btgsolutions-dataservices-python-client 4.4.2__tar.gz → 4.5.0__tar.gz

{btgsolutions_dataservices_python_client-4.4.2/btgsolutions_dataservices_python_client.egg-info → btgsolutions_dataservices_python_client-4.5.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: btgsolutions_dataservices_python_client
-Version: 4.4.2
+Version: 4.5.0
 Summary: Python package containing several classes and data for extracting and manipulating market and trading data.
 Home-page: https://github.com/BTG-Pactual-Solutions/btgsolutions-dataservices-python-client
 Author: BTG Solutions Data Services powered by BTG Pactual Solutions

{btgsolutions_dataservices_python_client-4.4.2 → btgsolutions_dataservices_python_client-4.5.0}/btgsolutions_dataservices/__init__.py

@@ -1,4 +1,4 @@
-__version__ = "4.4.2"
+__version__ = "4.5.0"
 
 from .websocket import *
 from .rest import *

{btgsolutions_dataservices_python_client-4.4.2 → btgsolutions_dataservices_python_client-4.5.0}/btgsolutions_dataservices/rest/alternative_data_catalog.py

@@ -12,9 +12,12 @@ PUBLIC_SOURCES_CONVENTIONS: dict[str, str] = {
     ),
     "fund_id": (
         "Fund identifier accepted by fund endpoints. It can be a fund CNPJ; "
-        "holdings, exposures, history and look-through also accept supported "
-        "Brazilian ETF tickers such as BOVA11. ETFs and funds are not resolved "
-        "through the listed-company directory."
+        "Brazilian ETF-aware endpoints also accept supported BR ETF tickers "
+        "such as BOVA11. Holdings can also accept covered US ETF/fund "
+        "identifiers such as SPY when issuer-official or N-PORT coverage is "
+        "loaded, but exposures and look-through are limited to Brazilian fund "
+        "CNPJs or BR ETF tickers. ETFs and funds are not resolved through the "
+        "listed-company directory."
     ),
     "shareholder_id": (
         "Shareholder identifier used for reverse ownership lookup, usually a "
@@ -82,7 +85,10 @@ PUBLIC_SOURCES_DATA_GAPS: dict[str, str] = {
         "issuer exposure can be based on ticker-like issuer labels and country "
         "exposure can be empty when the source does not classify country. Use "
         "holdings for constituent-level economic exposure and exposures for "
-        "aggregate context."
+        "aggregate context. The exposures and look-through endpoints accept "
+        "Brazilian fund CNPJs and supported BR ETF tickers; US ETF tickers can "
+        "be available through holdings while still being rejected by exposures "
+        "or look-through."
     ),
     "get_fund_lookthrough": (
         "Look-through is useful when a fund holds other funds that can be "
@@ -143,10 +149,13 @@ PUBLIC_SOURCES_DATA_GAPS: dict[str, str] = {
         "liquidity endpoints separately when contextualizing the margin data."
     ),
     "get_beneficial_ownership": (
-        "Coverage is UK/US oriented: UK Companies House PSC and US SEC proxy "
-        "beneficial-owner data. Brazilian listed companies are not available in "
-        "this endpoint and can return 404; use ownership-current, control-group "
-        "and free-float endpoints for Brazilian ownership context."
+        "Coverage is primarily US SEC proxy beneficial-owner data, with "
+        "Companies House PSC rows only when upstream UK coverage is loaded for "
+        "the requested identifier. Brazilian listed companies are not available "
+        "in this endpoint and can return 404; use ownership-current, "
+        "control-group and free-float endpoints for Brazilian ownership context. "
+        "For US companies, ticker, CIK or ISIN can work directly even when the "
+        "company-directory search endpoint does not resolve that CIK or ISIN."
     ),
     "get_asset_institutional_holders": (
         "Institutional-holder coverage comes from the precomputed asset-holder "
@@ -157,7 +166,10 @@ PUBLIC_SOURCES_DATA_GAPS: dict[str, str] = {
