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Oppenheimer Holdings Inc

OPY

74.690USD

+1.410+1.92%
āđ€āļ§āļĨāļēāļ—āļģāļāļēāļĢāļ•āļĨāļēāļ” ETāļĢāļēāļ„āļēāļĨāđˆāļēāļŠāđ‰āļē 15 āļ™āļēāļ—āļĩ
786.15MāļĄāļđāļĨāļ„āđˆāļēāļ•āļĨāļēāļ”
10.32P/E TTM

āļĢāļēāļĒāļĨāļ°āđ€āļ­āļĩāļĒāļ”āđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄāļ‚āļ­āļ‡ Oppenheimer Holdings Inc āļšāļĢāļīāļĐāļąāļ—
Oppenheimer Holdings Inc. is a middle-market investment bank and full-service broker-dealer. The Company is engaged in a range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity and fixed income research, market-making, trust services and investment advisory and asset management services. The Company’s segments include Private Client, Asset Management and Capital Markets. The Company has approximately 90 retail branch offices in the United States and institutional businesses located in London, Tel Aviv, and Hong Kong. Its private client services include full-service brokerage, wealth planning and margin lending. The Company's asset management services include separately managed accounts, mutual fund managed accounts, discretionary advisory accounts, non-discretionary advisory accounts, alternative investments, portfolio enhancement program and others.
āļ‚āđ‰āļ­āļĄāļđāļĨāļšāļĢāļīāļĐāļąāļ—
āļŠāļąāļāļĨāļąāļāļĐāļ“āđŒāļĒāđˆāļ­āļ‚āļ­āļ‡āļŦāļļāđ‰āļ™OPY
āļŠāļ·āđˆāļ­āļšāļĢāļīāļĐāļąāļ—Oppenheimer Holdings Inc
āļ§āļąāļ™āļ—āļĩāđˆāđ€āļŠāļ™āļ­āļ‚āļēāļĒāļ„āļĢāļąāđ‰āļ‡āđāļĢāļOct 06, 1982
āļ‹āļĩāļ­āļĩāđ‚āļ­Mr. Robert S. (Rob) Lowenthal
āļˆāļģāļ™āļ§āļ™āļžāļ™āļąāļāļ‡āļēāļ™2977
āļ›āļĢāļ°āđ€āļ āļ—āļāļēāļĢāļĢāļąāļāļĐāļēāļ„āļ§āļēāļĄāļ›āļĨāļ­āļ”āļ āļąāļĒOrdinary Share
āļŠāļīāđ‰āļ™āļ›āļĩāļ‡āļšāļ›āļĢāļ°āļĄāļēāļ“Oct 06
āļ—āļĩāđˆāļ­āļĒāļđāđˆ85 Broad Street
āđ€āļĄāļ·āļ­āļ‡NEW YORK
āļ•āļĨāļēāļ”āļŦāļĨāļąāļāļ—āļĢāļąāļžāļĒāđŒNYSE Consolidated
āļ›āļĢāļ°āđ€āļ—āļĻUnited States of America
āļĢāļŦāļąāļŠāđ„āļ›āļĢāļĐāļ“āļĩāļĒāđŒ10004
āđ‚āļ—āļĢāļĻāļąāļžāļ—āđŒ12126688255
āđ€āļ§āđ‡āļšāđ„āļ‹āļ•āđŒhttps://www.oppenheimer.com
āļŠāļąāļāļĨāļąāļāļĐāļ“āđŒāļĒāđˆāļ­āļ‚āļ­āļ‡āļŦāļļāđ‰āļ™OPY
āļ§āļąāļ™āļ—āļĩāđˆāđ€āļŠāļ™āļ­āļ‚āļēāļĒāļ„āļĢāļąāđ‰āļ‡āđāļĢāļOct 06, 1982
āļ‹āļĩāļ­āļĩāđ‚āļ­Mr. Robert S. (Rob) Lowenthal
āļœāļđāđ‰āļšāļĢāļīāļŦāļēāļĢāļšāļĢāļīāļĐāļąāļ—
āļŠāļ·āđˆāļ­
āļŠāļ·āđˆāļ­/āļ•āļģāđāļŦāļ™āđˆāļ‡
āļ•āļģāđāļŦāļ™āđˆāļ‡
āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
Mr. Albert G. Lowenthal
Mr. Albert G. Lowenthal
Chairman of the Board
Chairman of the Board
3.33M
+0.01%
Mr. Robert S. (Rob) Lowenthal
Mr. Robert S. (Rob) Lowenthal
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
98.33K
+0.06%
Mr. Paul M. Friedman, CPA
Mr. Paul M. Friedman, CPA
Lead Independent Director
Lead Independent Director
23.38K
+13.33%
Ms. Suzanne Spaulding
Ms. Suzanne Spaulding
Independent Director
Independent Director
1.50K
--
Ms. Stacy J. Kanter, J.D.
Ms. Stacy J. Kanter, J.D.
