Oppenheimer & CO Inc Incresed Positions in Q1 2025

Oppenheimer & CO Inc

  • $6.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIVN
Five9, Inc.

Technology
26.8K
+ 54.51%
$27.15 - $42.82 $729K - $1.15M
76.1K $2.07M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.41K
+ 7.66%
$23.9 - $24.18 $57.6K - $58.3K
33.9K $819K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.23K
+ 19.21%
$21.48 - $22.98 $47.8K - $51.2K
13.8K $310K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
6.47K
+ 24.21%
$21.0 - $24.67 $136K - $160K
33.2K $700K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.15K
+ 15.19%
$39.65 - $43.35 $45.7K - $50K
8.74K $367K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
2.49K
+ 4.65%
$16.12 - $16.78 $40.2K - $41.8K
56.1K $924K
VDC
Vanguard Consumer Staples ETF

ETFs
228
+ 20.25%
$206.54 - $226.16 $47.1K - $51.6K
1.35K $296K
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
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
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
CWEN
Clearway Energy, Inc.

Utilities
62
+ 0.5%
$24.63 - $30.42 $1.53K - $1.89K
12.4K $374K
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
JPIB
Jpmorgan International Bond Op

ETFs
687
+ 2.22%
$46.97 - $48.35 $32.3K - $33.2K
31.6K $1.51M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
727
+ 4.92%
$46.86 - $50.66 $34.1K - $36.8K
15.5K $752K
PINS
Pinterest, Inc.

Communication Services
1.05K
+ 11.44%
$29.79 - $40.0 $31.3K - $42K
10.2K $317K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
661
+ 15.76%
$108.02 - $120.45 $71.4K - $79.6K
4.86K $534K
TRMB
Trimble Inc.

Technology
3.56K
+ 9.71%
$65.52 - $77.49 $233K - $276K
40.2K $2.64M
INDY
Ishares India 50 ETF

ETFs
1.01K
+ 8.29%
$47.15 - $51.6 $47.7K - $52.2K
13.2K $670K
SCM
Stellus Capital Investment Corp

Financial Services
3.35K
+ 27.73%
$13.64 - $15.5 $45.7K - $52K
15.4K $216K
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
MGM
Mgm Resorts International

Consumer Cyclical
7.18K
+ 21.63%
$29.64 - $40.37 $213K - $290K
40.3K $1.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.22K
+ 6.37%
$117.4 - $131.02 $143K - $160K
20.4K $2.44M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
1.75K
+ 3.54%
$19.17 - $20.25 $33.6K - $35.5K
51.2K $995K
TAP
Molson Coors Beverage CO

Consumer Defensive
320
+ 4.73%
$52.44 - $62.91 $16.8K - $20.1K
7.09K $431K
IBDV
Ishares Tr

Technology
1.44K
+ 4.13%
$21.11 - $21.73 $30.4K - $31.3K
36.4K $790K
WDI
Western Asset Diversified Income Fund

ETFs
2.06K
+ 3.61%
$14.4 - $15.26 $29.6K - $31.4K
59K $853K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
2.59K
+ 5.86%
$11.64 - $12.49 $30.2K - $32.4K
46.9K $552K
HLN
Haleon PLC

Healthcare
2.56K
+ 11.25%
$9.02 - $10.67 $23.1K - $27.4K
25.4K $260K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
10.3K
+ 91.1%
$4.79 - $6.02 $49.3K - $62K
21.6K $105K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
5.63K
+ 19.88%
$8.24 - $8.68 $46.4K - $48.8K
33.9K $279K
GTY
Getty Realty Corp

Real Estate
306
+ 1.01%
$29.11 - $31.4 $8.91K - $9.61K
30.6K $952K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.85K
+ 3.71%
$14.31 - $14.8 $40.8K - $42.2K
79.7K $1.15M
SPE
Special Opportunities Fund, Inc.

Financial Services
2K
+ 8.79%
$14.7 - $15.68 $29.4K - $31.4K
24.8K $371K
BST
Black Rock Science & Technology Trust

Financial Services
5.22K
+ 13.89%
$32.99 - $38.94 $172K - $203K
42.8K $1.41M
TTE
Total Energies Se

Energy
557
+ 11.23%
N/A
5.52K $378K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
3.25K
+ 14.29%
$10.81 - $11.42 $35.1K - $37.1K
26K $281K
IDU
Ishares Tr U S Utils ETF

ETFs
104
+ 2.07%
$95.33 - $102.77 $9.91K - $10.7K
5.12K $519K
ITB
Ishares Tr

ETFs
931
+ 14.34%
$93.86 - $111.45 $87.4K - $104K
7.42K $706K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
193
+ 4.77%
$114.57 - $118.14 $22.1K - $22.8K
4.24K $501K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
3.17K
+ 15.4%
$7.95 - $8.39 $25.2K - $26.6K
23.8K $198K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
3.9K
+ 9.35%
$27.52 - $33.6 $107K - $131K
45.6K $1.36M
FBT
First Trust Nyse Arca Biotechn

ETFs
62
+ 1.06%
$164.86 - $182.19 $10.2K - $11.3K
5.89K $1M
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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