Institutional shares held 3.82 Million
19.7K calls
200 puts
Total value of holdings $226M
$1.17M calls
$11K puts
Market Cap $643M
10,866,300 Shares Out.
Institutional ownership 35.16%
# of Institutions 102


Latest Institutional Activity in OPY

Top Purchases

Q1 2025
Gamma Investing LLC Shares Held: 2.62K ($155K)
Q4 2024
Royce & Associates LP Shares Held: 37.5K ($2.22M)
Q4 2024
Boothbay Fund Management, LLC Shares Held: 26.8K ($1.59M)
Q4 2024
Arbiter Partners Capital Management LLC Shares Held: 49.7K ($2.94M)
Q4 2024
American Century Companies Inc Shares Held: 194K ($11.5M)

Top Sells

Q4 2024
Renaissance Technologies LLC Shares Held: 23.8K ($1.41M)
Q4 2024
Citadel Advisors LLC Shares Held: 6.75K ($399K)
Q4 2024
Man Group PLC Shares Held: 4.57K ($271K)
Q4 2024
Two Sigma Investments, LP Shares Held: 43K ($2.54M)
Q4 2024
Dimensional Fund Advisors LP Shares Held: 496K ($29.3M)

About OPY

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 options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.


Insider Transactions at OPY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
72.6K Shares
From 10 Insiders
Other acquisition or disposition 72.6K shares
Sell / Disposition
10.9K Shares
From 2 Insiders
Open market or private sale 10.9K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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