Oppenheimer Holdings Inc OPY
We take great care to ensure that the data presented and summarized in this overview for OPPENHEIMER HOLDINGS INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding OPY
View all-
Dimensional Fund Advisors LP Austin, TX508KShares$30.4 Million0.01% of portfolio
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Jb Capital Partners LP Armonk, NY504KShares$30.2 Million5.06% of portfolio
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Vanguard Group Inc Valley Forge, PA365KShares$21.9 Million0.0% of portfolio
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Greenwich Wealth Management LLC Greenwich, CT306KShares$18.3 Million1.06% of portfolio
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Black Rock Inc. New York, NY179KShares$10.7 Million0.0% of portfolio
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American Century Companies Inc Kansas City, MO167KShares$10 Million0.01% of portfolio
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Rbf Capital, LLC San Francisco, CA167KShares$10 Million0.44% of portfolio
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Arrowstreet Capital, Limited Partnership Boston, MA87.4KShares$5.24 Million0.0% of portfolio
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Morgan Stanley New York, NY84.1KShares$5.04 Million0.0% of portfolio
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Bridgeway Capital Management, LLC Houston, TX82.4KShares$4.94 Million0.09% of portfolio
Latest Institutional Activity in OPY
Top Purchases
Top Sells
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
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Aug 19
2024
|
Evan Behrens Director |
SELL
Open market or private sale
|
Direct |
750
-15.38%
|
$37,500
$50.78 P/Share
|
Jul 31
2024
|
Dennis P Mc Namara Secretary |
SELL
Open market or private sale
|
Direct |
6,000
-22.49%
|
$306,000
$51.28 P/Share
|
May 10
2024
|
Evan Behrens Director |
SELL
Open market or private sale
|
Direct |
4,125
-45.83%
|
$177,375
$43.65 P/Share
|
Jan 30
2024
|
Dennis P Mc Namara Secretary |
BUY
Other acquisition or disposition
|
Direct |
2,357
+8.12%
|
-
|
Jan 30
2024
|
Robert S Lowenthal Director |
BUY
Other acquisition or disposition
|
Direct |
11,257
+13.08%
|
-
|
Jan 30
2024
|
Albert G Lowenthal CEO |
BUY
Other acquisition or disposition
|
Direct |
40,683
+20.33%
|
-
|
Jan 25
2024
|
R Lawrence Roth Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,000
+16.22%
|
-
|
Jan 25
2024
|
Paul M Friedman Director |
BUY
Grant, award, or other acquisition
|
Indirect |
3,000
+10.53%
|
-
|
Jan 25
2024
|
Evan Behrens Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,000
+25.0%
|
-
|
Jan 25
2024
|
Timothy Martin Dwyer Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,000
+10.53%
|
-
|
Jan 25
2024
|
William Ehrhardt Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,000
+6.92%
|
-
|
Jan 25
2024
|
Teresa Glasser Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,000
+16.22%
|
-
|
Jan 25
2024
|
A Winn Oughtred Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,000
+10.29%
|
-
|
Jan 25
2024
|
Stacy J. Kanter Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,000
+50.0%
|
-
|
Sep 01
2023
|
Evan Behrens Director |
SELL
Open market or private sale
|
Direct |
5,000
-45.45%
|
$190,000
$38.43 P/Share
|
Aug 31
2023
|
Evan Behrens Director |
SELL
Open market or private sale
|
Direct |
7,500
-22.38%
|
$285,000
$38.39 P/Share
|
Mar 03
2023
|
Dennis P Mc Namara Secretary |
SELL
Open market or private sale
|
Direct |
12,120
-17.73%
|
$533,280
$44.53 P/Share
|
Jan 30
2023
|
Albert G Lowenthal CEO |
BUY
Other acquisition or disposition
|
Direct |
4,454
+3.61%
|
-
|
Jan 29
2023
|
Albert G Lowenthal CEO |
BUY
Other acquisition or disposition
|
Direct |
25,771
+18.4%
|
-
|
Jan 29
2023
|
Dennis P Mc Namara Secretary |
BUY
Other acquisition or disposition
|
Direct |
2,081
+5.4%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 24K shares |
---|---|
Other acquisition or disposition | 54.3K shares |
Open market or private sale | 10.9K shares |
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