Latest Institutional Transactions on Oppenheimer Holdings Inc (OPY)
This table provides information on the latest institutional transactions involving Oppenheimer Holdings Inc (OPY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.78K+ 11.0% |
$91.3K - $119K
|
18K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.98K+ 73.76% |
$153K - $198K
|
7.02K
$471K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
214New |
$11K - $14.3K
|
214
$14.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 36.0% |
$461 - $599
|
34
$2.28K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.5KNew |
$230K - $300K
|
4.5K
$302K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$563 - $733
|
11
$739
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$102 - $133
|
749
$50.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.32K+ 19.85% |
$312K - $387K
|
32.1K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
706+ 16.03% |
$41.4K - $51.4K
|
5.11K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.25K- 15.43% |
$73.2K - $90.9K
|
6.85K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
96New |
$5.63K - $6.98K
|
96
$6.45K
|
|
|
May 13, 2025
Q1 2025
|
Arbiter Partners Capital Management LLC
New York, NY |
BUY
|
- |
5.32K+ 10.7% |
$312K - $387K
|
55K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-7.15K- 42.44% |
$419K - $520K
|
9.7K
$651K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66New |
$3.87K - $4.8K
|
66
$4.43K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 52.38% |
$645 - $800
|
10
$672
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.2KNew |
$57.1K - $80.8K
|
1.2K
$80.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
3.47KNew |
$165K - $233K
|
3.47K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 1.08% |
$85.7K - $121K
|
165K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.14K- 99.02% |
$150K - $212K
|
31
$2.08K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.8KNew |
$228K - $323K
|
4.8K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$4.28K - $6.06K
|
90
$6.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
60New |
$2.86K - $4.04K
|
60
$4.03K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-19K- 78.84% |
$925K - $1.1M
|
5.1K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
348+ 6.28% |
$16.9K - $20.2K
|
5.89K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23.9KNew |
$1.16M - $1.38M
|
23.9K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.8K- 46.71% |
$185K - $220K
|
4.34K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 37.84% |
$681 - $811
|
23
$1.54K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-16.1K- 49.85% |
$601K - $774K
|
16.2K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-33.6K- 60.13% |
$1.25M - $1.61M
|
22.3K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.66KNew |
$285K - $367K
|
7.66K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.9K- 12.64% |
$962K - $1.24M
|
179K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
362+ 15.01% |
$13.5K - $17.3K
|
2.77K
$186K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-113- 2.09% |
$4.2K - $5.41K
|
5.3K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$11.2K - $14.4K
|
300
$20.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$43.4K - $55.9K
|
1.17K
$78.4K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200+ 83.33% |
$7.46K - $8.26K
|
440
$29.6K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-216- 2.99% |
$8.06K - $8.92K
|
7K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Jb Capital Partners LP
Armonk, NY |
BUY
|
- |
30K+ 6.33% |
$1.12M - $1.24M
|
504K
$33.8M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
84New |
$3.13K - $3.47K
|
84
$5.64K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
300New |
$10.1K - $12.5K
|
300
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
200New |
$6.73K - $8.34K
|
200
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
546+ 36.57% |
$18.4K - $22.8K
|
2.04K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
70New |
$2.35K - $2.92K
|
70
$4.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
6.69KNew |
$225K - $279K
|
6.69K
$450K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.01KClosed |
$185K - $212K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.42% |
$111 - $127
|
717
$48.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-19- 3.29% |
$701 - $804
|
558
$37.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32New |
$1.18K - $1.35K
|
32
$2.15K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.77K- 8.16% |
$102K - $117K
|
31.1K
$2.09M
|
|