edgar_ownership
Retrieve insider trading data from Form 4 filings and institutional fund portfolios from 13F filings using company ticker or fund CIK.
Instructions
Use this for insider trading activity (Form 4) or institutional fund portfolios (13F). For companies, use analysis_type="insiders". For funds/institutions, use analysis_type="fund_portfolio" with the fund's CIK.
Examples:
Insider trades: identifier="AAPL", analysis_type="insiders"
Berkshire portfolio: identifier="1067983", analysis_type="fund_portfolio"
Portfolio changes: identifier="1067983", analysis_type="portfolio_diff"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Lookback period for insider transactions (default 90) | |
| limit | No | Max results (default 20) | |
| identifier | Yes | Company ticker/CIK (for insiders) OR fund/institution CIK (for fund_portfolio/portfolio_diff) | |
| analysis_type | Yes | insiders=Form 4 insider trades, fund_portfolio=13F holdings, portfolio_diff=quarter-over-quarter changes |