How many institutions own OPY stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OPY shares is 110, representing 37.12% of the company's common stock.

Who are the major shareholders selling Oppenheimer Holdings Inc. stock?

STATE STREET CORP, in the last quarter, reduced its stake in OPY by -12.87% restricting it's holding to 30.84 thousand shares of worth nearly $1.84M. DIMENSIONAL FUND ADVISORS LP also lessened -1.45% of the OPY shares from its portfolio, reducing its holding to 488.7 thousand shares of worth $29.14M. PDT PARTNERS, LLC also shunned OPY shares holding by -0.33% last quarter which brought its holding to 9.05 thousand shares worth $539.53K.

Investors who are buying OPY stock?

As per its latest 13F filing, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased its stake in OPY by 581.89% in the last quarter. The institutional holder raised its holding to 23.87 thousand shares having worth more than $1.42M. VANGUARD GROUP INC also added 1.47% more shares of OPY to its portfolio, raising its holding to 391.44 thousand shares of worth $23.34M. CITADEL ADVISORS LLC also increased its OPY shares holding by 81.11% which brought its holding to 12.22 thousand shares worth $728.56K.

OPY's major insiders: who are they?

The insider with the most stakes in OPY is ROBERTS ELAINE K , President and Treasurer at the company. Additionally, OPY stock is highly held by CEO LOWENTHAL ALBERT G and CFO ALFANO JEFFREY J among others.

Did an insider recently sell OPY stock?

Company executives, directors, and other insiders own 42.21% percent of Oppenheimer Holdings Inc.'s stock. Within the last six months, there have been 3 transaction(s) in which OPY insiders have sold stock, totaling 10K shares. Insiders that have sold shares include FRIEDMAN PAUL M, BEHRENS EVAN, and MCNAMARA DENNIS P.

Which insider recently purchased OPY stock?

There have been 0 transaction(s) during the past 6-months in which Oppenheimer Holdings Inc. insiders have bought stock, totalling 0 shares

How much of OPY does insiders own?

Around 61.5K Oppenheimer Holdings Inc. shares are held by insiders, which represents about 42.21% of OPY stock.

Who is the insider with the largest stake?

OPY President and Treasurer, ROBERTS ELAINE K holds the largest portfolio of the company's shares. OPY shares owned by ROBERTS total nearly 166.59 thousand.

Which institution holds the most shares in OPY?

STATE STREET CORP is the largest institutional owner in OPY which holds 30.84 thousand shares worth $1.84M or 0.29% of the total OPY shares outstanding followed by BOKF, NA with ownership of 23.85 thousand shares representing 0.23% of the OPY ownership. CHARLES SCHWAB INVESTMENT MANAGEMENT INC is the third largest stakeholder with 23.87 thousand shares or 0.23% of the ownership worth more than $1.42M.

Is Oppenheimer Holdings Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OPY is concerned, it is a stock which is optionable.

Is there a short position on OPY's shares?

Number of OPY shares short is 44.99K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OPY shares are there?

As of today, 10.43M shares of OPY are outstanding.

Is there many float in OPY stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OPY has 5.93M shares in float.

OPY short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OPY is 1.43.

