Institutional Ownership Oppenheimer Holdings Inc (OPY)
This table provides information about the institutional ownership of Oppenheimer Holdings Inc (OPY). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $263 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
31,131
shares
|
$2.1 Million
0.53% of portfolio
|
Q3 2023
Reduced 8.16%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
30,837
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
30,709
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2024
Added 16.01%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
29,030
shares
|
$1.96 Million
0.34% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
28,791
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
26,423
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
25,758
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
25,050
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
23,866
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 581.89%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,850
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
22,814
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
22,555
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
21,100
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
20,855
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
18,410
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,199
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
17,056
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
16,278
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
16,200
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,000
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2024
Added 37.93%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
15,889
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,218
shares
|
$823,493
0.0% of portfolio
|
Q1 2025
Added 81.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,170
shares
|
$685,458
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
May 12, 2025 Q1 2025 |
9,695
shares
|
$653,443
0.11% of portfolio
|
Q1 2025
Reduced 42.44%
|
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,048
shares
|
$609,835
0.04% of portfolio
|
Q1 2025
Reduced 0.33%
|