Named Shareholder Changes
get_named_holder_changesQuarter-over-quarter diff of a stock's named shareholders: entry, exit, increased, reduced, unchanged per holder, with share and % deltas, renames and promoter/public reclassifications flagged. Share counts are adjusted for splits and bonuses between the two quarters (meta.share_adjustment). from defaults to the quarter on file immediately before to; meta.gap_quarters > 0 means the diff spans more than one quarter. summary gives counts per status. Coverage: promoter-group entities are always named; public shareholders are named only at 1% or more, so a public-side 'exit' can mean the holder dropped below 1% (see listed_from/listed_to).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Target quarter (default latest): "latest", a calendar quarter "YYYY-Qn" (Q1=Mar-31 … Q4=Dec-31), or the quarter-end date YYYY-MM-DD. | |
| from | No | Base quarter (default: the quarter on file before `to`): "latest", a calendar quarter "YYYY-Qn" (Q1=Mar-31 … Q4=Dec-31), or the quarter-end date YYYY-MM-DD. | |
| side | No | promoter | public | all (default all). | |
| status | No | Only these statuses, e.g. ["entry","exit"]. | |
| symbol | No | REQUIRED. Stock symbol, e.g. "RELIANCE". | |
| ticker | No | Alias for `symbol`. | |
| identifier | No | Alias for `symbol`. | |
| include_unchanged | No | Include unchanged holders (default false). |