Oppenheimer & CO Inc Sells in Q1 2025

Oppenheimer & CO Inc

  • $6.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-11.7K
- 1.65%
$375.39 - $447.2 $4.39M - $5.23M
697K $262M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.13K
- 4.97%
$222.15 - $428.22 $1.58M - $3.05M
136K $35.4M
AVGO
Broadcom Inc.

Technology
-4.63K
- 1.42%
$167.43 - $244.7 $775K - $1.13M
321K $53.8M
GOOG
Alphabet Inc.

Communication Services
-3.58K
- 0.83%
$156.06 - $207.71 $558K - $743K
427K $66.7M
PLTR
Palantir Technologies Inc.

Technology
-184K
- 34.57%
$64.98 - $124.62 $12M - $23M
349K $29.4M
PWR
Quanta Services, Inc.

Industrials
-7.1K
- 5.63%
$236.71 - $358.03 $1.68M - $2.54M
119K $30.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.05K
- 5.95%
$468.34 - $539.52 $3.77M - $4.34M
127K $59.7M
KKR
Kkr & Co. Inc.

Financial Services
-9.73K
- 4.73%
$108.17 - $167.07 $1.05M - $1.63M
196K $22.7M
JEF
Jefferies Financial Group Inc.

Financial Services
-14K
- 5.04%
$52.22 - $81.31 $731K - $1.14M
264K $14.1M
MPLX
Mplx LP

Energy
-160K
- 85.13%
$47.88 - $54.65 $7.67M - $8.75M
28K $1.5M
MS
Morgan Stanley

Financial Services
-36.2K
- 30.24%
$111.68 - $141.08 $4.04M - $5.1M
83.4K $9.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.01K
- 2.01%
$360.07 - $417.26 $723K - $837K
97.7K $35.3M
IONQ
Ion Q, Inc.

Technology
-66.4K
- 41.66%
$18.27 - $51.07 $1.21M - $3.39M
93K $2.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-50.5K
- 25.48%
$91.45 - $91.75 $4.62M - $4.64M
148K $13.6M
XLK
Technology Sector Spdr

ETFs
-12.7K
- 19.49%
$206.38 - $242.18 $2.62M - $3.08M
52.5K $10.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-82.6K
- 91.36%
$49.78 - $53.19 $4.11M - $4.39M
7.81K $398K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.22K
- 0.99%
$165.25 - $224.62 $201K - $274K
121K $20.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8.92K
- 26.97%
$408.78 - $448.82 $3.64M - $4M
24.1K $10.1M
CG
Carlyle Group Inc.

Financial Services
-38K
- 11.58%
$40.03 - $56.96 $1.52M - $2.16M
290K $12.6M
TTD
Trade Desk, Inc.

Technology
-2.27K
- 3.99%
$53.59 - $126.58 $122K - $287K
54.7K $2.99M
PATH
Ui Path, Inc.

Technology
-283K
- 89.94%
$9.97 - $15.19 $2.82M - $4.29M
31.6K $325K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-42.6K
- 30.13%
$47.79 - $59.89 $2.04M - $2.55M
98.8K $4.96M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-14.2K
- 59.0%
$203.38 - $274.79 $2.89M - $3.91M
9.89K $2.03M
RRX
Regal Rexnord Corp

Industrials
-8.61K
- 14.74%
$113.85 - $167.1 $980K - $1.44M
49.8K $5.67M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-7.07K
- 66.76%
$314.47 - $431.35 $2.22M - $3.05M
3.52K $1.29M
ORCL
Oracle Corp

Technology
-6.54K
- 8.52%
$139.81 - $186.47 $914K - $1.22M
70.2K $9.82M
PEP
Pepsico Inc

Consumer Defensive
-17.3K
- 11.23%
$142.64 - $156.42 $2.46M - $2.7M
137K $20.5M
UNH
Unitedhealth Group Inc

Healthcare
-7.56K
- 12.74%
$461.52 - $548.18 $3.49M - $4.14M
51.8K $27.1M
NVO
Novo Nordisk A S

Healthcare
-8.55K
- 6.19%
$69.3 - $90.95 $592K - $778K
130K $8.99M
DIS
Walt Disney CO

Communication Services
-12.1K
- 9.39%
$96.87 - $114.0 $1.17M - $1.38M
117K $11.5M
SOFI
So Fi Technologies, Inc.

Financial Services
-123K
- 33.74%
$11.18 - $18.03 $1.38M - $2.22M
242K $2.82M
TGT
Target Corp

Consumer Defensive
-10.7K
- 19.96%
$103.65 - $142.5 $1.11M - $1.53M
42.9K $4.48M
EMR
Emerson Electric CO

Industrials
-9.78K
- 9.39%
$108.64 - $131.17 $1.06M - $1.28M
94.3K $10.3M
TPR
Tapestry, Inc.

Consumer Cyclical
-39.4K
- 79.58%
$65.63 - $89.21 $2.59M - $3.51M
10.1K $711K
ET
Energy Transfer LP

Energy
-75.5K
- 7.56%
$17.26 - $21.08 $1.3M - $1.59M
924K $17.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-59.4K
- 62.26%
$39.18 - $43.52 $2.33M - $2.58M
36K $1.51M
MOD
Modine Manufacturing CO

Consumer Cyclical
-3.86K
- 7.73%
$76.06 - $142.68 $293K - $550K
46K $3.53M
AXON
Axon Enterprise, Inc.

Industrials
-2.85K
- 27.55%
$496.65 - $710.01 $1.42M - $2.02M
7.5K $3.94M
VB
Vanguard Small Cap ETF

ETFs
-5.24K
- 9.4%
$217.89 - $252.64 $1.14M - $1.32M
50.5K $11.2M
FDN
First Tr Fd Dow Jones

ETFs
-6.46K
- 18.31%
$221.38 - $266.86 $1.43M - $1.72M
28.8K $6.4M
ADBE
Adobe Inc.

Technology
-623
- 2.02%
$377.84 - $464.11 $235K - $289K
30.3K $11.6M
GPN
Global Payments Inc

Industrials
-13.6K
- 25.0%
$92.18 - $113.03 $1.26M - $1.54M
40.9K $4.01M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-11.5K
- 17.48%
$65.15 - $91.81 $748K - $1.05M
54.2K $3.54M
MRK
Merck & Co., Inc.

Healthcare
-665
- 0.33%
$83.01 - $101.02 $55.2K - $67.2K
203K $18.2M
AMP
Ameriprise Financial Inc

Financial Services
-3.54K
- 54.04%
$472.29 - $575.13 $1.67M - $2.04M
3.01K $1.46M
CVS
Cvs Health Corp

Healthcare
-63K
- 60.98%
$44.22 - $68.64 $2.79M - $4.33M
40.3K $2.73M
C
Citigroup Inc

Financial Services
-29.3K
- 8.85%
$67.23 - $84.63 $1.97M - $2.48M
301K $21.4M
LFUS
Littelfuse Inc

Technology
-6.88K
- 52.02%
$196.74 - $255.16 $1.35M - $1.75M
6.34K $1.25M
IBB
Ishares Biotechnology ETF

ETFs
-13K
- 27.44%
$127.9 - $140.56 $1.66M - $1.83M
34.4K $4.4M
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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