Oppenheimer & CO Inc Purchases in Q1 2025

Oppenheimer & CO Inc

  • $6.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZION
Zions Bancorporation, National Association

Financial Services
4.5K
New
$47.0 - $59.03 $212K - $266K
4.5K $224K
POWL
Powell Industries Inc

Industrials
2.67K
+ 59.58%
$155.56 - $311.38 $415K - $830K
7.14K $1.22M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
15K
+ 22.12%
$14.22 - $14.83 $214K - $223K
83K $1.2M
RNR
Renaissancere Holdings LTD

Financial Services
954
+ 110.42%
$226.55 - $263.22 $216K - $251K
1.82K $436K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
18K
New
N/A
18K $222K
NNN
National Retail Properties, Inc.

Real Estate
3.72K
+ 10.76%
$38.0 - $43.19 $141K - $160K
38.3K $1.63M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.07K
New
$33.84 - $37.77 $205K - $229K
6.07K $221K
VDE
Vanguard Energy ETF

ETFs
735
+ 5.05%
$119.14 - $132.76 $87.6K - $97.6K
15.3K $1.98M
SLM
Slm Corp

Financial Services
7.36K
New
$26.95 - $32.54 $198K - $239K
7.36K $216K
DG
Dollar General Corp

Consumer Defensive
1.67K
+ 29.48%
$68.44 - $87.93 $114K - $146K
7.31K $643K
SJNK
Spdr Bloomberg Short Term High

ETFs
8.64K
+ 32.12%
$25.08 - $25.64 $217K - $222K
35.6K $894K
AXS
Axis Capital Holdings LTD

Financial Services
423
+ 2.84%
$85.54 - $100.24 $36.2K - $42.4K
15.3K $1.53M
ALL
Allstate Corp

Financial Services
263
+ 2.38%
$180.99 - $210.18 $47.6K - $55.3K
11.3K $2.34M
EWG
Ishares Msci Germany ETF

ETFs
5.69K
New
$31.57 - $39.31 $180K - $224K
5.69K $211K
DVY
Ishares Tr

ETFs
674
+ 1.7%
$128.58 - $138.1 $86.7K - $93.1K
40.4K $5.42M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.53K
New
$80.73 - $94.96 $205K - $241K
2.53K $210K
MUB
Ishares National Muni Bond ETF

ETFs
2.08K
+ 20.52%
$104.71 - $107.69 $218K - $224K
12.2K $1.29M
QFIN
360 Digi Tech, Inc.

Financial Services
4.64K
New
$36.09 - $48.12 $167K - $223K
4.64K $208K
DFIV
Dimensional ETF Tr

ETFs
5.31K
New
$35.33 - $40.77 $187K - $216K
5.31K $208K
VNET
Vnet Group, Inc.

Technology
25.2K
New
$4.95 - $14.68 $125K - $370K
25.2K $206K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
3.56K
New
$55.76 - $59.54 $198K - $212K
3.56K $206K
EIX
Edison International

Utilities
5.45K
+ 98.66%
$50.06 - $80.01 $273K - $436K
11K $647K
REZ
Ishares Tr Residential And Mul

ETFs
2.38K
New
$78.21 - $88.48 $186K - $211K
2.38K $206K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
6.8K
New
$22.39 - $33.23 $152K - $226K
6.8K $205K
COF
Capital One Financial Corp

Financial Services
1.03K
+ 4.77%
$163.87 - $209.82 $168K - $215K
22.5K $4.04M
BDX
Becton Dickinson & CO

Healthcare
692
+ 3.31%
$222.79 - $249.08 $154K - $172K
21.6K $4.95M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.08K
New
$49.69 - $50.76 $203K - $207K
4.08K $204K
TRGP
Targa Resources Corp.

Energy
823
+ 48.07%
$178.44 - $217.22 $147K - $179K
2.54K $508K
KIE
Spdr S&P Insurance ETF

ETFs
3.32K
New
$54.24 - $60.81 $180K - $202K
3.32K $201K
VRSK
Verisk Analytics, Inc.

Industrials
678
New
$268.63 - $301.33 $182K - $204K
678 $201K
SJM
J M Smucker CO

Consumer Defensive
1.7K
New
$100.41 - $118.41 $170K - $201K
1.7K $200K
ESLT
Elbit Systems LTD

Industrials
196
+ 19.6%
$261.47 - $413.0 $51.2K - $80.9K
1.2K $458K
GWRE
Guidewire Software, Inc.

Technology
1.07K
New
$166.74 - $218.22 $179K - $234K
1.07K $200K
LHX
L3 Harris Technologies, Inc.

Industrials
1.09K
+ 3.61%
$194.65 - $222.86 $213K - $244K
31.4K $6.57M
TRIN
Trinity Capital Inc.

Financial Services
12.5K
+ 89.95%
$14.26 - $16.56 $178K - $206K
26.3K $398K
HEI
Heico Corp

Industrials
646
+ 74.6%
$219.6 - $270.85 $142K - $175K
1.51K $403K
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
12.6K
+ 51.65%
$15.09 - $16.14 $190K - $203K
36.9K $561K
OKTA
Okta, Inc.

Technology
625
+ 12.67%
$78.83 - $116.72 $49.3K - $73K
5.56K $584K
NET
Cloudflare, Inc.

Technology
1.06K
+ 6.93%
$110.71 - $176.5 $117K - $187K
16.3K $1.84M
S
Sentinel One, Inc.

Technology
18K
+ 54.52%
$18.17 - $24.97 $327K - $450K
51K $927K
SWI
Solar Winds Corp

Technology
10.5K
New
$13.53 - $18.46 $142K - $194K
10.5K $193K
JFR
Nuveen Floating Rate Income Fund

Financial Services
26.5K
+ 36.38%
$8.41 - $9.05 $223K - $240K
99.3K $841K
IYG
Ishares Tr

ETFs
2.38K
+ 44.96%
$74.6 - $84.81 $178K - $202K
7.68K $603K
ADT
Adt Inc.

Industrials
9.7K
+ 10.67%
$6.87 - $8.23 $66.6K - $79.8K
101K $818K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
101
+ 0.43%
$98.98 - $113.18 $10K - $11.4K
23.7K $2.68M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.9K
+ 30.26%
$89.27 - $92.9 $169K - $176K
8.16K $754K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.55K
+ 11.31%
$54.27 - $63.81 $83.8K - $98.6K
15.2K $970K
WEAV
Weave Communications, Inc.

Technology
16.8K
New
$10.61 - $17.44 $178K - $293K
16.8K $186K
KNSL
Kinsale Capital Group, Inc.

Financial Services
51
+ 0.68%
$416.48 - $494.72 $21.2K - $25.2K
7.51K $3.65M
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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