Institutional shares held 3.74 Million
35.1K calls
100 puts
Total value of holdings $234M
$2.2M calls
$6K puts
Market Cap $687M
10,866,300 Shares Out.
Institutional ownership 34.39%
# of Institutions 94


Latest Institutional Activity in OPY

Top Purchases

Q3 2024
American Century Companies Inc Shares Held: 167K ($10.6M)
Q3 2024
Morgan Stanley Shares Held: 84.1K ($5.31M)
Q3 2024
Tcw Group Inc Shares Held: 76.6K ($4.84M)
Q3 2024
Bokf, Na Shares Held: 23.9K ($1.51M)
Q3 2024
First Trust Advisors LP Shares Held: 21K ($1.33M)

Top Sells

Q3 2024
Profit Investment Management, LLC Shares Held: 46.9K ($2.97M)
Q3 2024
O'Shaughnessy Asset Management, LLC Shares Held: 11.8K ($744K)
Q3 2024
Acadian Asset Management LLC Shares Held: 12.2K ($770K)
Q3 2024
Geode Capital Management, LLC Shares Held: 66K ($4.17M)
Q3 2024
Bridgeway Capital Management, LLC Shares Held: 82.4K ($5.21M)

About OPY

Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.


Insider Transactions at OPY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
78.3K Shares
From 11 Insiders
Grant, award, or other acquisition 24K shares
Other acquisition or disposition 54.3K shares
Sell / Disposition
10.9K Shares
From 2 Insiders
Open market or private sale 10.9K shares

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