OPPENHEIMER HOLDINGS INC
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Raúl M. GrijalvaHouse · D · AZ |
OPYOPPENHEIMER HOLDINGS INC · Stock |
Purchase $1,001 - $15,000 |
May 14, 2015 | Apr 10, 2015 | Filing ↗ |
Raúl M. GrijalvaHouse · D · AZ |
OPYOPPENHEIMER HOLDINGS INC · Stock |
Purchase $1,001 - $15,000 |
Jul 9, 2014 | Jun 16, 2014 | Filing ↗ |
Raúl M. GrijalvaHouse · D · AZ |
OPYOPPENHEIMER HOLDINGS INC · Stock |
Purchase $1,001 - $15,000 |
Jul 9, 2014 | Jun 16, 2014 | Filing ↗ |
Raúl M. GrijalvaHouse · D · AZ |
OPYOPPENHEIMER HOLDINGS INC · Stock |
Purchase $1,001 - $15,000 |
Jul 1, 2014 | Jun 16, 2014 | Filing ↗ |
Whale Activity
- Increased5
- New0
- Held0
- Decreased4
- Closed0
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 384.4K | $40.6M | decreased |
| BlackRock, Inc. | 203.5K | $21.5M | increased |
| Arbiter Partners Capital Management LLC | 66.6K | $7.0M | — |
| TWO SIGMA INVESTMENTS, LP | 62.6K | $6.6M | increased |
| MILLENNIUM MANAGEMENT LLC | 56.4K | $6.0M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 46.4K | $4.9M | increased |
| RENAISSANCE TECHNOLOGIES LLC | 35.3K | $3.7M | increased |
| CITADEL ADVISORS LLC | 24.4K | $2.6M | increased |
| Point72 Asset Management, L.P. | 9,681 | $1.0M | decreased |
| D. E. Shaw & Co., Inc. | 5,273 | $557K | decreased |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| McNAMARA DENNIS PSecretary | Sale | −4,673 | $90.67 | $424K | Mar 2, 2026 | Form 4 ↗ |
| Glasser TeresaDirector | Other | +1,400 | — | — | Feb 26, 2026 | Form 4 ↗ |
| ROTH R LAWRENCEDirector | Other | +1,400 | — | — | Feb 26, 2026 | Form 4 ↗ |
| Spaulding SuzanneDirector | Other | +1,400 | — | — | Feb 26, 2026 | Form 4 ↗ |
| Dwyer Timothy MartinDirector | Other | +1,400 | — | — | Feb 26, 2026 | Form 4 ↗ |
| BEHRENS EVANDirector | Other | +1,400 | — | — | Feb 26, 2026 | Form 4 ↗ |
| Kanter Stacy J.Director | Other | +1,400 | — | — | Feb 26, 2026 | Form 4 ↗ |
| Friedman Paul MDirector | Other | +1,400 | — | — | Feb 26, 2026 | Form 4 ↗ |
| Lowenthal Robert SDirector | Other | +35.5K | — | — | Jan 28, 2026 | Form 4 ↗ |
| LOWENTHAL ALBERT GCEO · Director · 10% owner | Other | +55.7K | — | — | Jan 28, 2026 | Form 4 ↗ |
| McNAMARA DENNIS PSecretary | Other | +3,084 | — | — | Jan 28, 2026 | Form 4 ↗ |
| Lowenthal Robert SCEO · Director | Purchase | +11 | $67.98 | $767 | Nov 28, 2025 | Form 4 ↗ |
| LOWENTHAL ALBERT GChairman · Director · 10% owner | Purchase | +44 | $67.98 | $3K | Nov 28, 2025 | Form 4 ↗ |
| Spaulding SuzanneDirector | Other | +3,000 | — | — | Sep 22, 2025 | Form 4 ↗ |
| Lowenthal Robert SCEO · Director | Purchase | +11 | $71.72 | $765 | Aug 29, 2025 | Form 4 ↗ |
| LOWENTHAL ALBERT GChairman · Director · 10% owner | Purchase | +42 | $71.72 | $3K | Aug 29, 2025 | Form 4 ↗ |
| McNAMARA DENNIS PSecretary | Sale | −2,000 | $73.81 | $148K | Aug 5, 2025 | Form 4 ↗ |
| Friedman Paul MDirector | Sale | −3,500 | $63.31 | $222K | Jun 10, 2025 | Form 4 ↗ |
| Friedman Paul MDirector | Sale | −3,500 | $63.32 | $222K | Jun 9, 2025 | Form 4 ↗ |
| Friedman Paul MDirector | Sale | −3,000 | $63.11 | $189K | Jun 6, 2025 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 303.9K | $32.1M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 303.2K | $27.8M | 0.10% | May 31, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 130.8K | $14.0M | 0.07% | Jul 31, 2026 |
| ROYCE MICRO-CAP TRUST, INC. | 79.8K | $8.4M | 0.93% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 69.7K | $7.4M | 0.04% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 69.7K | $7.4M | 0.01% | Jun 30, 2026 |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 76.3K | $7.0M | 0.86% | May 31, 2026 |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49.7K | $5.3M | 0.03% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF EA Series Trust | 49.6K | $5.2M | 0.22% | Jun 30, 2026 |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 41.0K | $4.3M | 0.14% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list OPY's shares (CUSIP 683797104), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming OPPENHEIMER HOLDINGS INC as the client.
Government Contracts
No federal contract awards found for OPPENHEIMER HOLDINGS INC.
U.S. Patents
No USPTO patent applications found for OPPENHEIMER HOLDINGS INC.
Annual Financials
No annual XBRL figures on record for OPY. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in OPY's price history.
Material Events (8-K)
- 8-K · Items 7.01, 9.01Reg FD disclosureAug 3, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsJul 31, 2026
EDGAR ↗ - 8-K · Items 5.03, 5.07, 9.01Bylaw amendment · Shareholder voteMay 5, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMay 4, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 1, 2026
EDGAR ↗