         "that ticker-to-ISIN fallback was used. This endpoint still does not run "
         "the live fund-portfolio/ETF holding lookup used by "
         "get_asset_fund_holders; use get_asset_fund_holders when this endpoint "
-        "is empty or when ETF/fund-holder coverage is needed."
+        "is empty or when ETF/fund-holder coverage is needed. Do not describe "
+        "these rows as SEC 13F unless the returned source fields explicitly "
+        "identify a 13F source; fund_asset_ownership rows are fund/ETF holder "
+        "snapshots, not issuer top-shareholder or 13F summaries."
     ),
     "get_disclosure_documents_repurchase": (
         "Share-repurchase disclosure coverage can be thin for many companies. "
@@ -342,13 +354,16 @@ PUBLIC_SOURCES_ENDPOINTS: dict[str, dict[str, Any]] = {
         "method": "GET",
         "client": "AlternativeDataMetadata",
         "description": (
-            "Search listed-company metadata by name, ticker, CNPJ, CVM code, "
-            "CIK or ISIN. Use this to resolve a company identifier before "
-            "governance, ownership, sector, financial-statement or disclosure "
-            "endpoints."
+            "Search listed-company metadata by name, ticker, CNPJ or CVM code; "
+            "US rows can include CIK and ISIN fields in the response. Use this "
+            "to resolve a company identifier before governance, ownership, "
+            "sector, financial-statement or disclosure endpoints. If a CIK, "
+            "ISIN or LEI search returns no directory match, try the relevant "
+            "company endpoint directly when its parameter documentation accepts "
+            "that identifier."
         ),
         "parameters": {
-            "query": "Free-text query over company name, ticker, CNPJ, CVM code, CIK or ISIN.",
+            "query": "Free-text query over company name, ticker, CNPJ or CVM code; returned US rows can include CIK and ISIN fields.",
             "jurisdiction": "Optional jurisdiction filter such as 'BR' or 'US'.",
             "limit": "Maximum number of results.",
             "offset": "Pagination offset.",
@@ -387,7 +402,10 @@ PUBLIC_SOURCES_ENDPOINTS: dict[str, dict[str, Any]] = {
             "List ETFs available in the public-sources ETF registry. Use this "
             "for ETF discovery because ETFs are not returned by listed-company "
             "search endpoints. Use include_metrics=False for lightweight "
-            "autocomplete/search responses."
+            "autocomplete/search responses. Returned rows can combine fund "
+            "identity, issuer, index metadata and latest NAV/AUM/holder metrics "
+            "from sources such as CVM/FNET, B3 index composition or manager/"
+            "issuer official holdings, depending on coverage."
         ),
         "parameters": {
             "query": "Free-text filter over ticker, fund name, CNPJ or issuer.",
@@ -733,13 +751,15 @@ PUBLIC_SOURCES_ENDPOINTS: dict[str, dict[str, Any]] = {
         "method": "GET",
         "client": "AlternativeDataCompanies",
         "description": (
-            "Get beneficial-owner records from UK Companies House PSC or US SEC "
-            "proxy DEF14A data. Brazilian companies are not available here."
+            "Get beneficial-owner records from US SEC proxy DEF14A data and, "
+            "when loaded upstream, UK Companies House PSC data. Brazilian "
+            "companies are not available here."
         ),
         "parameters": {
             "company_id": (
-                "UK company number, SEC ticker/CIK, ISIN, LEI or company name. "
-                "Use values such as AAPL or 0000320193 for US coverage."
+                "SEC ticker/CIK/ISIN, or a UK company number/name when "
+                "Companies House PSC coverage is loaded. Use values such as "
+                "AAPL, 0000320193 or US0378331005 for US coverage."
             ),
             "holder_type": (
