Oppenheimer & CO Inc Incresed Positions in Q2 2025

Oppenheimer & CO Inc

  • $7.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
1.01K
+ 35.85%
$216.28 - $284.39 $218K - $287K
3.82K $1.09M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
8.43K
+ 16.12%
$43.64 - $45.44 $368K - $383K
60.7K $2.76M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
7.95K
+ 9.65%
$24.57 - $29.72 $195K - $236K
90.4K $2.66M
AVUV
American Centy ETF Tr Avantis

ETFs
2.64K
+ 6.78%
$75.17 - $91.21 $198K - $241K
41.6K $3.79M
TSEM
Tower Semiconductor LTD

Technology
3.8K
+ 12.97%
$29.65 - $43.8 $113K - $166K
33.1K $1.43M
SLV
I Shares Silver Trust

ETFs
1.26K
+ 0.66%
$27.08 - $33.74 $34.2K - $42.6K
191K $6.27M
CAPR
Capricor Therapeutics, Inc.

Healthcare
33.3K
+ 25.81%
$6.34 - $14.23 $211K - $474K
163K $1.61M
DASH
Door Dash, Inc.

Communication Services
1.07K
+ 60.62%
$163.16 - $246.51 $175K - $265K
2.84K $700K
OUNZ
Van Eck Merk Gold Trust

ETFs
4.57K
+ 3.58%
$28.68 - $33.09 $131K - $151K
132K $4.21M
IHF
Ishares Tr

ETFs
8.99K
+ 53.95%
$46.2 - $54.6 $415K - $491K
25.7K $1.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43.1K
+ 8.01%
$24.32 - $27.87 $1.05M - $1.2M
582K $15.4M
CGGO
Capital Group Global Growth Eq

ETFs
9.24K
+ 54.92%
$25.31 - $32.17 $234K - $297K
26.1K $833K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
77.6K
+ 36.86%
$3.75 - $4.3 $291K - $334K
288K $1.24M
PSI
Invesco Exchange Traded Fd Tr

ETFs
4.64K
+ 75.78%
$39.29 - $60.31 $182K - $280K
10.8K $645K
PCEF
Invesco Cef Income Composite E

ETFs
16K
+ 25.46%
$16.85 - $19.54 $269K - $312K
78.6K $1.54M
IHDG
Wisdomtree Tr

ETFs
6.01K
+ 11.98%
$38.54 - $46.0 $232K - $276K
56.1K $2.53M
CM
Canadian Imperial Bank Of Commerce

Financial Services
482
+ 2.21%
$54.6 - $70.83 $26.3K - $34.1K
22.3K $1.58M
HSBC
Hsbc Holdings PLC

Financial Services
3.31K
+ 7.65%
$46.68 - $61.09 $154K - $202K
46.5K $2.83M
APO
Apollo Global Management, Inc.

Financial Services
369
+ 0.62%
$108.68 - $145.07 $40.1K - $53.5K
59.7K $8.47M
MCK
Mckesson Corp

Healthcare
171
+ 4.7%
$652.83 - $732.78 $112K - $125K
3.81K $2.79M
MP
Mp Materials Corp.

Basic Materials
1.39K
+ 4.15%
$18.77 - $37.74 $26.1K - $52.6K
34.9K $1.16M
ADP
Automatic Data Processing Inc

Industrials
741
+ 1.86%
$276.76 - $326.81 $205K - $242K
40.5K $12.5M
EWM
Ishs Msci Malaysia ETF

ETFs
8.73K
+ 8.78%
$21.2 - $25.08 $185K - $219K
108K $2.63M
IP
International Paper CO

Consumer Cyclical
10K
+ 47.55%
$43.89 - $54.46 $440K - $547K
31.1K $1.46M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.51K
+ 4.63%
$50.1 - $51.02 $326K - $332K
147K $7.51M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
484
+ 0.42%
$38.96 - $44.84 $18.9K - $21.7K
115K $5.17M
TER
Teradyne, Inc

Technology
2.42K
+ 17.25%
$67.96 - $91.05 $165K - $220K
16.5K $1.48M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
14.1K
+ 102.82%
$19.73 - $22.32 $278K - $315K
27.8K $604K
BE
Bloom Energy Corp

Industrials
7.66K
+ 24.63%
$16.32 - $23.92 $125K - $183K
38.8K $927K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.22K
+ 72.04%
$32.62 - $33.58 $301K - $310K
22K $739K
ROL
Rollins Inc

Consumer Cyclical
5.14K
+ 59.85%
$50.65 - $58.58 $260K - $301K
13.7K $774K
PDI
Pimco Dynamic Income Fund

Financial Services
19.1K
+ 30.98%
$17.02 - $19.87 $325K - $379K
80.6K $1.53M
AOS
Smith A O Corp

Industrials
4.61K
+ 19.04%
$59.63 - $70.52 $275K - $325K
28.8K $1.89M
SAP
Sap Se

Technology
820
+ 54.05%
$237.53 - $309.8 $195K - $254K
2.34K $710K
CLH
Clean Harbors Inc

Industrials
865
+ 29.28%
$182.1 - $233.5 $158K - $202K
3.82K $882K
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.33K
+ 4.91%
$45.9 - $47.2 $291K - $299K
135K $6.36M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
11.7K
+ 64.29%
$20.31 - $24.1 $237K - $281K
29.8K $719K
NU
Nu Holdings Ltd.

Financial Services
4.39K
+ 6.55%
$9.6 - $13.72 $42.1K - $60.2K
71.4K $979K
VPU
Vanguard Utilities ETF

ETFs
1.61K
+ 108.69%
$158.36 - $178.82 $255K - $288K
3.1K $546K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.52K
+ 3.21%
$26.18 - $30.91 $92.2K - $109K
113K $3.41M
HPE
Hewlett Packard Enterprise CO

Technology
3.15K
+ 6.98%
$12.51 - $20.45 $39.4K - $64.4K
48.3K $986K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
19.8K
+ 39.81%
$9.1 - $11.73 $180K - $232K
69.4K $811K
OKTA
Okta, Inc.

Technology
3.12K
+ 56.05%
$91.24 - $127.3 $284K - $397K
8.67K $867K
BST
Black Rock Science & Technology Trust

Financial Services
1.59K
+ 3.72%
$29.62 - $38.3 $47.2K - $61K
44.4K $1.7M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
6.8K
+ 26.9%
$23.95 - $29.34 $163K - $200K
32.1K $941K
NTRS
Northern Trust Corp

Financial Services
1.22K
+ 27.39%
$84.45 - $126.79 $103K - $154K
5.66K $717K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
11K
+ 6.4%
$8.65 - $10.52 $95.1K - $116K
183K $1.92M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
26.2K
+ 35.97%
$7.19 - $8.75 $188K - $229K
99K $866K
KNSL
Kinsale Capital Group, Inc.

Financial Services
608
+ 8.1%
$419.99 - $501.97 $255K - $305K
8.11K $3.93M
Activity Summary
Buys All Purchases 875 New Holdings 149 Increased Positions 726 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 0 Puts 0
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