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 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
58.7K+ 457.69% |
$3.44M - $4.27M
|
71.6K
$4.82M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
43.1K+ 114.8% |
$2.52M - $3.13M
|
80.6K
$5.43M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.3K+ 864.66% |
$2.18M - $2.71M
|
41.6K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
33.4K+ 17.24% |
$1.96M - $2.43M
|
227K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.4K+ 581.89% |
$1.19M - $1.48M
|
23.9K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.67K+ 1.47% |
$332K - $412K
|
391K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.47K+ 81.11% |
$321K - $398K
|
12.2K
$823K
|
|
|
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
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.15KNew |
$243K - $302K
|
4.15K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
3.46KNew |
$203K - $252K
|
3.46K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 4.41% |
$168K - $208K
|
67.7K
$4.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.59K+ 8364.52% |
$152K - $189K
|
2.62K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.3K+ 39.19% |
$135K - $167K
|
8.15K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.84K+ 2.48% |
$108K - $134K
|
75.8K
$5.11M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.84K+ 5.32% |
$108K - $134K
|
36.3K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.76K+ 6.45% |
$103K - $128K
|
29K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.32K+ 18.4% |
$77.5K - $96.2K
|
8.51K
$573K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
895+ 5.54% |
$52.4K - $65.1K
|
17.1K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
706+ 16.03% |
$41.4K - $51.4K
|
5.11K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
116+ 22.79% |
$6.8K - $8.44K
|
625
$42.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
96New |
$5.63K - $6.98K
|
96
$6.47K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
89+ 1.95% |
$5.22K - $6.48K
|
4.66K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66New |
$3.87K - $4.8K
|
66
$4.45K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11+ 78.57% |
$645 - $800
|
25
$1.69K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$645 - $800
|
11
$741
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 8.51% |
$234 - $291
|
43
$2.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 52.38% |
$645 - $800
|
10
$674
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 48.0% |
$703 - $873
|
13
$876
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 4.02% |
$1.17K - $1.46K
|
478
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-30- 0.33% |
$1.76K - $2.18K
|
9.05K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-195- 0.6% |
$11.4K - $14.2K
|
32.2K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-320- 1.71% |
$18.8K - $23.3K
|
18.4K
$1.24M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-361- 5.84% |
$21.2K - $26.3K
|
5.82K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-430- 10.21% |
$25.2K - $31.3K
|
3.78K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-700- 6.44% |
$41K - $50.9K
|
10.2K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-720- 3.06% |
$42.2K - $52.4K
|
22.8K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-741- 3.91% |
$43.4K - $53.9K
|
18.2K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-890- 11.91% |
$52.2K - $64.8K
|
6.58K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.01K- 14.57% |
$59.1K - $73.3K
|
5.91K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.01K- 3.79% |
$59.4K - $73.8K
|
25.8K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.1K- 3.26% |
$64.7K - $80.3K
|
32.7K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.18K- 6.93% |
$69.3K - $86.1K
|
15.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.25K- 15.43% |
$73.2K - $90.9K
|
6.85K
$461K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.82K- 7.46% |
$106K - $132K
|
22.6K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.97K- 8.63% |
$115K - $143K
|
20.9K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.26K- 35.84% |
$132K - $164K
|
4.04K
$272K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.5K- 4.17% |
$147K - $182K
|
57.5K
$3.88M
|