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

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
include_current_quarter	bool	Include current quarter data.	False	True
date	date	A specific date to get data for.	None	True
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

Data

• Standard

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
cik	str	CIK of the company.
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.