Data Items behind Shareholder History Screen

Hi Community,

I have a question: How can I find the Data Items behind the "Shareholder Report" in its specific configuration as it is displayed in Eikon? By "Data Items" i mean the very specific TR.CODES and the parameter implemented to retrieve the displayed results as can be seen in the attached Screenshot:

My ultimate goal is to get the same output via python and the API.

Kind regards

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Accepted answers

raksina.samasiri

Hi @s2782245 ,

Hovering your cursor on the column, such as the % Outstanding one, the [?] button will be shown up. If you click on this, the field definition and the Excel function used to retrieve this data will be shown on the pop-up

from this Excel function

Excel Function: =TR("SIEGn.DE@RIC","TR.PctOfSharesOutHeld")

It can be converted to this Python code

df, err = ek.get_data(['SIEGn.DE@RIC'], [ 'TR.PctOfSharesOutHeld'])
df

and with other columns field name

df, err = ek.get_data(['SIEGn.DE@RIC'],
                      [ 'TR.FirmInvestorId', 
                       'TR.PctOfSharesOutHeld',
                       'TR.SharesHeld',
                       'TR.SharesHeldChange',
                       'TR.SharesHeldValue',
                       'TR.HoldingsDate',
                       'TR.FilingType',
                       'TR.InvParentType',
                       'TR.InvestorType',
                       'TR.TotalEquityAssets',
                       'TR.InvInvestmentStyleCode',
                       'TR.OwnTrnverRating', # 0 = N/A, 1 = Low, 2 = Medium, 3 = High
                       'TR.InvestorAddrCity',
                       'TR.InvAddrCountry',
                       # 'TR.ConsHoldPctPortfolio'
                      ])
df

Here's the result

Hope this helps and please let me know in case you have any further questions

All comments

raksina.samasiri

Hi @s2782245 ,

from this Excel function

Excel Function: =TR("SIEGn.DE@RIC","TR.PctOfSharesOutHeld")

It can be converted to this Python code

df, err = ek.get_data(['SIEGn.DE@RIC'], [ 'TR.PctOfSharesOutHeld'])
df

and with other columns field name

df, err = ek.get_data(['SIEGn.DE@RIC'],
                      [ 'TR.FirmInvestorId', 
                       'TR.PctOfSharesOutHeld',
                       'TR.SharesHeld',
                       'TR.SharesHeldChange',
                       'TR.SharesHeldValue',
                       'TR.HoldingsDate',
                       'TR.FilingType',
                       'TR.InvParentType',
                       'TR.InvestorType',
                       'TR.TotalEquityAssets',
                       'TR.InvInvestmentStyleCode',
                       'TR.OwnTrnverRating', # 0 = N/A, 1 = Low, 2 = Medium, 3 = High
                       'TR.InvestorAddrCity',
                       'TR.InvAddrCountry',
                       # 'TR.ConsHoldPctPortfolio'
                      ])
df

Here's the result

Hope this helps and please let me know in case you have any further questions

s2782245

Hi @raksina.samasiri,

thank you very much for your reply. I would say that is the first step in the right direction. However, I would like to "replicate" the very same answer as I get on the desktop application. On the desktop application I can retrieve the information for the last eight quarters with one simple click. Is there a possibility to pass "the last eight quarters" as an argument within the code in python? So that I can obtain with one request the same output as displayed in the desktop application?

Kind regards

raksina.samasiri

Hi @s2782245 ,
The moderators on this forum do not have deep expertise in
every type of content available through Refinitiv products. Such expertise is
available through Refinitiv Helpdesk. If the Helpdesk can show you how to
retrieve it using =@TR formula in Eikon Excel, then
the moderators on this forum can help you translate it into get_data method in Eikon Data API call. Refinitiv Helpdesk can
be reached via MyRefinitiv. To be of help, I have opened a support case on your behalf, case 12820708, please expect an Eikon support
expert to reach out to you shortly, via the email address you registered on the
developers portal.

Hope this helps.

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