Oppenheimer & CO Inc has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.42 Billion distributed in 1506 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $304M, Apple Inc. with a value of $251M, Nvidia Corp with a value of $158M, Amazon Com Inc with a value of $115M, and Meta Platforms, Inc. with a value of $92.4M.

Examining the 13F form we can see an increase of $233M in the current position value, from $6.18B to 6.42B.

Oppenheimer & CO Inc is based out at New York, NY

Below you can find more details about Oppenheimer & CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $6.42 Billion
ETFs: $1.54 Billion
Technology: $1.27 Billion
Financial Services: $688 Million
Industrials: $557 Million
Healthcare: $542 Million
Consumer Cyclical: $483 Million
Communication Services: $404 Million
Consumer Defensive: $289 Million
Other: $611 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,506
  • Current Value $6.42 Billion
  • Prior Value $6.18 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 172 stocks
  • Additional Purchases 570 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 666 stocks
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