Oppenheimer & CO Inc Sells in Q1 2025

Oppenheimer & CO Inc

  • $6.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-51.4K
- 38.77%
$0.6 - $1.22 $30.9K - $62.8K
81.2K $48K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-535
- 1.7%
$31.63 - $35.22 $16.9K - $18.8K
30.9K $989K
OMFL
Invesco Exchange Traded Self I

ETFs
-717
- 1.26%
$52.19 - $57.45 $37.4K - $41.2K
56.1K $2.99M
AUB
Atlantic Union Bankshares Corp

Financial Services
-1.01K
- 11.75%
$30.68 - $39.07 $31K - $39.5K
7.6K $236K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-6.44K
- 6.29%
$11.4 - $11.96 $73.4K - $77K
95.9K $1.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.69K
- 7.68%
$44.81 - $46.22 $75.9K - $78.3K
20.3K $916K
CDW
Cdw Corp

Technology
-349
- 14.61%
$160.26 - $206.13 $55.9K - $71.9K
2.04K $326K
CI
Cigna Corp

Healthcare
-2.38K
- 18.11%
$274.49 - $329.0 $654K - $784K
10.8K $3.55M
CLVT
Clarivate PLC

Technology
-9.5K
- 21.84%
$3.93 - $5.66 $37.3K - $53.8K
34K $133K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-547
- 0.83%
$13.21 - $14.63 $7.23K - $8K
65.5K $864K
LGOV
First Tr ETF Iv Long Duration

ETFs
-5.17K
- 12.5%
$20.41 - $21.7 $105K - $112K
36.2K $777K
VOX
Vanguard Communication Service

ETFs
-284
- 4.6%
$147.73 - $169.24 $42K - $48.1K
5.89K $874K
CFG
Citizens Financial Group Inc

Financial Services
-539
- 2.51%
$39.73 - $48.36 $21.4K - $26.1K
20.9K $857K
RY
Royal Bank Of Canada

Financial Services
-204
- 2.78%
$108.81 - $123.4 $22.2K - $25.2K
7.12K $802K
DOCN
Digital Ocean Holdings, Inc.

Technology
-2.11K
- 21.61%
$33.39 - $46.69 $70.5K - $98.6K
7.66K $255K
IPGP
Ipg Photonics Corp

Technology
-250
- 3.94%
$57.86 - $77.8 $14.5K - $19.5K
6.1K $385K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-6.05K
- 37.67%
$5.62 - $10.15 $34K - $61.4K
10K $63K
MIN
Mfs Intermediate Income Trust

Financial Services
-29K
- 29.28%
$2.64 - $2.72 $76.5K - $78.8K
70K $188K
BNDX
Vanguard Total International B

ETFs
-1.38K
- 4.68%
$48.33 - $49.5 $66.5K - $68.1K
28K $1.37M
HCI
Hci Group, Inc.

Financial Services
-1.25K
- 36.08%
$110.25 - $150.47 $138K - $189K
2.22K $331K
ESTC
Elastic N.V.

Technology
-86
- 1.31%
$89.1 - $117.76 $7.66K - $10.1K
6.5K $579K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.7K
- 16.58%
$42.38 - $43.28 $72K - $73.5K
8.54K $363K
CHY
Calamos Convertible & High Income Fund

Financial Services
-2.25K
- 9.21%
$10.1 - $12.0 $22.7K - $27K
22.2K $223K
IAT
Ishares Tr

ETFs
-1.1K
- 19.49%
$44.84 - $53.56 $49.3K - $58.9K
4.54K $211K
KEX
Kirby Corp

Industrials
-150
- 1.29%
$95.1 - $112.81 $14.3K - $16.9K
11.5K $1.16M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-2.73K
- 19.69%
N/A
11.1K $283K
XLB
Select Sector Spdr Fd Material

ETFs
-1.06K
- 8.49%
$83.19 - $90.99 $88.3K - $96.5K
11.4K $983K
RIG
Transocean Ltd.

Energy
-6.85K
- 8.96%
$2.67 - $4.28 $18.3K - $29.3K
69.5K $220K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.43K
- 18.72%
$402.49 - $513.76 $575K - $734K
6.2K $3.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.12K
- 10.93%
$56.51 - $62.98 $120K - $134K
17.3K $1.05M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-825
- 4.23%
$47.09 - $50.46 $38.8K - $41.6K
18.7K $889K
CAG
Conagra Brands Inc.

Consumer Defensive
-1.16K
- 3.9%
$23.9 - $27.67 $27.7K - $32K
28.5K $760K
RTO
Rentokil Initial PLC

Industrials
-458
- 2.24%
$20.76 - $27.11 $9.51K - $12.4K
20K $456K
CYTK
Cytokinetics Inc

Healthcare
-79
- 0.93%
$40.19 - $51.12 $3.18K - $4.04K
8.39K $337K
CALM
Cal Maine Foods Inc

Consumer Defensive
-83
- 1.87%
$80.87 - $115.8 $6.71K - $9.61K
4.36K $396K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.03K
- 8.38%
$106.22 - $111.09 $109K - $114K
11.2K $1.25M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-5
- 0.04%
$46.12 - $52.9 $231 - $265
11.9K $552K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-720
- 8.06%
$32.96 - $44.43 $23.7K - $32K
8.21K $273K
IGM
Ishares Expanded Tech Sector E

ETFs
-37
- 0.79%
$90.67 - $108.46 $3.35K - $4.01K
4.67K $423K
FTC
First Tr Lge Cap Growth

ETFs
-7
- 0.08%
$127.87 - $148.89 $895 - $1.04K
8.73K $1.15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-966
- 13.39%
$87.68 - $94.52 $84.7K - $91.3K
6.25K $585K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-280
- 2.66%
$40.03 - $46.81 $11.2K - $13.1K
10.2K $417K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-550
- 10.22%
$59.97 - $70.03 $33K - $38.5K
4.83K $303K
JHML
John Hancock Multifactor Large

ETFs
-308
- 2.21%
$66.07 - $73.03 $20.3K - $22.5K
13.6K $918K
TLS
Telos Corp

Technology
-672
- 1.42%
$2.38 - $3.66 $1.6K - $2.46K
46.6K $110K
FPX
First Trust Us Equity Opportun

ETFs
-281
- 11.94%
$106.21 - $143.53 $29.8K - $40.3K
2.07K $231K
IOO
Ishares Tr Global 100 ETF

ETFs
-22
- 0.21%
$96.2 - $105.12 $2.12K - $2.31K
10.5K $1.01M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-8
- 0.05%
$70.83 - $76.62 $567 - $613
15.8K $1.12M
IGBH
Ishares Interest Rate Hedged L

ETFs
-1.85K
- 16.1%
$24.01 - $24.7 $44.4K - $45.7K
9.64K $231K
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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