                 "Optional holder classification such as individual, institution, "
@@ -754,6 +774,62 @@ PUBLIC_SOURCES_ENDPOINTS: dict[str, dict[str, Any]] = {
         ],
         "caveats": [PUBLIC_SOURCES_DATA_GAPS["get_beneficial_ownership"]],
     },
+    "AlternativeDataCompanies.get_sec_filings": {
+        "category": "companies",
+        "path": "companies/sec-filings",
+        "method": "GET",
+        "client": "AlternativeDataCompanies",
+        "description": (
+            "Get SEC EDGAR filing metadata for a US company. Use form_type='8-K' "
+            "with item='5.02' for director/officer change events, form_type='DEF 14A' "
+            "for proxy/governance context, and SC 13D/SC 13G forms for beneficial "
+            "ownership filing metadata. This endpoint returns filing metadata and "
+            "source URLs, not full filing-text parsing."
+        ),
+        "parameters": {
+            "company_id": "SEC ticker, CIK, ISIN or company name.",
+            "form_type": "Optional SEC form type filter; accepts comma-separated values such as '8-K,DEF 14A'.",
+            "item": "Optional 8-K item filter such as '5.02'.",
+            "start_date": "Start filing date in YYYY-MM-DD.",
+            "end_date": "End filing date in YYYY-MM-DD.",
+            "limit": "Maximum number of filings.",
+            "offset": "Pagination offset.",
+        },
+        "relationships": [
+            "company_resolution", "document_market_event_bridge",
+            "ownership_fallback",
+        ],
+        "caveats": [
+            "10-K metadata is not currently loaded when this endpoint returns zero rows for form_type='10-K'.",
+            "8-K item metadata can exist without a parsed event narrative; inspect primary_document before summarizing.",
+        ],
+    },
+    "AlternativeDataCompanies.get_sec_schedule_13d_13g": {
+        "category": "companies",
+        "path": "companies/sec-schedule-13d-13g",
+        "method": "GET",
+        "client": "AlternativeDataCompanies",
+        "description": (
+            "Get parsed SEC Schedule 13D/13G beneficial-ownership rows for a US "
+            "company, including reporting owner, beneficially owned shares and "
+            "percent of class when available. Use get_sec_filings for filing "
+            "metadata/source URLs and this endpoint for holder/share fields."
+        ),
+        "parameters": {
+            "company_id": "SEC ticker, CIK, ISIN or company name.",
+            "start_date": "Start filing date in YYYY-MM-DD.",
+            "end_date": "End filing date in YYYY-MM-DD.",
+            "limit": "Maximum number of rows.",
+            "offset": "Pagination offset.",
+        },
+        "relationships": [
+            "company_resolution", "ownership_fallback",
+            "ownership_liquidity_bridge", "document_market_event_bridge",
+        ],
+        "caveats": [
+            "Schedule 13D/G rows are US SEC beneficial-ownership filings and should not be treated as Brazilian ownership snapshots.",
+        ],
+    },
     "AlternativeDataCompanies.get_corporate_registry": {
         "category": "companies",
         "path": "companies/corporate-registry",
@@ -781,8 +857,9 @@ PUBLIC_SOURCES_ENDPOINTS: dict[str, dict[str, Any]] = {
         "method": "GET",
         "client": "AlternativeDataCompanies",
         "description": (
-            "Get US SEC insider-trading transactions for a US company ticker or "
-            "CIK. This endpoint is not for Brazilian companies."
+            "Get US SEC insider-trading transactions from Forms 3/4/5 for a US "
+            "company ticker or CIK. In practice, populated rows are commonly "
+            "source='SEC/Form4'. This endpoint is not for Brazilian companies."
         ),
         "parameters": {
             "company_id": "US SEC ticker or CIK.",
@@ -983,6 +1060,10 @@ PUBLIC_SOURCES_ENDPOINTS: dict[str, dict[str, Any]] = {