Oppenheimer (OPY) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.43

Short Percent Of Float0.65

Shares Outstanding10.43M

Shares Float5.93M

Shares Short44.99K

Short Ratio1.43

0.65%

Short % of Float

0.43%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

42.21% Percentage of Shares held by All Insiders

37.12% Percentage of Shares held by All Institutions

64.24% Percentage of Float held by Institutions

110

Number of Institutions Holding Shares

Institutional Ownership

About 37.12% of OPY shares are held by financial institutions. STATE STREET CORP is the top corporate investor, holding 30.84K shares valued at $1.84M. A 0.29% stake in Oppenheimer Holdings Inc. is owned by the company. BOKF, NA owns 23.85K shares valued at $1.42M, which translates its holding of 0.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	STATE STREET CORP	0.29%	30.84K	1.84M	-4.55K	-12.87%
Mar 31, 2025	BOKF, NA	0.23%	23.85K	1.42M	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	23.87K	1.42M	20.37K	+581.89%
Mar 31, 2025	VANGUARD GROUP INC	3.74%	391.44K	23.34M	5.67K	+1.47%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.67%	488.7K	29.14M	-7.21K	-1.45%
Mar 31, 2025	JB CAPITAL PARTNERS LP	4.82%	503.95K	29.96M	0	0
Mar 31, 2025	PDT PARTNERS, LLC	0.09%	9.05K	539.53K	-30	-0.33%
Mar 31, 2025	EAM INVESTORS, LLC	0.09%	9.7K	578.11K	-7.15K	-42.44%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	26.42K	1.58M	-10.21K	-27.87%
Mar 31, 2025	BLACKROCK, INC.	1.6%	167.14K	9.97M	-519	-0.31%
Mar 31, 2025	CITADEL ADVISORS LLC	0.12%	12.22K	728.56K	5.47K	+81.11%
Mar 31, 2025	NORTHERN TRUST CORP	0.15%	15.89K	947.46K	-1.18K	-6.93%
Mar 31, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	0.15%	16K	954.08K	0	0
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.22%	22.56K	1.34M	-1.82K	-7.46%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	22.81K	1.36M	-720	-3.06%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.25%	25.76K	1.54M	-1.01K	-3.79%
Mar 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.28%	29.03K	1.73M	1.76K	+6.45%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.29%	30.71K	1.83M	0	0
Mar 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.31%	32.1K	1.91M	5.32K	+19.85%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.31%	32.16K	1.92M	-195	-0.60%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.31%	32.74K	1.95M	-1.1K	-3.26%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.33%	34.06K	2.03M	-8.92K	-20.75%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.65%	67.67K	4.04M	2.86K	+4.41%
Mar 31, 2025	BOSTON PARTNERS	0.68%	71.57K	4.27M	58.74K	+457.69%
Mar 31, 2025	TCW GROUP INC	0.72%	75.33K	4.49M	-3.97K	-5.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.74%	77.13K	4.6M	-13.44K	-14.84%
Mar 31, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.11%	11.95K	712.58K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.12%	12.07K	719.77K	-353	-2.84%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.2%	21.1K	1.26M	-2.7K	-11.34%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.24%	25.05K	1.49M	0	0
Mar 31, 2025	INVESCO LTD.	0.4%	41.6K	2.48M	37.28K	+864.66%
Mar 31, 2025	PROFIT INVESTMENT MANAGEMENT, LLC	0.47%	49.39K	2.95M	0	0
Mar 31, 2025	ARBITER PARTNERS CAPITAL MANAGEMENT LLC	0.53%	55K	3.28M	5.32K	+10.70%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.55%	57.5K	3.43M	-2.5K	-4.17%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.18%	18.41K	1.1M	-320	-1.71%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.72%	75.84K	4.52M	1.84K	+2.48%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.77%	80.55K	4.8M	43.05K	+114.80%
Mar 31, 2025	RBF CAPITAL, LLC	1.58%	165K	9.84M	0	0
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.17%	227.39K	13.56M	33.43K	+17.24%
Mar 31, 2025	GREENWICH WEALTH MANAGEMENT LLC	2.92%	305.7K	18.23M	0	0
Mar 31, 2025	OPTIONS SOLUTIONS, LLC	0.15%	16.2K	966.01K	-3.68K	-18.52%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	16.28K	970.66K	-3.37K	-17.16%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.16%	17.06K	1.02M	895	+5.54%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.2%	20.86K	1.24M	-1.97K	-8.63%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.35%	36.35K	2.17M	1.84K	+5.32%
Mar 31, 2025	EJF CAPITAL LLC	0.38%	40K	2.39M	0	0
Mar 31, 2025	MORGAN STANLEY	0.63%	65.56K	3.91M	-15.83K	-19.45%
Mar 31, 2025	FMR LLC	0.12%	12.74K	759.76K	-502	-3.79%
Mar 31, 2025	JPMORGAN CHASE & CO	0.17%	18.2K	1.09M	-741	-3.91%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	10.17K	606K	-700	-6.44%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.25%	26.47K	1.06M	3.13K	+13.39%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0%	0	-	-2.04K	-100.00%
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0%	0	-	-1.4K	-100.00%
Mar 31, 2024	GLASSMAN WEALTH SERVICES	0%	0	-	-20	-100.00%
Mar 31, 2024	JUMP FINANCIAL, LLC	0%	0	-	-5.2K	-100.00%
Mar 31, 2024	GAMMA INVESTING LLC	0%	0	-	-8	-100.00%
Mar 31, 2024	VANGUARD GROUP INC	2.65%	284.89K	11.37M	12.53K	+4.60%
Mar 31, 2024	CAXTON ASSOCIATES LP	0.08%	8.72K	348.02K	-300	-3.33%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.79%	514.47K	20.54M	-1.58K	-0.31%
Mar 31, 2024	JB CAPITAL PARTNERS LP	4.69%	503.95K	20.12M	30K	+6.33%
Mar 31, 2024	GREENWICH WEALTH MANAGEMENT LLC	2.85%	305.7K	12.2M	0	0
Mar 31, 2024	BLACKROCK INC.	1.91%	204.77K	8.17M	2.13K	+1.05%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.86%	92.01K	3.67M	24.29K	+35.88%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.77%	83K	3.31M	37.35K	+81.82%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.6%	63.94K	2.55M	-18.2K	-22.16%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.52%	55.86K	2.23M	-43.62K	-43.85%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.49%	52.2K	2.08M	-20.54K	-28.24%
Mar 31, 2024		0.36%	38.5K	1.54M	38.5K	+100.00%
Mar 31, 2024	RBF CAPITAL, LLC	1.58%	170K	6.79M	-980	-0.57%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.85%	91.68K	3.66M	2.8K	+3.15%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.49%	52.1K	2.08M	-24.3K	-31.81%
Mar 31, 2024	EJF CAPITAL LLC	0.37%	40K	1.6M	4.4K	+12.36%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.36%	38.5K	1.54M	38.5K	+100.00%
Mar 31, 2024	STATE STREET CORP	0.34%	36.5K	1.46M	1.4K	+3.99%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.3%	32.53K	1.3M	-2.35K	-6.72%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.3%	32.39K	1.29M	32.39K	+100.00%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.29%	31.14K	1.24M	-863	-2.70%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.28%	29.72K	1.19M	-199	-0.67%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.25%	26.94K	1.08M	-4.63K	-14.67%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.22%	23.84K	951.73K	-2.05K	-7.90%
