Gift Opening
$200 Off MarketBeat All Access
Thanks for being one of our best subscribers! You are eligible for a limited-time discount.
  •  days
  •  Hours
  •  Minutes
  •  Seconds
Claim Your Discount
×
Free Trial

Oppenheimer (OPY) Institutional Ownership

→ Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad)
Free OPY Stock Alerts
$44.82
-0.31 (-0.69%)
(As of 05/17/2024 08:54 PM ET)
Compare
Stock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for Oppenheimer (NYSE:OPY)

Current
Institutional Ownership
Percentage
32.26%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$18.28M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.19M
Skip Chart & View Institutional Buying and Selling Data

OPY Institutional Buying and Selling by Quarter

Oppenheimer Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 EJF Capital LLC40,000$1.60M1.1%+12.4%0.387%
5/16/2024 Caxton Associates LP8,718$348K0.0%-3.3%0.084%
5/15/2024 Quadrature Capital Ltd5,829$232K0.0%-58.0%0.056%
5/13/2024 O Shaughnessy Asset Management LLC31,138$1.24M0.0%-2.7%0.301%
5/10/2024 Acadian Asset Management LLC13,954$557K0.0%-65.5%0.135%
5/10/2024 Vanguard Group Inc.284,885$11.37M0.0%+4.6%2.758%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
5/7/2024 Empowered Funds LLC37,191$1.49M0.0%+8.1%0.360%
5/3/2024 GSA Capital Partners LLP32,392$1.29M0.1%N/A0.310%
3/25/2024 Quadrature Capital Ltd13,884$574K0.0%+31.3%0.133%
2/14/2024 Corsair Capital Management L.P.9,348$386K0.1%-19.7%0.090%
2/9/2024 Quest Partners LLC8,707$360K0.1%N/A0.084%
2/7/2024 Dimensional Fund Advisors LP516,047$21.32M0.0%-0.3%4.972%
2/7/2024 Jump Financial LLC5,200$215K0.0%-46.5%0.050%
2/2/2024Watershed Asset Management L.L.C.6,694$277K0.3%N/A0.064%
1/30/2024 Beverly Hills Private Wealth LLC4,993$206K0.1%N/A0.048%
1/16/2024 Profit Investment Management LLC75,538$3.12M1.8%+8.5%0.728%
12/6/2023 Citigroup Inc.1,076$41K0.0%+2,291.1%0.010%
11/15/2023 GSA Capital Partners LLP30,015$1.15M0.1%+108.1%0.289%
11/15/2023 EJF Capital LLC34,440$1.32M0.6%+43.5%0.332%
11/15/2023 AQR Capital Management LLC168,212$6.44M0.0%-1.1%1.621%
11/14/2023 Caxton Associates LP9,018$345K0.0%+30.4%0.087%
11/14/2023 O Shaughnessy Asset Management LLC31,861$1.22M0.0%+90.8%0.307%
11/13/2023 Brandywine Global Investment Management LLC33,009$1.27M0.0%+11.2%0.318%
11/13/2023 Acadian Asset Management LLC48,540$1.86M0.0%+1,225.9%0.468%
11/8/2023 Oppenheimer & Co. Inc.8,264$317K0.0%-4.6%0.080%
11/7/2023 Barclays PLC5,967$228K0.0%+1,758.9%0.057%
11/7/2023 Jump Financial LLC9,728$373K0.0%N/A0.094%
11/3/2023KCS Wealth Advisory31,131$1.19M0.5%-8.2%0.295%
10/24/2023 Bank of New York Mellon Corp41,564$1.59M0.0%+1.9%0.394%
8/15/2023 RBF Capital LLC166,900$6.71M0.4%N/A1.582%
8/15/2023 Corsair Capital Management L.P.6,000$241K0.1%N/A0.057%
8/11/2023 Missouri Trust & Investment Co1,900$76K0.0%N/A0.018%
8/11/2023 O Shaughnessy Asset Management LLC16,701$671K0.0%N/A0.158%
8/11/2023 ExodusPoint Capital Management LP8,909$358K0.0%N/A0.084%
8/9/2023 Spire Wealth Management714$29K0.0%-29.4%0.007%
8/7/2023 Acadian Asset Management LLC3,661$146K0.0%N/A0.035%
8/3/2023 Bank of New York Mellon Corp40,800$1.64M0.0%-41.0%0.369%
7/27/2023 New York State Teachers Retirement System702$28K0.0%N/A0.006%
7/27/2023EA Series Trust28,791$1.16M0.0%N/A0.260%
7/21/2023 NorthCrest Asset Manangement LLC12,150$488K0.0%-2.0%0.110%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
