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
Tip: Access up to 7 years of quarterly data
All positions including Oppenheimer Holdings held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Oppenheimer Holdings by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $449k | 7.0k | 64.09 |
| 2024-09-30 | $358k | 7.0k | 51.16 |
| 2024-06-30 | $335k | 7.0k | 47.91 |
| 2024-03-31 | $279k | 7.0k | 39.92 |
| 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 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors