API Documentation | Intrinio

API Documentation

Institutional Holdings by Owner

Institutional Holdings by Owner

Returns a list of all ownership interests and the value of their interests by a single institutional owner.

Endpoint:
https://api.intrinio.com/owners/institutional_holdings
Available in Sandbox

Parameters

Name Description Example
identifier
* required
The stock market ticker symbol associated with the institutional owner’s common stock securities or the Central Index Key issued by the SEC, which is the unique identifier for the institutional owner. 0000854157
page_number
An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size
An integer greater than or equal to 1 for specifying the number of results on each page. 10
identifier
* required
The stock market ticker symbol associated with the institutional owner’s common stock securities or the Central Index Key issued by the SEC, which is the unique identifier for the institutional owner.
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values.
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page.

Output Fields

Name Description Type
cusip the CUSIP number for the security report by the Institutional Owner string
ticker the ticker symbol for the security string
security_name the name of the security string
security_type the type of the security string
title_of_class the class of stock held string
stock_exchange the stock exchange where the security is traded string
period_ended the date of the latest 13-F filing on record with the SEC. date
value the market value in amount of dollars of the holding in the listed security number
amount the number of shares held in the listed security number
type shares string
investment_discretion Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager. string
other_manager a code for other managerial authority of the securities listed string
sole_voting_authority the number of shares where the insitutional holder has sole voting authority number
shared_voting_authority the number of shares where the insitutional holder has shared voting authority number
no_voting_authority the number of shares where the insitutional holder has no voting authority number
cusip
the CUSIP number for the security report by the Institutional Owner
ticker
the ticker symbol for the security
security_name
the name of the security
security_type
the type of the security
title_of_class
the class of stock held
stock_exchange
the stock exchange where the security is traded
period_ended
the date of the latest 13-F filing on record with the SEC.
value
the market value in amount of dollars of the holding in the listed security
amount
the number of shares held in the listed security
type
shares
investment_discretion
Segregate the holdings of securities of a class according to the nature of the investment discretion held by the Manager.
other_manager
a code for other managerial authority of the securities listed
sole_voting_authority
the number of shares where the insitutional holder has sole voting authority
shared_voting_authority
the number of shares where the insitutional holder has shared voting authority
no_voting_authority
the number of shares where the insitutional holder has no voting authority