Shareholder Detail
shareholder_detailRetrieve a shareholder's holding and trade history, including accumulative buy/sell and detailed insider transactions. Requires object_id from top shareholders.
Instructions
Get a single shareholder's holding and trade history. Requires object_id from shareholder_top. Returns name, owner_source (Company/Institution/Person/Insider), tradings[]{period, accum_buy, accum_sell, net_buy, trading_details[]{trading_date, trading_type, trading_shares, trading_price, security_type, filing_date}}, holding_summary, holding_periods, trading_periods. Note: trading_details[] is empty for institutional (13F) holders — it is only populated for insider/individual filers (Form 4).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | Security symbol, e.g. "AAPL.US" | |
| object_id | Yes | Shareholder object_id from shareholder_top tool |