Listing New Shareholders

I have a list of several hundred stock transactions that consist of purchases, redemptions, transfers, and reissues.

  1. To get a list of new shareholders, I start by creating a pivot table from the data (Alt+N+V+Enter)

  2. Put the ShareholderName in Row Labels and the Date in Values

  3. Right click on any of the date numbers and choose Summarize Values By Min to get the earliest date for every shareholder.

  4. Right click on any of the dates (that probably don’t look like dates) and choose Value Field Settings. Then click on Number Format and format the field as a date.

  5. While you still have a date selected, choose Sort from the PivotTable Tools – Options Ribbon and sort largest to smallest

  6. Now you can copy the 10 new shareholder names from 2015.

Now try it yourself. You can download StockRegister.zip

One thought on “Listing New Shareholders

  1. or in VBA with a filter:

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