Oppenheimer & CO Inc Portfolio Holdings
Oppenheimer & CO Inc
- $5.91 Billion
- Q1 2024
Oppenheimer & CO Inc has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $5.91 Billion distributed in 1436 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $299M, Apple Inc. with a value of $194M, Nvidia Corp with a value of $116M, Amazon Com Inc with a value of $105M, and Berkshire Hathaway Inc Class B with a value of $83.1M.
Examining the 13F form we can see an increase of $559M in the current position value, from $5.35B to 5.91B.
Oppenheimer & CO Inc is based out at New York, NY
Below you can find more details about Oppenheimer & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$5.91 Billion
ETFs: $1.4 Billion
Technology: $1.15 Billion
Financial Services: $666 Million
Industrials: $521 Million
Healthcare: $514 Million
Consumer Cyclical: $466 Million
Communication Services: $309 Million
Energy: $283 Million
Other: $587 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,436
- Current Value $5.91 Billion
- Prior Value $5.35 Billion
- Filing
- Period Q1 2024
- Filing Date May 06, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 150 stocks
- Additional Purchases 648 stocks
- Sold out of 0 stocks
- Reduced holdings in 561 stocks