             "Get a fund or ETF portfolio holdings/positions for a reference date. "
             "Use this for constituent assets and weights or values, not NAV history. "
             "Use summary=True and include_raw=False for a compact payload. "
+            "Rows expose source/snapshot_type fields such as B3 index composition, "
+            "manager official holdings, issuer-official holdings or SEC N-PORT "
+            "depending on the covered fund. US official ETF holdings can identify "
+            "assets by CUSIP when ticker/ISIN enrichment is unavailable. "
             "For CVM/CDA rows without same-day daily NAV, position_weight may be "
             "computed from the latest prior daily report within seven days; "
             "company_nav_reference_date and company_nav_source identify that "
@@ -1218,6 +1299,34 @@ PUBLIC_SOURCES_ENDPOINTS: dict[str, dict[str, Any]] = {
         },
         "relationships": ["document_summary", "document_market_event_bridge"],
     },
+    "AlternativeDataOwnership.get_sec_13f_holdings": {
+        "category": "ownership",
+        "path": "sec/13f-holdings",
+        "method": "GET",
+        "client": "AlternativeDataOwnership",
+        "description": (
+            "Get SEC 13F-HR institutional investment-manager holding rows by "
+            "manager_id and/or asset_id. manager_id accepts manager CIK, manager "
+            "name or a SEC registrant ticker when the manager is itself a SEC "
+            "company. asset_id accepts issuer ticker, CUSIP, ISIN or issuer name."
+        ),
+        "parameters": {
+            "manager_id": "Optional SEC manager CIK, manager name or SEC registrant ticker.",
+            "asset_id": "Optional issuer ticker, CUSIP, ISIN or issuer name.",
+            "start_date": "Start filing date in YYYY-MM-DD.",
+            "end_date": "End filing date in YYYY-MM-DD.",
+            "limit": "Maximum number of rows.",
+            "offset": "Pagination offset.",
+        },
+        "relationships": [
+            "company_resolution", "ownership_fallback",
+            "ownership_liquidity_bridge", "document_market_event_bridge",
+        ],
+        "caveats": [
+            "13F rows are manager filing disclosures, not issuer top-shareholder tables.",
+            "13F does not cover all holders, short positions or non-reporting investors.",
+        ],
+    },
     "AlternativeDataOwnership.get_ownership_control_group": {
         "category": "ownership",
         "path": "companies/ownership-control-group",
@@ -1377,6 +1486,8 @@ PUBLIC_SOURCES_TOOL_ENDPOINTS: dict[str, str] = {
     "get_governance_compensation": "AlternativeDataCompanies.get_governance_compensation",
     "get_related_party": "AlternativeDataCompanies.get_governance_related_party",
     "get_beneficial_ownership": "AlternativeDataCompanies.get_governance_beneficial_ownership",
+    "get_sec_filings": "AlternativeDataCompanies.get_sec_filings",
+    "get_sec_schedule_13d_13g": "AlternativeDataCompanies.get_sec_schedule_13d_13g",
     "get_corporate_registry": "AlternativeDataCompanies.get_corporate_registry",
     "get_insider_trades": "AlternativeDataCompanies.get_insider_trades",
     "get_board_changes": "AlternativeDataCompanies.get_board_changes",
@@ -1400,6 +1511,7 @@ PUBLIC_SOURCES_TOOL_ENDPOINTS: dict[str, str] = {
     "get_ownership_change_events": "AlternativeDataOwnership.get_ownership_change_events",
     "get_ownership_official_notices": "AlternativeDataOwnership.get_ownership_official_notices",
     "get_notice_summary": "AlternativeDataOwnership.get_notice_summary",
+    "get_sec_13f_holdings": "AlternativeDataOwnership.get_sec_13f_holdings",
     "get_control_group": "AlternativeDataOwnership.get_ownership_control_group",
     "get_free_float": "AlternativeDataOwnership.get_ownership_free_float",
     "get_shareholder_holdings": "AlternativeDataOwnership.get_shareholder_holdings",

