This function returns monthly summary information for every ADV filing manager from 2006 onwards.
adv_managers_periods_summaries( periods = c("2018-06"), all_periods = FALSE, only_most_recent = FALSE, include_exempt = TRUE, nest_data = FALSE, return_message = TRUE )
periods | dates in year-month form |
---|---|
all_periods | include all periods |
nest_data | return a nested data frame |
return_message | return a message after parsing data |
is_exempt | exempt, non-exempt filers |
where nest_data
is TRUE
a nested tibble by period and type of filer,
where nest_data
is FALSE
a tibble
Other IAPD:
adv_managers_current_period_summary()
,
adv_managers_filings()
,
adv_managers_metadata()
,
finra_entities()
,
finra_people()
Other ADV:
adv_managers_current_period_summary()
,
adv_managers_filings()
Other entity search:
adv_managers_current_period_summary()
,
adv_managers_filings()
,
adv_managers_metadata()
,
finra_entities()
,
nareit_entities()
,
reit_funds()
,
rf_leis()
,
rf_sec_13F_companies()
,
sec_bankruptcies()
,
sec_broker_dealers()
,
sec_ciks()
,
sec_closed_end_funds()
,
sec_cusips()
,
sec_filer()
,
sec_filing_entities()
,
sec_investment_companies()
,
sec_money_market_funds()
,
sec_municipal_advisors()
,
sec_xbrl_periods()
,
securities_offerings()
,
us_public_companies()
,
ycombinator_alumni()
Other fund data:
adv_managers_current_period_summary()
,
adv_managers_filings()
,
adv_managers_metadata()
,
reit_funds()
,
sec_ciks()
,
sec_closed_end_funds()
,
sec_money_market_funds()
if (FALSE) { adv_managers_periods_summaries(periods = c("2006-06", "2016-12", "2017-01"), all_periods = FALSE, is_exempt = c(FALSE,TRUE), only_most_recent = FALSE, nest_data = FALSE) adv_managers_periods_summaries(only_most_recent = TRUE) }