Independent Director
Independent Director
1.50K
-66.67%
Mr. Brad M. Watkins
Mr. Brad M. Watkins
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
--
--
Mr. Timothy M. Dwyer
Mr. Timothy M. Dwyer
Independent Director
Independent Director
--
--
Mr. Bryan Mckigney
Mr. Bryan Mckigney
President of Oppenheimer Asset Management Inc
President of Oppenheimer Asset Management Inc
--
--
Mr. Evan Behrens
Mr. Evan Behrens
Independent Director
Independent Director
--
--
Mr. Peter Albano
Mr. Peter Albano
Senior Managing Director, Head of Oppenheimer and Company Inc Fixed Income Business
Senior Managing Director, Head of Oppenheimer and Company Inc Fixed Income Business
--
--
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
āļŠāļ·āđˆāļ­
āļŠāļ·āđˆāļ­/āļ•āļģāđāļŦāļ™āđˆāļ‡
āļ•āļģāđāļŦāļ™āđˆāļ‡
āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
Mr. Albert G. Lowenthal
Mr. Albert G. Lowenthal
Chairman of the Board
Chairman of the Board
3.33M
+0.01%
Mr. Robert S. (Rob) Lowenthal
Mr. Robert S. (Rob) Lowenthal
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
98.33K
+0.06%
Mr. Paul M. Friedman, CPA
Mr. Paul M. Friedman, CPA
Lead Independent Director
Lead Independent Director
23.38K
+13.33%
Ms. Suzanne Spaulding
Ms. Suzanne Spaulding
Independent Director
Independent Director
1.50K
--
Ms. Stacy J. Kanter, J.D.
Ms. Stacy J. Kanter, J.D.
Independent Director
Independent Director
1.50K
-66.67%
Mr. Brad M. Watkins
Mr. Brad M. Watkins
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
--
--
āļŠāļąāļ”āļŠāđˆāļ§āļ™āļ‚āļ­āļ‡āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļāļļāļĨāđ€āļ‡āļīāļ™: USDāļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļēāļ—āļīāļ•āļĒāđŒāļ—āļĩāđˆ 6 āļ.āļ„.
āļŠāļāļļāļĨāđ€āļ‡āļīāļ™: USDāļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļēāļ—āļīāļ•āļĒāđŒāļ—āļĩāđˆ 6 āļ.āļ„.
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆUSD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Advisory fees
128.80M
35.02%
Commissions from sales and trading
102.73M
27.93%
Interest
36.37M
9.89%
Bank deposit sweep income
30.07M
8.18%
Investment banking - advisory
25.96M
7.06%
Other
43.89M
11.93%
āļ•āļēāļĄāļ āļđāļĄāļīāļ āļēāļ„USD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Americas
354.71M
96.43%
Europe/Middle East
12.35M
3.36%
Asia
764.00K
0.21%
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆ
āļ•āļēāļĄāļ āļđāļĄāļīāļ āļēāļ„
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆUSD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Advisory fees
128.80M
35.02%
Commissions from sales and trading
102.73M
27.93%
Interest
36.37M
9.89%
Bank deposit sweep income
30.07M
8.18%
Investment banking - advisory
25.96M
7.06%
Other
43.89M
11.93%
āļŠāļ–āļīāļ•āļīāļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 27 āļž.āļ„.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 27 āļž.āļ„.
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļ›āļĢāļ°āđ€āļ āļ—āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Lowenthal (Albert G)
31.96%
Propp (Morris)
8.56%
JB Capital Partners, L.P.
4.83%
Dimensional Fund Advisors, L.P.
4.69%
The Vanguard Group, Inc.
3.75%
Other
46.21%
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Lowenthal (Albert G)
31.96%
Propp (Morris)
8.56%
JB Capital Partners, L.P.
4.83%
Dimensional Fund Advisors, L.P.
4.69%
The Vanguard Group, Inc.
3.75%
Other
46.21%
āļ›āļĢāļ°āđ€āļ āļ—āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Individual Investor
42.44%
Investment Advisor/Hedge Fund
14.66%
Investment Advisor
11.63%
Hedge Fund
9.26%
Research Firm
1.04%
Bank and Trust
0.23%
Pension Fund
0.15%
Sovereign Wealth Fund
0.05%
Venture Capital
0.04%
Other
20.50%
āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™āļ‚āļ­āļ‡āļŠāļ–āļēāļšāļąāļ™î™Œ
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 1 āļ.āļ„.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 1 āļ.āļ„.
