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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
478
shares
|
$32,217
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
380
shares
|
$25,612
0.0% of portfolio
|
Q3 2023
Reduced 42.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
300
shares
|
$20,220
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
96
shares
|
$6,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
66
shares
|
$4,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
60
shares
|
$4,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
43
shares
|
$2,898
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25
shares
|
$1,685
0.0% of portfolio
|
Q1 2025
Added 78.57%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
23
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
13
shares
|
$876
0.0% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
11
shares
|
$741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10
shares
|
$674
0.0% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|