Kcs Wealth Advisory Oppenheimer Holdings Inc Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
A detailed history of Kcs Wealth Advisory transactions in Oppenheimer Holdings Inc stock. As of the latest transaction made, Kcs Wealth Advisory holds 31,131 shares of OPY stock, worth $2.12 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
31,131
Previous 33,897
8.16%
Holding current value
$2.12 Million
Previous $1.36 Million
12.42%
% of portfolio
0.53%
Previous 0.49%
Shares
8 transactions
Others Institutions Holding OPY
# of Institutions
95Shares Held
3.74MCall Options Held
35.1KPut Options Held
100-
Dimensional Fund Advisors LP Austin, TX508KShares$34.5 Million0.01% of portfolio
-
Jb Capital Partners LP Armonk, NY504KShares$34.3 Million5.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA365KShares$24.8 Million0.0% of portfolio
-
Greenwich Wealth Management LLC Greenwich, CT306KShares$20.8 Million1.06% of portfolio
-
Black Rock Inc. New York, NY179KShares$12.2 Million0.0% of portfolio
About OPPENHEIMER HOLDINGS INC
- Ticker OPY
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 10,866,300
- Market Cap $739M
- 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...