Mar 31, 2024	ARBITER PARTNERS CAPITAL MANAGEMENT LLC	0.21%	22.9K	914.17K	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.16%	17.14K	684.15K	539	+3.25%
Mar 31, 2024	PRELUDE CAPITAL MANAGEMENT, LLC	0.15%	16K	638.72K	4.4K	+37.93%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	15.23K	607.86K	7.8K	+105.05%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.13%	14.23K	568.1K	5.53K	+63.48%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.13%	13.95K	557K	-26.44K	-65.46%
Mar 31, 2024	CITADEL ADVISORS LLC	0.06%	6.8K	271.46K	500	+7.94%
Mar 31, 2024	BEVERLY HILLS PRIVATE WEALTH, LLC	0.12%	12.76K	509.23K	7.76K	+155.48%
Mar 31, 2024	NORTHCREST ASSET MANANGEMENT, LLC	0.11%	11.95K	477.04K	-200	-1.65%
Mar 31, 2024	ROYAL BANK OF CANADA	0.11%	11.27K	450K	-1.02K	-8.31%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	0.1%	11.22K	447.9K	11.22K	+100.00%
Mar 31, 2024	CORSAIR CAPITAL MANAGEMENT, L.P.	0.09%	9.22K	368.18K	-125	-1.34%
Mar 31, 2024	FMR LLC	0.08%	8.93K	356.61K	-1.06K	-10.56%
Mar 31, 2024	PETRUS TRUST COMPANY, LTA	0.07%	7.57K	302.31K	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.07%	7K	279.44K	-216	-2.99%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.06%	6.68K	266.47K	-870	-11.53%
Mar 31, 2024	MARSHALL WACE, LLP	0.06%	6.11K	244.03K	6.11K	+100.00%
Mar 31, 2024	BARCLAYS PLC	0.06%	6.1K	244K	130	+2.18%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.05%	5.83K	232.34K	-8.06K	-58.02%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.05%	5.41K	216.1K	-264	-4.65%
Mar 31, 2024	PROFIT INVESTMENT MANAGEMENT, LLC	0.7%	75.54K	3.02M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.69%	74.02K	2.96M	-1.66K	-2.19%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.48%	51.21K	2.04M	-2.69K	-4.99%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.35%	37.19K	1.48M	2.8K	+8.14%
Mar 31, 2024	MORGAN STANLEY	0.33%	35.34K	1.41M	4.62K	+15.05%
Mar 31, 2024	STATE OF WYOMING	0.04%	4.32K	172.61K	1.02K	+30.83%
Mar 31, 2024	QUEST PARTNERS LLC	0.04%	4.22K	168.62K	-4.48K	-51.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.03%	2.92K	116.65K	1.12K	+61.70%
Mar 31, 2024	ENTRYPOINT CAPITAL, LLC	0.02%	2.41K	96.25K	-116	-4.59%
Mar 31, 2024	MISSOURI TRUST & INVESTMENT CO	0.02%	1.9K	75.85K	0	0
Mar 31, 2024	SIMPLEX TRADING, LLC	0.01%	1.09K	43K	1.09K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.01%	993	39.64K	-1.39K	-58.36%
Mar 31, 2024	UBS GROUP AG	0.01%	970	38.72K	-130	-11.82%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	380	15.17K	0	0
Mar 31, 2024	WEALTHCOLLAB, LLC	0%	300	11.98K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	225	8.98K	-50	-18.18%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	144	5.75K	-1.6K	-91.74%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0%	84	3.3K	84	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	53	2.12K	0	0
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	0%	37	1.48K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	14	559	0	0
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	10	399	0	0
Dec 31, 2023	RBF CAPITAL, LLC	1.63%	170.98K	7.06M	-300	-0.18%
Dec 31, 2023	BLACKROCK INC.	1.93%	202.64K	8.37M	-8.07K	-3.83%
Dec 31, 2023	NORTHCREST ASSET MANANGEMENT, LLC	0.12%	12.15K	502.04K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.12%	12.29K	508K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.12%	12.57K	519.39K	-3.2K	-20.30%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.13%	13.88K	574.1K	3.31K	+31.28%
Dec 31, 2023	NORTHERN TRUST CORP	0.16%	16.6K	685.87K	2.39K	+16.80%
Dec 31, 2023	ARBITER PARTNERS CAPITAL MANAGEMENT LLC	0.22%	22.9K	946.23K	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.95%	99.48K	4.11M	-68.73K	-40.86%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.22%	23.35K	964.62K	0	0
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.25%	25.89K	1.07M	2.98K	+13.03%
Dec 31, 2023	NORGES BANK	0.25%	26.1K	1.08M	26.1K	+100.00%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.28%	29.92K	1.24M	-3.09K	-9.37%
Dec 31, 2023	MORGAN STANLEY	0.29%	30.71K	1.27M	-1.32K	-4.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.3%	31.58K	1.3M	-9.99K	-24.03%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.3%	32K	1.32M	140	+0.44%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.33%	34.39K	1.42B	3.07K	+9.81%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.33%	34.87K	1.44M	-15.16K	-30.30%
Dec 31, 2023	STATE STREET CORP	0.33%	35.1K	1.45M	3.1K	+9.69%
Dec 31, 2023	EJF CAPITAL LLC	0.34%	35.6K	1.47M	1.16K	+3.37%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.38%	40.4K	1.67M	-8.14K	-16.77%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.43%	45.65K	1.89M	17.32K	+61.14%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.51%	53.9K	2.23M	17.7K	+48.90%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.64%	67.71K	2.8M	7.44K	+12.33%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.69%	72.75K	3.01M	-36.9K	-33.65%
Dec 31, 2023	PROFIT INVESTMENT MANAGEMENT, LLC	0.72%	75.54K	3.12M	5.91K	+8.49%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.72%	75.68K	3.13M	1.85K	+2.51%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.73%	76.4K	3.16M	39.6K	+107.61%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.78%	82.14K	3.39M	37.91K	+85.72%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.85%	88.88K	3.67M	3.07K	+3.58%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.91%	516.05K	21.32M	-1.41K	-0.27%
Dec 31, 2023	VANGUARD GROUP INC	2.59%	272.36K	11.25M	-8.14K	-2.90%
Dec 31, 2023	GREENWICH WEALTH MANAGEMENT LLC	2.91%	305.7K	12.63M	0	0
Dec 31, 2023	JB CAPITAL PARTNERS LP	4.51%	473.95K	19.58M	0	0
Dec 31, 2023	BARCLAYS PLC	0.06%	5.97K	247K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	6.3K	260.32K	-4.7K	-42.73%
Dec 31, 2023	WATERSHED ASSET MANAGEMENT, L.L.C.	0.06%	6.69K	276.6K	6.69K	+100.00%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.07%	7.22K	298.17K	-218	-2.93%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	7.43K	306.84K	-8.64K	-53.76%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.07%	7.55K	311.76K	7.55K	+100.00%
Dec 31, 2023	PETRUS TRUST COMPANY, LTA	0.07%	7.57K	312.92K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.07%	7.84K	324.03K	-4.81K	-38.00%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.08%	8.71K	359.69K	8.71K	+100.00%
Dec 31, 2023		0.08%	8.71K	359.77K	8.71K	+100.00%
Dec 31, 2023	CAXTON ASSOCIATES LP	0.09%	9.02K	372.62K	0	0
Dec 31, 2023	CORSAIR CAPITAL MANAGEMENT, L.P.	0.09%	9.35K	386.26K	-2.29K	-19.68%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.09%	9.72K	401.55K	9.72K	+100.00%
Dec 31, 2023	FMR LLC	0.09%	9.99K	412.7K	-371	-3.58%
Dec 31, 2023	PRELUDE CAPITAL MANAGEMENT, LLC	0.11%	11.6K	479.31K	2.44K	+26.68%

