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Oppenheimer (OPY) Institutional Ownership

$51.51
+0.41 (+0.80%)
(As of 07/12/2024 ET)

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)
$16.86M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.23M
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OPY Institutional Buying and Selling by Quarter

Oppenheimer Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2024Profit Investment Management LLC73,839$3.54M2.2%-2.2%0.715%
5/16/2024EJF Capital LLC40,000$1.60M1.1%+12.4%0.387%
5/16/2024Caxton Associates LP8,718$348K0.0%-3.3%0.084%
5/15/2024Quadrature Capital Ltd5,829$232K0.0%-58.0%0.056%
5/13/2024O Shaughnessy Asset Management LLC31,138$1.24M0.0%-2.7%0.301%
5/10/2024Acadian Asset Management LLC13,954$557K0.0%-65.5%0.135%
5/10/2024Vanguard Group Inc.284,885$11.37M0.0%+4.6%2.758%
5/7/2024Empowered Funds LLC37,191$1.49M0.0%+8.1%0.360%
5/3/2024GSA 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%
2/9/2024Quest 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%
1/30/2024Beverly Hills Private Wealth LLC4,993$206K0.1%N/A0.048%
1/16/2024Profit Investment Management LLC75,538$3.12M1.8%+8.5%0.728%
12/6/2023Citigroup Inc.1,076$41K0.0%+2,291.1%0.010%
11/15/2023GSA 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%
11/8/2023Oppenheimer & 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%
10/24/2023Bank 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%
8/9/2023Spire Wealth Management714$29K0.0%-29.4%0.007%
8/7/2023Acadian Asset Management LLC3,661$146K0.0%N/A0.035%
8/3/2023Bank of New York Mellon Corp40,800$1.64M0.0%-41.0%0.369%
7/27/2023New York State Teachers Retirement System702$28K0.0%N/A0.006%
7/27/2023EA Series Trust28,791$1.16M0.0%N/A0.260%
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The stock is now trading for just $10 a share. Why is this company being ignored by Wall Street, and what kind of gains could shareholders soon be looking at?

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7/21/2023NorthCrest Asset Manangement LLC12,150$488K0.0%-2.0%0.110%
7/18/2023KCS Wealth Advisory33,897$1.36M0.5%-2.1%0.306%
7/11/2023Profit Investment Management LLC69,628$2.80M1.8%+20.8%0.630%
6/16/2023DGS 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%
5/10/2023Oppenheimer & Co. Inc.8,664$339K0.0%+54.9%0.078%
5/9/2023Spire Wealth Management1,011$40K0.0%N/A0.009%
5/4/2023Los Angeles Capital Management LLC44,645$1.75M0.0%-4.7%0.407%
4/25/2023NorthCrest Asset Manangement LLC12,400$485K0.0%+7.4%0.113%
4/21/2023Denali Advisors LLC27,700$1.08M0.5%-10.1%0.253%
4/18/2023KCS Wealth Advisory34,609$1.36M0.5%-12.3%0.315%
2/21/2023DGS Capital Management LLC6,388$270K0.2%-26.7%0.058%
2/10/2023Connor 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%
2/9/2023Denali Advisors LLC30,800$1.30M0.5%+9.6%0.281%
2/8/2023Oppenheimer & 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%
2/1/2023NorthCrest 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%
11/8/2022New York State Common Retirement Fund15,473$479K0.0%+23.2%0.141%
11/2/2022Los 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%
10/25/2022Denali 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%
8/5/2022Los Angeles Capital Management LLC55,636$1.84M0.0%-3.8%0.455%
7/28/2022DGS Capital Management LLC9,524$315K0.3%+101.5%0.078%
7/27/2022Assenagon Asset Management S.A.30,156$996K0.0%-62.5%0.247%
7/22/2022KCS Wealth Advisory29,502$975K0.4%+247.9%0.241%
7/20/2022Denali Advisors LLC21,500$710K0.3%+16.8%0.176%
7/18/2022Denali Advisors LLC21,500$710K0.3%+16.8%0.176%
7/11/2022Profit Investment Management LLC57,661$1.90M1.4%N/A0.471%
6/30/2022Amalgamated Bank1,113$49K0.0%N/A0.009%
5/12/2022Panagora 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%
5/11/2022GSA Capital Partners LLP11,504$501K0.1%-38.6%0.094%
I’ve seen this situation a handful of times in my life (Ad)

The stock is now trading for just $10 a share. Why is this company being ignored by Wall Street, and what kind of gains could shareholders soon be looking at?

In my new video, I outline everything I believe is going to happen with this company. 
5/10/2022Catalyst Capital Advisors LLC13,700$597K0.0%N/A0.110%
5/10/2022Meeder Asset Management Inc.1,211$53K0.0%N/A0.010%
5/9/2022Qube Research & Technologies Ltd7,642$333K0.0%-43.9%0.062%
5/6/2022Los 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%
5/6/2022Koss Olinger Consulting LLC4,910$214K0.0%+10.9%0.040%
5/5/2022DGS Capital Management LLC4,727$206K0.1%N/A0.038%
5/5/2022New York State Common Retirement Fund12,585$548K0.0%+32.8%0.101%
5/5/2022Russell 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%
(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, 41 institutional investors and hedge funds held shares of Oppenheimer. The most heavily invested institutionals were Dimensional Fund Advisors LP ($21.32M), Vanguard Group Inc. ($11.37M), RBF Capital LLC ($6.71M), AQR Capital Management LLC ($6.44M), Profit Investment Management LLC ($3.54M), Monarch Partners Asset Management LLC ($2.99M), and Los Angeles Capital Management LLC ($1.75M).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 36 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), 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), KCS Wealth Advisory ($31.00K), and EA Series Trust ($28.79K).

How much institutional buying is happening at Oppenheimer?

Institutional investors have bought a total of 577,533 shares in the last 24 months. This purchase volume represents approximately $22.49M in transactions.

Which Oppenheimer major shareholders have been selling company stock?

Of the 21 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), Acadian Asset Management LLC ($26.44K), Grantham Mayo Van Otterloo & Co. LLC ($19.70K), Dimensional Fund Advisors LP ($14.99K), Los Angeles Capital Management LLC ($13.16K), and KCS Wealth Advisory ($8.35K).

How much institutional selling is happening at Oppenheimer?

Institutional investors have sold a total of 201,388 shares in the last 24 months. This volume of shares sold represents approximately $7.31M in transactions.


This page (NYSE:OPY) was last updated on 7/13/2024 by MarketBeat.com Staff

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