Oppenheimer & CO Inc Purchases in Q1 2025

Oppenheimer & CO Inc

  • $6.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
14K
+ 12.16%
$45.56 - $47.23 $637K - $660K
129K $6.06M
STWD
Starwood Property Trust, Inc.

Real Estate
36.2K
+ 73.05%
$18.41 - $20.53 $667K - $743K
85.8K $1.7M
NVS
Novartis Ag

Healthcare
2.31K
+ 6.68%
$97.14 - $115.57 $224K - $267K
36.8K $4.11M
VICI
Vici Properties Inc.

Real Estate
16.4K
+ 27.13%
$28.21 - $32.68 $462K - $536K
76.8K $2.51M
PHYS
Sprott Physical Gold Trust

Financial Services
4.3K
+ 2.65%
$20.25 - $24.06 $87K - $103K
167K $4.01M
ISRG
Intuitive Surgical Inc

Healthcare
2.44K
+ 13.71%
$476.63 - $610.45 $1.16M - $1.49M
20.2K $10M
LNG
Cheniere Energy, Inc.

Energy
1.34K
+ 5.34%
$209.32 - $253.66 $280K - $339K
26.4K $6.1M
CHKP
Check Point Software Technologies LTD

Technology
12
+ 0.07%
$179.88 - $231.31 $2.16K - $2.78K
17.5K $3.98M
FNDF
Schwab Fundamental Intl Large

ETFs
10K
+ 8.11%
$32.9 - $37.45 $329K - $374K
133K $4.82M
IXUS
Ishares Tr

ETFs
5.82K
+ 6.8%
$65.06 - $72.31 $379K - $421K
91.4K $6.38M
SYK
Stryker Corp

Healthcare
1.22K
+ 5.74%
$355.18 - $399.9 $433K - $487K
22.4K $8.35M
IWM
Ishares Russell 2000 ETF

ETFs
7.57K
+ 20.37%
$198.1 - $229.79 $1.5M - $1.74M
44.7K $8.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.64K
+ 9.98%
$169.43 - $182.84 $786K - $849K
51.1K $8.86M
PFE
Pfizer Inc

Healthcare
54.8K
+ 9.43%
$25.01 - $27.13 $1.37M - $1.49M
636K $16.1M
CTAS
Cintas Corp

Industrials
1.7K
+ 11.3%
$182.09 - $208.14 $309K - $354K
16.7K $3.44M
USFR
Wisdomtree Floating Rate Treas

ETFs
13.8K
+ 90.1%
$50.29 - $50.5 $692K - $695K
29K $1.46M
STAG
Stag Industrial, Inc.

Real Estate
9.33K
+ 6.06%
$32.39 - $37.07 $302K - $346K
163K $5.9M
HSY
Hershey CO

Consumer Defensive
3.43K
+ 5.82%
$144.74 - $186.36 $497K - $640K
62.4K $10.7M
EPR
Epr Properties

Real Estate
1.94K
+ 2.77%
$43.98 - $53.81 $85.4K - $104K
72K $3.79M
HII
Huntington Ingalls Industries, Inc.

Industrials
3.14K
+ 120.15%
$159.75 - $208.61 $502K - $655K
5.76K $1.17M
CRS
Carpenter Technology Corp

Industrials
3.74K
New
$172.39 - $212.53 $645K - $795K
3.74K $677K
JBL
Jabil Inc

Technology
4.98K
New
$130.51 - $173.33 $649K - $862K
4.98K $676K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
11.8K
+ 76.88%
$67.24 - $84.27 $793K - $994K
27.1K $1.85M
NRG
Nrg Energy, Inc.

Utilities
6.52K
+ 74.67%
$84.82 - $113.33 $553K - $739K
15.3K $1.46M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
25.3K
New
$26.06 - $28.54 $659K - $722K
25.3K $661K
LRN
Stride, Inc.

Consumer Defensive
5.22K
New
$106.34 - $142.28 $555K - $742K
5.22K $659K
INGR
Ingredion Inc

Consumer Defensive
5.22K
+ 23.99%
$125.6 - $137.36 $655K - $716K
27K $3.64M
SHOP
Shopify Inc.

Technology
9.92K
+ 36.6%
$90.59 - $129.31 $898K - $1.28M
37K $3.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.74K
+ 5.28%
$95.85 - $99.25 $454K - $470K
94.6K $9.35M
WBD
Warner Bros. Discovery, Inc.

Communication Services
57K
+ 19.65%
$9.47 - $11.46 $540K - $653K
347K $3.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
62.6K
+ 19.25%
$24.91 - $29.02 $1.56M - $1.82M
388K $9.71M
HCA
Hca Healthcare, Inc.

Healthcare
121
+ 0.91%
$296.7 - $345.55 $35.9K - $41.8K
13.4K $4.63M
SLRC
Slr Investment Corp.

Financial Services
37.8K
New
$16.18 - $17.82 $612K - $674K
37.8K $637K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.11K
+ 7.33%
$48.65 - $53.06 $297K - $324K
89.6K $4.65M
WY
Weyerhaeuser CO

Real Estate
12.3K
+ 5.08%
$27.29 - $31.39 $336K - $386K
255K $7.46M
X
United States Steel Corp

Basic Materials
13.5K
+ 191.5%
$30.47 - $43.0 $413K - $582K
20.6K $871K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.9K
+ 257.95%
$161.03 - $235.53 $627K - $917K
5.41K $895K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
11.3K
New
$54.79 - $60.63 $618K - $684K
11.3K $625K
HALO
Halozyme Therapeutics, Inc.

Healthcare
9.8K
New
$47.74 - $65.16 $468K - $639K
9.8K $625K
FTCS
First Trust Capital Strength E

ETFs
3.82K
+ 2.48%
$86.39 - $91.35 $330K - $349K
158K $14.2M
MSEX
Middlesex Water CO

Utilities
5.95K
+ 29.95%
$48.68 - $64.93 $290K - $386K
25.8K $1.65M
RWM
Proshares Short Russell2000

ETFs
24.5K
+ 50.4%
$18.05 - $21.08 $442K - $517K
73.1K $1.52M
BYD
Boyd Gaming Corp

Consumer Cyclical
9.08K
New
$65.83 - $79.52 $598K - $722K
9.08K $597K
MSTR
Microstrategy Inc

Technology
2.11K
+ 19.55%
$239.27 - $396.5 $505K - $837K
12.9K $3.72M
VTHR
Vanguard Russell 3000 ETF

ETFs
2.4K
New
$243.2 - $272.04 $584K - $654K
2.4K $592K
OWL
Blue Owl Capital Inc.

Financial Services
35.7K
+ 90.09%
$18.49 - $26.68 $660K - $953K
75.4K $1.51M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.41K
+ 4.59%
$85.29 - $92.57 $290K - $315K
77.7K $7.07M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
21.3K
New
$26.51 - $28.57 $564K - $608K
21.3K $583K
WMS
Advanced Drainage Systems, Inc.

Industrials
5.82K
+ 81.12%
$105.29 - $126.99 $613K - $739K
13K $1.41M
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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