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Oppenheimer (OPY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Oppenheimer (NYSE:OPY)

Current
Institutional Ownership
Percentage
32.26%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$18.67M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.88M
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OPY Institutional Buying and Selling by Quarter

Oppenheimer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Empowered Funds LLC37,191$1.49M0.0%+8.1%0.360%
5/3/2024 GSA Capital Partners LLP32,392$1.29M0.1%N/A0.310%
3/25/2024Quadrature Capital Ltd13,884$574K0.0%+31.3%0.133%
2/14/2024Corsair Capital Management L.P.9,348$386K0.1%-19.7%0.090%
2/9/2024 Quest Partners LLC8,707$360K0.1%N/A0.084%
2/7/2024Dimensional Fund Advisors LP516,047$21.32M0.0%-0.3%4.972%
2/7/2024Jump Financial LLC5,200$215K0.0%-46.5%0.050%
2/2/2024Watershed Asset Management L.L.C.6,694$277K0.3%N/A0.064%
1/30/2024 Beverly Hills Private Wealth LLC4,993$206K0.1%N/A0.048%
1/16/2024 Profit Investment Management LLC75,538$3.12M1.8%+8.5%0.728%
12/6/2023Citigroup Inc.1,076$41K0.0%+2,291.1%0.010%
11/15/2023 GSA Capital Partners LLP30,015$1.15M0.1%+108.1%0.289%
11/15/2023EJF Capital LLC34,440$1.32M0.6%+43.5%0.332%
11/15/2023AQR Capital Management LLC168,212$6.44M0.0%-1.1%1.621%
11/14/2023Caxton Associates LP9,018$345K0.0%+30.4%0.087%
11/14/2023O Shaughnessy Asset Management LLC31,861$1.22M0.0%+90.8%0.307%
11/13/2023Brandywine Global Investment Management LLC33,009$1.27M0.0%+11.2%0.318%
11/13/2023Acadian Asset Management LLC48,540$1.86M0.0%+1,225.9%0.468%
11/8/2023 Oppenheimer & Co. Inc.8,264$317K0.0%-4.6%0.080%
11/7/2023Barclays PLC5,967$228K0.0%+1,758.9%0.057%
11/7/2023Jump Financial LLC9,728$373K0.0%N/A0.094%
11/3/2023KCS Wealth Advisory31,131$1.19M0.5%-8.2%0.295%
10/24/2023 Bank of New York Mellon Corp41,564$1.59M0.0%+1.9%0.394%
8/15/2023RBF Capital LLC166,900$6.71M0.4%N/A1.582%
8/15/2023Corsair Capital Management L.P.6,000$241K0.1%N/A0.057%
8/11/2023Missouri Trust & Investment Co1,900$76K0.0%N/A0.018%
8/11/2023O Shaughnessy Asset Management LLC16,701$671K0.0%N/A0.158%
8/11/2023ExodusPoint Capital Management LP8,909$358K0.0%N/A0.084%
8/9/2023 Spire Wealth Management714$29K0.0%-29.4%0.007%
8/7/2023Acadian Asset Management LLC3,661$146K0.0%N/A0.035%
8/3/2023 Bank of New York Mellon Corp40,800$1.64M0.0%-41.0%0.369%
7/27/2023 New York State Teachers Retirement System702$28K0.0%N/A0.006%
7/27/2023EA Series Trust28,791$1.16M0.0%N/A0.260%
7/21/2023 NorthCrest Asset Manangement LLC12,150$488K0.0%-2.0%0.110%
7/18/2023KCS Wealth Advisory33,897$1.36M0.5%-2.1%0.306%
7/11/2023 Profit Investment Management LLC69,628$2.80M1.8%+20.8%0.630%
6/16/2023 DGS Capital Management LLC5,448$213K0.1%-14.7%0.049%
5/25/2023Brandywine Global Investment Management LLC29,688$1.16M0.0%+435.8%0.268%
5/12/2023Brandywine Global Investment Management LLC29,688$1.16M0.0%+435.8%0.269%
5/12/2023Grantham Mayo Van Otterloo & Co. LLC19,178$751K0.0%-13.9%0.173%
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5/10/2023 Oppenheimer & Co. Inc.8,664$339K0.0%+54.9%0.078%
5/9/2023 Spire Wealth Management1,011$40K0.0%N/A0.009%
5/4/2023 Los Angeles Capital Management LLC44,645$1.75M0.0%-4.7%0.407%
4/25/2023 NorthCrest Asset Manangement LLC12,400$485K0.0%+7.4%0.113%
4/21/2023 Denali Advisors LLC27,700$1.08M0.5%-10.1%0.253%
4/18/2023KCS Wealth Advisory34,609$1.36M0.5%-12.3%0.315%
2/21/2023 DGS Capital Management LLC6,388$270K0.2%-26.7%0.058%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.5,426$230K0.0%N/A0.049%
