Latest Institutional Purchases of Oppenheimer Holdings Inc (OPY)
This list provides information on the latest institutional transactions involving Oppenheimer Holdings Inc (OPY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
157+ 2.63% |
$10.4K - $12.5K
|
6.12K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
82+ 11.78% |
$5.41K - $6.55K
|
778
$52.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81New |
$5.35K - $6.47K
|
81
$5.44K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
42New |
$2.77K - $3.35K
|
42
$2.82K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15New |
$990 - $1.2K
|
15
$1.01K
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10+ 0.03% |
$660 - $799
|
28.8K
$1.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$330 - $399
|
5
$336
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2+ 4.76% |
$132 - $160
|
44
$2.96K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$66 - $79.9
|
1
$67.2
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
14.3KNew |
$732K - $952K
|
14.3K
$960K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
7.8KNew |
$399K - $519K
|
7.8K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.5KNew |
$230K - $300K
|
4.5K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.6KNew |
$184K - $240K
|
3.6K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.98K+ 73.76% |
$153K - $198K
|
7.02K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.78K+ 11.0% |
$91.3K - $119K
|
18K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.11K+ 6.03% |
$56.9K - $74K
|
19.5K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
214New |
$11K - $14.3K
|
214
$14.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$563 - $733
|
11
$739
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9New |
$461 - $599
|
9
$604
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 36.0% |
$461 - $599
|
34
$2.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$102 - $133
|
749
$50.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.32K+ 19.85% |
$312K - $387K
|
32.1K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Arbiter Partners Capital Management LLC
New York, NY |
BUY
|
- |
5.32K+ 10.7% |
$312K - $387K
|
55K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
706+ 16.03% |
$41.4K - $51.4K
|
5.11K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
96New |
$5.63K - $6.98K
|
96
$6.45K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66New |
$3.87K - $4.8K
|
66
$4.43K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.8KNew |
$228K - $323K
|
4.8K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
3.47KNew |
$165K - $233K
|
3.47K
$233K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.2KNew |
$57.1K - $80.8K
|
1.2K
$80.6K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$4.28K - $6.06K
|
90
$6.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
60New |
$2.86K - $4.04K
|
60
$4.03K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23.9KNew |
$1.16M - $1.38M
|
23.9K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
348+ 6.28% |
$16.9K - $20.2K
|
5.89K
$396K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.66KNew |
$285K - $367K
|
7.66K
$514K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$43.4K - $55.9K
|
1.17K
$78.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
362+ 15.01% |
$13.5K - $17.3K
|
2.77K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$11.2K - $14.4K
|
300
$20.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Jb Capital Partners LP
Armonk, NY |
BUY
|
- |
30K+ 6.33% |
$1.12M - $1.24M
|
504K
$33.8M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200+ 83.33% |
$7.46K - $8.26K
|
440
$29.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
84New |
$3.13K - $3.47K
|
84
$5.64K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
6.69KNew |
$225K - $279K
|
6.69K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
546+ 36.57% |
$18.4K - $22.8K
|
2.04K
$137K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
300New |
$10.1K - $12.5K
|
300
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
200New |
$6.73K - $8.34K
|
200
$13.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
70New |
$2.35K - $2.92K
|
70
$4.7K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32New |
$1.18K - $1.35K
|
32
$2.15K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.42% |
$111 - $127
|
717
$48.2K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
28.8KNew |
$1.03M - $1.17M
|
28.8K
$1.93M
|
|
|
Oct 08, 2025
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
11.2KNew |
$401K - $454K
|
11.2K
$750K
|
|