Identify How The Underlying Funds Are Rolled Up To The Parent Investment Manager And Their Aggregated Funds For A Given Owner

This sample query identify how the underlying funds are rolled up to the parent investment manager and their aggregated funds for a given owner (e.g., Wells Fargo & Company).

Enhancement Date: 7/26/2022

  • SourceMarket Intelligence
  • Data Packages Required
    Base CompanyBase Equity SecurityOwnership Fund To Parent Relationship
  • Associated Datasets
    股权

Query Types

  • MSSQL
  • PostGreSQL
  • Snowflake