Oppenheimer Holdings shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Oppenheimer Holdings (OPY) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Oppenheimer Holdings
Tip: Access up to 7 years of quarterly data
All positions including Oppenheimer Holdings held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Oppenheimer Holdings by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 20k | 72.29 |
| 2025-09-30 | $1.4M | 19k | 73.91 |
| 2025-06-30 | $1.4M | 21k | 65.77 |
| 2025-03-31 | $1.7M | 29k | 59.63 |
| 2024-12-31 | $1.7M | 27k | 64.09 |
| 2024-09-30 | $1.4M | 26k | 51.16 |
| 2024-03-31 | $509k | 13k | 39.92 |
| 2023-12-31 | $206k | 5.0k | 41.32 |
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