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The company

Oppenheimer Holdings, Inc. Class A Common Stock (DE)

OPY · NYSE

FinancialsCapital Markets & Asset ManagementJust dropped out

OPY stood above a rising 150-day average in 47 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 6.3% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Just dropped out
Weeks in an uptrend: out for 1
Industry in uptrend: 27% -9 in 4 wk
Insider buys, 12 months: $3,761
Insider sales, 12 months: $847K
Officials’ trades on record: 4
Institutions holding: 117 (+12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 47 of 52 weeks.

17 Apr – 16 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

4 disclosed lines: House 4, Senate 0, executive 0; 1 people.

Who	Did	Amount	Traded
Raúl M. Grijalva House: U.S. House ClerkAZ03	bought	$1k–$15k	10 Apr 2015filed 14 May 2015
Raúl M. Grijalva House: U.S. House ClerkAZ03	bought	$1k–$15k	16 Jun 2014filed 9 Jul 2014
Raúl M. Grijalva House: U.S. House ClerkAZ03	bought	$1k–$15k	16 Jun 2014filed 9 Jul 2014
Raúl M. Grijalva House: U.S. House ClerkAZ03	bought	$1k–$15k	16 Jun 2014filed 1 Jul 2014

Insiders

Buy orders, 12 months2

Sale orders, 12 months1

Buyers · sellers2 · 1

Who	Did	Shares	Traded
Dennis P. McNamaraSecretary	sold	4,673at $90.67	2 Mar 2026filed 3 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders117+12 on the quarter

New · exited26 · 17

Reported value$470.8M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	520,326$54.9M	+23,293+4.7%
JB CAPITAL PARTNERS LPunchanged · filed 11 Aug 2026	503,954$53.2M	00.0%
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 2026	391,977$41.4M	+39,190+11.1%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	384,352$40.6M	-6,881−1.8%
BlackRock, Inc.added · filed 7 Aug 2026	203,463$21.5M	+16,397+8.8%
ROYCE & ASSOCIATES LPreduced · filed 14 Aug 2026	170,076$17.9M	-30.0%
RBF Capital, LLCunchanged · filed 14 Aug 2026	163,771$17.3M	00.0%
Boston Partnersadded · filed 4 Aug 2026	158,375$16.7M	+26,941+20.5%
MORGAN STANLEYadded · filed 13 Aug 2026	106,924$11.3M	+18,779+21.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	92,029$9.7M	+5,465+6.3%