Institutional Ownership

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Implementation details

Class names

Model name	Parameters class	Data class
InstitutionalOwnership	InstitutionalOwnershipQueryParams	InstitutionalOwnershipData

Import Statement

from openbb_core.provider.standard_models.institutional_ownership import (
InstitutionalOwnershipData,
InstitutionalOwnershipQueryParams,
)

---

Parameters

• standard
• fmp

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
provider	Literal['fmp']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	fmp	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
provider	Literal['fmp']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	fmp	True
include_current_quarter	bool	Include current quarter data.	False	True
date	Union[date, str]	A specific date to get data for.	None	True

---

Data

• standard
• fmp

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
cik	str	Central Index Key (CIK) for the requested entity.
date	date	The date of the data.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
cik	str	Central Index Key (CIK) for the requested entity.
date	date	The date of the data.
investors_holding	int	Number of investors holding the stock.
last_investors_holding	int	Number of investors holding the stock in the last quarter.
investors_holding_change	int	Change in the number of investors holding the stock.
number_of_13f_shares	int	Number of 13F shares.
last_number_of_13f_shares	int	Number of 13F shares in the last quarter.
number_of_13f_shares_change	int	Change in the number of 13F shares.
total_invested	float	Total amount invested.
last_total_invested	float	Total amount invested in the last quarter.
total_invested_change	float	Change in the total amount invested.
ownership_percent	float	Ownership percent.
last_ownership_percent	float	Ownership percent in the last quarter.
ownership_percent_change	float	Change in the ownership percent.
new_positions	int	Number of new positions.
last_new_positions	int	Number of new positions in the last quarter.
new_positions_change	int	Change in the number of new positions.
increased_positions	int	Number of increased positions.
last_increased_positions	int	Number of increased positions in the last quarter.
increased_positions_change	int	Change in the number of increased positions.
closed_positions	int	Number of closed positions.
last_closed_positions	int	Number of closed positions in the last quarter.
closed_positions_change	int	Change in the number of closed positions.
reduced_positions	int	Number of reduced positions.
last_reduced_positions	int	Number of reduced positions in the last quarter.
reduced_positions_change	int	Change in the number of reduced positions.
total_calls	int	Total number of call options contracts traded for Apple Inc. on the specified date.
last_total_calls	int	Total number of call options contracts traded for Apple Inc. on the previous reporting date.
total_calls_change	int	Change in the total number of call options contracts traded between the current and previous reporting dates.
total_puts	int	Total number of put options contracts traded for Apple Inc. on the specified date.
last_total_puts	int	Total number of put options contracts traded for Apple Inc. on the previous reporting date.
total_puts_change	int	Change in the total number of put options contracts traded between the current and previous reporting dates.
put_call_ratio	float	Put-call ratio, which is the ratio of the total number of put options to call options traded on the specified date.
last_put_call_ratio	float	Put-call ratio on the previous reporting date.
put_call_ratio_change	float	Change in the put-call ratio between the current and previous reporting dates.