$552M | ||
$193M | ||
$154M | ||
$83M | ||
$68M | ||
$68M |
Buys | $0 | 0 | 0 |
Sells | $978,280 | 5 | 100 |
BEHRENS EVAN | director | 0 | $0 | 1 | $38,088 | $-38,088 |
McNAMARA DENNIS P | Secretary | 0 | $0 | 1 | $307,674 | $-307,674 |
Friedman Paul M | director | 0 | $0 | 3 | $632,519 | $-632,519 |
Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.
Over the last 12 months, insiders at Oppenheimer Holdings Inc. have bought $0 and sold $978,280 worth of Oppenheimer Holdings Inc. stock.
On average, over the past 5 years, insiders at Oppenheimer Holdings Inc. have bought $0 and sold $1.04M worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 62 shares for transaction amount of $1,730 was made by LOWENTHAL ALBERT G (CEO) on 2019‑11‑22.
2025-06-10 | Sale | Friedman Paul M | director | 3,500 0.0333% | $63.31 | $221,578 | -0.80% | |
2025-06-09 | Sale | Friedman Paul M | director | 3,500 0.0337% | $63.32 | $221,621 | -0.81% | |
2025-06-06 | Sale | Friedman Paul M | director | 3,000 0.0287% | $63.11 | $189,320 | +0.07% | |
2024-08-19 | Sale | BEHRENS EVAN | director | 750 0.0073% | $50.78 | $38,088 | +20.27% | |
2024-07-31 | Sale | McNAMARA DENNIS P | Secretary | 6,000 0.0584% | $51.28 | $307,674 | +19.12% | |
2024-05-10 | Sale | BEHRENS EVAN | director | 4,125 0.0397% | $43.65 | $180,056 | +29.26% | |
2023-09-01 | Sale | BEHRENS EVAN | director | 5,000 0.0479% | $38.43 | $192,150 | +3.78% | |
2023-08-31 | Sale | BEHRENS EVAN | director | 7,500 0.0722% | $38.35 | $287,625 | +4.48% | |
2023-03-03 | Sale | McNAMARA DENNIS P | Secretary | 12,120 0.1092% | $44.53 | $539,761 | -12.53% | |
2021-11-03 | Sale | OUGHTRED A WINN | director | 5,000 0.0382% | $52.23 | $261,134 | -30.38% | |
2021-05-05 | Sale | ALFANO JEFFREY J | CFO | 6,831 0.0529% | $49.48 | $337,988 | -9.01% | |
2021-05-05 | Sale | McNAMARA DENNIS P | Secretary | 3,453 0.0267% | $49.39 | $170,542 | -9.01% | |
2021-05-04 | Sale | ALFANO JEFFREY J | CFO | 26,913 0.2149% | $49.64 | $1.34M | -6.52% | |
2021-05-04 | Sale | McNAMARA DENNIS P | Secretary | 18,198 0.1452% | $49.60 | $902,632 | -6.52% | |
2019-11-22 | LOWENTHAL ALBERT G | CEO | 62.18 0.0005% | $27.83 | $1,730 | -13.60% | ||
2019-11-22 | Lowenthal Robert S | director | 15.93 – | $0 | $0 | -13.60% | ||
2019-09-18 | Sale | OUGHTRED A WINN | director | 20,000 0.0773% | $15.51 | $310,200 | -18.31% | |
2019-08-26 | LOWENTHAL ALBERT G | CEO | 64.41 0.0005% | $27.16 | $1,749 | -4.19% | ||
2019-08-26 | Lowenthal Robert S | director | 16.5 – | $0 | $0 | -4.19% | ||
2019-05-24 | LOWENTHAL ALBERT G | CEO | 60.74 0.0005% | $25.93 | $1,575 | +6.36% |
McNAMARA DENNIS P | Secretary | 20681 0.1984% | $1.3M | 1 | 5 | <0.0001% |
Friedman Paul M | director | 17000 0.1631% | $1.06M | 0 | 3 | |
BEHRENS EVAN | director | 4125 0.0396% | $258,390.00 | 0 | 4 | |
ROBERTS ELAINE K | President and Treasurer | 166594 1.5979% | $10.44M | 2 | 11 | +19.83% |
ALFANO JEFFREY J | CFO | 42090 0.4037% | $2.64M | 0 | 2 | |
MCARTHUR KENNETH W | director | 25000 0.2398% | $1.57M | 0 | 4 | |
OUGHTRED A WINN | director | 18150 0.1741% | $1.14M | 2 | 5 | <0.0001% |
LOWENTHAL ALBERT G | CEO | 14527 0.1393% | $909,971.28 | 44 | 7 | +2.91% |
WINBERG BURTON | director | 8800 0.0844% | $551,232.00 | 0 | 2 | |
CRYSTAL RICHARD | director | 5800 0.0556% | $363,312.00 | 1 | 15 | +1.59% |
Dwyer Timothy Martin | director | 4000 0.0384% | $250,560.00 | 3 | 0 | +17.99% |
Lowenthal Robert S | director | 3721 0.0357% | $233,083.44 | 28 | 0 | +2.24% |
EHRHARDT WILLIAM | director | 1000 0.0096% | $62,640.00 | 1 | 0 | <0.0001% |
KEEHNER MICHAEL | director | 1000 0.0096% | $62,640.00 | 1 | 0 | <0.0001% |
BITOUE JOHN L | director | 480 0.0046% | $30,067.20 | 0 | 8 |
Increased Positions | 26 | +20.47% | 236,160 | +6.38% |
Decreased Positions | 52 | -40.94% | 154,312 | -4.17% |
New Positions | 5 | New | 7,784 | New |
Sold Out Positions | 14 | Sold Out | 43,162 | Sold Out |
Total Postitions | 101 | -20.47% | 4M | +2.21% |
Jb Capital Partners Lp | $30,822.00 | 5.04% | 503,954 | 0 | 0% | 2024-12-31 |
Dimensional Fund Advisors Lp | $30,330.00 | 4.96% | 495,916 | -11,713 | -2.31% | 2024-12-31 |
Vanguard Group Inc | $23,594.00 | 3.86% | 385,769 | +20,937 | +5.74% | 2024-12-31 |
Greenwich Wealth Management Llc | $18,697.00 | 3.06% | 305,703 | 0 | 0% | 2024-12-31 |
American Century Companies Inc | $11,862.00 | 1.94% | 193,956 | +26,686 | +15.95% | 2024-12-31 |
Blackrock, Inc. | $10,222.00 | 1.67% | 167,137 | -519 | -0.31% | 2025-03-31 |
Rbf Capital, Llc | $10,091.00 | 1.65% | 165,000 | -1,800 | -1.08% | 2024-12-31 |
Arrowstreet Capital, Limited Partnership | $5,539.00 | 0.91% | 90,566 | +3,119 | +3.57% | 2024-12-31 |
Morgan Stanley | $4,978.00 | 0.81% | 81,389 | -2,731 | -3.25% | 2024-12-31 |
Tcw Group Inc | $4,850.00 | 0.79% | 79,300 | +2,700 | +3.52% | 2024-12-31 |