Oppenheimer Ownership | Who Owns Oppenheimer?
Oppenheimer Ownership Summary
Oppenheimer is owned by 13.70% institutional investors, 43.10% insiders, and 43.21% retail investors. Jb capital partners lp is the largest institutional shareholder, holding 4.88% of OPY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.67% of its assets in Oppenheimer shares.
OPY Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Oppenheimer | 13.70% | 43.10% | 43.21% |
Sector | Financial Services Stocks | 40.08% | 14.24% | 45.69% |
Industry | Capital Markets Stocks | 34.38% | 17.10% | 48.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Jb capital partners lp | 503.95K | 4.88% | $32.30M |
Dimensional fund advisors lp | 495.92K | 4.80% | $31.78M |
Vanguard group | 385.77K | 3.73% | $24.72M |
Greenwich wealth management | 305.70K | 2.96% | $19.59M |
American century companies | 193.96K | 1.88% | $12.43M |
Blackrock | 178.89K | 1.72% | $8.57M |
Blackrock funding, inc. /de | 167.66K | 1.62% | $10.75M |
Rbf capital | 165.00K | 1.60% | $10.57M |
Arrowstreet capital, limited partnership | 90.57K | 0.88% | $5.80M |
Tcw group | 79.30K | 0.77% | $5.08M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Jb capital partners lp | 503.95K | 6.18% | $32.30M |
Profit investment management | 49.39K | 2.54% | $3.17M |
Arbiter partners capital management | 49.68K | 1.97% | $3.18M |
Ejf capital | 40.00K | 1.76% | $2.56M |
Greenwich wealth management | 305.70K | 1.38% | $19.59M |
Options solutions | 19.88K | 0.55% | $1.27M |
Rbf capital | 165.00K | 0.55% | $10.57M |
Beverly hills private wealth | 27.27K | 0.35% | $1.75M |
Eam investors | 16.84K | 0.15% | $1.08M |
Bridgeway capital management | 74.00K | 0.11% | $4.74M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Royce & associates lp | 37.50K | 0.02% | 37.50K |
Boothbay fund management | 26.78K | 0.04% | 26.78K |
Arbiter partners capital management | 49.68K | 1.97% | 26.78K |
American century companies | 193.96K | 0.01% | 26.69K |
Neuberger berman group | 32.35K | 0.00% | 21.70K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Federation des caisses desjardins du quebec | - | - | -38.50K |
Aqr capital management | 22.27K | 0.00% | -33.59K |
Blackrock | 178.89K | 0.00% | -25.88K |
Renaissance | 23.80K | 0.00% | -25.30K |
Gsa capital partners llp | - | - | -16.24K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Royce & associates lp | 37.50K | 0.02% | 37.50K | $2.40M |
Boothbay fund management | 26.78K | 0.04% | 26.78K | $1.72M |
Eam investors | 16.84K | 0.15% | 16.84K | $1.08M |
Walleye capital | 9.43K | 0.00% | 9.43K | $604.11K |
Norges bank | 5.10K | - | 5.10K | $326.86K |
Sold Out
Holder | Change |
---|---|
Wells fargo & company/mn | -1.00 |
Advisor group | -62.00 |
Aquatic capital management | -200.00 |
Nverses capital | -300.00 |
Innealta capital | -1.17K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 33 | -63.33% | 1,415,293 | -61.13% | 13 | 1.10% | 16 | -63.64% | 6 | -71.43% |
Sep 30, 2024 | 90 | 11.11% | 3,641,141 | 5.49% | 35 | 3.20% | 45 | 45.16% | 21 | -25.00% |
Jun 30, 2024 | 81 | 12.50% | 3,451,673 | 3.87% | 33 | 3.46% | 31 | 14.81% | 28 | -6.67% |
Mar 31, 2024 | 72 | -10.00% | 3,322,997 | -2.57% | 30 | 2.94% | 27 | -25.00% | 30 | 20.00% |
Dec 31, 2023 | 80 | - | 3,410,515 | 0.40% | 32 | 3.41% | 36 | 9.09% | 25 | -13.79% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 275.54K | 2.67% | - |
Avantis US Small Cap Value ETF | 176.10K | 1.67% | 333.00 |
DFA US Small Cap Value I | 150.24K | 1.45% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 88.84K | 0.86% | 42.00 |
DFA US Small Cap I | 65.86K | 0.64% | - |
DFA US Targeted Value I | 65.32K | 0.63% | - |
DFA US Micro Cap I | 55.16K | 0.53% | -2.59K |
Profit Inv Mgt (PIM) Profit Sm Cap Eq | 49.39K | 0.48% | 2.44K |
Bridgeway Omni Small-Cap Value | 39.49K | 0.38% | -10.00K |
Bridgeway Omni Small-Cap Value N | 39.49K | 0.38% | -10.00K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 19, 2024 | BEHRENS EVAN | - | Sell | $38.09K |
Jul 31, 2024 | McNAMARA DENNIS P | Secretary | Sell | $307.67K |
May 10, 2024 | BEHRENS EVAN | - | Sell | $180.06K |
Aug 31, 2023 | BEHRENS EVAN | - | Sell | $191.40K |
Aug 31, 2023 | BEHRENS EVAN | - | Sell | $96.22K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q3 | - | 2 |
2024 Q2 | - | 1 |
2024 Q1 | - | - |
2023 Q4 | - | - |
OPY Ownership FAQ
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