Insiders

Among the OPY insiders holding of 42.21% of the stake in company, ROBERTS ELAINE K, President and Treasurer, holds the largest shares of 166.59K. LOWENTHAL ALBERT G, CEO, is the second largest OPY insider with ownership of 97.13K shares. ALFANO JEFFREY J, CFO, stands third with possession of 42.09K shares of that stake.

Insiders	Designation	Shares Held
ROBERTS ELAINE K	President and Treasurer	166.59K
LOWENTHAL ALBERT G	CEO	97.13K
ALFANO JEFFREY J	CFO	42.09K
MCARTHUR KENNETH W	director	25K
MCNAMARA DENNIS P	Secretary	20.68K
OUGHTRED A WINN	director	18.15K
FRIEDMAN PAUL M	director	17K
WINBERG BURTON	director	8.8K
CRYSTAL RICHARD	director	5.8K
BEHRENS EVAN	director	4.13K
DWYER TIMOTHY MARTIN	director	4K
KEEHNER MICHAEL	director	1K
EHRHARDT WILLIAM	director	1K
BITOUE JOHN L	director	480

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 10, 2025	FRIEDMAN PAUL M	SALE	63.31	3.5K	221.58K	17K
Jun 09, 2025	FRIEDMAN PAUL M	SALE	63.32	3.5K	221.62K	20.5K
Jun 06, 2025	FRIEDMAN PAUL M	SALE	63.11	3K	189.32K	24K
Aug 19, 2024	BEHRENS EVAN	SALE	50.78	750	38.09K	4.13K
Jul 31, 2024	MCNAMARA DENNIS P	SALE	51.28	6K	307.67K	20.68K
May 10, 2024	BEHRENS EVAN	SALE	43.65	4.13K	180.06K	4.88K
Sep 01, 2023	BEHRENS EVAN	SALE	38.43	5K	192.15K	6K
Aug 31, 2023	BEHRENS EVAN	SALE	38.28	5K	191.4K	11K
Mar 03, 2023	MCNAMARA DENNIS P	SALE	44.51	2.12K	94.36K	24.32K
Nov 03, 2021	OUGHTRED A WINN	SALE	52.23	5K	261.13K	18.15K
May 05, 2021	MCNAMARA DENNIS P	SALE	49.39	3.45K	170.54K	34.36K
May 05, 2021	ALFANO JEFFREY J	SALE	49.48	6.83K	337.99K	42.09K
May 04, 2021	MCNAMARA DENNIS P	SALE	49.69	3.15K	156.58K	37.82K
May 04, 2021	ALFANO JEFFREY J	SALE	49.64	26.91K	1.34M	48.92K
Sep 18, 2019	OUGHTRED A WINN	SALE	31.02	10K	310.2K	18.15K
Feb 08, 2019	LOWENTHAL ALBERT G	PURCHASE	26.33	1.01K	26.51K	97.13K
May 19, 2016	DWYER TIMOTHY MARTIN	PURCHASE	13.74	1K	13.74K	4K
May 13, 2016	DWYER TIMOTHY MARTIN	PURCHASE	13.74	1K	13.74K	3K
May 11, 2016	DWYER TIMOTHY MARTIN	PURCHASE	13.91	2K	27.82K	2K
Dec 29, 2010	CRYSTAL RICHARD	SALE	27.18	1K	27.18K	5.8K
Dec 22, 2010	CRYSTAL RICHARD	SALE	26.85	1K	26.85K	5.8K
Dec 21, 2010	CRYSTAL RICHARD	SALE	26.85	1K	26.85K	6.8K
Oct 07, 2010	MCARTHUR KENNETH W	SALE	27.92	151	4.22K	25K
Oct 06, 2010	MCARTHUR KENNETH W	SALE	28.00	1.75K	48.97K	25.15K
Sep 21, 2010	CRYSTAL RICHARD	SALE	26.48	1K	26.48K	5.8K
Aug 03, 2010	CRYSTAL RICHARD	SALE	29.25	1K	29.25K	5.3K
Dec 23, 2009	CRYSTAL RICHARD	SALE	33.01	2.5K	82.52K	4.3K
Nov 19, 2009	CRYSTAL RICHARD	SALE	30.00	1K	30K	4.3K
Nov 18, 2009	CRYSTAL RICHARD	SALE	29.70	1K	29.7K	5.3K
Aug 12, 2009	CRYSTAL RICHARD	SALE	29.00	1K	29K	4.3K
Aug 11, 2009	CRYSTAL RICHARD	SALE	28.21	500	14.11K	5.3K