{btgsolutions_dataservices_python_client-4.4.2 → btgsolutions_dataservices_python_client-4.5.0}/btgsolutions_dataservices/rest/alternative_data_companies.py

@@ -75,7 +75,10 @@ class AlternativeDataCompanies:
         Parameters
         ----------------
         query: str
-            Free-text search over company name, ticker, CNPJ, or CIK.
+            Free-text search over company name, ticker, CNPJ, or CVM code.
+            US rows can include CIK and ISIN in the response, but directory
+            search by CIK/ISIN/LEI is not a guaranteed resolver; call the
+            target endpoint directly when it documents those identifiers.
             Field is not required. Example: 'PETROBRAS'.
         jurisdiction: str
             Filter by jurisdiction: 'BR' or 'US'.
@@ -105,7 +108,9 @@ class AlternativeDataCompanies:
         offset: int = 0,
     ) -> dict:
         """
-        Board and executive composition for a company (BR, US, or UK).
+        Board and executive composition for a company. Brazilian and US SEC
+        coverage are the primary loaded sources; UK Companies House coverage is
+        conditional on upstream UK data for the identifier.
         Use get_board_changes() for appointment/departure events and
         get_governance_history() for historical snapshot series.
 
@@ -119,8 +124,10 @@ class AlternativeDataCompanies:
         Parameters
         ----------------
         company_id: str
-            Company identifier. Accepts CNPJ, CVM code, B3 ticker, ISIN, LEI,
-            UK company number, SEC ticker/CIK, or company name.
+            Company identifier. Accepts CNPJ, CVM code, B3 ticker, SEC
+            ticker/CIK and, where endpoint resolution supports it, ISIN or
+            company name. LEI and UK company-number resolution depend on
+            upstream coverage and should be verified with the returned data.
             Field is required. Example: 'PETR4'.
         reference_date: str
             Reference date in YYYY-MM-DD format. Defaults to the most recent filing.
@@ -352,18 +359,18 @@ class AlternativeDataCompanies:
         offset: int = 0,
     ) -> dict:
         """
-        Beneficial ownership records from UK Companies House PSC or US SEC
-        proxy DEF14A data. Brazilian companies are not available in this
-        endpoint and can return 404 / "Company not found". For Brazilian
-        listed-company ownership context, prefer
+        Beneficial ownership records from US SEC proxy DEF14A data and, when
+        loaded upstream, UK Companies House PSC data. Brazilian companies are
+        not available in this endpoint and can return 404 / "Company not
+        found". For Brazilian listed-company ownership context, prefer
         AlternativeDataOwnership.get_ownership_current(),
         get_ownership_control_group() or get_ownership_free_float().
 
         Parameters
         ----------------
         company_id: str
-            UK company number, SEC ticker/CIK, ISIN, LEI or company name.
-            Field is required. Example: 'AAPL'.
+            SEC ticker/CIK/ISIN, or a UK company number/name when Companies
+            House PSC coverage is loaded. Field is required. Example: 'AAPL'.
         holder_type: str
             Holder classification filter such as individual, institution,
             director, officer or ten_percent_owner.
@@ -382,6 +389,95 @@ class AlternativeDataCompanies:
             "offset": offset,
         })
 
+    def get_sec_filings(
+        self,
+        company_id: str,
+        form_type: Optional[Union[str, Sequence[str]]] = None,
+        item: Optional[str] = None,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+        limit: int = 100,
+        offset: int = 0,
+    ) -> dict:
+        """
+        SEC EDGAR filing metadata for a US company. Use this when the filing
+        itself is the analytical object, for example 8-K Item 5.02 director or
+        executive changes, DEF 14A proxy statements, or SC 13D/13G ownership
+        filings. This endpoint returns filing metadata and source document
+        URLs; it does not parse full filing text.
+
+        Parameters
+        ----------------
+        company_id: str
+            SEC ticker, CIK, ISIN or company name.
+            Field is required. Example: 'AAPL'.
+        form_type: str or sequence
+            Optional SEC form type filter, comma-separated or a sequence.
+            Examples: '8-K', 'DEF 14A', 'SC 13D,SC 13G'.
+        item: str
+            Optional 8-K item filter. Example: '5.02'.
+        start_date: str
+            Start filing date in YYYY-MM-DD format.
+            Field is not required.
+        end_date: str
+            End filing date in YYYY-MM-DD format.
+            Field is not required.
+        limit: int
+            Maximum number of filings to return.
+            Field is not required. Default: 100.
+        offset: int
+            Number of results to skip for pagination.
+            Field is not required. Default: 0.
+        """
+        return self._get("companies/sec-filings", {
+            "company_id": company_id,
+            "form_type": self._csv_param(form_type),
+            "item": item,
+            "start_date": start_date,
+            "end_date": end_date,
+            "limit": limit,
+            "offset": offset,
+        })
+
+    def get_sec_schedule_13d_13g(
+        self,
+        company_id: str,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+        limit: int = 100,
+        offset: int = 0,
+    ) -> dict:
+        """
+        Parsed SEC Schedule 13D/13G beneficial-ownership filing rows for a US
+        company. Use get_sec_filings() for the filing metadata and this endpoint
+        for holder, share-count and percent-of-class fields.
+
+        Parameters
+        ----------------
+        company_id: str
+            SEC ticker, CIK, ISIN or company name.
+            Field is required. Example: 'AAPL'.
+        start_date: str
+            Start filing date in YYYY-MM-DD format.
+            Field is not required.
+        end_date: str
+            End filing date in YYYY-MM-DD format.
+            Field is not required.
+        limit: int
+            Maximum number of rows to return.
+            Field is not required. Default: 100.
+        offset: int
+            Number of results to skip for pagination.
+            Field is not required. Default: 0.
+        """
+        return self._get("companies/sec-schedule-13d-13g", {
+            "company_id": company_id,
+            "start_date": start_date,
+            "end_date": end_date,
+            "limit": limit,
+            "offset": offset,
+        })
+
     def get_corporate_registry(
         self,
         company_id: str,
@@ -439,7 +535,10 @@ class AlternativeDataCompanies:
         limit: int = 100,
     ) -> dict:
         """
-        Insider trade transactions from SEC Forms 3/4/5 (US only).
+        Insider trade transactions from SEC Forms 3/4/5 (US only). Populated
+        rows are commonly Form 4 rows and carry source fields such as
+        ``SEC/Form4``; inspect source/accession_number before stating which
+        SEC form supplied a transaction.
         Do not use this endpoint for Brazilian companies; use get_disclosures()
         with document_type='insiders' for Brazilian insider-trading disclosures.
 

