Oppenheimer & CO Inc Purchases in Q1 2025

Oppenheimer & CO Inc

  • $6.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JKHY
Henry Jack & Associates Inc

Technology
125
+ 0.98%
$166.47 - $191.28 $20.8K - $23.9K
12.8K $2.34M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
10K
+ 62.16%
$11.01 - $11.72 $110K - $117K
26.1K $293K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
2.1K
+ 8.84%
$40.55 - $48.43 $85.2K - $102K
25.8K $1.11M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
4.89K
+ 7.8%
$17.95 - $18.89 $87.7K - $92.3K
67.5K $1.24M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
13.6K
New
$7.97 - $8.55 $108K - $116K
13.6K $113K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
11.2K
New
$9.55 - $10.42 $107K - $117K
11.2K $112K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
13.1K
New
$8.46 - $9.3 $111K - $122K
13.1K $111K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.45K
+ 11.36%
$58.32 - $65.09 $84.4K - $94.2K
14.2K $853K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
207
+ 6.03%
$88.0 - $115.5 $18.2K - $23.9K
3.64K $415K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
15.5K
New
$7.01 - $7.34 $109K - $114K
15.5K $108K
AOS
Smith A O Corp

Industrials
2.58K
+ 11.94%
$65.16 - $72.69 $168K - $188K
24.2K $1.58M
FSIG
First Tr ETF Iv LTD Duration I
5.46K
+ 10.5%
$18.74 - $19.04 $102K - $104K
57.5K $1.09M
HQL
Tekla Life Sciences Investors

Financial Services
9.12K
+ 46.51%
$12.69 - $14.36 $116K - $131K
28.7K $364K
BHP
Bhp Group LTD

Basic Materials
2.33K
+ 9.41%
$48.18 - $52.11 $112K - $122K
27.1K $1.32M
UMH
Umh Properties, Inc.

Real Estate
5.8K
+ 19.22%
$17.49 - $19.0 $101K - $110K
36K $672K
MERC
Mercer International Inc.

Basic Materials
16.9K
New
$5.99 - $8.16 $101K - $138K
16.9K $103K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
252
+ 0.2%
$22.98 - $24.13 $5.79K - $6.08K
126K $3.02M
MPW
Medical Properties Trust Inc

Real Estate
16.4K
New
$3.83 - $6.21 $62.9K - $102K
16.4K $99K
CRBG
Corebridge Financial, Inc.

Financial Services
2K
+ 9.72%
$29.61 - $34.68 $59.2K - $69.4K
22.6K $712K
RGLS
Regulus Therapeutics Inc.

Healthcare
55K
New
$0.97 - $1.75 $53.4K - $96.3K
55K $96K
LAB
Standard Biotools Inc.

Healthcare
86.6K
New
$1.01 - $2.06 $87.5K - $178K
86.6K $93K
PNW
Pinnacle West Capital Corp

Utilities
447
+ 9.39%
$81.76 - $95.25 $36.5K - $42.6K
5.21K $496K
HOG
Harley Davidson, Inc.

Consumer Cyclical
8.07K
+ 35.21%
$24.13 - $30.02 $195K - $242K
31K $782K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.33K
+ 10.85%
$26.64 - $27.14 $88.6K - $90.3K
34K $910K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
3.33K
+ 32.02%
$18.75 - $20.97 $62.4K - $69.8K
13.7K $287K
GM
General Motors CO

Consumer Cyclical
4.33K
+ 23.83%
$45.22 - $54.92 $196K - $238K
22.5K $1.06M
BR
Broadridge Financial Solutions, Inc.

Technology
109
+ 2.81%
$221.46 - $244.83 $24.1K - $26.7K
3.99K $966K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
4.01K
+ 7.38%
$19.43 - $19.9 $77.9K - $79.8K
58.3K $1.15M
VIG
Vanguard Dividend Appreciation

ETFs
483
+ 0.8%
N/A
60.9K $11.1M
SSNC
Ss&C Technologies Holdings Inc

Technology
208
+ 2.32%
$74.75 - $89.13 $15.5K - $18.5K
9.17K $766K
LYV
Live Nation Entertainment, Inc.

Communication Services
645
+ 32.09%
$115.79 - $154.66 $74.7K - $99.8K
2.66K $346K
GLQ
Clough Global Equity Fund

Financial Services
13.4K
New
$6.24 - $7.02 $83.5K - $93.9K
13.4K $84K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.03K
+ 2.12%
$12.04 - $13.32 $36.5K - $40.4K
146K $1.83M
MFC
Manulife Financial Corp

Financial Services
1.9K
+ 3.32%
$28.41 - $31.82 $54K - $60.5K
59.2K $1.84M
AVUV
American Centy ETF Tr Avantis

ETFs
4.63K
+ 13.5%
$84.95 - $100.62 $393K - $466K
38.9K $3.39M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
7.22K
+ 32.18%
$10.47 - $10.92 $75.6K - $78.9K
29.7K $317K
OXLC
Oxford Lane Capital Corp.

Financial Services
29.3K
+ 18.47%
$4.3 - $5.17 $126K - $152K
188K $887K
GUG
Guggenheim Active Allocation Fund

ETFs
4.35K
+ 5.19%
$14.92 - $15.9 $64.8K - $69.1K
88.1K $1.33M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
6.5K
+ 13.71%
$8.25 - $8.79 $53.6K - $57.1K
53.9K $473K
HGLB
Highland Global Allocation Fund

N/A
2.04K
+ 4.8%
$7.06 - $8.36 $14.4K - $17.1K
44.6K $371K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
809
+ 7.69%
$73.78 - $76.59 $59.7K - $62K
11.3K $867K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
8.23K
+ 30.93%
$10.61 - $16.49 $87.3K - $136K
34.8K $433K
FT
Franklin Universal Trust

Financial Services
10.7K
New
$7.25 - $7.66 $77.7K - $82.1K
10.7K $80K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
3.32K
+ 28.42%
$20.56 - $21.51 $68.2K - $71.4K
15K $318K
AG
First Majestic Silver Corp

Basic Materials
11.8K
New
$5.28 - $7.25 $62.1K - $85.2K
11.8K $78K
EXPD
Expeditors International Of Washington Inc

Industrials
360
+ 9.93%
$109.09 - $126.48 $39.3K - $45.5K
3.99K $479K
SNY
Sanofi

Healthcare
298
+ 3.57%
$48.15 - $59.42 $14.3K - $17.7K
8.64K $479K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4.08K
+ 8.9%
$15.0 - $15.91 $61.2K - $65K
50K $777K
ROKU
Roku, Inc

Communication Services
1.24K
+ 45.82%
$67.36 - $99.07 $83.5K - $123K
3.95K $277K
Activity Summary
Buys All Purchases 935 New Holdings 146 Increased Positions 789 Sells All Sells 542 Reductions 542 Sold out 0 Options Calls 0 Puts 0
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