| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
12,390,000 |
| Market
Cap: |
820.09(M) |
| Last
Volume: |
50,318 |
Avg
Vol: |
75,411 |
| 52
Week Range: |
$47.59 - $72.76 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Investment Brokerage - Regional |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 823 |
| Guru Rank Value : 3 |
| Guru Occurances : 1 |
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Company Profile Oppenheimer Holdings, through its operating subsidiaries, is a middle-market investment bank and broker-dealer. Co. is engaged in a range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity and fixed income research, research, market-making, trust services and investment advisory and asset management services. Co.'s reportable segments are: Private Client, Asset Management, and Capital Markets.
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|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
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|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
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|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
10,000 |
10,000 |
16,750 |
33,375 |
| Total Sell Value |
$632,519 |
$632,519 |
$978,281 |
$1,638,112 |
| Total People Sold |
1 |
1 |
3 |
3 |
| Total Sell Transactions |
3 |
3 |
5 |
8 |
| End Date |
2025-03-30 |
2024-12-27 |
2024-06-28 |
2023-06-29 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Friedman Paul M |
Director |
– • – |
2025-06-10 |
4 |
S |
$63.31 |
$221,578 |
I/I |
(3,500) |
17,000 |
|
-4% |
|
| Friedman Paul M |
Director |
– • – |
2025-06-09 |
4 |
S |
$63.32 |
$221,621 |
I/I |
(3,500) |
20,500 |
|
-5% |
|
| Friedman Paul M |
Director |
– • – |
2025-06-06 |
4 |
S |
$63.11 |
$189,320 |
I/I |
(3,000) |
24,000 |
|
-5% |
|
| Roth R Lawrence |
Director |
– • – |
2025-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,500 |
17,000 |
|
- |
|
| Kanter Stacy J. |
Director |
– • – |
2025-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,500 |
4,500 |
|
- |
|
| Spaulding Suzanne |
Director |
– • – |
2025-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,500 |
1,500 |
|
- |
|
| Glasser Teresa |
Director |
– • – |
2025-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,500 |
17,000 |
|
- |
|
| Behrens Evan |
Director |
– • – |
2025-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,500 |
5,625 |
|
- |
|
| Dwyer Timothy Martin |
Director |
– • – |
2025-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,500 |
27,000 |
|
- |
|
| Friedman Paul M |
Director |
– • – |
2025-01-30 |
4 |
A |
$0.00 |
$0 |
I/I |
1,500 |
27,000 |
|
- |
|
| Lowenthal Albert G |
CEO |
• • • |
2025-01-28 |
4 |
A |
$0.00 |
$0 |
D/D |
39,689 |
199,151 |
|
- |
|
| Lowenthal Robert S |
Director |
– • – |
2025-01-28 |
4 |
A |
$0.00 |
$0 |
D/D |
19,308 |
94,103 |
|
- |
|
| Mcnamara Dennis P |
Secretary |
• – – |
2025-01-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,085 |
23,766 |
|
- |
|
| Behrens Evan |
Director |
– • – |
2024-08-19 |
4 |
S |
$50.78 |
$38,088 |
D/D |
(750) |
4,125 |
|
-28% |
|
| Mcnamara Dennis P |
Secretary |
• – – |
2024-07-31 |
4 |
S |
$51.28 |
$307,674 |
D/D |
(6,000) |
20,681 |
|
-23% |
|
| Behrens Evan |
Director |
– • – |
2024-05-10 |
4 |
S |
$43.65 |
$180,056 |
D/D |
(4,125) |
4,875 |
|
-15% |
|
| Mcnamara Dennis P |
Secretary |
• – – |
2024-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
2,357 |
26,681 |
|
- |
|
| Lowenthal Albert G |
CEO |
• • • |
2024-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
40,683 |
159,462 |
|
- |
|
| Lowenthal Robert S |
Director |
– • – |
2024-01-30 |
4 |
A |
$0.00 |
$0 |
D/D |
11,257 |
74,795 |
|
- |
|
| Oughtred A Winn |
Director |
– • – |
2024-01-25 |
4/A |
D |
$0.00 |
$0 |
D/D |
(3,000) |
23,150 |
|
- |
|
| Ehrhardt William |
Director |
– • – |
2024-01-25 |
4/A |
D |
$0.00 |
$0 |
D/D |
(3,000) |
37,350 |
|
- |
|
| Kanter Stacy J. |
Director |
– • – |
2024-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
3,000 |
3,000 |
|
- |
|
| Oughtred A Winn |
Director |
– • – |
2024-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
3,000 |
26,150 |
|
- |
|
| Glasser Teresa |
Director |
– • – |
2024-01-25 |
4 |
A |
$0.00 |
$0 |
D/D |
3,000 |
15,500 |
|
- |
|
| Friedman Paul M |
Director |
– • – |
2024-01-25 |
4 |
A |
$0.00 |
$0 |
I/I |
3,000 |
25,500 |
|
- |
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159 Records found
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Page 1 of 7 |
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