A detailed history of Beverly Hills Private Wealth, LLC transactions in Oppenheimer Holdings Inc stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 19,850 shares of OPY stock, worth $978,009. This represents 0.21% of its overall portfolio holdings.

Number of Shares
19,850
Previous 12,756 55.61%
Holding current value
$978,009
Previous $509 Million 86.76%
% of portfolio
0.21%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$37.19 - $47.91 $263,825 - $339,873
7,094 Added 55.61%
19,850 $951 Million
Q1 2024

May 08, 2024

BUY
$37.3 - $41.31 $289,559 - $320,689
7,763 Added 155.48%
12,756 $509 Million
Q4 2023

Jan 29, 2024

BUY
$33.64 - $41.71 $167,964 - $208,258
4,993 New
4,993 $206 Million

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 $535M
  • 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
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.