7/18/2023KCS Wealth Advisory33,897$1.36M0.5%-2.1%0.306%
7/11/2023 Profit Investment Management LLC69,628$2.80M1.8%+20.8%0.630%
6/16/2023 DGS Capital Management LLC5,448$213K0.1%-14.7%0.049%
5/25/2023 Brandywine Global Investment Management LLC29,688$1.16M0.0%+435.8%0.268%
5/12/2023 Brandywine Global Investment Management LLC29,688$1.16M0.0%+435.8%0.269%
5/12/2023 Grantham Mayo Van Otterloo & Co. LLC19,178$751K0.0%-13.9%0.173%
5/10/2023 Oppenheimer & Co. Inc.8,664$339K0.0%+54.9%0.078%
5/9/2023 Spire Wealth Management1,011$40K0.0%N/A0.009%
5/4/2023 Los Angeles Capital Management LLC44,645$1.75M0.0%-4.7%0.407%
4/25/2023 NorthCrest Asset Manangement LLC12,400$485K0.0%+7.4%0.113%
4/21/2023 Denali Advisors LLC27,700$1.08M0.5%-10.1%0.253%
4/18/2023KCS Wealth Advisory34,609$1.36M0.5%-12.3%0.315%
2/21/2023 DGS Capital Management LLC6,388$270K0.2%-26.7%0.058%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.5,426$230K0.0%N/A0.049%
2/10/2023 O Shaughnessy Asset Management LLC10,906$462K0.0%-18.9%0.099%
2/10/2023 Brandywine Global Investment Management LLC5,541$235K0.0%N/A0.051%
2/9/2023 Dimensional Fund Advisors LP540,521$22.88M0.0%-0.6%4.927%
2/9/2023 Denali Advisors LLC30,800$1.30M0.5%+9.6%0.281%
2/8/2023 Oppenheimer & Co. Inc.5,594$237K0.0%N/A0.051%
2/8/2023KCS Wealth Advisory39,483$1.67M0.7%+2.6%0.360%
2/7/2023 Shell Asset Management Co.4,731$200K0.0%-16.9%0.043%
2/3/2023 Hancock Whitney Corp8,725$369K0.0%+21.3%0.080%
2/2/2023Monarch Partners Asset Management LLC70,646$2.99M0.9%+0.7%0.644%
2/1/2023 NorthCrest Asset Manangement LLC11,550$489K0.0%+2.2%0.105%
11/14/2022 Shell Asset Management Co.5,693$176K0.0%-53.9%0.052%
11/10/2022 Dimensional Fund Advisors LP543,936$16.85M0.0%-1.8%4.958%
11/10/2022 Grantham Mayo Van Otterloo & Co. LLC23,378$724K0.0%-41.5%0.213%
11/8/2022 New York State Common Retirement Fund15,473$479K0.0%+23.2%0.141%
11/2/2022 Los Angeles Capital Management LLC46,864$1.45M0.0%-15.8%0.413%
10/31/2022Monarch Partners Asset Management LLC70,142$2.17M0.7%+13.7%0.618%
10/26/2022 Hancock Whitney Corp7,194$223K0.0%-26.1%0.063%
10/26/2022Wipfli Financial Advisors LLC1,183$37K0.0%N/A0.010%
10/25/2022 Denali Advisors LLC28,100$871K0.4%+30.7%0.248%
10/21/2022KCS Wealth Advisory38,468$1.19M0.5%+30.4%0.339%
8/12/2022 Grantham Mayo Van Otterloo & Co. LLC39,978$1.32M0.0%+12.4%0.352%
8/11/2022 Martingale Asset Management L P22,716$751K0.0%+6.0%0.200%
8/8/2022 Hancock Whitney Corp9,738$322K0.0%-3.4%0.080%
8/5/2022 Los Angeles Capital Management LLC55,636$1.84M0.0%-3.8%0.455%
7/28/2022 DGS Capital Management LLC9,524$315K0.3%+101.5%0.078%
7/27/2022 Assenagon Asset Management S.A.30,156$996K0.0%-62.5%0.247%
7/22/2022KCS Wealth Advisory29,502$975K0.4%+247.9%0.241%
7/20/2022 Denali Advisors LLC21,500$710K0.3%+16.8%0.176%
7/18/2022 Denali Advisors LLC21,500$710K0.3%+16.8%0.176%
7/11/2022 Profit Investment Management LLC57,661$1.90M1.4%N/A0.471%
6/30/2022 Amalgamated Bank1,113$49K0.0%N/A0.009%
5/12/2022 Panagora Asset Management Inc.58,198$2.54M0.0%-10.5%0.476%
5/12/2022 Martingale Asset Management L P21,429$935K0.0%+78.3%0.175%
5/12/2022 Hancock Whitney Corp10,083$439K0.0%N/A0.082%
5/11/2022 GSA Capital Partners LLP11,504$501K0.1%-38.6%0.094%
5/10/2022 Catalyst Capital Advisors LLC13,700$597K0.0%N/A0.110%
Must-See: Elon’s New Invention is Absolutely Insane (Ad)

Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.

Click here for the full story…
5/10/2022 Meeder Asset Management Inc.1,211$53K0.0%N/A0.010%
5/9/2022 Qube Research & Technologies Ltd7,642$333K0.0%-43.9%0.062%
5/6/2022 Los Angeles Capital Management LLC57,806$2.52M0.0%-3.3%0.465%
5/6/2022Monarch Partners Asset Management LLC61,687$2.69M0.6%+57.6%0.497%
5/6/2022 Koss Olinger Consulting LLC4,910$214K0.0%+10.9%0.040%
5/5/2022 DGS Capital Management LLC4,727$206K0.1%N/A0.038%
5/5/2022 New York State Common Retirement Fund12,585$548K0.0%+32.8%0.101%
5/5/2022 Russell Investments Group Ltd.8,162$355K0.0%-77.1%0.066%
5/4/2022 Shell Asset Management Co.12,341$538K0.0%-12.8%0.099%
4/28/2022 Parallel Advisors LLC1,016$45K0.0%+2,016.7%0.008%
(Data available from 1/1/2016 forward)

OPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPY shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Oppenheimer. The most heavily invested institutionals were Dimensional Fund Advisors LP ($21.32M), Vanguard Group Inc. ($11.37M), RBF Capital LLC ($6.71M), AQR Capital Management LLC ($6.44M), Profit Investment Management LLC ($3.12M), Monarch Partners Asset Management LLC ($2.99M), and Los Angeles Capital Management LLC ($1.75M).Learn more on OPY's institutional investors.

What percentage of Oppenheimer stock is owned by institutional investors?

32.26% of Oppenheimer stock is owned by institutional investors. Learn more on OPY's institutional investor holdings.

Which institutional investors have been buying Oppenheimer stock?

Of the 37 institutional investors that purchased Oppenheimer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RBF Capital LLC ($166.90K), Profit Investment Management LLC ($75.54K), Brandywine Global Investment Management LLC ($57.16K), Acadian Asset Management LLC ($48.54K), GSA Capital Partners LLP ($47.99K), O Shaughnessy Asset Management LLC ($31.86K), and KCS Wealth Advisory ($31.00K).

How much institutional buying is happening at Oppenheimer?

Institutional investors have bought a total of 636,307 shares in the last 24 months. This purchase volume represents approximately $24.45M in transactions.

Which Oppenheimer major shareholders have been selling company stock?

Of the 20 institutional investors that sold Oppenheimer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($50.35K), Bank of New York Mellon Corp ($28.37K), Acadian Asset Management LLC ($26.44K), Grantham Mayo Van Otterloo & Co. LLC ($19.70K), Dimensional Fund Advisors LP ($14.99K), Los Angeles Capital Management LLC ($13.16K), and KCS Wealth Advisory ($8.35K).

How much institutional selling is happening at Oppenheimer?

Institutional investors have sold a total of 199,689 shares in the last 24 months. This volume of shares sold represents approximately $7.23M in transactions.


Related Companies:
This page (NYSE:OPY) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Urgent Nvidia Warning
Altimetry
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
"The Biggest Drug Ever" Is Coming
Behind the Markets
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Elon’s New Device is About to Shock the World
InvestorPlace
Most important medical advance in 100 years
The Oxford Club