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Disclosery

OPY OPPENHEIMER HLDGS INC

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COMMON STOCK (common), issuer CIK 791963

87 managers (88 13F filers) reported a position in OPY shares at 2025-03-31, 3,781,275 shares in all. 4 filers opened a position and 13 filers sold out during the quarter.

Managers
87
13F filers
88
New
4
Added
21
Reduced
38
Sold out
13
Shares held by filers
3,781,275

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JB CAPITAL PARTNERS LP503,954$30M6.29%013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP488,704$29.1M0.01%-7,21213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC391,435$23.3M<0.01%+5,66613F-HRTimelineGroup
Greenwich Wealth Management LLC305,703$18.2M1.38%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC227,389$13.6M0.01%+33,43313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.167,137$9.97M<0.01%-51913F-HRTimelineGroup
RBF Capital, LLC165,000$9.84M0.62%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding91,559$5.46M-11,418Timeline
ROYCE & ASSOCIATES LP80,551$4.8M0.05%+43,05013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …77,130$4.6M<0.01%-13,43613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC75,840$4.52M0.11%+1,83613F-HRTimeline
TCW GROUP INCin group TCW GROUP INC75,334$4.49M0.04%-3,96613F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp71,568$4.27M0.01%+58,73513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC67,671$4.04M<0.01%+2,85913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY65,560$3.91M<0.01%-15,82913F-HRTimelineGroup
Arbiter Partners Capital Management LLCin group Arbiter Partners Capital Mana…54,999$3.28M3.99%+5,31613F-HRTimelineGroup
Profit Investment Management, LLC49,394$2.95M2.73%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.41,596$2.48M<0.01%+37,28413F-HRTimelineGroup
EJF Capital LP40,000$2.39M1.51%013F-HRTimeline
Empowered Funds, LLC36,347$2.17M0.03%+1,83613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.32,739$1.95M<0.01%-1,10413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC32,155$1.92M<0.01%-19513F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC32,099$1.91M0.07%+5,31613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP30,837$1.84M<0.01%-4,55413F-HRTimelineGroup
Fisher Asset Management, LLC30,709$1.83M<0.01%013F-HRTimeline
Beverly Hills Private Wealth, LLC29,030$1.73M0.34%+1,75913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,423$1.58M<0.01%-10,20713F-HRTimelineGroup
Brandywine Global Investment Management…in group Franklin Resources25,758$1.54M0.01%-1,01413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC25,050$1.49M<0.01%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co23,866$1.42M<0.01%+20,36613F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA23,850$1.42M0.03%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,814$1.36M<0.01%-72013F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC22,555$1.34M<0.01%-1,81713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC21,100$1.26M<0.01%-2,70013F-HRTimeline
TUDOR INVESTMENT CORP ET AL20,855$1.24M0.01%-1,97013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP18,410$1.1M<0.01%-32013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,199$1.09M<0.01%-74113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,056$1.02M0.01%+89513F-HRTimeline
Connor, Clark & Lunn Investment Managem…16,278$971K<0.01%-3,37113F-HRTimeline
BANTAMAC CAPITAL, LLC16,200$966K0.46%-3,68313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC16,000$954K0.1%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,889$947K<0.01%-1,18313F-HRTimelineGroup
FMR LLCin group FMR LLC12,741$760K<0.01%-50213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,218$729K<0.01%+5,47213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,071$720K<0.01%-35313F-HRTimelineGroup
NorthCrest Asset Manangement, LLC11,950$713K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,170$606K<0.01%-70013F-HR/ATimelineGroup
Informed Momentum Co LLC9,695$578K0.1%-7,14813F-HRTimeline
PDT Partners, LLC9,048$540K0.04%-3013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,943$533K0.14%013F-HR/ATimeline
Qube Research & Technologies Ltd8,508$507K<0.01%+1,32213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,154$486K<0.01%+2,29613F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS7,000$417K<0.01%013F-HRTimeline
Campbell & CO Investment Adviser LLC6,847$408K0.03%-1,24913F-HRTimeline
MACKENZIE FINANCIAL CORP6,580$392K<0.01%-89013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,908$352K<0.01%-1,00813F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC5,820$347K0.04%-36113F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,399$322K<0.01%-2,51713F-HRTimelineGroup
State of Wyoming5,109$305K0.04%+70613F-HRTimeline
NORGES BANK5,100$304K<0.01%013F-HR/ATimeline
KLP KAPITALFORVALTNING AS4,800$286K<0.01%013F-HRTimeline
Man Group plcin group Man Group plc4,661$278K<0.01%+8913F-HRTimelineGroup
ExodusPoint Capital Management, LP4,154$248K<0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,039$241K0.01%-2,25613F-HRTimelineGroup
ALGERT GLOBAL LLC3,782$226K0.01%-43013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding3,465$207K-3,520Timeline
CAXTON ASSOCIATES LLP3,457$206K0.01%13F-HRTimeline
Missouri Trust & Investment Co1,900$113K0.04%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,342$80K<0.01%-23013F-HRTimelineGroup
Global Financial Private Client, LLC750$44.7K0.02%013F-HRTimeline
Parallel Advisors, LLC747$44.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC625$37.3K<0.01%+11613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC478$28.5K<0.01%-2013F-HRTimeline
RHUMBLINE ADVISERS380$22.7K<0.01%013F-HR/ATimeline
WealthCollab, LLC300$17.9K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC96$5.72K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66$3.94K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC60$3.85K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC43$3K<0.01%-413F-HRTimelineGroup
GAMMA Investing LLC44$2.62K<0.01%+1313F-HR/ATimeline
Allworth Financial LP25$1.48K<0.01%+1113F-HRTimeline
First Horizon Advisors, Inc.23$1.37K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13$775<0.01%-1213F-HRTimelineGroup
Lindbrook Capital, LLC10$596<0.01%-1113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$16<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Avion Wealth11$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.