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Oppenheimer (OPY) Institutional Ownership

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$62.45 +0.64 (+1.04%)
(As of 12/20/2024 05:31 PM ET)

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)
$13.81M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.52M
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OPY Institutional Buying and Selling by Quarter

Oppenheimer Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 TCW Group Inc.76,600$3.92M0.0%+53.2%0.742%
11/16/2024 Geode Capital Management LLC65,967$3.38M0.0%-11.9%0.639%
11/15/2024 XTX Topco Ltd7,951$407K0.0%N/A0.077%
11/15/2024 Jane Street Group LLC6,234$319K0.0%N/A0.060%
11/15/2024 Quadrature Capital Ltd5,671$290K0.0%N/A0.055%
11/15/2024 RBF Capital LLC166,800$8.53M0.4%-1.9%1.615%
11/14/2024 PDT Partners LLC9,078$464K0.0%N/A0.088%
11/13/2024 BNP Paribas Financial Markets3,214$164K0.0%+3,146.5%0.031%
11/13/2024 FMR LLC12,077$618K0.0%+26.3%0.117%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.11,290$578K0.0%-22.2%0.109%
11/7/2024 Quest Partners LLC4,070$208K0.0%+140.1%0.039%
11/6/2024 Empowered 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%
8/15/2024 AQR Capital Management LLC22,274$1.07M0.0%-60.1%0.216%
8/15/2024 Caxton Associates LP8,137$390K0.0%-6.7%0.079%
8/14/2024 Marshall Wace LLP14,736$706K0.0%+141.1%0.143%
8/14/2024 Bank of Montreal Can7,656$367K0.0%N/A0.074%
8/9/2024 Renaissance Technologies LLC44,769$2.15M0.0%-12.6%0.433%
8/9/2024 Dimensional Fund Advisors LP512,706$24.56M0.0%-0.3%4.964%
8/8/2024 Beverly Hills Private Wealth LLC19,850$951K0.2%+55.6%0.192%
8/8/2024 American Century Companies Inc.124,449$5.96M0.0%+35.3%1.205%
8/6/2024 Quest Partners LLC1,695$81K0.0%-59.9%0.016%
8/6/2024 Acadian Asset Management LLC24,387$1.17M0.0%+74.8%0.236%
8/5/2024 Victory Capital Management Inc.24,979$1.20M0.0%N/A0.242%
7/29/2024 Innealta Capital LLC1,167$56K0.0%N/A0.011%
7/26/2024 Bank of New York Mellon Corp27,241$1.31M0.0%+1.1%0.264%
7/19/2024 TCW 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%
5/16/2024 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%
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%
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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%
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%
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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%
(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, 51 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 Monarch Partners Asset Management LLC ($2.99M).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 43 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 726,045 shares in the last 24 months. This purchase volume represents approximately $30.88M in transactions.

Which Oppenheimer major shareholders have been selling company stock?

Of the 25 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 198,108 shares in the last 24 months. This volume of shares sold represents approximately $8.86M in transactions.



This page (NYSE:OPY) was last updated on 12/21/2024 by MarketBeat.com Staff
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