OPPENHEIMER HLDGS INC

$OPY
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Smart money positioned

5 of the Top-200 alpha managers hold $OPY as of the latest 13F snapshot.

13F holders
108
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$OPY is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.37%, with an average of 0.14% of portfolio. Largest holder: Greenwich Wealth Management LLC at 0.37%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Greenwich Wealth Management LLC
0.37% held
α +12.7pts
02
Beverly Hills Private Wealth, LLC
0.34% NEW
α +10.4pts
03
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
04
Quarry LP
0.00% held
α +10.6pts
05
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 108 · Source: 13F-HR
01
Adell Harriman & Carpenter Inc.
8.20% of portfolio
503,954 sh
02
Massachusetts Institute of Technology
0.02% of portfolio
352,787 sh
03
Investors Asset Management of Georgia Inc.
0.15% of portfolio
170,079 sh
04
RBF Capital, LLC
0.71% of portfolio
163,771 sh
05
Davidson Trust Co.
0.78% of portfolio
163,771 sh
06
Atlantic Edge Private Wealth Management, LLC
—
152,634 sh
07
Argent Advisors, Inc.
0.37% of portfolio
100,872 sh
08
Strs Ohio
—
100,852 sh
09
Traub Capital Management LLC
0.01% of portfolio
85,456 sh
10
Bonness Enterprises Inc.
0.13% of portfolio
73,059 sh
See all 108 13F holders · Pro →

Insider activity · last 90 days

4 transactions · 2 filers
05 Aug 2025
McNAMARA DENNIS P —
▼ SOLD
2,000
$73.81
S
10 Jun 2025
Friedman Paul M —
▼ SOLD
3,500
$63.31
S
09 Jun 2025
Friedman Paul M —
▼ SOLD
3,500
$63.32
S
06 Jun 2025
Friedman Paul M —
▼ SOLD
3,000
$63.11
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $OPY in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:23 UTC.