OPY / Oppenheimer Holdings Inc. - Proprietà istituzionale - Acquirenti

Oppenheimer Holdings Inc.
US ˙ NYSE ˙ US6837971042

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Oppenheimer Holdings Inc. includono Polen Capital Management Llc, FNDA - Schwab Fundamental U.S. Small Company Index ETF, Susquehanna Portfolio Strategies, LLC, Brevan Howard Capital Management LP, Verition Fund Management LLC, SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares, DCOR - Dimensional US Core Equity 1 ETF, DFSU - Dimensional US Sustainability Core 1 ETF, DXUV - Dimensional US Vector Equity ETF, Hartland & Co., LLC, FNDB - Schwab Fundamental U.S. Broad Market Index ETF, Skopos Labs, Inc., e ETTOX - E*TRADE No Fee Total Market Index Fund .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-13 13F Polen Capital Management Llc 17.982 1.183
2025-08-11 13F Vanguard Group Inc 415.688 6,20 27.340 17,13
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 2.170 4,83 143 15,45
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 96.506 2,58 6.347 13,14
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2.107 3,74 139 14,05
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 291.715 5,87 19.186 16,77
2025-08-14 13F Hrt Financial Lp 17.582 1
2025-08-15 NP RYOTX - Royce Micro-Cap Fund Investment Class 27.813 15,14 1.829 27,01
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 45.128 195,22 2.946 192,26
2025-08-13 13F OMERS ADMINISTRATION Corp 3.600 237
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 214 31,29 14 55,56
2025-08-14 13F Goldman Sachs Group Inc 20.873 155,98 1.373 182,30
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 890 53
2025-08-14 13F Ameriprise Financial Inc 5.918 0,17 389 10,51
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.371 37,70 742 36,15
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 11.910 9,57 703 -6,15
2025-08-14 13F Fmr Llc 13.160 3,29 866 13,97
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 4.342 286
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 5.955 2,09 389 1,04
2025-08-12 13F XTX Topco Ltd 7.018 73,76 462 92,08
2025-08-14 13F Bank Of America Corp /de/ 25.249 10,67 1.661 22,06
2025-08-12 13F Charles Schwab Investment Management Inc 41.600 74,31 2.736 92,27
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 816 2.047,37 48 2.300,00
2025-08-14 13F Aquatic Capital Management LLC 310 20
2025-08-14 13F State Street Corp 33.231 7,76 2.186 18,88
2025-08-08 13F Hartland & Co., LLC 214 14
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125 8
2025-08-14 13F Tudor Investment Corp Et Al 28.798 38,09 1.894 52,37
2025-08-15 13F Morgan Stanley 89.887 37,11 5.912 51,22
2025-08-15 NP RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class 12.236 14,10 805 25,82
2025-07-24 13F Us Bancorp \de\ 42 3
2025-07-31 13F Quest Partners LLC 3.388 223
2025-04-01 NP PKW - Invesco BuyBack Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.632 33,52 388 62,61
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.321 7,80 543 6,68
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65.328 0,01 3.855 -14,24
2025-08-14 13F Algert Global Llc 4.087 8,06 0
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38.278 43,08 2.499 227,95
2025-08-12 13F Dimensional Fund Advisors Lp 490.307 0,33 32.248 10,67
2025-08-14 13F Millennium Management Llc 53.739 103,38 3.534 124,38
2025-08-12 13F Jpmorgan Chase & Co 44.842 146,40 2.949 171,80
2025-08-14 13F Bnp Paribas Arbitrage, Sa 12.179 807,53 801 901,25
2025-08-14 13F Qube Research & Technologies Ltd 11.110 30,58 731 43,98
2025-08-15 NP Royce Micro-cap Trust, Inc /md/ 55.233 20,93 3.633 33,38
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.079 5,06 723 4,03
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 620 37
2025-08-13 13F Norges Bank 24.100 1.585
2025-08-14 13F Wells Fargo & Company/mn 1 0
2025-08-15 13F Tower Research Capital LLC (TRC) 751 49
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 17.644 7,10 1.041 -8,12
2025-08-14 13F Citadel Advisors Llc 30.922 153,09 2.034 179,26
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-08-14 13F Citadel Advisors Llc Call 11.300 54,79 743 70,80
2025-07-08 13F Parallel Advisors, LLC 749 0,27 49 11,36
2025-07-15 13F Fifth Third Bancorp 32 146,15 2
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.190 18,25 341 30,65
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7.046 13,96 460 12,75
2025-08-14 13F Susquehanna International Group, Llp Call 14.300 941
2025-08-14 13F Susquehanna International Group, Llp 3.681 242
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 369 22
2025-08-07 13F Allworth Financial LP 34 36,00 2 100,00
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.057 8,48 239 -7,00
2025-08-14 13F Brevan Howard Capital Management LP 4.288 282
2025-08-14 13F/A Skopos Labs, Inc. 9 1
2025-08-13 13F Quantbot Technologies LP 1.699 112
2025-08-11 13F Royce & Associates Lp 95.282 18,29 6.267 30,46
2025-08-13 13F First Trust Advisors Lp 19.521 6,03 1.284 16,96
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1.453 30,20 95 28,77
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19.521 6,03 1.284 16,96
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.292 194
2025-07-31 13F Oppenheimer & Co Inc 4.500 296
2025-08-11 13F Citigroup Inc 696 11,36 46 21,62
2025-08-13 13F Options Solutions, Llc 17.982 11,00 1.183 22,36
2025-08-05 13F Simplex Trading, Llc Put 500 0
2025-08-05 13F Simplex Trading, Llc 1.377 0
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 193 59,50 11 37,50
2025-08-05 13F Bank of New York Mellon Corp 12.090 0,16 795 10,57
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 140 23,89 9 50,00
2025-08-12 13F BlackRock, Inc. 168.092 0,57 11.055 10,93
2025-08-08 13F Geode Capital Management, Llc 67.885 0,32 4.467 10,63
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.138 1.054
2025-08-13 13F Northern Trust Corp 17.172 8,07 1.129 19,22
2025-08-14 13F Verition Fund Management LLC 3.427 225
2025-07-24 13F CWM Advisors, LLC 5.965 2,49 392 12,97
2025-08-14 13F Man Group plc 11.233 141,00 739 166,43
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.053 16,40 1.375 15,17
2025-08-14 13F Occudo Quantitative Strategies Lp 4.283 282
2025-08-13 13F Jump Financial, LLC 3.719 245
2025-08-18 13F Wolverine Trading, Llc Call 7.800 516
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 196.804 11,01 12.849 9,82
2025-08-12 13F American Century Companies Inc 255.066 12,17 16.776 23,72
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 9.264 4,75 609 15,56
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 9.858 648
2025-08-14 13F Jane Street Group, Llc Call 28.100 1.848
2025-08-14 13F Jane Street Group, Llc 13.593 894
2025-08-13 13F Marshall Wace, Llp 30.648 2.016
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