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 94 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
747
shares
|
$46,545
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
498
shares
|
$31,030
0.0% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
427
shares
|
$26,606
0.0% of portfolio
|
Q3 2024
Added 1425.0%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
380
shares
|
$23,677
0.0% of portfolio
|
Q3 2023
Reduced 42.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$18,693
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
240
shares
|
$14,954
0.0% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
200
shares
|
$12,462
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
84
shares
|
$5,234
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
43
shares
|
$2,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
31
shares
|
$1,931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
23
shares
|
$1,433
0.0% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
14
shares
|
$872
0.0% of portfolio
|
Q4 2022
Added 55.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
11
shares
|
$685
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
10
shares
|
$623
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$62
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|