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Oppenheimer Holdings shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Oppenheimer Holdings (OPY) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Oppenheimer Holdings

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All positions including Oppenheimer Holdings held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oppenheimer Holdings by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $298k 7.2k 41.32
2023-09-30 $285k 7.4k 38.31
2023-06-30 $305k 7.6k 40.18
2023-03-31 $448k 11k 39.15
2022-12-31 $476k 11k 42.33
2022-09-30 $395k 13k 30.95
2022-06-30 $446k 14k 33.03
2022-03-31 $484k 11k 43.56
2021-12-31 $509k 11k 46.40
2021-09-30 $497k 11k 45.31
2021-06-30 $559k 11k 50.82
2021-03-31 $438k 11k 40.08
2020-12-31 $333k 11k 31.39
2020-09-30 $236k 11k 22.24
2020-06-30 $227k 11k 21.39
2020-03-31 $191k 11k 18.00
2019-12-31 $299k 11k 28.18
2019-09-30 $319k 11k 30.07
2019-06-30 $289k 11k 27.24
2019-03-31 $276k 11k 26.01
2018-12-31 $271k 11k 25.54
2018-09-30 $335k 11k 31.57
2018-06-30 $297k 11k 27.99
2017-06-30 $174k 11k 16.40

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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Oppenheimer Holdings

Dimensional Fund Advisors
Greenwich Wealth Management
Vanguard Group
AQR Capital Management
Two Sigma Investments
Two Sigma Advisers
Profit Investment Management
Millennium Management
Citadel Advisors
Arrowstreet Capital, Limited Partnership
GSA Capital Partners
O'shaughnessy Asset Management
Brandywine Global Investment Management
Bank of New York Mellon
Norges Bank Investment Management

View all funds holding Oppenheimer Holdings