{btgsolutions_dataservices_python_client-4.4.2 → btgsolutions_dataservices_python_client-4.5.0}/btgsolutions_dataservices/rest/alternative_data_funds.py

@@ -66,7 +66,10 @@ class AlternativeDataFunds:
         """
         List ETFs available in the public-sources ETF registry.
         Use this for ETF discovery because ETFs are not returned by listed-
-        company search endpoints.
+        company search endpoints. Rows can combine fund identity, issuer,
+        index metadata and latest NAV/AUM/holder metrics from sources such as
+        CVM/FNET, B3 index composition or manager/issuer official holdings,
+        depending on coverage.
 
         Parameters
         ----------------
@@ -130,7 +133,11 @@ class AlternativeDataFunds:
         asset ticker. For CVM/CDA rows without same-day daily NAV, the API may
         compute position_weight from the latest prior daily report within seven
         days; company_nav_reference_date and company_nav_source identify that
-        NAV source when it differs from the holdings reference date.
+        NAV source when it differs from the holdings reference date. Rows expose
+        source/snapshot_type fields such as B3 index composition, manager
+        official holdings, issuer-official holdings or SEC N-PORT depending on
+        coverage. US official ETF holdings can identify assets by CUSIP when
+        ticker/ISIN enrichment is unavailable.
 
         Parameters
         ----------------
@@ -180,7 +187,10 @@ class AlternativeDataFunds:
     ) -> dict:
         """
         Portfolio exposures for a Brazilian CVM fund or ETF (asset class,
-        issuer, sector, indexer, maturity, country).
+        issuer, sector, indexer, maturity, country). This endpoint accepts
+        Brazilian fund CNPJs and supported BR ETF tickers. US ETF tickers can
+        be available in get_holdings() while still being outside exposures
+        coverage.
         Use sector exposure with company sector endpoints when comparing fund
         exposure with B3 company peer groups.
         Exposure dimensions are source-dependent: for Brazilian ETFs, issuer
@@ -250,8 +260,11 @@ class AlternativeDataFunds:
         limit: int = 100,
     ) -> dict:
         """
-        Look-through resolution for a fund or ETF (resolves nested fund
-        positions to underlying assets when available).
+        Look-through resolution for a Brazilian fund or ETF (resolves nested
+        fund positions to underlying assets when available). This endpoint
+        accepts Brazilian fund CNPJs and supported BR ETF tickers; US ETF
+        tickers can be available in get_holdings() while still being outside
+        look-through coverage.
         Use this after holdings when nested fund positions need to be expanded
         into underlying assets.
         For direct-equity ETFs, look-through can return opaque asset_key values

