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About Equity

The Equity API provide access to OTC trade and equity data

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Trade Data

Trading data, on a delayed basis, for each ATS/firm with trade reporting obligations under FINRA rules.

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Equity Data

OTC Regulation SHO, Equity Short Interest and Rule 4320 Threshold Securities.

Available Datasets

The API platform utilizes the concept of datasets to deliver a variety of data via the Data Out API endpoints.

OTC equity short positions reported by FINRA member firms.

OTC Regulation SHO and Rule 4320 Threshold Securities.

Weekly aggregate trade data for OTC (ATS and non-ATS) trading data for each ATS/firm with trade reporting obligations under FINRA rules.

Monthly aggregate trade data for OTC(non-ATS) trading data for each firm with trade reporting obligations under FINRA rules.

Aggregated ATS trade data in NMS stocks that meets certain share based and dollar based thresholds.

Aggregated OTC (Non-ATS) trade data in NMS stocks that meets certain share based and dollar based thresholds.

Daily short sale aggregated volume by security for all short sale trades executed and reported to a FINRA trade reporting facility.

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Production Access

API users do not need to go through the production provisioning process to access the production Equity datasets. Simply use the production dataset names in your API requests.

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Frequently Asked Questions

The key field in the Equity API datasets that allows aggregation of the data is the "summaryTypeCode" field.

The allowed values for this field for ATS data include (weeklysummary dataset):

  • ATS_W_SMBL will return trade data aggregated by issue on a weekly basis
  • ATS_W_SMBL_FIRM will return trade data aggregated by ATS and issue on a weekly basis
  • ATS_W_FIRM will return trade data aggregated by ATS on a weekly basis
  • ATS_W_VOL_STATS will return ATS statistics data on a weekly basis

 

The allowed values for this field for OTC (Non-ATS) data include: (weeklysummary and monthlysummary datatsets)

  • OTC_W_SMBL will return trade data aggregated by issue on a weekly basis
  • OTC_W_SMBL_FIRM will return trade data aggregated by firm and issue on a weekly basis
  • OTC_W_FIRM will return trade data aggregated by firm on a weekly basis
  • OTC_W_VOL_STATS will return OTC statistics data on a weekly basis
  • OTC_M_SMBL will return trade data aggregated by issue on a monthly basis
  • OTC_M_SMBL_FIRM will return trade data aggregated by firm and issue on a monthly basis
  • OTC_M_FIRM will return data aggregated by firm on a monthly basis
  • OTC_M_VOL_STATS will return OTC statistics data on a monthly basis
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