All URIs are relative to https://api-v2.intrinio.com
| Method | HTTP request | Description |
|---|---|---|
| get_all_owners | GET /owners | All Owners |
| get_owner_by_id | GET /owners/{identifier} | Owner by ID |
| insider_transaction_filings_by_owner | GET /owners/{identifier}/insider_transaction_filings | Insider Transaction Filings by Owner |
| institutional_holdings_by_owner | GET /owners/{identifier}/institutional_holdings | Institutional Holdings by Owner |
| search_owners | GET /owners/search | Search Owners |
View Intrinio API Documentation
ApiResponseOwners get_all_owners(institutional=institutional, page_size=page_size, next_page=next_page)
Returns all owners and information for all insider and institutional owners of securities covered by Intrinio.
from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException
intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)
institutional = ''
page_size = 100
next_page = ''
response = intrinio.OwnersApi().get_all_owners(institutional=institutional, page_size=page_size, next_page=next_page)
print(response)
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict) | Name | Type | Description | Notes |
|---|---|---|---|
| institutional | bool | Returns insider owners who have filed forms 3, 4, or 5 with the SEC only. Possible values are True, False, or omit for both. | [optional] |
| page_size | int | The number of results to return | [optional] [default to 100] |
| next_page | str | Gets the next page of data from a previous API call | [optional] |
View Intrinio API Documentation
Owner get_owner_by_id(identifier)
Returns the Owner with the given ID
from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException
intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)
identifier = '0000001800'
response = intrinio.OwnersApi().get_owner_by_id(identifier)
print(response)
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict) | Name | Type | Description | Notes |
|---|---|---|---|
| identifier | str | An Intrinio ID or CIK of an Owner |
View Intrinio API Documentation
ApiResponseOwnerInsiderTransactionFilings insider_transaction_filings_by_owner(identifier, start_date=start_date, end_date=end_date, page_size=page_size, next_page=next_page)
Returns a list of all insider transaction filings by an owner in as many companies as the owner may be considered an insider. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.
from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException
intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)
identifier = '0001494730'
start_date = '2018-01-01'
end_date = '2019-01-01'
page_size = 100
next_page = ''
response = intrinio.OwnersApi().insider_transaction_filings_by_owner(identifier, start_date=start_date, end_date=end_date, page_size=page_size, next_page=next_page)
print(response)
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict) | Name | Type | Description | Notes |
|---|---|---|---|
| identifier | str | The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. | |
| start_date | date | Return Owner's insider transaction filings on or after this date | [optional] |
| end_date | date | Return Owner's insider transaction filings on or before this date | [optional] |
| page_size | int | The number of results to return | [optional] [default to 100] |
| next_page | str | Gets the next page of data from a previous API call | [optional] |
ApiResponseOwnerInsiderTransactionFilings
View Intrinio API Documentation
ApiResponseOwnerInstitutionalHoldings institutional_holdings_by_owner(identifier, page_size=page_size, as_of_date=as_of_date, next_page=next_page)
Returns a list of all ownership interests and the value of their interests by a single institutional owner.
from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException
intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)
identifier = '430692'
page_size = 100
as_of_date = '2021-01-05'
next_page = ''
response = intrinio.OwnersApi().institutional_holdings_by_owner(identifier, page_size=page_size, as_of_date=as_of_date, next_page=next_page)
print(response)
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict) | Name | Type | Description | Notes |
|---|---|---|---|
| identifier | str | The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. | |
| page_size | int | The number of results to return | [optional] [default to 100] |
| as_of_date | date | Return only holdings filed before this date. | [optional] |
| next_page | str | Gets the next page of data from a previous API call | [optional] |
ApiResponseOwnerInstitutionalHoldings
View Intrinio API Documentation
ApiResponseOwners search_owners(query, institutional=institutional, page_size=page_size, next_page=next_page)
Searches for Owners matching the text query
from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException
intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)
query = 'Cook'
institutional = ''
page_size = 100
next_page = ''
response = intrinio.OwnersApi().search_owners(query, institutional=institutional, page_size=page_size, next_page=next_page)
print(response)
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict) | Name | Type | Description | Notes |
|---|---|---|---|
| query | str | ||
| institutional | bool | Returns insider owners who have filed forms 3, 4, or 5 with the SEC only. Possible values are True, False, or omit for both. | [optional] |
| page_size | int | The number of results to return | [optional] [default to 100] |
| next_page | str | Gets the next page of data from a previous API call | [optional] |