Ownership

Instructions

Detailed insider and institutional ownership statistics and graphs to incorporate into your investment strategies. The Insider and Institutional Ownership tear sheet provides detailed institutional and insider ownership rosters with a graph of ownership percentage over time, and an insider trade log.

You may open the Ownership information by taking the steps outlined below.

  1. For Mosaic - From the New Window drop down select Fundamentals Explorer.

    From Classic TWS - From the Analytical Tools menu, select Fundamentals Explorer.

  2. Select the Ownership tab.

    The fundamentals explorer ownership in TWS.

 

Additional Resources

Learn About Fundamentals Explorer in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website