institutional

Institutional holders, their positions, and the change since the prior filing.

Examples

from openbb import obb
# The largest institutional holders.
obb.nasdaq.equity.ownership.institutional(symbol='AAPL', provider='nasdaq')

Parameters

• standard
• nasdaq

symbol: str
Symbol to get data for.

symbol: str
Symbol to get data for.

limit: int | None
Default: 50
The number of institutional holders to return.

holder_type: str | None
Default: all
Restrict the holders to those that changed the position in the reported quarter.

Choices

• all
• increased
• decreased
• new
• sold_out

sort_by: str | None
Default: market_value
The column the holders are ranked by.

Choices

• owner_name
• date
• shares_held
• shares_change
• shares_change_percent
• market_value

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Returns

results: NasdaqInstitutionalOwnership

Serializable results.

provider: str | None

Provider name.

warnings: Optional[list[Warning_]]

List of warnings.

chart: Optional[Chart]

Chart object.

extra: dict[str, Any]

Extra info.

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Data

• standard
• nasdaq

symbol: str
Symbol representing the entity requested in the data.

cik: str | None
Central Index Key (CIK) for the requested entity.

date: date | str
The date of the data.

symbol: str
Symbol representing the entity requested in the data.

cik: str | None
Central Index Key (CIK) for the requested entity.

date: date | str
The date of the data.

owner_name: str | None
The name of the institutional holder.

shares_held: float | None
The number of shares held.

shares_change: float | None
The change in shares held since the prior filing.

shares_change_percent: float | None
The change in shares held, as a normalized percentage.

market_value: float | None
The value of the position, in thousands.

url: str | None
The Nasdaq portfolio page for the holder.