2/10/2023O Shaughnessy Asset Management LLC10,906$462K0.0%-18.9%0.099%
2/10/2023Brandywine Global Investment Management LLC5,541$235K0.0%N/A0.051%
2/9/2023Dimensional Fund Advisors LP540,521$22.88M0.0%-0.6%4.927%
2/9/2023 Denali Advisors LLC30,800$1.30M0.5%+9.6%0.281%
2/8/2023 Oppenheimer & Co. Inc.5,594$237K0.0%N/A0.051%
2/8/2023KCS Wealth Advisory39,483$1.67M0.7%+2.6%0.360%
2/7/2023Shell Asset Management Co.4,731$200K0.0%-16.9%0.043%
2/3/2023Hancock Whitney Corp8,725$369K0.0%+21.3%0.080%
2/2/2023Monarch Partners Asset Management LLC70,646$2.99M0.9%+0.7%0.644%
2/1/2023 NorthCrest Asset Manangement LLC11,550$489K0.0%+2.2%0.105%
11/14/2022Shell Asset Management Co.5,693$176K0.0%-53.9%0.052%
11/10/2022Dimensional Fund Advisors LP543,936$16.85M0.0%-1.8%4.958%
11/10/2022Grantham Mayo Van Otterloo & Co. LLC23,378$724K0.0%-41.5%0.213%
11/8/2022 New York State Common Retirement Fund15,473$479K0.0%+23.2%0.141%
11/2/2022 Los Angeles Capital Management LLC46,864$1.45M0.0%-15.8%0.413%
10/31/2022Monarch Partners Asset Management LLC70,142$2.17M0.7%+13.7%0.618%
10/26/2022Hancock Whitney Corp7,194$223K0.0%-26.1%0.063%
10/26/2022Wipfli Financial Advisors LLC1,183$37K0.0%N/A0.010%
10/25/2022 Denali Advisors LLC28,100$871K0.4%+30.7%0.248%
10/21/2022KCS Wealth Advisory38,468$1.19M0.5%+30.4%0.339%
8/12/2022Grantham Mayo Van Otterloo & Co. LLC39,978$1.32M0.0%+12.4%0.352%
8/11/2022Martingale Asset Management L P22,716$751K0.0%+6.0%0.200%
8/8/2022Hancock Whitney Corp9,738$322K0.0%-3.4%0.080%
8/5/2022 Los Angeles Capital Management LLC55,636$1.84M0.0%-3.8%0.455%
7/28/2022 DGS Capital Management LLC9,524$315K0.3%+101.5%0.078%
7/27/2022 Assenagon Asset Management S.A.30,156$996K0.0%-62.5%0.247%
7/22/2022KCS Wealth Advisory29,502$975K0.4%+247.9%0.241%
7/20/2022 Denali Advisors LLC21,500$710K0.3%+16.8%0.176%
7/18/2022 Denali Advisors LLC21,500$710K0.3%+16.8%0.176%
7/11/2022 Profit Investment Management LLC57,661$1.90M1.4%N/A0.471%
6/30/2022 Amalgamated Bank1,113$49K0.0%N/A0.009%
5/12/2022 Panagora Asset Management Inc.58,198$2.54M0.0%-10.5%0.476%
5/12/2022Martingale Asset Management L P21,429$935K0.0%+78.3%0.175%
5/12/2022Hancock Whitney Corp10,083$439K0.0%N/A0.082%
5/11/2022 GSA Capital Partners LLP11,504$501K0.1%-38.6%0.094%
5/10/2022 Catalyst Capital Advisors LLC13,700$597K0.0%N/A0.110%
5/10/2022 Meeder Asset Management Inc.1,211$53K0.0%N/A0.010%
5/9/2022Qube Research & Technologies Ltd7,642$333K0.0%-43.9%0.062%
5/6/2022 Los Angeles Capital Management LLC57,806$2.52M0.0%-3.3%0.465%
5/6/2022Monarch Partners Asset Management LLC61,687$2.69M0.6%+57.6%0.497%
5/6/2022 Koss Olinger Consulting LLC4,910$214K0.0%+10.9%0.040%
5/5/2022 DGS Capital Management LLC4,727$206K0.1%N/A0.038%
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5/5/2022 New York State Common Retirement Fund12,585$548K0.0%+32.8%0.101%
5/5/2022 Russell Investments Group Ltd.8,162$355K0.0%-77.1%0.066%
5/4/2022Shell Asset Management Co.12,341$538K0.0%-12.8%0.099%
4/28/2022 Parallel Advisors LLC1,016$45K0.0%+2,016.7%0.008%
4/27/2022 New York State Teachers Retirement System800$35K0.0%N/A0.006%
4/26/2022 Exchange Traded Concepts LLC12,023$524K0.0%-4.3%0.097%
4/25/2022 Assenagon Asset Management S.A.80,503$3.51M0.0%+368.1%0.648%
4/19/2022 Denali Advisors LLC18,400$802K0.3%+27.8%0.148%
4/18/2022 NorthCrest Asset Manangement LLC11,300$492K0.0%+4.1%0.091%
4/16/2022KCS Wealth Advisory8,481$370K0.2%+39.3%0.068%
(Data available from 1/1/2016 forward)

OPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPY shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Oppenheimer. The most heavily invested institutionals were Dimensional Fund Advisors LP ($21.32M), RBF Capital LLC ($6.71M), AQR Capital Management LLC ($6.44M), Profit Investment Management LLC ($3.12M), Monarch Partners Asset Management LLC ($2.99M), Panagora Asset Management Inc. ($2.54M), and Acadian Asset Management LLC ($1.86M).Learn more on OPY's institutional investors.

What percentage of Oppenheimer stock is owned by institutional investors?

32.26% of Oppenheimer stock is owned by institutional investors. Learn more on OPY's institutional investor holdings.

Which institutional investors have been buying Oppenheimer stock?

Of the 38 institutional investors that purchased Oppenheimer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RBF Capital LLC ($166.90K), Profit Investment Management LLC ($75.54K), Brandywine Global Investment Management LLC ($57.16K), Acadian Asset Management LLC ($48.54K), GSA Capital Partners LLP ($47.99K), O Shaughnessy Asset Management LLC ($31.86K), and KCS Wealth Advisory ($31.00K).

How much institutional buying is happening at Oppenheimer?

Institutional investors have bought a total of 653,786 shares in the last 24 months. This purchase volume represents approximately $25.27M in transactions.

Which Oppenheimer major shareholders have been selling company stock?

Of the 19 institutional investors that sold Oppenheimer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($50.35K), Bank of New York Mellon Corp ($28.37K), Grantham Mayo Van Otterloo & Co. LLC ($19.70K), Dimensional Fund Advisors LP ($14.99K), Los Angeles Capital Management LLC ($13.16K), KCS Wealth Advisory ($8.35K), and Shell Asset Management Co. ($7.62K).

How much institutional selling is happening at Oppenheimer?

Institutional investors have sold a total of 178,090 shares in the last 24 months. This volume of shares sold represents approximately $6.42M in transactions.


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This page (NYSE:OPY) was last updated on 5/10/2024 by MarketBeat.com Staff

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