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
Tip: Access up to 7 years of quarterly data
All positions including Oppenheimer Holdings held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |