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 116 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
42
shares
|
$2,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
34
shares
|
$2,283
0.0% of portfolio
|
Q2 2025
Added 36.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
33
shares
|
$2,216
0.0% of portfolio
|
Q3 2025
Reduced 97.6%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28
shares
|
$1,880
0.0% of portfolio
|
Q3 2025
Reduced 24.32%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
25
shares
|
$1,679
0.0% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23
shares
|
$1,544
0.0% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
15
shares
|
$1,007
0.0% of portfolio
|
Q4 2025
Reduced 40.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15
shares
|
$1,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
11
shares
|
$738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10
shares
|
$671
0.0% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|