanks so much!

ricardo.henriquez

https://community.developers.refinitiv.com/discussion/comment/45445#Comment_45445

Is it possible to loop this code over several monthly dates, from 2019-04-01 to present?

Alex Putkov.1

https://community.developers.refinitiv.com/discussion/comment/75072#Comment_75072

@ricardo.henriquez

When asking a new question, please always start a new thread. Old threads with accepted answers are not monitored by forum moderators. If you need to reference an existing thread, include a link in your post.
Yes, you can create a loop over a set of monthly dates and retrieve top X investors for a stock for each date in the set.