Oppenheimer Asset Management Inc. Incresed Positions in Q2 2025

Oppenheimer Asset Management Inc.

  • $8.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQH
Equitable Holdings, Inc.

Financial Services
162
+ 0.11%
$43.98 - $56.1 $7.12K - $9.09K
148K $8.33M
AFRM
Affirm Holdings, Inc.

Technology
1.01K
+ 4.53%
$35.75 - $69.14 $36K - $69.6K
23.2K $1.61M
MC
Moelis & CO

Financial Services
7.1K
+ 19.45%
$48.86 - $62.99 $347K - $447K
43.6K $2.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.12K
+ 3.33%
$96.84 - $99.46 $496K - $509K
159K $15.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
80.2K
+ 1609.75%
$87.84 - $1441.89 $7.05M - $116M
85.2K $7.68M
INFY
Infosys LTD

Technology
22.5K
+ 5.22%
$16.14 - $18.75 $364K - $423K
455K $8.43M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.97K
+ 15.31%
$50.06 - $80.8 $148K - $240K
22.3K $1.8M
AZN
Astrazeneca PLC

Healthcare
12.4K
+ 12.93%
$64.87 - $75.0 $805K - $931K
108K $7.58M
MPWR
Monolithic Power Systems Inc

Technology
296
+ 16.15%
$455.19 - $737.73 $135K - $218K
2.13K $1.56M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.2K
+ 15.74%
$87.54 - $128.18 $193K - $282K
16.2K $2.04M
FORM
Formfactor Inc

Technology
4.26K
+ 7.73%
$23.18 - $35.26 $98.8K - $150K
59.4K $2.04M
WM
Waste Management Inc

Industrials
2.16K
+ 21.25%
$216.47 - $242.1 $467K - $523K
12.3K $2.82M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
451
+ 1.71%
$70.54 - $93.95 $31.8K - $42.4K
26.8K $2.52M
BXP
Boston Properties Inc

Real Estate
6.67K
+ 112.11%
$56.86 - $74.12 $379K - $494K
12.6K $850K
JBHT
Hunt J B Transport Services Inc

Industrials
3.28K
+ 59.13%
$124.73 - $152.78 $409K - $501K
8.82K $1.27M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
42.2K
+ 42.56%
$21.27 - $26.73 $899K - $1.13M
142K $3.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
67
+ 0.12%
$73.02 - $90.22 $4.89K - $6.04K
57.5K $5.13M
MBB
Ishares Tr

ETFs
4.52K
+ 8.68%
$91.41 - $94.22 $413K - $426K
56.6K $5.32M
VNQ
Vanguard Specialized Funds Van

ETFs
5.02K
+ 27.36%
$79.79 - $91.42 $400K - $459K
23.3K $2.08M
SNN
Smith & Nephew PLC

Healthcare
9.72K
+ 18.15%
$24.97 - $30.63 $243K - $298K
63.3K $1.94M
PIPR
Piper Sandler Companies

Financial Services
733
+ 10.93%
$210.78 - $281.82 $155K - $207K
7.44K $2.07M
GTES
Gates Industrial Corp PLC

Industrials
1.85K
+ 2.36%
$15.56 - $23.13 $28.8K - $42.9K
80.2K $1.85M
HST
Host Hotels & Resorts, Inc.

Real Estate
22.4K
+ 43.85%
$12.7 - $16.07 $284K - $359K
73.3K $1.13M
SYY
Sysco Corp

Consumer Defensive
4.38K
+ 4.55%
$68.0 - $75.91 $298K - $332K
101K $7.62M
AMP
Ameriprise Financial Inc

Financial Services
220
+ 3.98%
$422.19 - $533.73 $92.9K - $117K
5.74K $3.06M
ILMN
Illumina, Inc.

Healthcare
2.72K
+ 36.86%
$70.3 - $95.41 $191K - $260K
10.1K $964K
GMAB
Genmab A/S

Healthcare
5.08K
+ 2.04%
$17.98 - $23.09 $91.4K - $117K
255K $5.26M
SCCO
Southern Copper Corp

Basic Materials
2.12K
+ 10.64%
$75.63 - $104.64 $160K - $222K
22.1K $2.23M
PHG
Koninklijke Philips Nv

Healthcare
24.9K
+ 15.13%
$21.67 - $25.64 $540K - $639K
190K $4.55M
GILD
Gilead Sciences, Inc.

Healthcare
4.57K
+ 3.65%
$96.91 - $113.0 $442K - $516K
130K $14.4M
ITT
Itt Inc.

Industrials
192
+ 1.65%
$112.67 - $157.95 $21.6K - $30.3K
11.8K $1.85M
MDB
Mongo Db, Inc.

Technology
472
+ 6.69%
$145.85 - $225.38 $68.8K - $106K
7.53K $1.58M
LSTR
Landstar System Inc

Industrials
2.89K
+ 53.2%
$131.55 - $151.93 $380K - $439K
8.32K $1.16M
ITW
Illinois Tool Works Inc

Industrials
1.39K
+ 26.8%
$218.41 - $252.43 $302K - $350K
6.55K $1.62M
LANC
Lancaster Colony Corp

Consumer Defensive
2.05K
+ 25.89%
$159.67 - $192.9 $327K - $395K
9.95K $1.72M
IRM
Iron Mountain Inc

Real Estate
1.17K
+ 9.13%
$76.93 - $105.25 $90.2K - $123K
14K $1.44M
VMI
Valmont Industries Inc

Industrials
505
+ 12.8%
$263.86 - $333.86 $133K - $169K
4.45K $1.45M
NDSN
Nordson Corp

Industrials
1.06K
+ 14.18%
$167.51 - $223.5 $178K - $237K
8.55K $1.83M
EW
Edwards Lifesciences Corp

Healthcare
2.36K
+ 10.88%
$67.07 - $78.22 $158K - $185K
24.1K $1.88M
HD
Home Depot, Inc.

Consumer Cyclical
779
+ 0.79%
$335.24 - $380.78 $261K - $297K
99.9K $36.6M
SXT
Sensient Technologies Corp

Basic Materials
2.27K
+ 75.42%
$68.75 - $98.6 $156K - $224K
5.28K $520K
UBSI
United Bankshares Inc

Financial Services
2.73K
+ 2.48%
$31.5 - $37.32 $86K - $102K
113K $4.1M
ROLL
Rbc Bearings Inc

Industrials
1.13K
+ 6.25%
N/A
19.2K $4.73M
ADC
Agree Realty Corp

Real Estate
4.96K
+ 23.53%
$70.68 - $79.12 $350K - $392K
26K $1.9M
LYV
Live Nation Entertainment, Inc.

Communication Services
79
+ 0.62%
$118.81 - $151.28 $9.39K - $12K
12.8K $1.94M
VTWG
Vanguard Russell 2000 Growth E

ETFs
581
+ 8.45%
$163.6 - $208.47 $95.1K - $121K
7.46K $1.56M
KIM
Kimco Realty Corp

Real Estate
12.7K
+ 36.12%
$18.7 - $21.69 $237K - $275K
47.9K $1.01M
KMI
Kinder Morgan, Inc.

Energy
5.43K
+ 4.94%
$25.21 - $29.4 $137K - $160K
115K $3.39M
IEX
Idex Corp

Industrials
1.71K
+ 20.5%
$160.66 - $191.29 $274K - $327K
10K $1.76M
Activity Summary
Buys All Purchases 538 New Holdings 99 Increased Positions 439 Sells All Sells 608 Reductions 608 Sold out 0 Options Calls 0 Puts 0
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