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Field names that deliver me the Investor ID and the investor Parent (name and ID).
Extra fields in LSEG API for the ownership report. Hi there, I'm downloading ownership reports of companies via the Python API. Using CodeCreator, I managed to create the following working code (Note, I'm using the newer python library LSEG): import lseg.data as ld rd.open_session() df = ld.get_data( universe =…
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Ownership Holdings/Investment Style Methodology
I'm looking for documentation on the criteria for various investment/holding style (ie: Core Growth, Aggressive Growth, GARP, Specialty, Income Value,…) for funds in the Ownership V2 data set. I've see the document before but can't find it on the site.
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definition of investor type for ownership
Dear, I would like to know what are the LSEG official definitions for ownership investor types? Because I want to explore the percentage shares owned by each investor type using "TR.CategoryOwnershipPct" , where "StatType = 1" and "StatType = 7". What are the specific definitions for each investor type under "StatType =…
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I am looking to get institutional ownership % of a list of 1500 equities for which I have RIC codes.
Am I able to get this data quarterly from 2009-2025? and am I able to do it through the excel extension?
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Ownership Contact Email Address
Why are there certain companies wherein Contact Email Address is not aligned in Python. Sample companies are OILI.NS’ , ‘ASPN.NS. Data is aligned in both excel and product. Code used : import refinitiv.data as rd rd.open_session() df = rd.get_data( universe = ['OILI.NS'], fields = [ 'TR.FirmInvestorId(SDate=2025-08-31)',…
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How to get Insider's ownership for a specific date for a panel of RIC?
I am trying to collect insiders ownerhsip and role as of 31 december of each year (2018-2022) for a list of RICS but cannot find any data. What is the proper way to download them? Best regards,
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Accessing Ownership Data via WS Codebook - LSEG Data Library
Client Name: Federico Vicentini | Case 15406907 Account: Graduate Institute of International Development and Studies Product: WS For Students Query: I am trying to use the Codebook App to utilize the LSEG Data Library to access Ownership data (to which I have access through Workspace). Unfortunately, I receive a 403 error…
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Question about OwnTypeCode in Global Ownership and Institutional (13F) Holdings Database
Dear platform users, I have access to the Global Ownership and Institutional (13F) Holdings database. While working with the database, I encountered a question regarding the definition of one variable. In the Owner Information dataset, the variable OwnTypeCode serves as the owner type identifier. However, the values (e.g.,…
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family-controlled firms
Could you please let me know how I can download ownership structure data on companies, in order to verify whether they are family-controlled?
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Is it possible to please send a Python notebook of this process?
Query: Is it possible to please send a Python notebook of this process? Can you please help us with the Python Code for the below. Initial Query: is there an API for top 10 shareholders of a stock? in excel. Resolution Provided to the Client. i) To get the top 10 list of a company's shareholders per shareholding percentage…
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Own2InvHldgTO OwnTurnover Calculation
In the QA Direct module Ownership V2, there is the table Own2InvHldgsTO: Ownership Investor Holdings Percent ("This table contains information on the volume of shares traded as a percentage of total shares held in an investor's portfolio"). How exactly is this calculated? Is is the sum of the absolute values of the change…
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TR.FreeFloat call timing out
I'm trying to query data for about 500 RICs, but here are the first 5: 'A.N', 'AABA.OQ^J19', 'AAL.OQ', 'AAP.N', 'AAPL.OQ' if i use this formula: ld.get_history( universe=ok_tickers, fields=['TR.FreeFloat'], start=s, end=e, interval="1D" ), the query times out as it takes too long to queryhence i am trying to look for an…
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Downloadding Ownership data for US listed REITs
Dear Sir/Madam, I am a PhD student in the REP department at University of Reading, currently working on a research project that requires historical investor ownership data for European and US-listed Real Estate Investment Trusts (REITs). Our university provides access to LSEG data, and I have been attempting to use…
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How I can download the following data for multiple companies (approximately 60,000) over a period o
I am reaching out to ask how I can download the following data for multiple companies (approximately 60,000) over a period of 20 years in an automated way using the Codebook. I want to download information on Institutional Ownership. More specifically the information marked in yellow in the screenshot bellow. Could you…
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Quarterly passive ownership data
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…
