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Exchange: |
New York Stock Exchange |
Security
Type: |
Common |
Shares
Out: |
12,390,000 |
Market
Cap: |
565.98(M) |
Last
Volume: |
55,111 |
Avg
Vol: |
84,353 |
52
Week Range: |
$33.64 - $46.12 |
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Level
I Sector: |
Financials |
Level
II Sector: |
Financial Services |
Level
III Sector: |
Investment Brokerage - Regional |
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Member Indexes:
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Rankings:
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Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
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Guru Rank Number : - |
Guru Rank Value : - |
Guru Occurances : - |
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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:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
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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 +/-:
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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:
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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:
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Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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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 |
4,125 |
4,125 |
16,625 |
28,745 |
Total Sell Value |
$180,056 |
$180,056 |
$659,831 |
$1,199,592 |
Total People Sold |
1 |
1 |
1 |
2 |
Total Sell Transactions |
1 |
1 |
3 |
4 |
End Date |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
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Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
Oughtred A Winn |
SECRETARY |
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2006-12-19 |
4/A |
OE |
$25.95 |
$648,750 |
D/D |
25,000 |
5,500 |
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- |
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Oughtred A Winn |
SECRETARY |
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2006-12-19 |
4 |
A |
$25.75 |
$643,750 |
D/D |
25,000 |
28,500 |
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- |
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Crystal Richard |
Director |
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2006-11-17 |
4 |
S |
$33.55 |
$33,550 |
D/D |
(1,000) |
3,700 |
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- |
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Crystal Richard |
Director |
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2006-11-03 |
4 |
S |
$32.88 |
$65,780 |
D/D |
(2,000) |
4,700 |
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- |
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Crystal Richard |
Director |
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2006-11-02 |
4 |
S |
$33.30 |
$33,300 |
D/D |
(1,000) |
6,700 |
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- |
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Crystal Richard |
Director |
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2006-11-01 |
4 |
OE |
$28.30 |
$113,200 |
D/D |
4,000 |
7,700 |
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- |
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Roberts Elaine K |
President and Treasurer |
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2006-10-06 |
5 |
B |
$30.26 |
$242 |
D/D |
8 |
124 |
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- |
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Bitoue John L |
Director |
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2006-09-01 |
4 |
S |
$30.03 |
$381,375 |
D/D |
(12,700) |
25,480 |
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- |
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Bitoue John L |
Director |
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2006-08-29 |
4 |
S |
$30.15 |
$6,030 |
D/D |
(200) |
38,180 |
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- |
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Bitoue John L |
Director |
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2006-08-28 |
4 |
S |
$30.09 |
$150,457 |
D/D |
(5,000) |
38,380 |
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- |
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Bitoue John L |
Director |
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2006-08-25 |
4 |
S |
$30.19 |
$153,955 |
D/D |
(5,100) |
43,380 |
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- |
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Bitoue John L |
Director |
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2006-08-24 |
4 |
S |
$30.36 |
$60,715 |
D/D |
(2,000) |
48,480 |
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- |
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Lowenthal Albert G |
officerTitle |
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2005-12-19 |
4 |
GD |
$19.69 |
$39,380 |
I/I |
2,000 |
2,734,430 |
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- |
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Oughtred A Winn |
Secretary |
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2005-06-20 |
4 |
B |
$22.33 |
$24,733 |
I/I |
1,100 |
1,300 |
2.58 |
- |
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Oughtred A Winn |
Secretary |
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2005-06-16 |
4 |
B |
$22.34 |
$4,468 |
I/I |
200 |
200 |
2.58 |
- |
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Crystal Richard |
Director |
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2005-04-29 |
4 |
B |
$20.19 |
$20,190 |
D/D |
1,000 |
3,700 |
2.39 |
- |
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Mcarthur Kenneth W |
Director |
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2005-02-11 |
4 |
OE |
$14.94 |
$74,690 |
D/D |
5,000 |
20,000 |
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- |
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Lowenthal Albert G |
CHMN & CEO |
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2004-11-03 |
4 |
GD |
$21.99 |
$43,980 |
I/I |
2,000 |
2,736,430 |
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- |
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Mcarthur Kenneth W |
Director |
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2004-03-08 |
4/A |
GD |
$33.49 |
$200,940 |
I/I |
6,000 |
29,000 |
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- |
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Mcarthur Kenneth W |
Director |
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2004-03-08 |
4 |
GD |
$33.49 |
$200,940 |
I/I |
6,000 |
31,000 |
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- |
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Roberts Elaine K |
PRESIDENT & TREASURER |
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2004-03-02 |
4 |
S |
$33.00 |
$6,600 |
D/D |
(200) |
178,594 |
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- |
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Roberts Elaine K |
PRESIDENT & TREASURER |
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2004-03-01 |
4 |
S |
$33.00 |
$82,540 |
D/D |
(2,500) |
178,794 |
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- |
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Roberts Elaine K |
PRESIDENT & TREASURER |
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2004-02-27 |
4 |
S |
$33.02 |
$33,020 |
D/D |
(1,000) |
181,294 |
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- |
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Roberts Elaine K |
President & Treasurer |
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2004-02-11 |
4 |
S |
$33.65 |
$57,253 |
D/D |
(1,700) |
182,294 |
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- |
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Roberts Elaine K |
President and Treasurer |
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2004-02-09 |
4 |
S |
$33.72 |
$40,492 |
D/D |
(1,200) |
183,994 |
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333 Records found
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Page 13 of 14 |
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