Institutional Ownership Oppenheimer Holdings Inc (OPY)
This table provides information about the institutional ownership of Oppenheimer Holdings Inc (OPY). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,200
shares
|
$189,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,900
shares
|
$112,442
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,352
shares
|
$80,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
1,200
shares
|
$71,016
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,183
shares
|
$70,009
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,175
shares
|
$69,536
0.01% of portfolio
|
Q4 2024
Reduced 71.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
750
shares
|
$44,385
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
747
shares
|
$44,207
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
509
shares
|
$30,122
0.0% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
498
shares
|
$29,471
0.0% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
380
shares
|
$22,488
0.0% of portfolio
|
Q3 2023
Reduced 42.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$17,754
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
90
shares
|
$5,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
84
shares
|
$4,971
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
60
shares
|
$3,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
47
shares
|
$2,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
31
shares
|
$1,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
31
shares
|
$1,834
0.0% of portfolio
|
Q4 2024
Reduced 99.02%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
25
shares
|
$1,479
0.0% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
23
shares
|
$1,361
0.0% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
21
shares
|
$1,242
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$828
0.0% of portfolio
|
Q4 2022
Added 55.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|