Recent Quarter Total Invested
$165.37 M
Recent Quarter Institutional Ownership Percentage
33.17%
Total Invested of Last Quarter
$132.65 M
Ownership Percentage of Last Quarter
30.95%
Oppenheimer Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 512,706 | $24.56 M | -0.34% | 4.93% |
| JB CAPITAL PARTNERS LP | 08/14/2024 | 503,954 | $24.14 M | 0.00% | 4.84% |
| VANGUARD GROUP INC | 08/13/2024 | 356,788 | $17.09 M | 25.24% | 3.43% |
| GREENWICH WEALTH MANAGEMENT LLC | 08/09/2024 | 305,703 | $14.65 M | 0.00% | 2.94% |
| BLACKROCK INC. | 08/13/2024 | 178,891 | $8.57 M | -12.64% | 1.72% |
| RBF CAPITAL, LLC | 08/14/2024 | 170,000 | $8.14 M | 0.00% | 1.63% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 124,449 | $5.96 M | 35.26% | 1.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 89,564 | $4.29 M | -2.31% | 0.86% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 84,213 | $4.04 M | 1.46% | 0.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 74,885 | $3.59 M | 1.17% | 0.72% |
| PROFIT INVESTMENT MANAGEMENT, LLC | 07/12/2024 | 73,839 | $3.54 M | -2.25% | 0.71% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 66,000 | $3.16 M | 26.68% | 0.63% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 56,988 | $2.73 M | -10.87% | 0.55% |
| MORGAN STANLEY | 10/17/2024 | 54,429 | $2.61 M | 54.03% | 0.52% |
| TCW GROUP INC | 07/19/2024 | 50,000 | $2.40 M | 100.00% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 44,769 | $2.14 M | -12.57% | 0.43% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 40,071 | $1.92 M | 7.74% | 0.39% |
| EJF CAPITAL LLC | 08/14/2024 | 40,000 | $1.92 M | 0.00% | 0.38% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2024 | 38,500 | $1.84 M | 0.00% | 0.37% |
| STATE STREET CORP | 08/14/2024 | 32,499 | $1.56 M | -10.96% | 0.31% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 30,709 | $1.47 M | 16.01% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 29,488 | $1.41 M | -43.51% | 0.28% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 28,717 | $1.38 M | -7.78% | 0.28% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 28,477 | $1.36 M | -4.17% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 27,241 | $1.31 M | 1.10% | 0.26% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 24,979 | $1.20 M | 100.00% | 0.24% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 24,387 | $1.17 M | 74.77% | 0.23% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 08/13/2024 | 22,900 | $1.10 M | 0.00% | 0.22% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 22,274 | $1.07 M | -60.13% | 0.21% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 08/08/2024 | 19,850 | $951,015 | 55.61% | 0.19% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 18,789 | $900,181 | 32.03% | 0.18% |
| NORTHERN TRUST CORP | 08/14/2024 | 17,026 | $815,716 | -0.65% | 0.16% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 16,244 | $778,000 | -49.85% | 0.16% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2024 | 16,000 | $766,560 | 0.00% | 0.15% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2024 | 15,159 | $726,268 | -36.42% | 0.15% |
| MARSHALL WACE, LLP | 08/14/2024 | 14,736 | $706,002 | 141.06% | 0.14% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 14,516 | $695,462 | 100.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 14,465 | $693,018 | -55.53% | 0.14% |
| NORTHCREST ASSET MANANGEMENT, LLC | 07/16/2024 | 11,950 | $572,525 | 0.00% | 0.11% |
| MACKENZIE FINANCIAL CORP | 08/14/2024 | 11,220 | $537,550 | 0.00% | 0.11% |
| ROYAL BANK OF CANADA | 11/06/2024 | 10,770 | $516,000 | -4.44% | 0.10% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 9,576 | $458,786 | -37.11% | 0.09% |
| FMR LLC | 08/13/2024 | 9,565 | $458,267 | 7.07% | 0.09% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/13/2024 | 9,159 | $438,808 | -0.69% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 8,213 | $393,485 | 176.90% | 0.08% |
| CAXTON ASSOCIATES LP | 08/14/2024 | 8,137 | $389,844 | -6.66% | 0.08% |
| CITADEL ADVISORS LLC | 08/14/2024 | 8,097 | $387,927 | -41.87% | 0.08% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 7,656 | $366,799 | 100.00% | 0.07% |
| PETRUS TRUST COMPANY, LTA | 08/14/2024 | 7,573 | $362,822 | 0.00% | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 7,000 | $335,370 | 0.00% | 0.07% |
Oppenheimer Holdings Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of OPY shares?
During the previous two years, 61 institutional investors and hedge funds held shares of Oppenheimer Holdings Inc.. The most heavily invested institutionals were:
GSA CAPITAL PARTNERS LLP: 0
BANK OF MONTREAL /CAN/: 0
nVerses Capital, LLC: 0
ADVISOR GROUP HOLDINGS, INC.: 0
MARSHALL WACE, LLP: 0
EntryPoint Capital, LLC: 0
-
What percentage of Oppenheimer Holdings Inc. stock is owned by institutional investors?
33.17% of Oppenheimer Holdings Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at OPY ?
Institutional investors have bought a total of 2.26 M shares in the last 24 months. This purchase volume represents approximately $135.50 M in transactions.