Oppenheimer & CO Inc Purchases in Q2 2025

Oppenheimer & CO Inc

  • $7.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
9.45K
New
$25.48 - $31.98 $241K - $302K
9.45K $302K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
4.1K
New
$60.21 - $75.37 $247K - $309K
4.1K $301K
CIVI
Civitas Resources, Inc.

Energy
10.9K
New
$24.28 - $35.09 $265K - $383K
10.9K $300K
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.33K
+ 4.91%
$45.9 - $47.2 $291K - $299K
135K $6.36M
CLH
Clean Harbors Inc

Industrials
865
+ 29.28%
$182.1 - $233.5 $158K - $202K
3.82K $882K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
11.7K
+ 64.29%
$20.31 - $24.1 $237K - $281K
29.8K $719K
PBF
Pbf Energy Inc.

Energy
13.6K
New
$14.37 - $24.39 $196K - $333K
13.6K $295K
OPY
Oppenheimer Holdings Inc

Financial Services
4.5K
New
$51.21 - $66.6 $230K - $300K
4.5K $295K
NU
Nu Holdings Ltd.

Financial Services
4.39K
+ 6.55%
$9.6 - $13.72 $42.1K - $60.2K
71.4K $979K
VPU
Vanguard Utilities ETF

ETFs
1.61K
+ 108.69%
$158.36 - $178.82 $255K - $288K
3.1K $546K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.52K
+ 3.21%
$26.18 - $30.91 $92.2K - $109K
113K $3.41M
XT
Ishares Tr Exponential Technol

ETFs
4.48K
New
$49.86 - $65.25 $223K - $292K
4.48K $291K
HPE
Hewlett Packard Enterprise CO

Technology
3.15K
+ 6.98%
$12.51 - $20.45 $39.4K - $64.4K
48.3K $986K
UTI
Universal Technical Institute Inc

Consumer Defensive
8.53K
New
$25.25 - $35.9 $215K - $306K
8.53K $289K
CPA
Copa Holdings, S.A.

Industrials
2.64K
New
$83.12 - $109.97 $219K - $290K
2.64K $289K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.6K
New
$32.99 - $38.56 $251K - $293K
7.6K $288K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
19.8K
+ 39.81%
$9.1 - $11.73 $180K - $232K
69.4K $811K
OKTA
Okta, Inc.

Technology
3.12K
+ 56.05%
$91.24 - $127.3 $284K - $397K
8.67K $867K
BST
Black Rock Science & Technology Trust

Financial Services
1.59K
+ 3.72%
$29.62 - $38.3 $47.2K - $61K
44.4K $1.7M
DT
Dynatrace, Inc.

Technology
5.08K
New
$41.21 - $55.9 $209K - $284K
5.08K $280K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
6.8K
+ 26.9%
$23.95 - $29.34 $163K - $200K
32.1K $941K
NTRS
Northern Trust Corp

Financial Services
1.22K
+ 27.39%
$84.45 - $126.79 $103K - $154K
5.66K $717K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
11K
+ 6.4%
$8.65 - $10.52 $95.1K - $116K
183K $1.92M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
26.2K
+ 35.97%
$7.19 - $8.75 $188K - $229K
99K $866K
KNSL
Kinsale Capital Group, Inc.

Financial Services
608
+ 8.1%
$419.99 - $501.97 $255K - $305K
8.11K $3.93M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.11K
New
$187.5 - $246.51 $207K - $273K
1.11K $272K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.87K
+ 45.9%
$85.42 - $94.39 $245K - $271K
9.12K $855K
EEMV
Ishares Msci Emerging Markets

ETFs
1.26K
+ 2.97%
$54.12 - $62.8 $68.2K - $79.2K
43.7K $2.75M
KCE
Spdr S&P Capital Markets ETF

ETFs
414
+ 3.73%
$108.52 - $144.93 $44.9K - $60K
11.5K $1.67M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
401
+ 0.65%
$17.61 - $24.82 $7.06K - $9.95K
61.9K $1.54M
O
Realty Income Corp

Real Estate
5.33K
+ 5.06%
$52.27 - $58.52 $278K - $312K
110K $6.37M
TOL
Toll Brothers, Inc.

Consumer Cyclical
85
+ 0.28%
$90.5 - $114.3 $7.69K - $9.72K
30K $3.42M
FAST
Fastenal CO

Industrials
54.4K
+ 95.76%
$40.65 - $83.16 $2.21M - $4.53M
111K $4.67M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
12.5K
+ 18.46%
$16.43 - $18.82 $205K - $235K
80K $1.5M
CIEN
Ciena Corp

Technology
3.19K
New
$53.5 - $83.89 $171K - $268K
3.19K $259K
WULF
Terawulf Inc.

Financial Services
40.4K
+ 80.46%
$2.24 - $4.53 $90.5K - $183K
90.6K $396K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.12K
New
$49.57 - $50.27 $254K - $257K
5.12K $257K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
18.2K
+ 53.53%
$14.51 - $15.62 $263K - $284K
52.1K $782K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
92
+ 0.89%
$113.67 - $150.4 $10.5K - $13.8K
10.4K $1.56M
XLB
Select Sector Spdr Fd Material

ETFs
2.61K
+ 22.86%
$74.27 - $88.92 $194K - $232K
14.1K $1.23M
F
Ford Motor CO

Consumer Cyclical
14.9K
+ 14.03%
$8.69 - $10.85 $130K - $162K
121K $1.32M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.03K
New
$110.55 - $126.65 $224K - $256K
2.03K $248K
FLIN
Franklin Templeton ETF Tr

ETFs
6.21K
New
$35.01 - $39.98 $217K - $248K
6.21K $247K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.8K
+ 3.25%
$121.58 - $136.74 $218K - $246K
57K $7.74M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.91K
+ 18.99%
$45.3 - $50.64 $268K - $299K
37.1K $1.82M
IFN
India Fund Inc

Financial Services
14.9K
New
$13.8 - $16.82 $206K - $251K
14.9K $246K
FEX
First Tr Large Cap Core Alphde

ETFs
1.14K
+ 7.05%
$90.17 - $109.96 $102K - $125K
17.2K $1.89M
YYY
Amplify ETF Tr High Income ETF

ETFs
18.9K
+ 21.64%
$10.18 - $11.74 $192K - $221K
106K $1.24M
CANE
Teucrium Commodity Trust

ETFs
26.1K
+ 76.05%
$10.91 - $12.68 $285K - $331K
60.5K $663K
Activity Summary
Buys All Purchases 875 New Holdings 149 Increased Positions 726 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 0 Puts 0
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