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
BCE
Bce Inc

Communication Services
21K
+ 55.55%
$22.14 - $25.18 $466K - $530K
58.9K $1.35M
AJG
Arthur J. Gallagher & Co.

Financial Services
113
+ 1.6%
$275.89 - $345.24 $31.2K - $39K
7.15K $2.47M
ROP
Roper Technologies Inc

Industrials
55
+ 0.87%
$502.71 - $593.81 $27.6K - $32.7K
6.35K $3.75M
AXP
American Express CO

Financial Services
6.9K
+ 13.8%
$255.39 - $325.87 $1.76M - $2.25M
56.9K $15.3M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.06K
+ 6.86%
$75.99 - $81.58 $613K - $658K
126K $9.62M
MELI
Mercadolibre Inc

Consumer Cyclical
62
+ 4.53%
$1739.0 - $2260.0 $108K - $140K
1.43K $2.79M
IDV
Ishares Tr

ETFs
7.77K
+ 12.83%
$27.0 - $31.7 $210K - $246K
68.3K $2.12M
SBAC
Sba Communications Corp

Real Estate
11
+ 0.04%
$192.76 - $224.91 $2.12K - $2.47K
28.2K $6.21M
JBBB
Janus Detroit Str Tr Henderson

ETFs
9.85K
+ 23.02%
$48.34 - $49.66 $476K - $489K
52.6K $2.56M
BK
Bank Of New York Mellon Corp

Financial Services
2.55K
+ 7.39%
$75.42 - $88.95 $193K - $227K
37.1K $3.11M
IAU
Ishares Gold Trust

ETFs
3.29K
+ 12.01%
$49.74 - $58.96 $164K - $194K
30.7K $1.81M
ABC
Amerisourcebergen Corp

Healthcare
2.43K
+ 40.85%
N/A
8.38K $1.55M
ARCC
Ares Capital Corp

Financial Services
15.4K
+ 4.04%
$21.28 - $23.81 $329K - $368K
398K $8.81M
LKQ
Lkq Corp

Consumer Cyclical
1.46K
+ 2.23%
$36.24 - $44.05 $53K - $64.4K
66.9K $2.85M
TD
Toronto Dominion Bank

Financial Services
6.82K
+ 144.63%
$53.12 - $61.15 $362K - $417K
11.5K $691K
CSQ
Calamos Strategic Total Return Fund

Financial Services
30.3K
+ 89.19%
$15.97 - $18.5 $484K - $561K
64.3K $1.04M
ADMA
Adma Biologics, Inc.

Healthcare
16.9K
+ 43.92%
$15.44 - $20.61 $260K - $348K
55.3K $1.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.03K
+ 91.39%
$92.51 - $102.81 $466K - $518K
10.5K $975K
SKY
Skyline Champion Corp

Consumer Cyclical
4.34K
+ 142.19%
$85.72 - $108.14 $372K - $469K
7.39K $700K
ACM
Aecom

Industrials
6.1K
+ 63.83%
$92.54 - $111.05 $564K - $677K
15.7K $1.45M
ELV
Elevance Health, Inc.

Healthcare
123
+ 2.19%
$365.9 - $436.25 $45K - $53.7K
5.74K $2.5M
PPL
Ppl Corp

Utilities
9.5K
+ 45.04%
$31.68 - $36.11 $301K - $343K
30.6K $1.11M
COPX
Global X Copper Miners ETF

ETFs
10.5K
+ 118.8%
$37.72 - $43.32 $396K - $455K
19.3K $755K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.09K
+ 9.41%
$78.0 - $84.37 $475K - $514K
70.9K $5.66M
FDL
First Tr Morningstar Dividend

ETFs
4.56K
+ 6.91%
$39.69 - $43.83 $181K - $200K
70.5K $3.06M
CGCP
Capital Group Core Plus Income

ETFs
17.1K
+ 19.27%
$21.94 - $22.64 $374K - $386K
106K $2.37M
HWM
Howmet Aerospace Inc.

Industrials
622
+ 3.96%
$110.79 - $139.39 $68.9K - $86.7K
16.3K $2.12M
NJR
New Jersey Resources Corp

Utilities
7.82K
+ 154.24%
$45.25 - $49.37 $354K - $386K
12.9K $632K
BIDU
Baidu, Inc.

Communication Services
3.82K
+ 67.89%
$77.43 - $102.51 $296K - $392K
9.46K $870K
CNI
Canadian National Railway CO

Industrials
4.9K
+ 22.86%
$95.46 - $106.79 $468K - $524K
26.4K $2.57M
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.36K
+ 69.58%
$131.51 - $149.24 $441K - $501K
8.18K $1.09M
FDVV
Fidelity High Dividend ETF

ETFs
8.34K
+ 11.54%
$48.86 - $52.28 $407K - $436K
80.6K $4M
BROS
Dutch Bros Inc.

Consumer Cyclical
2.31K
+ 8.89%
$55.77 - $85.37 $129K - $197K
28.3K $1.75M
NGG
National Grid PLC

Utilities
5.45K
+ 122.31%
$56.13 - $65.61 $306K - $358K
9.9K $649K
GD
General Dynamics Corp

Industrials
182
+ 0.5%
$241.94 - $272.58 $44K - $49.6K
36.9K $10M
GRMN
Garmin LTD

Technology
508
+ 2.05%
$204.55 - $241.93 $104K - $123K
25.3K $5.49M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.23K
+ 4.88%
$47.08 - $50.67 $199K - $214K
90.8K $4.56M
BLOK
Amplify ETF Tr Trnsformational

ETFs
13.3K
+ 73.95%
$36.88 - $49.3 $491K - $656K
31.3K $1.15M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
14.6K
+ 41.2%
$25.44 - $25.58 $370K - $372K
49.9K $1.27M
FSLY
Fastly, Inc.

Technology
66.8K
+ 422.96%
$6.33 - $10.92 $423K - $730K
82.6K $523K
EXC
Exelon Corp

Utilities
4.28K
+ 20.47%
$37.3 - $46.08 $159K - $197K
25.2K $1.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.64K
+ 2.54%
$79.17 - $82.04 $209K - $217K
106K $8.7M
JPIE
J P Morgan Exchange Traded Fd
7.78K
+ 42.5%
$45.46 - $46.18 $353K - $359K
26.1K $1.2M
URA
Global X Uranium ETF

ETFs
21.9K
+ 61.65%
$22.92 - $30.98 $502K - $679K
57.5K $1.32M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
17.3K
+ 26.75%
$21.3 - $22.61 $368K - $391K
82K $1.75M
ZTS
Zoetis Inc.

Healthcare
1.23K
+ 1.32%
$156.48 - $175.67 $193K - $216K
94.3K $15.5M
ALLE
Allegion PLC

Industrials
2.79K
+ 21.87%
$123.79 - $135.5 $346K - $378K
15.6K $2.03M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
13.8K
+ 6.99%
$14.91 - $15.74 $205K - $217K
211K $3.28M
SG
Sweetgreen, Inc.

Consumer Cyclical
21.6K
+ 81.77%
$21.47 - $34.94 $464K - $756K
48.1K $1.2M
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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