Sep 12, 2008	KEEHNER MICHAEL	PURCHASE	25.58	1K	25.58K	1K
Jun 27, 2008	EHRHARDT WILLIAM	PURCHASE	28.45	1K	28.45K	1K
Jun 26, 2008	MCNAMARA DENNIS P	PURCHASE	27.75	1K	27.75K	1.2K
Mar 04, 2008	CRYSTAL RICHARD	SALE	44.85	2.3K	103.16K	4.3K
Aug 06, 2007	BITOUE JOHN L	SALE	44.50	25K	1.11M	480
Aug 03, 2007	LOWENTHAL ALBERT G	SALE	54.13	8K	433.04K	2.71M
Aug 02, 2007	LOWENTHAL ALBERT G	SALE	54.17	2K	108.34K	2.72M
Aug 02, 2007	MCNAMARA DENNIS P	SALE	54.70	7.5K	410.25K	200
Jul 05, 2007	LOWENTHAL ALBERT G	SALE	56.31	5K	281.55K	2.72M
May 31, 2007	ROBERTS ELAINE K	SALE	44.04	2K	88.08K	166.59K
May 31, 2007	LOWENTHAL ALBERT G	SALE	44.58	2K	89.16K	2.72M
May 30, 2007	ROBERTS ELAINE K	SALE	42.05	2.42K	101.93K	170.09K
May 29, 2007	ROBERTS ELAINE K	SALE	42.05	2.08K	87.3K	172.52K
May 25, 2007	ROBERTS ELAINE K	SALE	42.12	4K	168.48K	174.59K
May 04, 2007	MCARTHUR KENNETH W	SALE	41.00	300	12.3K	25.7K
May 03, 2007	MCARTHUR KENNETH W	SALE	41.00	3K	123K	26K
Jan 10, 2007	BITOUE JOHN L	SALE	33.02	20K	660.35K	25.48K
Jan 09, 2007	BITOUE JOHN L	SALE	33.33	5K	166.65K	45.48K
Jan 05, 2007	WINBERG BURTON	SALE	33.35	13.9K	463.57K	8.8K
Jan 04, 2007	WINBERG BURTON	SALE	33.50	1.7K	56.95K	22.7K
Dec 29, 2006	OUGHTRED A WINN	SALE	33.29	4K	133.16K	9.5K
Dec 28, 2006	CRYSTAL RICHARD	SALE	33.36	600	20.02K	4.1K
Dec 28, 2006	OUGHTRED A WINN	SALE	33.37	9.8K	327.03K	13.5K
Dec 27, 2006	OUGHTRED A WINN	SALE	32.56	5.2K	169.31K	23.3K
Nov 17, 2006	CRYSTAL RICHARD	SALE	33.55	1K	33.55K	3.7K
Nov 03, 2006	CRYSTAL RICHARD	SALE	32.88	1K	32.88K	4.7K
Nov 02, 2006	CRYSTAL RICHARD	SALE	33.30	1K	33.3K	6.7K
Sep 01, 2006	BITOUE JOHN L	SALE	30.03	12.7K	381.37K	25.48K
Aug 29, 2006	BITOUE JOHN L	SALE	30.15	200	6.03K	38.18K
Aug 28, 2006	BITOUE JOHN L	SALE	30.09	5K	150.46K	38.38K
Aug 25, 2006	BITOUE JOHN L	SALE	30.19	5.1K	153.96K	43.38K
Aug 24, 2006	BITOUE JOHN L	SALE	30.36	2K	60.72K	48.48K
Jun 20, 2005	OUGHTRED A WINN	PURCHASE	22.50	1K	22.5K	1.2K
Jun 16, 2005	OUGHTRED A WINN	PURCHASE	22.34	200	4.47K	200
Apr 29, 2005	CRYSTAL RICHARD	PURCHASE	20.19	1K	20.19K	3.7K
Mar 02, 2004	ROBERTS ELAINE K	SALE	33.00	200	6.6K	178.59K
Mar 01, 2004	ROBERTS ELAINE K	SALE	33.00	2.1K	69.3K	178.79K
Feb 27, 2004	ROBERTS ELAINE K	SALE	33.02	1K	33.02K	181.29K
Feb 11, 2004	ROBERTS ELAINE K	SALE	33.65	1.1K	37.02K	182.29K
Feb 09, 2004	ROBERTS ELAINE K	SALE	33.72	700	23.6K	183.99K
Feb 06, 2004	ROBERTS ELAINE K	SALE	33.65	2K	67.3K	185.19K
Feb 03, 2004	ROBERTS ELAINE K	SALE	33.65	4.8K	161.52K	187.19K
Nov 06, 2003	LOWENTHAL ALBERT G	SALE	34.50	2K	69K	0
Aug 21, 2001	LOWENTHAL ALBERT G	SALE	26.05	2K	52.1K	2K
Jun 26, 2001	LOWENTHAL ALBERT G	SALE	27.05	1K	27.05K	4K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES10K3

NET SHARES-10K3

SHARES HELD61.5K3

% NET SHARES-116.26%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.43

Short Percent Of Float0.65

Shares Outstanding10.43M

Shares Float5.93M

Shares Short44.99K

Short Ratio1.43

0.65%

Short % of Float

0.43%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

42.21% Percentage of Shares held by All Insiders

37.12% Percentage of Shares held by All Institutions

64.24% Percentage of Float held by Institutions

110

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2025	STATE STREET CORP	0.29%	30.84K	1.84M	-4.55K	-12.87%
Mar 31, 2025	BOKF, NA	0.23%	23.85K	1.42M	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	23.87K	1.42M	20.37K	+581.89%
Mar 31, 2025	VANGUARD GROUP INC	3.74%	391.44K	23.34M	5.67K	+1.47%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.67%	488.7K	29.14M	-7.21K	-1.45%
Mar 31, 2025	JB CAPITAL PARTNERS LP	4.82%	503.95K	29.96M	0	0
Mar 31, 2025	PDT PARTNERS, LLC	0.09%	9.05K	539.53K	-30	-0.33%
Mar 31, 2025	EAM INVESTORS, LLC	0.09%	9.7K	578.11K	-7.15K	-42.44%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.25%	26.42K	1.58M	-10.21K	-27.87%
Mar 31, 2025	BLACKROCK, INC.	1.6%	167.14K	9.97M	-519	-0.31%
Mar 31, 2025	CITADEL ADVISORS LLC	0.12%	12.22K	728.56K	5.47K	+81.11%
Mar 31, 2025	NORTHERN TRUST CORP	0.15%	15.89K	947.46K	-1.18K	-6.93%
Mar 31, 2025	PRELUDE CAPITAL MANAGEMENT, LLC	0.15%	16K	954.08K	0	0
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.22%	22.56K	1.34M	-1.82K	-7.46%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.22%	22.81K	1.36M	-720	-3.06%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.25%	25.76K	1.54M	-1.01K	-3.79%
Mar 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.28%	29.03K	1.73M	1.76K	+6.45%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.29%	30.71K	1.83M	0	0
Mar 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.31%	32.1K	1.91M	5.32K	+19.85%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.31%	32.16K	1.92M	-195	-0.60%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.31%	32.74K	1.95M	-1.1K	-3.26%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.33%	34.06K	2.03M	-8.92K	-20.75%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.65%	67.67K	4.04M	2.86K	+4.41%
Mar 31, 2025	BOSTON PARTNERS	0.68%	71.57K	4.27M	58.74K	+457.69%
Mar 31, 2025	TCW GROUP INC	0.72%	75.33K	4.49M	-3.97K	-5.00%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.74%	77.13K	4.6M	-13.44K	-14.84%
Mar 31, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.11%	11.95K	712.58K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.12%	12.07K	719.77K	-353	-2.84%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.2%	21.1K	1.26M	-2.7K	-11.34%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.24%	25.05K	1.49M	0	0
Mar 31, 2025	INVESCO LTD.	0.4%	41.6K	2.48M	37.28K	+864.66%
Mar 31, 2025	PROFIT INVESTMENT MANAGEMENT, LLC	0.47%	49.39K	2.95M	0	0
Mar 31, 2025	ARBITER PARTNERS CAPITAL MANAGEMENT LLC	0.53%	55K	3.28M	5.32K	+10.70%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.55%	57.5K	3.43M	-2.5K	-4.17%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.18%	18.41K	1.1M	-320	-1.71%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.72%	75.84K	4.52M	1.84K	+2.48%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.77%	80.55K	4.8M	43.05K	+114.80%
Mar 31, 2025	RBF CAPITAL, LLC	1.58%	165K	9.84M	0	0
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.17%	227.39K	13.56M	33.43K	+17.24%
Mar 31, 2025	GREENWICH WEALTH MANAGEMENT LLC	2.92%	305.7K	18.23M	0	0
Mar 31, 2025	OPTIONS SOLUTIONS, LLC	0.15%	16.2K	966.01K	-3.68K	-18.52%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	16.28K	970.66K	-3.37K	-17.16%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.16%	17.06K	1.02M	895	+5.54%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.2%	20.86K	1.24M	-1.97K	-8.63%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.35%	36.35K	2.17M	1.84K	+5.32%
Mar 31, 2025	EJF CAPITAL LLC	0.38%	40K	2.39M	0	0
Mar 31, 2025	MORGAN STANLEY	0.63%	65.56K	3.91M	-15.83K	-19.45%
Mar 31, 2025	FMR LLC	0.12%	12.74K	759.76K	-502	-3.79%
Mar 31, 2025	JPMORGAN CHASE & CO	0.17%	18.2K	1.09M	-741	-3.91%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	10.17K	606K	-700	-6.44%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.25%	26.47K	1.06M	3.13K	+13.39%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0%	0	-	-2.04K	-100.00%
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0%	0	-	-1.4K	-100.00%
Mar 31, 2024	GLASSMAN WEALTH SERVICES	0%	0	-	-20	-100.00%
Mar 31, 2024	JUMP FINANCIAL, LLC	0%	0	-	-5.2K	-100.00%
Mar 31, 2024	GAMMA INVESTING LLC	0%	0	-	-8	-100.00%
Mar 31, 2024	VANGUARD GROUP INC	2.65%	284.89K	11.37M	12.53K	+4.60%
Mar 31, 2024	CAXTON ASSOCIATES LP	0.08%	8.72K	348.02K	-300	-3.33%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.79%	514.47K	20.54M	-1.58K	-0.31%
Mar 31, 2024	JB CAPITAL PARTNERS LP	4.69%	503.95K	20.12M	30K	+6.33%
Mar 31, 2024	GREENWICH WEALTH MANAGEMENT LLC	2.85%	305.7K	12.2M	0	0
Mar 31, 2024	BLACKROCK INC.	1.91%	204.77K	8.17M	2.13K	+1.05%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.86%	92.01K	3.67M	24.29K	+35.88%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.77%	83K	3.31M	37.35K	+81.82%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.6%	63.94K	2.55M	-18.2K	-22.16%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.52%	55.86K	2.23M	-43.62K	-43.85%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.49%	52.2K	2.08M	-20.54K	-28.24%
Mar 31, 2024		0.36%	38.5K	1.54M	38.5K	+100.00%
Mar 31, 2024	RBF CAPITAL, LLC	1.58%	170K	6.79M	-980	-0.57%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.85%	91.68K	3.66M	2.8K	+3.15%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.49%	52.1K	2.08M	-24.3K	-31.81%
Mar 31, 2024	EJF CAPITAL LLC	0.37%	40K	1.6M	4.4K	+12.36%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.36%	38.5K	1.54M	38.5K	+100.00%
Mar 31, 2024	STATE STREET CORP	0.34%	36.5K	1.46M	1.4K	+3.99%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.3%	32.53K	1.3M	-2.35K	-6.72%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.3%	32.39K	1.29M	32.39K	+100.00%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.29%	31.14K	1.24M	-863	-2.70%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.28%	29.72K	1.19M	-199	-0.67%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.25%	26.94K	1.08M	-4.63K	-14.67%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.22%	23.84K	951.73K	-2.05K	-7.90%
Mar 31, 2024	ARBITER PARTNERS CAPITAL MANAGEMENT LLC	0.21%	22.9K	914.17K	0	0
Mar 31, 2024	NORTHERN TRUST CORP	0.16%	17.14K	684.15K	539	+3.25%
