Equity Ownership

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Implementation details

Class names

Model name	Parameters class	Data class
EquityOwnership	EquityOwnershipQueryParams	EquityOwnershipData

Import Statement

from openbb_core.provider.standard_models.equity_ownership import (
EquityOwnershipData,
EquityOwnershipQueryParams,
)

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Parameters

• standard
• fmp

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
date	Union[date, str]	A specific date to get data for.	None	True
page	int	Page number of the data to fetch.	0	True
provider	Literal['fmp']	The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
date	Union[date, str]	A specific date to get data for.	None	True
page	int	Page number of the data to fetch.	0	True
provider	Literal['fmp']	The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.	None	True

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Data

• standard
• fmp

Name	Type	Description
date	date	The date of the data.
cik	int	Central Index Key (CIK) for the requested entity.
filing_date	date	Filing date of the stock ownership.
investor_name	str	Investor name of the stock ownership.
symbol	str	Symbol representing the entity requested in the data.
security_name	str	Security name of the stock ownership.
type_of_security	str	Type of security of the stock ownership.
security_cusip	str	Security cusip of the stock ownership.
shares_type	str	Shares type of the stock ownership.
put_call_share	str	Put call share of the stock ownership.
investment_discretion	str	Investment discretion of the stock ownership.
industry_title	str	Industry title of the stock ownership.
weight	float	Weight of the stock ownership.
last_weight	float	Last weight of the stock ownership.
change_in_weight	float	Change in weight of the stock ownership.
change_in_weight_percentage	float	Change in weight percentage of the stock ownership.
market_value	int	Market value of the stock ownership.
last_market_value	int	Last market value of the stock ownership.
change_in_market_value	int	Change in market value of the stock ownership.
change_in_market_value_percentage	float	Change in market value percentage of the stock ownership.
shares_number	int	Shares number of the stock ownership.
last_shares_number	int	Last shares number of the stock ownership.
change_in_shares_number	float	Change in shares number of the stock ownership.
change_in_shares_number_percentage	float	Change in shares number percentage of the stock ownership.
quarter_end_price	float	Quarter end price of the stock ownership.
avg_price_paid	float	Average price paid of the stock ownership.
is_new	bool	Is the stock ownership new.
is_sold_out	bool	Is the stock ownership sold out.
ownership	float	How much is the ownership.
last_ownership	float	Last ownership amount.
change_in_ownership	float	Change in ownership amount.
change_in_ownership_percentage	float	Change in ownership percentage.
holding_period	int	Holding period of the stock ownership.
first_added	date	First added date of the stock ownership.
performance	float	Performance of the stock ownership.
performance_percentage	float	Performance percentage of the stock ownership.
last_performance	float	Last performance of the stock ownership.
change_in_performance	float	Change in performance of the stock ownership.
is_counted_for_performance	bool	Is the stock ownership counted for performance.

Name	Type	Description
date	date	The date of the data.
cik	int	Central Index Key (CIK) for the requested entity.
filing_date	date	Filing date of the stock ownership.
investor_name	str	Investor name of the stock ownership.
symbol	str	Symbol representing the entity requested in the data.
security_name	str	Security name of the stock ownership.
type_of_security	str	Type of security of the stock ownership.
security_cusip	str	Security cusip of the stock ownership.
shares_type	str	Shares type of the stock ownership.
put_call_share	str	Put call share of the stock ownership.
investment_discretion	str	Investment discretion of the stock ownership.
industry_title	str	Industry title of the stock ownership.
weight	float	Weight of the stock ownership.
last_weight	float	Last weight of the stock ownership.
change_in_weight	float	Change in weight of the stock ownership.
change_in_weight_percentage	float	Change in weight percentage of the stock ownership.
market_value	int	Market value of the stock ownership.
last_market_value	int	Last market value of the stock ownership.
change_in_market_value	int	Change in market value of the stock ownership.
change_in_market_value_percentage	float	Change in market value percentage of the stock ownership.
shares_number	int	Shares number of the stock ownership.
last_shares_number	int	Last shares number of the stock ownership.
change_in_shares_number	float	Change in shares number of the stock ownership.
change_in_shares_number_percentage	float	Change in shares number percentage of the stock ownership.
quarter_end_price	float	Quarter end price of the stock ownership.
avg_price_paid	float	Average price paid of the stock ownership.
is_new	bool	Is the stock ownership new.
is_sold_out	bool	Is the stock ownership sold out.
ownership	float	How much is the ownership.
last_ownership	float	Last ownership amount.
change_in_ownership	float	Change in ownership amount.
change_in_ownership_percentage	float	Change in ownership percentage.
holding_period	int	Holding period of the stock ownership.
first_added	date	First added date of the stock ownership.
performance	float	Performance of the stock ownership.
performance_percentage	float	Performance percentage of the stock ownership.
last_performance	float	Last performance of the stock ownership.
change_in_performance	float	Change in performance of the stock ownership.
is_counted_for_performance	bool	Is the stock ownership counted for performance.