A detailed history of Kcs Wealth Advisory transactions in Oppenheimer Holdings Inc stock. As of the latest transaction made, Kcs Wealth Advisory holds 31,131 shares of OPY stock, worth $1.94 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
31,131
Previous 33,897 8.16%
Holding current value
$1.94 Million
Previous $1.36 Million 12.42%
% of portfolio
0.53%
Previous 0.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

SELL
$36.88 - $42.33 $102,010 - $117,084
-2,766 Reduced 8.16%
31,131 $1.19 Million
Q2 2023

Jul 17, 2023

SELL
$35.9 - $40.69 $25,560 - $28,971
-712 Reduced 2.06%
33,897 $1.36 Million
Q1 2023

Apr 17, 2023

SELL
$38.13 - $48.32 $185,845 - $235,511
-4,874 Reduced 12.34%
34,609 $1.35 Million
Q4 2022

Feb 07, 2023

BUY
$28.73 - $43.02 $29,160 - $43,665
1,015 Added 2.64%
39,483 $1.67 Million
Q3 2022

Oct 21, 2022

BUY
$30.16 - $38.72 $270,414 - $347,163
8,966 Added 30.39%
38,468 $1.19 Million
Q2 2022

Jul 22, 2022

BUY
$31.3 - $43.03 $657,957 - $904,533
21,021 Added 247.86%
29,502 $975,000
Q1 2022

Apr 13, 2022

BUY
$41.2 - $49.58 $98,632 - $118,694
2,394 Added 39.33%
8,481 $370,000
Q4 2021

Jan 26, 2022

BUY
$42.42 - $54.21 $258,210 - $329,976
6,087 New
6,087 $282,000

Others Institutions Holding OPY

About OPPENHEIMER HOLDINGS INC


  • Ticker OPY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 10,866,300
  • Market Cap $678M
  • Description
  • Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded opt...
More about OPY
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