OPPENHEIMER HOLDINGS INC (OPY)
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
Sector: Security Brokers, Dealers & Flotation Companies
Industry: Financial - Capital Markets
Oppenheimer Holdings Inc.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 10.71M shares outstanding
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia.
The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally.
Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings.
Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading.
The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
Leadership
Albert G. Lowenthal
Chairman of the Board of Directors
Brad M. Watkins
Executive Vice President and Chief Financial Officer
Robert S. Lowenthal
President and Chief Executive Officer
Robert Steven Lowenthal
Chief Executive Officer, President & Director
Employees
3K+
Country
US
Sector
Financial Services
Website
oppenheimer.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
| CEO | Other | 100.0K | -- | May 8, 2026 | |
| Secretary | Sale | 4.7K | $423.7K | Mar 2, 2026 | |
| Director | Other | 1.4K | -- | Feb 26, 2026 | |
| Director | Other | 1.4K | -- | Feb 26, 2026 | |
| Director | Other | 1.4K | -- | Feb 26, 2026 | |
| Director | Other | 1.4K | -- | Feb 26, 2026 |
| Name | Shares | % | Source |
|---|---|---|---|
DIMENSIONAL FUND ADVISORS LP | 520.3K | 4.9% | 13F |
JB CAPITAL PARTNERS LP | 504.0K | 4.7% | 13F |
AMERICAN CENTURY COMPANIES INC | 392.0K | 3.7% | 13F |
VANGUARD CAPITAL MANAGEMENT LLC | 384.4K | 3.6% | 13F |
LOWENTHAL ALBERT G Chairman, Director, 10% Owner | 254.9K | 2.4% | FORM 4 |
BlackRock, Inc. | 203.5K | 1.9% | 13F |
ROYCE & ASSOCIATES LP | 170.1K | 1.6% | 13F |
RBF Capital, LLC | 163.8K | 1.5% | 13F |
Boston Partners | 158.4K | 1.5% | 13F |
Lowenthal Robert S CEO, Director | 129.6K | 1.2% | FORM 4 |
Insiders
- Lowenthal Robert SCEO
- McNAMARA DENNIS PSecretary
- Dwyer Timothy MartinDirector
- Spaulding SuzanneDirector
- Glasser TeresaDirector
- Kanter Stacy J.Director
- Friedman Paul MDirector
- ROTH R LAWRENCEDirector
- BEHRENS EVANDirector
- Watkins Brad MCFO
based on 10.71M shares outstanding
30d Avg
106.62K
60d Avg
114.28K
90d Avg
121.31K