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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

Jan 2024Mar 2024May 2024Jul 2024Sep 20240.5M1M5k10k15k20k25k
Value ($)Share countHistorical OPY position of Beverly Hills Private … Source: stockzoa.comValue ($)Share count

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All positions including Oppenheimer Holdings held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oppenheimer Holdings by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
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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Microsoft Corporation (MSFT)
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Amazon (AMZN)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
JPMorgan Chase & Co. (JPM)
Philip Morris International (PM)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Broadcom (AVGO)
Comcast Corp Cl A (CMCSA)
UnitedHealth (UNH)

View all positions for Beverly Hills Private Wealth

Top funds holding Oppenheimer Holdings

Jb Capital Partners
Dimensional Fund Advisors
Vanguard Group
Greenwich Wealth Management
American Century Companies
BlackRock
Rbf Capital
Arrowstreet Capital, Limited Partnership
Morgan Stanley
TCW Group
Bridgeway Capital Management
Geode Capital Management
Two Sigma Advisers
Fort Hoosac Management
Profit Investment Management

View all funds holding Oppenheimer Holdings