Mar 31, 2024	PRELUDE CAPITAL MANAGEMENT, LLC	0.15%	16K	638.72K	4.4K	+37.93%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	15.23K	607.86K	7.8K	+105.05%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.13%	14.23K	568.1K	5.53K	+63.48%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.13%	13.95K	557K	-26.44K	-65.46%
Mar 31, 2024	CITADEL ADVISORS LLC	0.06%	6.8K	271.46K	500	+7.94%
Mar 31, 2024	BEVERLY HILLS PRIVATE WEALTH, LLC	0.12%	12.76K	509.23K	7.76K	+155.48%
Mar 31, 2024	NORTHCREST ASSET MANANGEMENT, LLC	0.11%	11.95K	477.04K	-200	-1.65%
Mar 31, 2024	ROYAL BANK OF CANADA	0.11%	11.27K	450K	-1.02K	-8.31%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	0.1%	11.22K	447.9K	11.22K	+100.00%
Mar 31, 2024	CORSAIR CAPITAL MANAGEMENT, L.P.	0.09%	9.22K	368.18K	-125	-1.34%
Mar 31, 2024	FMR LLC	0.08%	8.93K	356.61K	-1.06K	-10.56%
Mar 31, 2024	PETRUS TRUST COMPANY, LTA	0.07%	7.57K	302.31K	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.07%	7K	279.44K	-216	-2.99%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.06%	6.68K	266.47K	-870	-11.53%
Mar 31, 2024	MARSHALL WACE, LLP	0.06%	6.11K	244.03K	6.11K	+100.00%
Mar 31, 2024	BARCLAYS PLC	0.06%	6.1K	244K	130	+2.18%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.05%	5.83K	232.34K	-8.06K	-58.02%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.05%	5.41K	216.1K	-264	-4.65%
Mar 31, 2024	PROFIT INVESTMENT MANAGEMENT, LLC	0.7%	75.54K	3.02M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.69%	74.02K	2.96M	-1.66K	-2.19%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.48%	51.21K	2.04M	-2.69K	-4.99%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.35%	37.19K	1.48M	2.8K	+8.14%
Mar 31, 2024	MORGAN STANLEY	0.33%	35.34K	1.41M	4.62K	+15.05%
Mar 31, 2024	STATE OF WYOMING	0.04%	4.32K	172.61K	1.02K	+30.83%
Mar 31, 2024	QUEST PARTNERS LLC	0.04%	4.22K	168.62K	-4.48K	-51.49%
Mar 31, 2024	JPMORGAN CHASE & CO	0.03%	2.92K	116.65K	1.12K	+61.70%
Mar 31, 2024	ENTRYPOINT CAPITAL, LLC	0.02%	2.41K	96.25K	-116	-4.59%
Mar 31, 2024	MISSOURI TRUST & INVESTMENT CO	0.02%	1.9K	75.85K	0	0
Mar 31, 2024	SIMPLEX TRADING, LLC	0.01%	1.09K	43K	1.09K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.01%	993	39.64K	-1.39K	-58.36%
Mar 31, 2024	UBS GROUP AG	0.01%	970	38.72K	-130	-11.82%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	380	15.17K	0	0
Mar 31, 2024	WEALTHCOLLAB, LLC	0%	300	11.98K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	225	8.98K	-50	-18.18%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	144	5.75K	-1.6K	-91.74%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0%	84	3.3K	84	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	53	2.12K	0	0
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	0%	37	1.48K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	14	559	0	0
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	10	399	0	0
Dec 31, 2023	RBF CAPITAL, LLC	1.63%	170.98K	7.06M	-300	-0.18%
Dec 31, 2023	BLACKROCK INC.	1.93%	202.64K	8.37M	-8.07K	-3.83%
Dec 31, 2023	NORTHCREST ASSET MANANGEMENT, LLC	0.12%	12.15K	502.04K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.12%	12.29K	508K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.12%	12.57K	519.39K	-3.2K	-20.30%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.13%	13.88K	574.1K	3.31K	+31.28%
Dec 31, 2023	NORTHERN TRUST CORP	0.16%	16.6K	685.87K	2.39K	+16.80%
Dec 31, 2023	ARBITER PARTNERS CAPITAL MANAGEMENT LLC	0.22%	22.9K	946.23K	0	0
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.95%	99.48K	4.11M	-68.73K	-40.86%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.22%	23.35K	964.62K	0	0
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.25%	25.89K	1.07M	2.98K	+13.03%
Dec 31, 2023	NORGES BANK	0.25%	26.1K	1.08M	26.1K	+100.00%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.28%	29.92K	1.24M	-3.09K	-9.37%
Dec 31, 2023	MORGAN STANLEY	0.29%	30.71K	1.27M	-1.32K	-4.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.3%	31.58K	1.3M	-9.99K	-24.03%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.3%	32K	1.32M	140	+0.44%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.33%	34.39K	1.42B	3.07K	+9.81%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.33%	34.87K	1.44M	-15.16K	-30.30%
Dec 31, 2023	STATE STREET CORP	0.33%	35.1K	1.45M	3.1K	+9.69%
Dec 31, 2023	EJF CAPITAL LLC	0.34%	35.6K	1.47M	1.16K	+3.37%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.38%	40.4K	1.67M	-8.14K	-16.77%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.43%	45.65K	1.89M	17.32K	+61.14%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.51%	53.9K	2.23M	17.7K	+48.90%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.64%	67.71K	2.8M	7.44K	+12.33%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.69%	72.75K	3.01M	-36.9K	-33.65%
Dec 31, 2023	PROFIT INVESTMENT MANAGEMENT, LLC	0.72%	75.54K	3.12M	5.91K	+8.49%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.72%	75.68K	3.13M	1.85K	+2.51%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.73%	76.4K	3.16M	39.6K	+107.61%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.78%	82.14K	3.39M	37.91K	+85.72%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.85%	88.88K	3.67M	3.07K	+3.58%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.91%	516.05K	21.32M	-1.41K	-0.27%
Dec 31, 2023	VANGUARD GROUP INC	2.59%	272.36K	11.25M	-8.14K	-2.90%
Dec 31, 2023	GREENWICH WEALTH MANAGEMENT LLC	2.91%	305.7K	12.63M	0	0
Dec 31, 2023	JB CAPITAL PARTNERS LP	4.51%	473.95K	19.58M	0	0
Dec 31, 2023	BARCLAYS PLC	0.06%	5.97K	247K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	6.3K	260.32K	-4.7K	-42.73%
Dec 31, 2023	WATERSHED ASSET MANAGEMENT, L.L.C.	0.06%	6.69K	276.6K	6.69K	+100.00%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.07%	7.22K	298.17K	-218	-2.93%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	7.43K	306.84K	-8.64K	-53.76%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.07%	7.55K	311.76K	7.55K	+100.00%
Dec 31, 2023	PETRUS TRUST COMPANY, LTA	0.07%	7.57K	312.92K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.07%	7.84K	324.03K	-4.81K	-38.00%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.08%	8.71K	359.69K	8.71K	+100.00%
Dec 31, 2023		0.08%	8.71K	359.77K	8.71K	+100.00%
Dec 31, 2023	CAXTON ASSOCIATES LP	0.09%	9.02K	372.62K	0	0
Dec 31, 2023	CORSAIR CAPITAL MANAGEMENT, L.P.	0.09%	9.35K	386.26K	-2.29K	-19.68%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.09%	9.72K	401.55K	9.72K	+100.00%
Dec 31, 2023	FMR LLC	0.09%	9.99K	412.7K	-371	-3.58%
Dec 31, 2023	PRELUDE CAPITAL MANAGEMENT, LLC	0.11%	11.6K	479.31K	2.44K	+26.68%

