OPY Smart Money
Oppenheimer Holdings Inc.
1W: +2.8%
1M: -14.2%
3M: -8.1%
YTD: +41.8%
1Y: +49.8%
3Y: +198.4%
5Y: +120.7%
$104.98
+1.89 (+1.83%)
After Hours: $108.95 (+3.97, +3.78%)
Weekly Expected Move ±3.4%
$94
$98
$101
$105
$108
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026141
Institutions Holding
+14 vs prior
42.4%
Ownership
+8.67%
28
New
48
Increased
48
Reduced
17
Closed
👔 Insider Trades
16 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-03-02 | McNAMARA DENNIS P | officer: secretary | S-Sale | 4,673 | $90.67 | $424K | Filing |
| 2026-02-26 | BEHRENS EVAN | director | J-Other | 1,400 | $— | $0 | Filing |
| 2026-02-26 | Dwyer Timothy Martin | director | J-Other | 1,400 | $— | $0 | Filing |
| 2026-02-26 | Friedman Paul M | director | J-Other | 1,400 | $— | $0 | Filing |
| 2026-02-26 | Glasser Teresa | director | J-Other | 1,400 | $— | $0 | Filing |
| 2026-02-26 | Kanter Stacy J. | director | J-Other | 1,400 | $— | $0 | Filing |
| 2026-02-26 | Spaulding Suzanne | director | J-Other | 1,400 | $— | $0 | Filing |
| 2026-02-26 | ROTH R LAWRENCE | director | J-Other | 1,400 | $— | $0 | Filing |
| 2026-01-28 | LOWENTHAL ALBERT G | officer: ceo | J-Other | 55,725 | $— | $0 | Filing |
| 2026-01-28 | Lowenthal Robert S | director | J-Other | 35,505 | $— | $0 | Filing |
| 2026-01-28 | McNAMARA DENNIS P | officer: secretary | J-Other | 3,084 | $— | $0 | Filing |
| 2025-09-22 | Spaulding Suzanne | director | J-Other | 3,000 | $— | $0 | Filing |
| 2025-08-05 | McNAMARA DENNIS P | officer: secretary | S-Sale | 2,000 | $73.81 | $148K | Filing |
| 2025-06-10 | Friedman Paul M | director | S-Sale | 3,500 | $63.31 | $222K | Filing |
| 2025-06-09 | Friedman Paul M | director | S-Sale | 3,500 | $63.32 | $222K | Filing |
| 2025-06-06 | Friedman Paul M | director | S-Sale | 3,000 | $63.11 | $189K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 520,326 | $55M | +23,293 | 2026-06-30 | Filing |
| JB CAPITAL PARTNERS LP | 503,954 | $53M | — | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 391,977 | $41M | +39,190 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 384,352 | $41M | -6,881 | 2026-06-30 | Filing |
| BlackRock, Inc. | 203,463 | $21M | +16,397 | 2026-06-30 | Filing |
| ROYCE & ASSOCIATES LP | 170,076 | $18M | -3 | 2026-06-30 | Filing |
| RBF Capital, LLC | 163,771 | $17M | — | 2026-06-30 | Filing |
| Boston Partners | 158,375 | $17M | +26,941 | 2026-06-30 | Filing |
| MORGAN STANLEY | 106,924 | $11M | +18,779 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 92,029 | $10M | +5,465 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 86,324 | $9M | +86,324 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 86,324 | $9M | -14,528 | 2026-06-30 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 76,547 | $8M | +3,488 | 2026-06-30 | Filing |
| STATE STREET CORP | 75,734 | $8M | +15,936 | 2026-06-30 | Filing |
| ALGERT GLOBAL LLC | 74,147 | $8M | +37,328 | 2026-06-30 | Filing |
| Arbiter Partners Capital Management LLC | 66,599 | $7M | +11,600 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 62,606 | $7M | +21,975 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 56,690 | $6M | -15,345 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 56,398 | $6M | -10,935 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 56,398 | $6M | +2,574 | 2026-06-30 | Filing |