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Oppenheimer (OPY) Institutional Ownership

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$72.28 +3.36 (+4.87%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Oppenheimer (NYSE:OPY)

Current
Institutional Ownership
Percentage
32.26%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$14.42M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.65M
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OPY Institutional Buying and Selling by Quarter

Oppenheimer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Inspire Investing LLC6,181$396K0.0%-23.7%0.060%
1/15/2025 Profit Investment Management LLC49,394$3.17M2.5%+5.2%0.478%
12/26/2024JPMorgan Chase & Co.17,153$878K0.0%+403.6%0.166%
11/19/2024TCW Group Inc.76,600$3.92M0.0%+53.2%0.742%
11/16/2024Geode Capital Management LLC65,967$3.38M0.0%-11.9%0.639%
11/15/2024XTX Topco Ltd7,951$407K0.0%N/A0.077%
11/15/2024Jane Street Group LLC6,234$319K0.0%N/A0.060%
11/15/2024Quadrature Capital Ltd5,671$290K0.0%N/A0.055%
11/15/2024RBF Capital LLC166,800$8.53M0.4%-1.9%1.615%
11/14/2024PDT Partners LLC9,078$464K0.0%N/A0.088%
11/13/2024BNP Paribas Financial Markets3,214$164K0.0%+3,146.5%0.031%
11/13/2024FMR LLC12,077$618K0.0%+26.3%0.117%
11/8/2024Connor Clark & Lunn Investment Management Ltd.11,290$578K0.0%-22.2%0.109%
11/7/2024Quest Partners LLC4,070$208K0.0%+140.1%0.039%
11/6/2024Empowered Funds LLC32,891$1.68M0.0%-17.9%0.318%
10/10/2024 Inspire Investing LLC8,102$414K0.0%N/A0.078%
10/9/2024 Profit Investment Management LLC46,949$2.40M1.9%-36.4%0.455%
8/15/2024AQR Capital Management LLC22,274$1.07M0.0%-60.1%0.216%
8/15/2024Caxton Associates LP8,137$390K0.0%-6.7%0.079%
8/14/2024Marshall Wace LLP14,736$706K0.0%+141.1%0.143%
8/14/2024Bank of Montreal Can7,656$367K0.0%N/A0.074%
8/9/2024Renaissance Technologies LLC44,769$2.15M0.0%-12.6%0.433%
8/9/2024Dimensional Fund Advisors LP512,706$24.56M0.0%-0.3%4.964%
8/8/2024Beverly Hills Private Wealth LLC19,850$951K0.2%+55.6%0.192%
8/8/2024American Century Companies Inc.124,449$5.96M0.0%+35.3%1.205%
8/6/2024Quest Partners LLC1,695$81K0.0%-59.9%0.016%
8/6/2024Acadian Asset Management LLC24,387$1.17M0.0%+74.8%0.236%
8/5/2024Victory Capital Management Inc.24,979$1.20M0.0%N/A0.242%
7/29/2024Innealta Capital LLC1,167$56K0.0%N/A0.011%
7/26/2024Bank of New York Mellon Corp27,241$1.31M0.0%+1.1%0.264%
7/19/2024TCW Group Inc.50,000$2.40M0.0%N/A0.484%
7/12/2024 Profit Investment Management LLC73,839$3.54M2.2%-2.2%0.715%
5/16/2024EJF Capital LLC40,000$1.60M1.1%+12.4%0.387%
5/16/2024Caxton Associates LP8,718$348K0.0%-3.3%0.084%
5/15/2024Quadrature Capital Ltd5,829$232K0.0%-58.0%0.056%
5/13/2024O Shaughnessy Asset Management LLC31,138$1.24M0.0%-2.7%0.301%
5/10/2024Acadian Asset Management LLC13,954$557K0.0%-65.5%0.135%
5/10/2024Vanguard Group Inc.284,885$11.37M0.0%+4.6%2.758%
5/7/2024Empowered Funds LLC37,191$1.49M0.0%+8.1%0.360%
5/3/2024GSA Capital Partners LLP32,392$1.29M0.1%N/A0.310%
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3/25/2024Quadrature Capital Ltd13,884$574K0.0%+31.3%0.133%
2/14/2024Corsair Capital Management L.P.9,348$386K0.1%-19.7%0.090%
2/9/2024Quest Partners LLC8,707$360K0.1%N/A0.084%
2/7/2024Dimensional Fund Advisors LP516,047$21.32M0.0%-0.3%4.972%
2/7/2024Jump Financial LLC5,200$215K0.0%-46.5%0.050%
2/2/2024Watershed Asset Management L.L.C.6,694$277K0.3%N/A0.064%
1/30/2024Beverly 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%
12/6/2023Citigroup Inc.1,076$41K0.0%+2,291.1%0.010%
11/15/2023GSA Capital Partners LLP30,015$1.15M0.1%+108.1%0.289%
11/15/2023EJF Capital LLC34,440$1.32M0.6%+43.5%0.332%
11/15/2023AQR Capital Management LLC168,212$6.44M0.0%-1.1%1.621%
11/14/2023Caxton Associates LP9,018$345K0.0%+30.4%0.087%
11/14/2023O Shaughnessy Asset Management LLC31,861$1.22M0.0%+90.8%0.307%
11/13/2023Brandywine Global Investment Management LLC33,009$1.27M0.0%+11.2%0.318%
11/13/2023Acadian Asset Management LLC48,540$1.86M0.0%+1,225.9%0.468%
11/8/2023Oppenheimer & Co. Inc.8,264$317K0.0%-4.6%0.080%
11/7/2023Barclays PLC5,967$228K0.0%+1,758.9%0.057%
11/7/2023Jump Financial LLC9,728$373K0.0%N/A0.094%
