Jim Chad Posted January 2, 2008 Posted January 2, 2008 Does anyone know of a report in Relius that shows stock ownership, both direct and by attribution?
Tom Poje Posted January 4, 2008 Posted January 4, 2008 Jim: there is no report I know of, what you might do is set up a DER (there is a set of fields for some of this data labeled "Ownership Attribution". This is the data found in the table ATTRIBUTION. you would want to pull the soc sec number, last name firstname from PERSONAL and ownership % from STATUS that is about the best I can recomend. export to excel and dummy up how you desire.
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