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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.2K
+ 617.29%
$100.34 - $100.68 $2.13M - $2.14M
24.6K $2.48M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
39.2K
+ 65.52%
$50.82 - $52.7 $1.99M - $2.07M
99.1K $5.2M
MPWR
Monolithic Power Systems Inc

Technology
3.7K
+ 87.36%
$565.7 - $720.25 $2.09M - $2.66M
7.93K $4.6M
PULS
Pgim ETF Tr

ETFs
41.3K
+ 21.36%
$49.56 - $49.78 $2.05M - $2.06M
235K $11.7M
BA
Boeing CO

Industrials
13.5K
+ 36.9%
$148.15 - $186.25 $2.01M - $2.52M
50.2K $8.57M
XLV
Select Sector Spdr Fund Health

ETFs
9.19K
+ 10.73%
$137.61 - $149.68 $1.26M - $1.37M
94.8K $13.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
75.6K
+ 18.99%
$29.34 - $31.31 $2.22M - $2.37M
474K $14.1M
LVHI
Franklin International Low Vol

ETFs
56.8K
+ 156.87%
$30.53 - $32.85 $1.73M - $1.87M
93K $3.01M
MO
Altria Group, Inc.

Consumer Defensive
3.11K
+ 1.42%
$50.81 - $60.02 $158K - $187K
223K $13.4M
INTC
Intel Corp

Technology
54.9K
+ 24.27%
$19.1 - $27.39 $1.05M - $1.5M
281K $6.38M
AIQ
Global X Funds Global X Artifi

ETFs
51.3K
+ 177.4%
$36.38 - $42.77 $1.87M - $2.2M
80.3K $2.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24.9K
+ 33.3%
$58.01 - $64.46 $1.44M - $1.6M
99.6K $6.19M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.91K
+ 10.5%
$308.86 - $455.36 $1.21M - $1.78M
41.2K $14.5M
VTV
Vanguard Value ETF

ETFs
8.94K
+ 15.39%
$167.73 - $179.21 $1.5M - $1.6M
67.1K $11.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.46K
+ 6.01%
$74.85 - $84.89 $708K - $803K
167K $13.6M
CORT
Corcept Therapeutics Inc

Healthcare
6.25K
+ 39.04%
$49.85 - $114.22 $311K - $713K
22.2K $2.54M
WFC
Wells Fargo & Company

Financial Services
22.8K
+ 51.72%
$66.78 - $81.42 $1.52M - $1.85M
66.8K $4.79M
NOK
Nokia Corp

Technology
317K
+ 1403.03%
$4.43 - $5.42 $1.41M - $1.72M
340K $1.79M
EVRG
Evergy, Inc.

Utilities
13.8K
+ 14.95%
$59.9 - $69.52 $827K - $960K
106K $7.32M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33.4K
+ 121.68%
$47.59 - $48.35 $1.59M - $1.62M
60.9K $2.95M
NEE
Nextera Energy Inc

Utilities
25.1K
+ 10.22%
$66.96 - $76.16 $1.68M - $1.91M
271K $19.2M
VO
Vanguard Mid Cap ETF

ETFs
7.44K
+ 11.85%
$251.87 - $277.95 $1.87M - $2.07M
70.2K $18.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
64.4K
+ 11.66%
$57.21 - $65.8 $3.69M - $4.24M
617K $36M
CAH
Cardinal Health Inc

Healthcare
11K
+ 489.13%
$118.02 - $137.77 $1.3M - $1.52M
13.3K $1.83M
VST
Vistra Corp.

Utilities
29.5K
+ 31.43%
$108.49 - $191.89 $3.2M - $5.67M
124K $14.5M
KO
Coca Cola CO

Consumer Defensive
2.26K
+ 1.53%
$60.81 - $72.32 $137K - $163K
150K $10.8M
FAST
Fastenal CO

Industrials
16.9K
+ 42.37%
$71.11 - $79.98 $1.2M - $1.35M
56.8K $4.41M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17.8K
+ 14.96%
$76.94 - $78.28 $1.37M - $1.4M
137K $10.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
72.7K
+ 179.1%
$18.36 - $20.51 $1.34M - $1.49M
113K $2.24M
DUK
Duke Energy Corp

Utilities
729
+ 0.77%
$105.87 - $121.97 $77.2K - $88.9K
95.4K $11.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.54K
+ 50.35%
$211.47 - $267.17 $2.02M - $2.55M
28.5K $6.03M
KMI
Kinder Morgan, Inc.

Energy
32.8K
+ 7.71%
$26.1 - $31.22 $856K - $1.02M
458K $13.1M
BP
Bp PLC

Energy
13K
+ 5.77%
$29.93 - $35.31 $389K - $459K
238K $8.06M
HES
Hess Corp

Energy
8.37K
+ 429.84%
$135.42 - $160.52 $1.13M - $1.34M
10.3K $1.65M
SPOT
Spotify Technology S.A.

Communication Services
2.4K
+ 523.75%
$457.79 - $648.32 $1.1M - $1.56M
2.86K $1.57M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10K
+ 28.48%
$192.82 - $222.1 $1.93M - $2.22M
45.1K $8.71M
PEG
Public Service Enterprise Group Inc

Utilities
18.5K
+ 18.73%
$78.2 - $90.39 $1.45M - $1.67M
117K $9.65M
TMDX
Trans Medics Group, Inc.

Healthcare
14.6K
+ 22.98%
$56.73 - $79.42 $827K - $1.16M
78K $5.25M
CL
Colgate Palmolive CO

Consumer Defensive
12.6K
+ 33.05%
$85.68 - $97.5 $1.08M - $1.23M
50.9K $4.77M
EPD
Enterprise Products Partners L.P.

Energy
792
+ 0.18%
$31.75 - $34.14 $25.1K - $27K
449K $15.3M
NEAR
Blackrock Short Maturity Bond

ETFs
24.2K
+ 24.08%
$50.4 - $50.89 $1.22M - $1.23M
125K $6.34M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
12.4K
+ 52.88%
$113.13 - $127.79 $1.41M - $1.59M
35.9K $4.07M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.55K
+ 8.07%
$105.1 - $109.61 $1M - $1.05M
128K $13.9M
CME
Cme Group Inc.

Financial Services
246
+ 0.68%
$225.82 - $266.54 $55.6K - $65.6K
36.3K $9.63M
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
+ 4.9%
$47.4 - $52.99 $515K - $576K
233K $11.8M
RF
Regions Financial Corp

Financial Services
56.1K
+ 390.13%
$20.84 - $24.77 $1.17M - $1.39M
70.4K $1.53M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
29.5K
+ 45.25%
$17.16 - $25.25 $505K - $744K
94.5K $2.25M
GIS
General Mills Inc

Consumer Defensive
21.8K
+ 49.14%
$57.56 - $65.3 $1.25M - $1.42M
66.1K $3.95M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
25.1K
+ 29.56%
$24.11 - $28.41 $604K - $712K
110K $3.12M
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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