Oppenheimer Holdings Inc
OPY- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000791963
No open-market purchases or sales by Oppenheimer Holdings Inc insiders were filed in the last 90 days; 121 institutions reported holding it in 13F filings for Q2 2026, worth $463.7M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Oppenheimer Holdings Inc changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 76 | 1 | 77 | +2 |
| Shares | 3.39M | 31.1K | 3.41M | +50.9K (+1.5%) |
| Value | $130.1M | $1.19M | $140.9M | +$12.0M (+9.3%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Oppenheimer Holdings Inc at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Susquehanna International Group, LLP | 28,287 | $1.17M | 0.00% |
| Norges Bank | 26,100 | $1.08M | 0.00% |
| Cubist Systematic Strategies, LLC | 9,718 | $401.5K | 0.00% |
| Quest Partners LLC | 8,707 | $359.8K | 0.08% |
| D. E. Shaw & Co., Inc. | 8,705 | $359.7K | 0.00% |
| Balyasny Asset Management LLC | 7,545 | $311.8K | 0.00% |
| Watershed Asset Management, L.L.C. | 6,694 | $276.6K | 0.32% |
| Beverly Hills Private Wealth, LLC | 4,993 | $206.3K | 0.05% |
| EntryPoint Capital, LLC | 2,527 | $104.4K | 0.10% |
| WealthCollab, LLC | 300 | $12.4K | 0.01% |
| Point72 Asia (Singapore) Pte. Ltd. | 200 | $8.26K | 0.00% |
| Lee Financial Co | 70 | $2.89K | 0.00% |
| GAMMA Investing LLC | 8 | $299 | 0.00% |
Sold out (11)
Institutions that held Oppenheimer Holdings Inc at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Gsa Capital Partners LLP | 30,015 | $1.15M |
| Oppenheimer & Co Inc | 8,264 | $316.6K |
| Man Group plc | – | $229.6K |
| Invesco Ltd. | 5,824 | $223.1K |
| Tower Research Capital LLC (TRC) | 1,469 | $56.3K |
| Lazard Asset Management LLC | 936 | $35.0K |
| Spire Wealth Management | 717 | $27.5K |
| Simplex Trading, LLC | 686 | $26.0K |
| Dorsey Wright & Associates | 558 | $21.4K |
| Authentikos Wealth Advisory, LLC | 32 | $1.23K |
| Nisa Investment Advisors, LLC | 4 | $153 |
Not filed for Q4 2023 yet (1)
Institutions that held Oppenheimer Holdings Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| KCS Wealth Advisory | 31,131 | $1.19M |