institutional

Net statistics on institutional ownership for a given company, reported on 13-F filings.

Examples

from openbb import obb
obb.equity.ownership.institutional(symbol='AAPL', provider='fmp')
obb.equity.ownership.institutional(symbol='AAPL', year=2024, quarter=2, provider='fmp')

Parameters

• standard
• fmp

symbol: str | list[str]
Symbol to get data for. Multiple items allowed for provider(s): fmp.

symbol: str | list[str]
Symbol to get data for. Multiple items allowed for provider(s): fmp.

year: int
Calendar year for the data. If not provided, the latest year is used.

quarter: int
Calendar quarter for the data. Valid values are 1, 2, 3, or 4. If not provided, the quarter previous to the current quarter is used.

---

Returns

results: list[InstitutionalOwnership]

Serializable results.

provider: Optional[Literal['fmp']]

Provider name.

warnings: Optional[list[Warning_]]

list of warnings.

chart: Optional[Chart]

Chart object.

extra: dict[str, Any]

Extra info.

---

Data

• standard
• fmp

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

cik: str
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
Central Index Key (CIK) for the requested entity.

date: date | str
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.