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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-7.15K- 42.44% |
$419K - $520K
|
9.7K
$653K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$645 - $800
|
11
$741
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.4K+ 581.89% |
$1.19M - $1.48M
|
23.9K
$1.61M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.67K+ 1.47% |
$332K - $412K
|
391K
$26.4M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.3K+ 39.19% |
$135K - $167K
|
8.15K
$550K
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-3.97K- 5.0% |
$232K - $289K
|
75.3K
$5.08M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-890- 11.91% |
$52.2K - $64.8K
|
6.58K
$443K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.26K- 35.84% |
$132K - $164K
|
4.04K
$272K
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
43.1K+ 114.8% |
$2.52M - $3.13M
|
80.6K
$5.43M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 52.38% |
$645 - $800
|
10
$674
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 8.51% |
$234 - $291
|
43
$2.9K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 78.57% |
$645 - $800
|
25
$1.69K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.76K+ 6.45% |
$103K - $128K
|
29K
$1.96M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 48.0% |
$703 - $873
|
13
$876
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.58K- 98.32% |
$151K - $188K
|
44
$2.97K
|
|
Q4 2024 | |||||||
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.2KNew |
$57.1K - $80.8K
|
1.2K
$80.9K
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-216- 2.36% |
$10.3K - $14.5K
|
8.94K
$603K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 76.85% |
$556K - $787K
|
3.52K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.4K+ 20.87% |
$114K - $162K
|
13.9K
$937K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.83K- 50.41% |
$420K - $595K
|
8.68K
$585K
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 1.08% |
$85.7K - $121K
|
165K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
3.47KNew |
$165K - $233K
|
3.47K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.55KNew |
$169K - $239K
|
3.55K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
666+ 10.68% |
$31.7K - $44.9K
|
6.9K
$465K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.35KNew |
$64.3K - $91.1K
|
1.35K
$91.1K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.43KNew |
$449K - $635K
|
9.43K
$635K
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$152K - $216K
|
3.2K
$216K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.14K- 99.02% |
$150K - $212K
|
31
$2.09K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.8KNew |
$228K - $323K
|
4.8K
$324K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.9K- 71.13% |
$138K - $195K
|
1.18K
$79.2K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.65KNew |
$174K - $246K
|
3.65K
$246K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$4.28K - $6.06K
|
90
$6.07K
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
2.45K+ 5.21% |
$116K - $165K
|
49.4K
$3.33M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
60New |
$2.86K - $4.04K
|
60
$4.04K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.67KNew |
$276K - $329K
|
5.67K
$382K
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
348+ 6.28% |
$16.9K - $20.2K
|
5.89K
$397K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23.9KNew |
$1.16M - $1.38M
|
23.9K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100- 33.33% |
$4.87K - $5.79K
|
200
$13.5K
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.8K- 46.71% |
$185K - $220K
|
4.34K
$292K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.37KNew |
$164K - $195K
|
3.37K
$227K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 37.84% |
$681 - $811
|
23
$1.55K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
71+ 0.28% |
$3.46K - $4.11K
|
25.1K
$1.69M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-16.1K- 49.85% |
$601K - $774K
|
16.2K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-33.6K- 60.13% |
$1.25M - $1.61M
|
22.3K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.62K+ 141.06% |
$321K - $413K
|
14.7K
$993K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.66KNew |
$285K - $367K
|
7.66K
$516K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.24K+ 16.01% |
$158K - $203K
|
30.7K
$2.07M
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
362+ 15.01% |
$13.5K - $17.3K
|
2.77K
$187K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.9K- 12.64% |
$962K - $1.24M
|
179K
$12.1M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-113- 2.09% |
$4.2K - $5.41K
|
5.3K
$357K
|