Datasets

Avantis gives you access to a broad range of datasets to help you streamline your research and be more productive
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Comprehensive Data

Canadian Securities Filings - SEDAR+

All Canadian securities filings data dating back to 1997 sourced directly from SEDAR+ in real-time  

U.S. Securities Filings - SEC

All U.S. securities filings data dating back to 1997 sourced directly from the SEC in real-time

News Releases

News from all major North American news wires plus top investor sites

Corporate & Market Data

Extensive corporate & market data such as financials, key ratios, earnings, analyst coverage, pricing, + more

Insider Transactions

All insider transactions reported for exchanges in Canada on the SEDI system & U.S. on EDGAR

Audit Fees & Auditor Changes

Audit fees including related, tax and other fees plus auditor change reporting

Data Coverage

36M

Documents

1.1M

Filings/Year

1M

Issuers

25

Years of Data

Canadian Security Filings

Avantis provides real-time access to all Canadian security filings filed through the SEDAR+ system. Filers include public companies, investment funds and third-party filers who are involved in public company transactions, such as take-over bids. Filings include documents such as:
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Annual reports
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Financial statements
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Prospectuses
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Contracts & agreements
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Annual information forms
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MD&As
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Proxy materials
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Take-over bids
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Early warning reports
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+ more...
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Canadian Securities Filings

Avantis provides real-time access to all Canadian securities filings filed through the SEDAR+ system. Filers include public companies, investment funds and third-party filers who are involved in public company transactions, such as take-over bids. Filings include documents such as:
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Annual reports
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Financial statements
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Prospectuses
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Contracts & agreements
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Annual information forms
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MD&As
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Proxy materials
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Take-over bids
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Early warning reports
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+ more...

U.S. Securities Filings

Avantis provides real-time access to all U.S. securities filings filed through the EDGAR system. EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system, is the primary system for companies and investment funds submitting documents under the U.S. securities, trust indenture and investment acts. Filings include documents such as:
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Annual & quarterly reports
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Registrations & prospectuses
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Proxies and info statements
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Insider transactions
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Tender offers
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Exempt offerings
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Trust indentures
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+ more...
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News Releases

Avantis provides access to the latest news stories effecting SEDAR+ and SEC filers. With access to all major news wire services in North America plus news stories from top investor sites, you can easily stay informed on events effecting the companies you’re most interested in. And, as with any Avantis dataset, you have full access to powerful content search, filtering and alerting capabilities that lets you get the information you need, when you need it. News sources include:
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Canada Newswire
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Business Wire
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PR Newswire
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NewMediaWire
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Newsfile
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GlobeNewswire
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TheNewsWire
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ACN Newswire
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AccessWire
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+ more...
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News Releases

Avantis provides access to the latest news stories effecting SEDAR+ and SEC filers. With access to all major news wire services in North America plus news stories from top investor sites, you can easily stay informed on events effecting the companies you’re most interested in. And, as with any Avantis dataset, you have full access to powerful content search, filtering and alerting capabilities that lets you get the information you need, when you need it. News sources include:
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Canada Newswire
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Business Wire
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PR Newswire
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NewMediaWire
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Newsfile
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GlobeNewswire
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TheNewsWire
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AccessWire
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ACN Newswire
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+ more...

Insider Transactions

Avantis provides access to all insider transactions reported for U.S. and Canadian exchanges. Insider transactions are transactions reported by company insiders that have the right to buy and sell securities of their own company so long as they are complying with securities laws and rules that, among other things, prohibit making use of "material" non-public information. Securities regulators also require insiders to report any transactions they are involved with that relate to the company. Avantis offers complete coverage of Insider transactions including:
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Lists of all insiders
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Acquisitions
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Sales
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Exercise of options
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# of insider transactions
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Number of buys
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Number of sales
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Net activity
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Proposed sales
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+ more...
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Corporate & Market Data

Avantis provides extensive corporate and market data on Canadian and U.S. public companies and mutual funds which includes:
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SEDAR+/SEC Profile

Profile information provided by issuers filing in the SEDAR+ and EDGAR systems including: CIK, reporting jurisdiction, principal regulator, industry, fiscal year-end, address, contact, + more...
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Company Profile

General profile information about companies including: company description, contact, website, address, CEO, stock symbol, auditor, employees, sector, industry, + more...
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Financials

Complete financials data including balance sheet, income statement and cash flow on both an annual and quarterly basis. Includes trend indicator for each data element.
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Key Ratios

Complete financials data including balance sheet, income statement and cash flow on both an annual and quarterly basis. Includes trend indicator for each data element.
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Earnings

Summary of company earnings history and earnings estimates. High, low and mean target prices and EPS estimates historically including quarter end, EPS actual, EPS estimate, # of estimates and surprise amount.
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Dividends

Full list of upcoming and historical dividends. Includes ex-dividend date, amount, record date, frequency, payment, announced date and dividend type.
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Corporate Events

Corporate events include mergers, acquisitions, bankruptcies, new trading issues, de-listed securities, ratings changes, spin offs, investor conference calls, meeting dates, economic events, stock splits, earnings, dividends, + more...
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Analyst Coverage

Analyst coverage including analyst ratings and recommendations based on strong buy, moderate buy, hold, moderate sell and strong sell recommendations. Includes recommendation history over past 3 months.
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Quotes & Charting

Detailed quote information including last, open, high, low, bid, bid size, ask, ask size, previous close, volume, % change, VWAP, year high, + more. Advanced charting comparison against multiple symbols as well as key indicators. Pricing data is 15 minute delayed.
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Price History

Price history provides access to any historical price for a given stock symbol. Pricing is available as adjusted for split and dividends, adjusted for splits only and unadjusted. Pricing includes daily volume weighted average price.

Audit Fees & Auditor Changes

Avantis Audit Fees allows you to see the audit fees paid by any public company that has listed them in their filings. We extract the reported fees from relevant filings and put them in a table format for easy viewing and downloading, and we make sure to include relevant notes such as when fees are paid to multiple auditors, or when fees are not broken out in detail, etc., so that you have proper context around the numbers you’re viewing. We also track all auditor changes along with relevant notes such as the reason for the change. Data points include:
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Audit fees
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Tax fees
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Related fees
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Other fees
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Amalgamated fees
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Currency
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Report date
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Auditor
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Link to source filing
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+ more...