with more than 3,500 investment professionals located throughout north america, the u.k., israel and asia, oppenheimer is one of the global leaders in the financial community. we provide the resources of a full-service global financial institution and the level of service normally associated with highly focused specialty firms, delivering knowledgeable sector specific, senior-level attention that leads to top quality advice and execution. we offer a broad range of financial services, including wealth management, investment banking and asset management to corporate clients, institutional investors, families and individuals. oppenheimer’s wealth management professionals provide private client services to high net worth individuals throughout the country. with a distribution network of approximately 1,400 financial advisors in over 90 branches, we are one of the largest independent u.s. investment banks on the basis of our number of registered representatives. our investment banking platf
Company profile
Ticker
OPY
Exchange
Website
CEO
Albert Grinsfelder Lowenthal
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
FAHNESTOCK VINER HOLDINGS INC
SEC CIK
Corporate docs
Subsidiaries
Oppenheimer & Co. Inc. • E.A. Viner International Co. • Oppenheimer Asset Management Inc. • Oppenheimer Europe Ltd. ...
IRS number
980080034
OPY stock data
Latest filings (excl ownership)
DEF 14A
Definitive proxy
15 Mar 24
8-K
Other Events
4 Mar 24
ARS
2023 FY
Annual report to shareholders
1 Mar 24
8-K
Departure of Directors or Certain Officers
1 Mar 24
10-K
2023 FY
Annual report
1 Mar 24
8-K
Oppenheimer Holdings Inc. Fourth Quarter and Full Year 2023 Investor Update
29 Jan 24
8-K
Oppenheimer Holdings Inc. Reports Fourth Quarter and Full Year 2023 Earnings
26 Jan 24
S-8
Registration of securities for employees
24 Jan 24
8-K
Oppenheimer Holdings Inc. Third Quarter 2023 Investor Update
30 Oct 23
8-K
Oppenheimer Holdings Inc. Reports Third Quarter 2023 Earnings
27 Oct 23
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 56.72 mm | 56.72 mm | 56.72 mm | 56.72 mm | 56.72 mm | 56.72 mm |
Cash burn (monthly) | (no burn) | 9.01 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 53.59 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 3.14 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 0.3 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
33.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 75 |
Opened positions | 6 |
Closed positions | 18 |
Increased positions | 26 |
Reduced positions | 28 |
13F shares | Current |
---|---|
Total value | 113.40 bn |
Total shares | 3.50 mm |
Total puts | 34.80 k |
Total calls | 21.50 k |
Total put/call ratio | 1.6 |
Largest owners | Shares | Value |
---|---|---|
Dimensional Fund Advisors | 517.46 k | $19.82 bn |
JB Capital Partners | 473.95 k | $18.16 bn |
Greenwich Wealth Management | 305.70 k | $11.71 mm |
Vanguard | 280.50 k | $10.75 bn |
BLK Blackrock | 210.71 k | $8.07 bn |
RBF Capital | 171.28 k | $6.56 bn |
Aqr Capital Management | 168.21 k | $6.44 bn |
Propp Morris | 145.00 k | $7.27 mm |
Millennium Management | 109.65 k | $4.20 bn |
Bridgeway Capital Management | 85.81 k | $3.29 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
30 Jan 24 | DENNIS P McNAMARA | Class A non-voting common stock | Other | Acquire J | No | No | 0 | 2,357 | 0.00 | 26,681 |
30 Jan 24 | DENNIS P McNAMARA | Restricted Class A non-voting common stock Class A non-voting common stock | Other | Dispose J | No | No | 0 | 4,000 | 0.00 | 17,500 |
30 Jan 24 | Albert G Lowenthal | Class A non-voting common stock | Other | Acquire J | No | No | 0 | 40,683 | 0.00 | 159,462 |
30 Jan 24 | Albert G Lowenthal | Restricted Class A non-voting common stock Class A non-voting common stock | Other | Dispose J | No | No | 0 | 75,472 | 0.00 | 382,000 |
30 Jan 24 | Robert S Lowenthal | Class A non-voting common stock | Other | Acquire J | No | No | 0 | 11,257 | 0.00 | 74,795 |
30 Jan 24 | Robert S Lowenthal | Restricted Class A non-voting common stock Class A non-voting common stock | Other | Dispose J | No | No | 0 | 18,868 | 0.00 | 203,500 |
25 Jan 24 | DENNIS P McNAMARA | Restricted Class A non-voting common stock Class A non-voting common stock | Other | Acquire J | No | No | 0 | 2,500 | 0.00 | 21,500 |
Press releases
Oppenheimer Further Expands Public Finance Banking Team with Appointment of Frank Sanchez Reed As Head of the Southwest Region
12 Mar 24
Oppenheimer Holdings Inc. Announces Share Repurchase Program
4 Mar 24
Oppenheimer & Co. Inc. Announces 34th Annual Healthcare Life Sciences Conference
13 Feb 24
Oppenheimer Further Expands Public Finance Banking Team with Appointments of Kristin Stephens and David Moffett
8 Feb 24
Oppenheimer Holdings Inc. Reports Fourth Quarter and Full Year 2023 Earnings
26 Jan 24