getFilingExtractAnalyticsByHolder

Analyze institutional filings to track stock movements, strategies, and portfolio changes by major holders, providing insights into investment behavior and ownership trends.

Instructions

The Filings Extract With Analytics By Holder API provides an analytical breakdown of institutional filings. This API offers insight into stock movements, strategies, and portfolio changes by major institutional holders, helping you understand their investment behavior and track significant changes in stock ownership.

Input Schema

Name	Required	Description
`limit`	No	Limit on number of results (default: 10, max: 100)
`page`	No	Page number (default: 0)
`quarter`	Yes	Quarter of filing (1-4)
`symbol`	Yes	Stock symbol
`year`	Yes	Year of filing

Input Schema (JSON Schema)

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "properties": {
    "limit": {
      "description": "Limit on number of results (default: 10, max: 100)",
      "type": "number"
    },
    "page": {
      "description": "Page number (default: 0)",
      "type": "number"
    },
    "quarter": {
      "description": "Quarter of filing (1-4)",
      "type": [
        "string",
        "number"
      ]
    },
    "symbol": {
      "description": "Stock symbol",
      "type": "string"
    },
    "year": {
      "description": "Year of filing",
      "type": [
        "string",
        "number"
      ]
    }
  },
  "required": [
    "symbol",
    "year",
    "quarter"
  ],
  "type": "object"
}

Install Server

HTTP connection URL

Financial Modeling Prep MCP Server