{btgsolutions_dataservices_python_client-4.4.2 → btgsolutions_dataservices_python_client-4.5.0}/btgsolutions_dataservices/rest/alternative_data_metadata.py

@@ -125,7 +125,10 @@ class AlternativeDataMetadata:
         Parameters
         ----------------
         query: str
-            Free-text search over company name, ticker, CNPJ, or CIK.
+            Free-text search over company name, ticker, CNPJ, or CVM code.
+            US rows can include CIK and ISIN in the response, but directory
+            search by CIK/ISIN/LEI is not a guaranteed resolver; call the
+            target endpoint directly when it documents those identifiers.
             Field is not required. Example: 'PETROBRAS'.
         jurisdiction: str
             Filter by jurisdiction: 'BR' or 'US'.
@@ -157,7 +160,10 @@ class AlternativeDataMetadata:
         Parameters
         ----------------
         query: str
-            Free-text search over company name, ticker, CNPJ, or CIK.
+            Free-text search over company name, ticker, CNPJ, or CVM code.
+            US rows can include CIK and ISIN in the response, but directory
+            search by CIK/ISIN/LEI is not a guaranteed resolver; call the
+            target endpoint directly when it documents those identifiers.
             Field is not required. Example: 'PETROBRAS'.
         jurisdiction: str
             Filter by jurisdiction: 'BR' or 'US'.

{btgsolutions_dataservices_python_client-4.4.2 → btgsolutions_dataservices_python_client-4.5.0}/btgsolutions_dataservices/rest/alternative_data_ownership.py

@@ -364,6 +364,57 @@ class AlternativeDataOwnership:
             "offset": offset,
         })
 
+    def get_sec_13f_holdings(
+        self,
+        manager_id: Optional[str] = None,
+        asset_id: Optional[str] = None,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+        limit: int = 100,
+        offset: int = 0,
+    ) -> dict:
+        """
+        SEC 13F-HR institutional investment-manager holdings. Use ``manager_id``
+        for manager-level filings (CIK, manager name or SEC ticker when the
+        manager is itself a SEC registrant) and ``asset_id`` for issuer exposure
+        lookup (ticker, CUSIP, ISIN or issuer name).
+
+        13F rows are manager filing disclosures, not issuer top-shareholder
+        tables. They do not cover every holder, non-reporting investors, short
+        positions or all economic exposure. Use this endpoint with SEC filings,
+        beneficial ownership and market data when the question needs
+        institutional-holder context for US-listed assets.
+
+        Parameters
+        ----------------
+        manager_id: str
+            Optional SEC manager CIK, manager name or registrant ticker.
+            Example: '0000886982' or 'GOLDMAN SACHS'.
+        asset_id: str
+            Optional issuer ticker, CUSIP, ISIN or issuer name.
+            Example: 'AAPL' or 'US0378331005'.
+        start_date: str
+            Start filing date in YYYY-MM-DD format.
+            Field is not required.
+        end_date: str
+            End filing date in YYYY-MM-DD format.
+            Field is not required.
+        limit: int
+            Maximum number of rows to return.
+            Field is not required. Default: 100.
+        offset: int
+            Number of results to skip for pagination.
+            Field is not required. Default: 0.
+        """
+        return self._get("sec/13f-holdings", {
+            "manager_id": manager_id,
+            "asset_id": asset_id,
+            "start_date": start_date,
+            "end_date": end_date,
+            "limit": limit,
+            "offset": offset,
+        })
+
     def get_institutional_holders(
         self,
         identifier: str,

{btgsolutions_dataservices_python_client-4.4.2 → btgsolutions_dataservices_python_client-4.5.0/btgsolutions_dataservices_python_client.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: btgsolutions_dataservices_python_client
-Version: 4.4.2
+Version: 4.5.0
 Summary: Python package containing several classes and data for extracting and manipulating market and trading data.
 Home-page: https://github.com/BTG-Pactual-Solutions/btgsolutions-dataservices-python-client
 Author: BTG Solutions Data Services powered by BTG Pactual Solutions