Insiders

Insiders	Designation	Shares Held
ROBERTS ELAINE K	President and Treasurer	166.59K
LOWENTHAL ALBERT G	CEO	97.13K
ALFANO JEFFREY J	CFO	42.09K
MCARTHUR KENNETH W	director	25K
MCNAMARA DENNIS P	Secretary	20.68K
OUGHTRED A WINN	director	18.15K
FRIEDMAN PAUL M	director	17K
WINBERG BURTON	director	8.8K
CRYSTAL RICHARD	director	5.8K
BEHRENS EVAN	director	4.13K
DWYER TIMOTHY MARTIN	director	4K
KEEHNER MICHAEL	director	1K
EHRHARDT WILLIAM	director	1K
BITOUE JOHN L	director	480

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 10, 2025	FRIEDMAN PAUL M	SALE	63.31	3.5K	221.58K	17K
Jun 09, 2025	FRIEDMAN PAUL M	SALE	63.32	3.5K	221.62K	20.5K
Jun 06, 2025	FRIEDMAN PAUL M	SALE	63.11	3K	189.32K	24K
Aug 19, 2024	BEHRENS EVAN	SALE	50.78	750	38.09K	4.13K
Jul 31, 2024	MCNAMARA DENNIS P	SALE	51.28	6K	307.67K	20.68K
May 10, 2024	BEHRENS EVAN	SALE	43.65	4.13K	180.06K	4.88K
Sep 01, 2023	BEHRENS EVAN	SALE	38.43	5K	192.15K	6K
Aug 31, 2023	BEHRENS EVAN	SALE	38.28	5K	191.4K	11K
Mar 03, 2023	MCNAMARA DENNIS P	SALE	44.51	2.12K	94.36K	24.32K
Nov 03, 2021	OUGHTRED A WINN	SALE	52.23	5K	261.13K	18.15K
May 05, 2021	MCNAMARA DENNIS P	SALE	49.39	3.45K	170.54K	34.36K
May 05, 2021	ALFANO JEFFREY J	SALE	49.48	6.83K	337.99K	42.09K
May 04, 2021	MCNAMARA DENNIS P	SALE	49.69	3.15K	156.58K	37.82K
May 04, 2021	ALFANO JEFFREY J	SALE	49.64	26.91K	1.34M	48.92K
Sep 18, 2019	OUGHTRED A WINN	SALE	31.02	10K	310.2K	18.15K
Feb 08, 2019	LOWENTHAL ALBERT G	PURCHASE	26.33	1.01K	26.51K	97.13K
May 19, 2016	DWYER TIMOTHY MARTIN	PURCHASE	13.74	1K	13.74K	4K
May 13, 2016	DWYER TIMOTHY MARTIN	PURCHASE	13.74	1K	13.74K	3K
May 11, 2016	DWYER TIMOTHY MARTIN	PURCHASE	13.91	2K	27.82K	2K
Dec 29, 2010	CRYSTAL RICHARD	SALE	27.18	1K	27.18K	5.8K
Dec 22, 2010	CRYSTAL RICHARD	SALE	26.85	1K	26.85K	5.8K
Dec 21, 2010	CRYSTAL RICHARD	SALE	26.85	1K	26.85K	6.8K
Oct 07, 2010	MCARTHUR KENNETH W	SALE	27.92	151	4.22K	25K
Oct 06, 2010	MCARTHUR KENNETH W	SALE	28.00	1.75K	48.97K	25.15K
Sep 21, 2010	CRYSTAL RICHARD	SALE	26.48	1K	26.48K	5.8K
Aug 03, 2010	CRYSTAL RICHARD	SALE	29.25	1K	29.25K	5.3K
Dec 23, 2009	CRYSTAL RICHARD	SALE	33.01	2.5K	82.52K	4.3K
Nov 19, 2009	CRYSTAL RICHARD	SALE	30.00	1K	30K	4.3K
Nov 18, 2009	CRYSTAL RICHARD	SALE	29.70	1K	29.7K	5.3K
Aug 12, 2009	CRYSTAL RICHARD	SALE	29.00	1K	29K	4.3K
Aug 11, 2009	CRYSTAL RICHARD	SALE	28.21	500	14.11K	5.3K
Sep 12, 2008	KEEHNER MICHAEL	PURCHASE	25.58	1K	25.58K	1K
Jun 27, 2008	EHRHARDT WILLIAM	PURCHASE	28.45	1K	28.45K	1K
Jun 26, 2008	MCNAMARA DENNIS P	PURCHASE	27.75	1K	27.75K	1.2K
Mar 04, 2008	CRYSTAL RICHARD	SALE	44.85	2.3K	103.16K	4.3K
Aug 06, 2007	BITOUE JOHN L	SALE	44.50	25K	1.11M	480
Aug 03, 2007	LOWENTHAL ALBERT G	SALE	54.13	8K	433.04K	2.71M
Aug 02, 2007	LOWENTHAL ALBERT G	SALE	54.17	2K	108.34K	2.72M
Aug 02, 2007	MCNAMARA DENNIS P	SALE	54.70	7.5K	410.25K	200
Jul 05, 2007	LOWENTHAL ALBERT G	SALE	56.31	5K	281.55K	2.72M
May 31, 2007	ROBERTS ELAINE K	SALE	44.04	2K	88.08K	166.59K
May 31, 2007	LOWENTHAL ALBERT G	SALE	44.58	2K	89.16K	2.72M
May 30, 2007	ROBERTS ELAINE K	SALE	42.05	2.42K	101.93K	170.09K
May 29, 2007	ROBERTS ELAINE K	SALE	42.05	2.08K	87.3K	172.52K
May 25, 2007	ROBERTS ELAINE K	SALE	42.12	4K	168.48K	174.59K
May 04, 2007	MCARTHUR KENNETH W	SALE	41.00	300	12.3K	25.7K
May 03, 2007	MCARTHUR KENNETH W	SALE	41.00	3K	123K	26K
Jan 10, 2007	BITOUE JOHN L	SALE	33.02	20K	660.35K	25.48K
Jan 09, 2007	BITOUE JOHN L	SALE	33.33	5K	166.65K	45.48K
Jan 05, 2007	WINBERG BURTON	SALE	33.35	13.9K	463.57K	8.8K
Jan 04, 2007	WINBERG BURTON	SALE	33.50	1.7K	56.95K	22.7K
Dec 29, 2006	OUGHTRED A WINN	SALE	33.29	4K	133.16K	9.5K
Dec 28, 2006	CRYSTAL RICHARD	SALE	33.36	600	20.02K	4.1K
Dec 28, 2006	OUGHTRED A WINN	SALE	33.37	9.8K	327.03K	13.5K
Dec 27, 2006	OUGHTRED A WINN	SALE	32.56	5.2K	169.31K	23.3K
Nov 17, 2006	CRYSTAL RICHARD	SALE	33.55	1K	33.55K	3.7K
Nov 03, 2006	CRYSTAL RICHARD	SALE	32.88	1K	32.88K	4.7K
Nov 02, 2006	CRYSTAL RICHARD	SALE	33.30	1K	33.3K	6.7K
Sep 01, 2006	BITOUE JOHN L	SALE	30.03	12.7K	381.37K	25.48K
Aug 29, 2006	BITOUE JOHN L	SALE	30.15	200	6.03K	38.18K
Aug 28, 2006	BITOUE JOHN L	SALE	30.09	5K	150.46K	38.38K
Aug 25, 2006	BITOUE JOHN L	SALE	30.19	5.1K	153.96K	43.38K
Aug 24, 2006	BITOUE JOHN L	SALE	30.36	2K	60.72K	48.48K
Jun 20, 2005	OUGHTRED A WINN	PURCHASE	22.50	1K	22.5K	1.2K
Jun 16, 2005	OUGHTRED A WINN	PURCHASE	22.34	200	4.47K	200
Apr 29, 2005	CRYSTAL RICHARD	PURCHASE	20.19	1K	20.19K	3.7K
Mar 02, 2004	ROBERTS ELAINE K	SALE	33.00	200	6.6K	178.59K
Mar 01, 2004	ROBERTS ELAINE K	SALE	33.00	2.1K	69.3K	178.79K
Feb 27, 2004	ROBERTS ELAINE K	SALE	33.02	1K	33.02K	181.29K
Feb 11, 2004	ROBERTS ELAINE K	SALE	33.65	1.1K	37.02K	182.29K
Feb 09, 2004	ROBERTS ELAINE K	SALE	33.72	700	23.6K	183.99K
Feb 06, 2004	ROBERTS ELAINE K	SALE	33.65	2K	67.3K	185.19K
Feb 03, 2004	ROBERTS ELAINE K	SALE	33.65	4.8K	161.52K	187.19K
Nov 06, 2003	LOWENTHAL ALBERT G	SALE	34.50	2K	69K	0
Aug 21, 2001	LOWENTHAL ALBERT G	SALE	26.05	2K	52.1K	2K
Jun 26, 2001	LOWENTHAL ALBERT G	SALE	27.05	1K	27.05K	4K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES10K3

NET SHARES-10K3

SHARES HELD61.5K3

% NET SHARES-116.26%0%

OPY Stock Ownership Breakdown

Oppenheimer

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions