Oppenheimer Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:OPY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Aug 24	SellUS$38,088	Evan Behrens	Individual	750	US$50.78
31 Jul 24	SellUS$307,674	Dennis McNamara	Individual	6,000	US$51.28
10 May 24	SellUS$180,056	Evan Behrens	Individual	4,125	US$43.65

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OPY?
Owner Type	Number of Shares	Ownership Percentage
General Public	2,116,385	20.5%
Institutions	3,710,081	35.9%
Individual Insiders	4,504,935	43.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
32.8%	Albert Lowenthal	3,388,820	US$211.6m	0%	no data
8.64%	Morris Propp	892,443	US$55.7m	0%	no data
4.91%	Dimensional Fund Advisors LP	507,629	US$31.7m	-0.99%	no data
4.88%	Alan W. Weber	503,954	US$31.5m	0%	5.67%
3.53%	The Vanguard Group, Inc.	364,832	US$22.8m	2.25%	no data
2.96%	Greenwich Wealth Management, LLC	305,703	US$19.1m	0%	1.17%
1.73%	BlackRock, Inc.	178,469	US$11.1m	-0.24%	no data
1.62%	American Century Investment Management Inc	167,270	US$10.4m	34.4%	no data
1.61%	RBF Capital LLC	166,800	US$10.4m	-1.88%	0.52%
1.12%	Bridgeway Capital Management, LLC	115,275	US$7.2m	-11.1%	0.11%
0.85%	Arrowstreet Capital, Limited Partnership	87,447	US$5.5m	3.84%	no data
0.77%	Robert Lowenthal	79,616	US$5.0m	0%	no data
0.77%	Morgan Stanley, Investment Banking and Brokerage Investments	79,262	US$4.9m	60.4%	no data
0.74%	TCW Group, Inc.	76,600	US$4.8m	53.2%	0.04%
0.64%	Geode Capital Management, LLC	65,967	US$4.1m	-11.9%	no data
0.59%	Two Sigma Advisers, LP	61,400	US$3.8m	-6.97%	0.01%
0.56%	Two Sigma Investments, LP	57,362	US$3.6m	0.66%	0.01%
0.48%	Renaissance Technologies LLC	49,100	US$3.1m	9.67%	no data
0.45%	Profit Investment Management, LLC	46,949	US$2.9m	-36.4%	2.29%
0.39%	EJF Capital LLC	40,000	US$2.5m	0%	1.58%
0.38%	Millennium Management LLC	39,425	US$2.5m	33.7%	no data
0.37%	Fédération des Caisses Desjardins du Québec, Asset Management Arm	38,500	US$2.4m	0%	0.01%
0.34%	William Ehrhardt	35,475	US$2.2m	0%	no data
0.32%	State Street Global Advisors, Inc.	32,599	US$2.0m	0.31%	no data
0.3%	Fisher Asset Management, LLC	30,709	US$1.9m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 17:42
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Oppenheimer Holdings Inc. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Hugh Miller	Macquarie Research
Brian Hollenden	Sidoti & Company, LLC
Kunal Patil	Virtua Research Inc.