Oppenheimer Ownership | Who Owns Oppenheimer?
Oppenheimer Ownership Summary
Oppenheimer is owned by 33.17% institutional investors, 42.90% insiders, and 23.93% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 4.93% 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 | 33.17% | 42.90% | 23.93% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Capital Markets Stocks | 43.47% | 14.01% | 42.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 512.71K | 4.93% | $24.56M |
| Jb capital partners lp | 503.95K | 4.84% | $24.14M |
| Vanguard group | 356.79K | 3.43% | $17.09M |
| Greenwich wealth management | 305.70K | 2.94% | $14.65M |
| Blackrock | 178.89K | 1.72% | $8.57M |
| Rbf capital | 170.00K | 1.63% | $8.14M |
| American century companies | 124.45K | 1.20% | $5.96M |
| Bridgeway capital management | 89.56K | 0.86% | $4.29M |
| Arrowstreet capital, limited partnership | 84.21K | 0.81% | $4.04M |
| Geode capital management | 74.89K | 0.72% | $3.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jb capital partners lp | 503.95K | 5.32% | $24.14M |
| Profit investment management | 73.84K | 2.21% | $3.54M |
| Ejf capital | 40.00K | 1.42% | $1.92M |
| Arbiter partners capital management | 22.90K | 1.10% | $1.10M |
| Greenwich wealth management | 305.70K | 1.07% | $14.65M |
| Rbf capital | 170.00K | 0.47% | $8.14M |
| Beverly hills private wealth | 19.85K | 0.21% | $951.01K |
| Bridgeway capital management | 89.56K | 0.10% | $4.29M |
| Corsair capital management | 9.16K | 0.07% | $438.81K |
| Prelude capital management | 16.00K | 0.05% | $766.56K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 356.79K | 0.00% | 71.90K |
| Tcw group | 50.00K | 0.02% | 50.00K |
| American century companies | 124.45K | 0.00% | 32.44K |
| Victory capital management | 24.98K | 0.00% | 24.98K |
| Morgan stanley | 54.43K | 0.00% | 19.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 22.27K | 0.00% | -33.59K |
| Blackrock | 178.89K | 0.00% | -25.88K |
| Millennium management | 29.49K | 0.00% | -22.71K |
| Ameriprise financial | 14.46K | 0.00% | -18.06K |
| Gsa capital partners llp | - | - | -16.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tcw group | 50.00K | 0.02% | 50.00K | $2.40M |
| Victory capital management | 24.98K | 0.00% | 24.98K | $1.20M |
| Connor, clark & lunn investment management | 14.52K | 0.00% | 14.52K | $695.46K |
| Norges bank | 5.10K | - | 5.10K | $244.34K |
| Campbell & co investment adviser | 4.63K | 0.02% | 4.63K | $222.01K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -53.00 |
| Advisor group | -62.00 |
| Nverses capital | -300.00 |
| Tower research capital llc (trc) | -526.00 |
| Simplex trading | -1.09K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 80 | -11.11% | 3,396,772 | -12.50% | 30 | 2.52% | 33 | -25.00% | 29 | 3.57% |
| Jun 30, 2023 | 90 | 2.27% | 3,882,189 | -7.53% | 34 | 2.44% | 44 | 4.76% | 28 | -9.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 275.54K | 2.67% | 29.00K |
| DFA US Small Cap Value I | 152.13K | 1.47% | - |
| Avantis US Small Cap Value ETF | 143.02K | 1.38% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 106.42K | 1.03% | 2.57K |
| DFA US Small Cap I | 67.96K | 0.66% | - |
| DFA US Targeted Value I | 65.32K | 0.63% | - |
| DFA US Micro Cap I | 57.75K | 0.56% | - |
| Bridgeway Omni Small-Cap Value | 49.49K | 0.48% | - |
| Bridgeway Omni Small-Cap Value N | 49.49K | 0.48% | -5.00K |
| Profit Inv Mgt (PIM) Profit Sm Cap Eq | 46.95K | 0.45% | -26.89K |
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 |
|---|---|---|
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 3 |
OPY Ownership FAQ
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