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Oppenheimer Holdings shares owned by CWM Advisors

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

Historical chart of CWM Advisors investment in Oppenheimer Holdings

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

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Quarterly reported holdings in Oppenheimer Holdings by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $470k 6.5k 72.29
2025-09-30 $453k 6.1k 73.91
2025-06-30 $392k 6.0k 65.77
2025-03-31 $347k 5.8k 59.63
2024-12-31 $396k 6.2k 64.09
2024-09-30 $415k 8.1k 51.16