WAVEMAN · COMPANY

OPY · Oppenheimer Holdings Inc

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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OPY

Name: OPPENHEIMER HOLDINGS INC (OPY) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

OPPENHEIMER HOLDINGS INC

FINANCIAL SERVICES · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · CIK 0000791963

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+15.9%

XBRL, annual

NET MARGIN

10.4%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

74 funds added or opened last quarter

more than 54% of Financial Services

REVENUE

+15.9% year over year

more than 58% of Financial Services

MARGIN

10.4% net margin

more than 61% of Financial Services

BUYBACKS

$3.0M repurchased, FY to 2025-12-31

below 84% of Financial Services

SHORT

1.0 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

74 funds added or opened positions in the latest 13F quarter, of 124 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +74.1%

+74.1%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 74 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for OPPENHEIMER HOLDINGS INC in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

McNAMARA DENNIS P

Secretary

SELL

2026-03-02

4,673.0

$423.7K

Lowenthal Robert S

CEO

BUY

2025-11-28

11.28

$767

LOWENTHAL ALBERT G

Chairman

BUY

2025-11-28

44.05

$3.0K

Lowenthal Robert S

CEO

BUY

2025-08-29

10.67

$765

LOWENTHAL ALBERT G

Chairman

BUY

2025-08-29

41.65

$3.0K

56 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 51 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

DIMENSIONAL FUND ADVISORS LP

520,326.0 sh

$54.9M

JB CAPITAL PARTNERS LP

503,954.0 sh

$53.2M

AMERICAN CENTURY COMPANIES INC

391,977.0 sh

$41.4M

VANGUARD CAPITAL MANAGEMENT LLC

384,352.0 sh

$40.6M

BlackRock, Inc.

203,463.0 sh

$21.5M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Small Cap Dividend Fund

$1.5M POSITION · AS OF 2026-03-31

1.5%

Royce Micro-Cap Fund

$3.2M POSITION · AS OF 2026-03-31

1.0%

Royce Capital Fund - Micro-Cap Portfolio

$1.0M POSITION · AS OF 2026-03-31

1.0%

Boston Partners Long/Short Equity Fund

$1.1M POSITION · AS OF 2026-02-28

1.0%

Boston Partners Small Cap Value Fund II

$6.6M POSITION · AS OF 2026-02-28

0.9%

State Street(R) SPDR(R) S&P(R) Capital Markets ETF

$2.3M POSITION · AS OF 2026-03-31

0.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Mr. A.G. Lowenthal

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2023

$4.8M

$4.7M

$2.3M

+64%

+80%

2022

$8.3M

$7.3M

$1.8M

+60%

+41%

2021

$11.0M

$15.8M

$4.7M

+79%

+61%

2020

$9.4M

$10.1M

$3.2M

+23%

+20%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$1.4B	$1.2B	$1.2B	$1.1B
OPERATING INCOME	$211.2M	$105.8M	$46.8M	$45.6M
NET INCOME	$148.4M	$71.6M	$30.2M	$32.4M
EPS (DILUTED)	13.04	6.37	2.59	2.57
OPERATING CASH FLOW	$188.8M	$-108.2M	$-18.8M	$64.5M
CASH	$38.4M	$33.1M	$28.8M	$112.4M
LONG-TERM DEBT	—	$0	$112.7M	$113.4M
BUYBACKS	$3.0M	$9.6M	$35.1M	$60.6M
DIVIDENDS PAID	$7.6M	$6.8M	$6.5M	$7.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE