Latest Institutional Transactions on Oppenheimer Holdings Inc (OPY)
This table provides information on the latest institutional transactions involving Oppenheimer Holdings Inc (OPY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 403.61% |
$669K - $797K
|
17.2K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
26.6K+ 53.2% |
$1.29M - $1.54M
|
76.6K
$4.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.37KNew |
$164K - $195K
|
3.37K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3.23K- 22.22% |
$157K - $187K
|
11.3K
$716K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 37.84% |
$681 - $811
|
23
$1.46K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.38K+ 140.12% |
$116K - $138K
|
4.07K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-5.08K- 0.99% |
$247K - $294K
|
508K
$32.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-7.18K- 17.92% |
$349K - $416K
|
32.9K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
71+ 0.28% |
$3.46K - $4.11K
|
25.1K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
43New |
$2.09K - $2.49K
|
43
$2.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
8.1KNew |
$394K - $469K
|
8.1K
$514K
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-26.9K- 36.42% |
$1.31M - $1.56M
|
46.9K
$2.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31New |
$1.51K - $1.8K
|
31
$1.97K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-16.1K- 49.85% |
$601K - $774K
|
16.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.92K- 47.96% |
$109K - $140K
|
3.17K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
5.1KNew |
$190K - $244K
|
5.1K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.66KNew |
$285K - $367K
|
7.66K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.24K+ 16.01% |
$158K - $203K
|
30.7K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-33.6K- 60.13% |
$1.25M - $1.61M
|
22.3K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.62K+ 141.06% |
$321K - $413K
|
14.7K
$935K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-163- 72.44% |
$6.06K - $7.81K
|
62
$3.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.9K- 12.64% |
$962K - $1.24M
|
179K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
362+ 15.01% |
$13.5K - $17.3K
|
2.77K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-64- 0.69% |
$2.38K - $3.07K
|
9.16K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
747New |
$27.8K - $35.8K
|
747
$47.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-113- 2.09% |
$4.2K - $5.41K
|
5.3K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$11.2K - $14.4K
|
300
$19K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$43.4K - $55.9K
|
1.17K
$74K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$409 - $527
|
11
$698
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200+ 83.33% |
$7.46K - $8.26K
|
440
$27.9K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500+ 4.64% |
$18.7K - $20.7K
|
11.3K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-216- 2.99% |
$8.06K - $8.92K
|
7K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
4.4K+ 12.36% |
$164K - $182K
|
40K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.4K+ 37.93% |
$164K - $182K
|
16K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
526New |
$19.6K - $21.7K
|
526
$33.4K
|
|
|
May 14, 2024
Q1 2024
|
Jb Capital Partners LP
Armonk, NY |
BUY
|
- |
30K+ 6.33% |
$1.12M - $1.24M
|
504K
$32M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
84New |
$3.13K - $3.47K
|
84
$5.33K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-200- 1.65% |
$7.46K - $8.26K
|
12K
$758K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.53K- 46.55% |
$152K - $189K
|
5.2K
$330K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
300New |
$10.1K - $12.5K
|
300
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
200New |
$6.73K - $8.34K
|
200
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.72KNew |
$327K - $405K
|
9.72K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
546+ 36.57% |
$18.4K - $22.8K
|
2.04K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.3K+ 1299.0% |
$43.7K - $54.2K
|
1.4K
$88.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
70New |
$2.35K - $2.92K
|
70
$4.44K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
6.69KNew |
$225K - $279K
|
6.69K
$425K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.01KClosed |
$185K - $212K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Arbiter Partners Capital Management LLC
New York, NY |
BUY
|
- |
12.9K+ 129.0% |
$476K - $546K
|
22.9K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-281- 42.51% |
$10.4K - $11.9K
|
380
$24.1K
|
|