Purchases and Sales Made in Q1 2025 in Oppenheimer Holdings Inc (OPY)
This table provides information about the institutional ownership of Oppenheimer Holdings Inc (OPY) during Q1 2025. The information is specifically focused on institutions that hold shares of OPPENHEIMER HOLDINGS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
43.1K+ 114.8% |
$2.52M - $3.13M
|
80.6K
$4.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.4K+ 581.89% |
$1.19M - $1.48M
|
23.9K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.67K+ 1.47% |
$332K - $412K
|
391K
$23.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.59K+ 8364.52% |
$152K - $189K
|
2.62K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.3K+ 39.19% |
$135K - $167K
|
8.15K
$496K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.76K+ 6.45% |
$103K - $128K
|
29K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 78.57% |
$645 - $800
|
25
$1.52K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$645 - $800
|
11
$669
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 8.51% |
$234 - $291
|
43
$2.61K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 52.38% |
$645 - $800
|
10
$608
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 48.0% |
$703 - $873
|
13
$791
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-890- 11.91% |
$52.2K - $64.8K
|
6.58K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.26K- 35.84% |
$132K - $164K
|
4.04K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.58K- 98.32% |
$151K - $188K
|
44
$2.68K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-3.97K- 5.0% |
$232K - $289K
|
75.3K
$4.58M
|