The library of the Vrije Universieit has a limited number of databases containing ownership data. This post will attempt to provide a comprised overview.
ZEPHYR
(advanced menu)
From the main menu ownership data can be found here:
Independance indicator:
Provides information on he stake in a company (25%, 50%, +50% or single company +50% ownership.)
Ultimate owners: (most often the holding or the company tha owns most stock)
AMADEUS
Mark's blog Ownership Amadeus
Both menus look very similar.
WRDS DATABASES
Overview of ownership databases
Corporate Governance and Ownership Data
Company Management and Executive Compensation
Compustat Executive Compensation > individuals
Corporate Library Governance Data
Insiders and Blockholders Ownership
Thomson-Reuters Insider Transactions Data
RiskMetrics Directors Ownership
ExecuComp Executive and Director Ownership individuals
Corporate Library Executive and Director Ownership
Blockholders (Legacy) > old version of WRDS individuals
WRDS
Blockholder information (1996-2001)
follows
Mutual Fund Ownership
Thomson-Reuters Mutual Fund Holdings
CRSP Mutual Fund Holdings *
MFLinks
* CRSP > Quarterly update > Treasury monthly > portfolio holdings > CRSP Mutual funds - Holdings
The data is indirect or absent.
Blockholders access through menu on the left, menu center of the page or with the drop down option at the home page (top left)
Output Microsoft
SDC DATABASES
Global New Issues (GNI)
Ownership involving new issues.
Possible search terms (all items): Ultimate parent; owned
Mergers & Acquisitions
Ownership in and around deals
Possible search terms (all items): ownership (1 item: ESOP; Employee Stock Ownership Plan Flag), ultimate parent, owned*
US Target, non-US targets
Note: percent of shares owned after transaction, percent owned by acquiror post merger, perecent owned by target post merger.
In New Custom (Report tab): the same items, but more items can be selected without effecting the number of deals.
Joint ventures/ alliances
Possible search terms:
Stake, share, owned
Repurchases
Possible search terms: repurchase, shares
LEXIS/NEXIS
Follows
Basic information on financial databases: cook books, tips and tricks & economic news
This blog contains schematic easy to grasp - hands on - help in performing searches in economic databases, making work sets and making them inter-exchangeable between the databases.
* Disclaimer. I am not a finance professional. Most posts are the result of personal findings.
Note:
All presented images are scaled and can be enlarged to original size (click the picture).
* Disclaimer. I am not a finance professional. Most posts are the result of personal findings.
Note:
All presented images are scaled and can be enlarged to original size (click the picture).
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