| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
12,390,000 |
| Market
Cap: |
546.65(M) |
| Last
Volume: |
19,203 |
Avg
Vol: |
84,804 |
| 52
Week Range: |
$33.64 - $46.12 |
|
| 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 : - |
| 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.
|
|
|
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. |
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
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 |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Mcnamara Dennis P |
Secretary |
• – – |
2019-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
1,320 |
44,724 |
|
- |
|
| Alfano Jeffrey J |
CFO |
• – – |
2019-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
1,235 |
62,335 |
|
- |
|
| Lowenthal Albert G |
CEO |
• • • |
2019-02-08 |
4 |
B |
$26.33 |
$26,514 |
I/I |
1,007 |
97,128 |
2.64 |
- |
|
| Lowenthal Robert S |
Director |
– • – |
2019-01-28 |
4 |
A |
$0.00 |
$0 |
D/D |
2,482 |
38,630 |
|
- |
|
| Alfano Jeffrey J |
CFO |
• – – |
2019-01-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,239 |
61,100 |
|
- |
|
| Mcnamara Dennis P |
Secretary |
• – – |
2019-01-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,333 |
43,404 |
|
- |
|
| Roberts Elaine K |
Director |
– • – |
2018-05-14 |
4 |
A |
$0.00 |
$0 |
D/D |
7,625 |
19,542 |
|
- |
|
| Behrens Evan |
Director |
– • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
6,000 |
|
- |
|
| Friedman Paul M |
Director |
– • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
10,000 |
|
- |
|
| Oughtred A Winn |
Director |
– • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
25,650 |
|
- |
|
| Keehner Michael |
Director |
– • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
24,850 |
|
- |
|
| Dwyer Timothy Martin |
Director |
– • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
10,000 |
|
- |
|
| Ehrhardt William |
Director |
– • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,500 |
24,850 |
|
- |
|
| Roberts Elaine K |
Director |
– • – |
2018-02-26 |
4 |
A |
$0.00 |
$0 |
D/D |
1,900 |
11,917 |
|
- |
|
| Lowenthal Robert S |
Director |
– • – |
2017-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
3,755 |
34,602 |
|
- |
|
| Lowenthal Albert G |
CEO |
• • • |
2017-12-28 |
4 |
A |
$0.00 |
$0 |
I/I |
22,128 |
3,163,321 |
|
- |
|
| Alfano Jeffrey J |
CFO |
• – – |
2017-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,042 |
59,861 |
|
- |
|
| Mcnamara Dennis P |
Secretary |
• – – |
2017-12-28 |
4 |
A |
$0.00 |
$0 |
D/D |
5,042 |
42,071 |
|
- |
|
| Roberts Elaine K |
Director |
– • – |
2017-08-22 |
4 |
A |
$0.00 |
$0 |
D/D |
875 |
10,017 |
|
- |
|
| Roberts Elaine K |
Director |
– • – |
2017-07-27 |
4 |
A |
$0.00 |
$0 |
I/I |
1,000 |
9,142 |
|
- |
|
| Roberts Elaine K |
Director |
– • – |
2017-07-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
8,142 |
|
- |
|
| Roberts Elaine K |
Director |
– • – |
2017-02-24 |
4 |
A |
$0.00 |
$0 |
D/D |
2,032 |
11,279 |
|
- |
|
| Friedman Paul M |
Director |
– • – |
2017-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
3,500 |
7,500 |
|
- |
|
| Oughtred A Winn |
Director |
– • – |
2017-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
3,500 |
23,150 |
|
- |
|
| Keehner Michael |
Director |
– • – |
2017-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
3,500 |
22,350 |
|
- |
|
333 Records found
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Page 4 of 14 |
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0.70 (1.56%) 
