Whalewisdom, SEC 13f filings, an Alternative and Custodian of securities

Discussion in 'Data Sets and Feeds' started by levanyashin, Jun 23, 2021.

  1. Anybody here use whalewisdom.com ? and what would be your opinion regarding the service they offer ? I can also look at ownership data on IB platform but what would make whalewisdom or an alternative (If there is any) to stand out.

    For example I want to see Apple and look who owners of the paper are between a custom edited date. For example from January 1st 2021 - April 1st 2021, I want to see how many shares certain funds, banks owned the paper during that time and also set another date between April 8 - June 8th 2021 and look the data and compare.

    You can't do it on IB TWS. It just shows latest quarter data and whalewisdom does too but not like in a customized way. SEC report would be very time consuming I suppose.

    Is this only available on Bloomberg terminal ?
     
  2. guru

    guru