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
BITO
Proshares Tr Bitcoin Strategy

ETFs
4.58K
+ 39.34%
$17.57 - $25.81 $80.4K - $118K
16.2K $297K
USTB
Victory Portfolios Ii Victorys

ETFs
422
+ 1.78%
$50.08 - $50.71 $21.1K - $21.4K
24.2K $1.23M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
185
+ 1.95%
$110.75 - $119.78 $20.5K - $22.2K
9.65K $1.12M
ARGX
Argenx Se

Healthcare
85
+ 10.24%
$571.0 - $671.75 $48.5K - $57.1K
915 $541K
JLL
Jones Lang Lasalle Inc

Real Estate
158
+ 10.06%
$238.0 - $284.76 $37.6K - $45K
1.73K $428K
FISV
Fiserv Inc

Technology
249
+ 6.12%
N/A
4.32K $540K
CNC
Centene Corp

Healthcare
481
+ 2.52%
$55.93 - $65.89 $26.9K - $31.7K
19.6K $1.19M
SPG
Simon Property Group Inc

Real Estate
1.45K
+ 4.22%
$159.48 - $187.78 $230K - $271K
35.7K $5.93M
IHDG
Wisdomtree Tr

ETFs
763
+ 1.55%
$43.4 - $47.51 $33.1K - $36.3K
50.1K $2.18M
SKYY
First Trust Cloud Computing Et

ETFs
4.08K
+ 17.77%
$102.23 - $131.18 $417K - $535K
27.1K $2.77M
IYT
Ishares Tr U.S. Transportation

ETFs
668
+ 16.04%
$63.37 - $73.39 $42.3K - $49K
4.83K $309K
FCO
Aberdeen Global Income Fund Inc

Financial Services
1.88K
+ 1.75%
$5.79 - $6.28 $10.9K - $11.8K
109K $656K
ITOT
Ishares Core S&P Total U.S. St

ETFs
899
+ 7.3%
$120.29 - $134.6 $108K - $121K
13.2K $1.61M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.24K
+ 4.68%
$20.7 - $21.15 $46.3K - $47.3K
50K $1.03M
RS
Reliance Steel & Aluminum CO

Basic Materials
35
+ 4.05%
$266.61 - $302.66 $9.33K - $10.6K
900 $259K
BGB
Blackstone Strategic Credit Fund

Financial Services
2.51K
+ 9.68%
$11.96 - $12.62 $30K - $31.7K
28.4K $343K
HEFA
Ishares Currency Hedged Msci E

ETFs
459
+ 7.2%
$34.83 - $37.52 $16K - $17.2K
6.83K $247K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.37K
+ 12.1%
$75.03 - $97.25 $103K - $133K
12.7K $992K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
5.75K
+ 8.42%
$3.92 - $4.13 $22.5K - $23.7K
74K $294K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
755
+ 4.76%
$24.79 - $25.26 $18.7K - $19.1K
16.6K $419K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
2.07K
+ 16.09%
$10.1 - $10.61 $20.9K - $21.9K
14.9K $153K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
652
+ 22.18%
$77.33 - $90.16 $50.4K - $58.8K
3.59K $281K
CGUS
Capital Group Core Equity ETF
1.2K
+ 11.97%
$33.08 - $36.62 $39.7K - $43.9K
11.2K $374K
BME
Black Rock Health Sciences Trust

Financial Services
486
+ 8.37%
$37.49 - $41.0 $18.2K - $19.9K
6.3K $243K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.82K
+ 6.78%
$11.63 - $12.23 $21.1K - $22.2K
28.6K $335K
DSL
Double Line Income Solutions Fund

Financial Services
1.64K
+ 3.26%
$12.53 - $12.88 $20.5K - $21.1K
51.9K $654K
ITW
Illinois Tool Works Inc

Industrials
473
+ 2.8%
$244.9 - $274.48 $116K - $130K
17.4K $4.3M
GMRE
Global Medical Reit Inc.

Real Estate
749
+ 4.45%
$7.52 - $9.08 $5.63K - $6.8K
17.6K $153K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.06%
$146.9 - $170.92 $147 - $171
1.75K $292K
NWN
Northwest Natural Holding CO

Utilities
100
+ 1.76%
$38.31 - $42.72 $3.83K - $4.27K
5.78K $246K
NTRS
Northern Trust Corp

Financial Services
380
+ 9.35%
$96.09 - $113.81 $36.5K - $43.2K
4.44K $438K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
860
+ 8.53%
$12.52 - $13.63 $10.8K - $11.7K
10.9K $146K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.03K
+ 5.38%
$42.86 - $45.92 $44K - $47.2K
20.1K $872K
XYLD
Global X Fds S&P 500 Covered C

ETFs
975
+ 13.57%
$39.02 - $42.89 $38K - $41.8K
8.16K $322K
BCAT
Black Rock Capital Allocation Trust

ETFs
4.47K
+ 7.79%
$14.35 - $15.88 $64.2K - $71K
61.8K $890K
BANX
Arrow Mark Financial Corp.

Financial Services
899
+ 3.76%
$20.47 - $21.49 $18.4K - $19.3K
24.8K $522K
FTSL
First Trust Senior Ln Fund

ETFs
968
+ 2.38%
$45.65 - $46.48 $44.2K - $45K
41.6K $1.9M
CMA
Comerica Inc

Financial Services
547
+ 12.17%
$56.11 - $68.38 $30.7K - $37.4K
5.04K $297K
NMFC
New Mountain Finance Corp

Financial Services
2.45K
+ 7.86%
$10.89 - $12.02 $26.7K - $29.4K
33.6K $370K
TSEM
Tower Semiconductor LTD

Technology
9.4K
+ 47.24%
$35.43 - $54.74 $333K - $515K
29.3K $1.04M
WETF
Wisdom Tree Investments, Inc.

Financial Services
3.36K
+ 5.04%
N/A
70.1K $382K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
3.82K
+ 2.33%
$3.75 - $4.08 $14.3K - $15.6K
168K $651K
ODFL
Old Dominion Freight Line, Inc.

Industrials
225
+ 11.36%
$161.13 - $209.29 $36.3K - $47.1K
2.21K $364K
BMEA
Biomea Fusion, Inc.

Healthcare
78.6K
+ 89.95%
$2.13 - $4.48 $167K - $352K
166K $353K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
383
+ 1.02%
$13.34 - $13.81 $5.11K - $5.29K
37.9K $516K
AVK
Advent Convertible & Income Fund

Financial Services
1.34K
+ 12.5%
$11.44 - $12.34 $15.3K - $16.5K
12K $138K
CX
Cemex Sab De Cv

Basic Materials
2.51K
+ 21.0%
$5.36 - $6.78 $13.4K - $17K
14.4K $80K
IYR
Ishares Tr

ETFs
29
+ 0.75%
$89.49 - $98.98 $2.6K - $2.87K
3.91K $373K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
579
+ 4.6%
N/A
13.2K $312K
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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