Oppenheimer & CO Inc Purchases in Q1 2025

Oppenheimer & CO Inc

  • $6.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WTRG
Essential Utilities, Inc.

Utilities
1.22K
+ 14.23%
$33.49 - $40.57 $40.8K - $49.4K
9.78K $386K
DPZ
Dominos Pizza Inc

Consumer Cyclical
65
+ 5.62%
$402.33 - $489.71 $26.2K - $31.8K
1.22K $561K
RYLD
Global X Fds Russell 2000 Cove

ETFs
5.83K
+ 52.66%
$14.93 - $16.85 $87.1K - $98.3K
16.9K $255K
DTE
Dte Energy CO

Utilities
318
+ 17.67%
$117.6 - $138.27 $37.4K - $44K
2.12K $292K
SUN
Sunoco LP

Energy
500
+ 7.28%
$51.29 - $59.25 $25.6K - $29.6K
7.37K $427K
WRB
Berkley W R Corp

Financial Services
194
+ 4.17%
$56.7 - $71.27 $11K - $13.8K
4.84K $344K
NU
Nu Holdings Ltd.

Financial Services
7.56K
+ 12.71%
$10.12 - $13.95 $76.5K - $105K
67K $685K
HTGC
Hercules Capital, Inc.

Financial Services
4.35K
+ 27.43%
$18.01 - $22.0 $78.4K - $95.7K
20.2K $388K
PSEC
Prospect Capital Corp

Financial Services
17.1K
New
$4.1 - $4.45 $70K - $76K
17.1K $70K
FE
Firstenergy Corp

Utilities
1.46K
+ 8.98%
$37.95 - $43.5 $55.6K - $63.7K
17.8K $717K
FTHI
First Trust Exchange Traded Fd

ETFs
3.92K
+ 33.14%
$21.62 - $23.74 $84.7K - $93K
15.7K $343K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.42K
+ 14.7%
$122.39 - $146.44 $174K - $208K
11.1K $1.4M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
17.7K
+ 9.16%
$4.18 - $4.41 $73.9K - $78K
211K $880K
LYG
Lloyds Banking Group PLC

Financial Services
17.7K
New
$2.58 - $3.9 $45.7K - $69.1K
17.7K $67K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.42K
+ 6.0%
$20.1 - $20.8 $48.7K - $50.4K
42.8K $888K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
686
+ 7.92%
$66.9 - $71.57 $45.9K - $49.1K
9.35K $658K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.41K
+ 7.66%
$23.9 - $24.18 $57.6K - $58.3K
33.9K $819K
FIVN
Five9, Inc.

Technology
26.8K
+ 54.51%
$27.15 - $42.82 $729K - $1.15M
76.1K $2.07M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.23K
+ 19.21%
$21.48 - $22.98 $47.8K - $51.2K
13.8K $310K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
11.6K
New
$5.3 - $5.75 $61.6K - $66.8K
11.6K $62K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
6.47K
+ 24.21%
$21.0 - $24.67 $136K - $160K
33.2K $700K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
2.49K
+ 4.65%
$16.12 - $16.78 $40.2K - $41.8K
56.1K $924K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.15K
+ 15.19%
$39.65 - $43.35 $45.7K - $50K
8.74K $367K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
4.77K
+ 31.62%
$14.21 - $15.67 $67.8K - $74.7K
19.9K $283K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
5.38K
+ 44.3%
$10.55 - $11.13 $56.7K - $59.8K
17.5K $187K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
12.3K
New
$4.75 - $5.7 $58.4K - $70.1K
12.3K $58K
CVLT
Commvault Systems Inc

Technology
264
+ 10.85%
$146.82 - $187.9 $38.8K - $49.6K
2.7K $425K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
3.55K
+ 7.7%
$9.95 - $10.71 $35.3K - $38K
49.6K $525K
VDC
Vanguard Consumer Staples ETF

ETFs
228
+ 20.25%
$206.54 - $226.16 $47.1K - $51.6K
1.35K $296K
ORCC
Owl Rock Capital Corp

Financial Services
4.17K
+ 1.04%
N/A
404K $5.42M
TY
Tri Continental Corp

Financial Services
2.04K
+ 26.38%
$30.4 - $32.91 $62.1K - $67.2K
9.79K $300K
GVI
Ishares Tr

ETFs
384
+ 5.15%
$103.49 - $106.02 $39.7K - $40.7K
7.84K $831K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.54K
+ 54.45%
$38.18 - $50.93 $135K - $180K
10K $388K
CWEN
Clearway Energy, Inc.

Utilities
62
+ 0.5%
$24.63 - $30.42 $1.53K - $1.89K
12.4K $374K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
727
+ 4.92%
$46.86 - $50.66 $34.1K - $36.8K
15.5K $752K
JPIB
Jpmorgan International Bond Op

ETFs
687
+ 2.22%
$46.97 - $48.35 $32.3K - $33.2K
31.6K $1.51M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
661
+ 15.76%
$108.02 - $120.45 $71.4K - $79.6K
4.86K $534K
PINS
Pinterest, Inc.

Communication Services
1.05K
+ 11.44%
$29.79 - $40.0 $31.3K - $42K
10.2K $317K
TRMB
Trimble Inc.

Technology
3.56K
+ 9.71%
$65.52 - $77.49 $233K - $276K
40.2K $2.64M
SCM
Stellus Capital Investment Corp

Financial Services
3.35K
+ 27.73%
$13.64 - $15.5 $45.7K - $52K
15.4K $216K
INDY
Ishares India 50 ETF

ETFs
1.01K
+ 8.29%
$47.15 - $51.6 $47.7K - $52.2K
13.2K $670K
VT
Vanguard Total World Stk Index

ETFs
560
+ 5.17%
$115.08 - $123.97 $64.4K - $69.4K
11.4K $1.32M
BSJR
Invesco Indx Tr

ETFs
2.2K
+ 18.31%
$22.4 - $22.69 $49.3K - $50K
14.2K $318K
HDV
Ishares Core High Dividend ETF

ETFs
84
+ 1.94%
$110.86 - $121.12 $9.31K - $10.2K
4.42K $534K
LDOS
Leidos Holdings, Inc.

Technology
567
+ 17.48%
$126.82 - $161.11 $71.9K - $91.3K
3.81K $514K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1K
+ 15.63%
$50.17 - $51.45 $50.2K - $51.5K
7.4K $373K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.22K
+ 6.37%
$117.4 - $131.02 $143K - $160K
20.4K $2.44M
MGM
Mgm Resorts International

Consumer Cyclical
7.18K
+ 21.63%
$29.64 - $40.37 $213K - $290K
40.3K $1.2M
IBDV
Ishares Tr

Technology
1.44K
+ 4.13%
$21.11 - $21.73 $30.4K - $31.3K
36.4K $790K
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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