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Get Institutions for : 
Oppenheimer Holdings Inc (OPY)  
$44.12 0.70 (1.56%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    3
Total shares held : 
3,370,965  
% of shares held : 
27.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
39,326  
% of shares held change : 
  0.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.06  
Last Quarter's Ending Price : 
$41.32  
Last Quarter's Average Price
$38.27  
Change from last quarter's     
avg. price to the last closing  : 
5.85 (15.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 54,307
 1.61%
 
Increased Positions :
27
 221,944
 6.58%
 
Unchanged Positions :
18
 886,467
 26.3%
 
Decreased Positions :
23
-188,420
-5.59%
 
Closed Positions :
10
-48,505
-1.44%
 
Guru Positions :
2
619,745
 18.38%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GREENWICH WEALTH MANAGEMENT LLC 16 - 2024-03-31 305,703 $12,204,000 0
   INVESTOR RESOURCES GROUP LLC 24 - 2024-03-31 75,538 $3,015,000 0
   FORT HOOSAC MANAGEMENT, LLC 14 - 2024-03-31 22,900 $914,000 0
   PETRUS TRUST COMPANY, LTA 436 - 2024-03-31 7,573 $302,000 0
   Missouri Trust & Investment Co 174 - 2024-03-31 1,900 $76,000 0
   RHUMBLINE ADVISERS 3753 - 2024-03-31 380 $15,000 0
   WealthCollab LLC 399 - 2024-03-31 300 $12,000 0
   WELLS FARGO & CO/MN 5407 - 2024-03-31 53 $2,000 0
   FTB Advisors Inc. 2107 - 2024-03-31 37 $1,000 0
   HANSON MCCLAIN, INC. 3039 - 2024-03-31 14 $1,000 0
   PROEQUITIES INC. 5026 - 2024-03-31 0 $0 0
   Lindbrook Capital LLC 2677 - 2024-03-31 10 $0 0

  12 Records found
  1    
  Page 1 of 1
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