11/3/2023KCS Wealth Advisory31,131$1.19M0.5%-8.2%0.295%
10/24/2023Bank of New York Mellon Corp41,564$1.59M0.0%+1.9%0.394%
8/15/2023RBF Capital LLC166,900$6.71M0.4%N/A1.582%
8/15/2023Corsair Capital Management L.P.6,000$241K0.1%N/A0.057%
8/11/2023 Missouri Trust & Investment Co1,900$76K0.0%N/A0.018%
8/11/2023O Shaughnessy Asset Management LLC16,701$671K0.0%N/A0.158%
8/11/2023ExodusPoint Capital Management LP8,909$358K0.0%N/A0.084%
8/9/2023Spire Wealth Management714$29K0.0%-29.4%0.007%
8/7/2023Acadian Asset Management LLC3,661$146K0.0%N/A0.035%
8/3/2023Bank of New York Mellon Corp40,800$1.64M0.0%-41.0%0.369%
7/27/2023New 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%
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%
6/16/2023DGS Capital Management LLC5,448$213K0.1%-14.7%0.049%
5/25/2023Brandywine Global Investment Management LLC29,688$1.16M0.0%+435.8%0.268%
5/12/2023Brandywine Global Investment Management LLC29,688$1.16M0.0%+435.8%0.269%
5/12/2023Grantham Mayo Van Otterloo & Co. LLC19,178$751K0.0%-13.9%0.173%
5/10/2023Oppenheimer & Co. Inc.8,664$339K0.0%+54.9%0.078%
5/9/2023Spire Wealth Management1,011$40K0.0%N/A0.009%
5/4/2023Los 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%
4/21/2023Denali Advisors LLC27,700$1.08M0.5%-10.1%0.253%
4/18/2023KCS Wealth Advisory34,609$1.36M0.5%-12.3%0.315%
2/21/2023DGS Capital Management LLC6,388$270K0.2%-26.7%0.058%
2/10/2023Connor Clark & Lunn Investment Management Ltd.5,426$230K0.0%N/A0.049%
2/10/2023O Shaughnessy Asset Management LLC10,906$462K0.0%-18.9%0.099%
2/10/2023Brandywine Global Investment Management LLC5,541$235K0.0%N/A0.051%
2/9/2023Dimensional Fund Advisors LP540,521$22.88M0.0%-0.6%4.927%
2/9/2023Denali Advisors LLC30,800$1.30M0.5%+9.6%0.281%
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2/8/2023Oppenheimer & Co. Inc.5,594$237K0.0%N/A0.051%
2/8/2023KCS Wealth Advisory39,483$1.67M0.7%+2.6%0.360%
2/7/2023Shell Asset Management Co.4,731$200K0.0%-16.9%0.043%
2/3/2023Hancock 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%
11/14/2022Shell Asset Management Co.5,693$176K0.0%-53.9%0.052%
11/10/2022Dimensional Fund Advisors LP543,936$16.85M0.0%-1.8%4.958%
11/10/2022Grantham Mayo Van Otterloo & Co. LLC23,378$724K0.0%-41.5%0.213%
11/8/2022New York State Common Retirement Fund15,473$479K0.0%+23.2%0.141%
(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, 52 institutional investors and hedge funds held shares of Oppenheimer. The most heavily invested institutionals were Dimensional Fund Advisors LP ($24.56M), Vanguard Group Inc. ($11.37M), RBF Capital LLC ($8.53M), American Century Companies Inc. ($5.96M), TCW Group Inc. ($3.92M), Geode Capital Management LLC ($3.38M), and Profit Investment Management LLC ($3.17M).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 44 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), TCW Group Inc. ($76.60K), Acadian Asset Management LLC ($58.97K), Brandywine Global Investment Management LLC ($57.16K), GSA Capital Partners LLP ($47.99K), American Century Companies Inc. ($32.44K), and O Shaughnessy Asset Management LLC ($31.86K).

How much institutional buying is happening at Oppenheimer?

Institutional investors have bought a total of 742,237 shares in the last 24 months. This purchase volume represents approximately $31.74M in transactions.

Which Oppenheimer major shareholders have been selling company stock?

Of the 26 institutional investors that sold Oppenheimer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Capital Management LLC ($35.53K), Profit Investment Management LLC ($28.59K), Bank of New York Mellon Corp ($28.37K), Acadian Asset Management LLC ($26.44K), Geode Capital Management LLC ($8.92K), KCS Wealth Advisory ($8.35K), and Quadrature Capital Ltd ($8.06K).

How much institutional selling is happening at Oppenheimer?

Institutional investors have sold a total of 200,029 shares in the last 24 months. This volume of shares sold represents approximately $8.98M in transactions.


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This page (NYSE:OPY) was last updated on 1/21/2025 by MarketBeat.com Staff
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