Oppenheimer & CO Inc Innovator U.S. Equity Power Bu Transaction History

Oppenheimer & CO Inc

$6.43 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	SELL	$33.41 - $35.14 $8,653 - $9,101	-259 Reduced 1.79%	14,249 $500,000
Q1 2024 May 06, 2024	BUY	$32.55 - $34.16 $472,235 - $495,593	14,508 New	14,508 $495,000

Others Institutions Holding PFEB

# of Institutions

226

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.72M
Shares

$136 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.33M
Shares

$48.5 Million
0.85% of portfolio
Commonwealth Equity Services, LLC

1.14M
Shares

$41.6 Million
0.06% of portfolio
Brookstone Capital Management

1.01M
Shares

$37 Million
0.6% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

723K
Shares

$26.5 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

More about PFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oppenheimer & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer & CO Inc with notifications on news.