āļŠāđˆāļ§āļ‡āđ€āļ§āļĨāļēāļāļēāļĢāļĢāļēāļĒāļ‡āļēāļ™
āļˆāļģāļ™āļ§āļ™āļŠāļ–āļēāļšāļąāļ™
āļŦāļļāđ‰āļ™āļ—āļĩāđˆāļ–āļ·āļ­āļ„āļĢāļ­āļ‡
āļŠāļąāļ”āļŠāđˆāļ§āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
2025Q2
184
8.32M
79.83%
-157.18K
2025Q1
227
8.40M
80.60%
-380.32K
2024Q4
235
8.23M
79.17%
-730.02K
2024Q3
233
8.25M
80.06%
-623.71K
2024Q2
231
8.06M
77.86%
-760.27K
2024Q1
237
7.94M
76.68%
-964.28K
2023Q4
240
8.02M
75.54%
-813.16K
2023Q3
236
8.01M
74.76%
-1.30M
2023Q2
238
8.46M
77.03%
-816.26K
2023Q1
235
8.83M
80.49%
-424.31K
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
āļāļīāļˆāļāļĢāļĢāļĄāļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™î™Œ
āļŠāļ·āđˆāļ­
āļŦāļļāđ‰āļ™āļ—āļĩāđˆāļ–āļ·āļ­āļ„āļĢāļ­āļ‡
āļŠāļąāļ”āļŠāđˆāļ§āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™%
āļ§āļąāļ™āļ—āļĩāđˆ
Lowenthal (Albert G)
3.33M
31.96%
+220.00
+0.01%
Mar 01, 2025
Propp (Morris)
892.44K
8.56%
--
--
Mar 01, 2025
JB Capital Partners, L.P.
503.95K
4.83%
--
--
Mar 31, 2025
Dimensional Fund Advisors, L.P.
488.70K
4.69%
-7.21K
-1.45%
Mar 31, 2025
The Vanguard Group, Inc.
391.44K
3.75%
+5.67K
+1.47%
Mar 31, 2025
Greenwich Wealth Management LLC
305.70K
2.93%
--
--
Mar 31, 2025
American Century Investment Management, Inc.
227.39K
2.18%
+33.43K
+17.24%
Mar 31, 2025
RBF Capital, LLC
165.00K
1.58%
--
--
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
144.69K
1.39%
-138.00
-0.10%
Mar 31, 2025
Lowenthal (Robert S)
98.33K
0.94%
+56.00
+0.06%
Mar 01, 2025
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
ETF āļ—āļĩāđˆāđ€āļāļĩāđˆāļĒāļ§āļ‚āđ‰āļ­āļ‡î™Œ
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 2 āļŠ.āļ„.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 2 āļŠ.āļ„.
āļŠāļ·āđˆāļ­
āļŠāļąāļ”āļŠāđˆāļ§āļ™
First Trust Dow Jones Select MicroCap Index Fund
0.68%
Inspire Small/Mid Cap ESG ETF
0.22%
Lattice Hartford Multifactor Small Cap ETF
0.18%
Avantis US Small Cap Equity ETF
0.09%
Avantis US Small Cap Value ETF
0.08%
WisdomTree U.S. SmallCap Dividend Fund
0.04%
Fidelity Enhanced Small Cap ETF
0.03%
Schwab Fundamental U.S. Small Company ETF
0.02%
Invesco RAFI US 1500 Small-Mid ETF
0.01%
Humankind US Stock ETF
0.01%
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
First Trust Dow Jones Select MicroCap Index Fund
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.68%
Inspire Small/Mid Cap ESG ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.22%
Lattice Hartford Multifactor Small Cap ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.18%
Avantis US Small Cap Equity ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.09%
Avantis US Small Cap Value ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.08%
WisdomTree U.S. SmallCap Dividend Fund
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.04%
Fidelity Enhanced Small Cap ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.03%
Schwab Fundamental U.S. Small Company ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.02%
Invesco RAFI US 1500 Small-Mid ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.01%
Humankind US Stock ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.01%
āđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨ
āļĄāļĩāļāļēāļĢāļˆāđˆāļēāļĒāđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨāđ€āļ›āđ‡āļ™āļˆāļģāļ™āļ§āļ™āļĢāļ§āļĄ 58.36M USD āđƒāļ™āļŠāđˆāļ§āļ‡ 5 āļ›āļĩāļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
āļ§āļąāļ™āļ—āļĩāđˆ
āđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨ
āļ§āļąāļ™āļ—āļĩāđˆāļšāļąāļ™āļ—āļķāļ
āļ§āļąāļ™āļ—āļĩāđˆāļŠāļģāļĢāļ°āđ€āļ‡āļīāļ™
āļ§āļąāļ™āļ—āļĩāđˆāđ„āļĄāđˆāđ„āļ”āđ‰āļĢāļąāļšāļŠāļīāļ—āļ˜āļīāļ›āļąāļ™āļœāļĨ
Jan 31, 2025
OPY.NB Interim Cash Dividend of gross USD 0.18 paid on Feb 28, 2025 going ex on Feb 14, 2025
Feb 14, 2025
Feb 28, 2025
Feb 14, 2025
Oct 25, 2024
OPY.NB Final Cash Dividend of gross USD 0.18 paid on Nov 22, 2024 going ex on Nov 08, 2024
Nov 08, 2024
Nov 22, 2024
Nov 08, 2024
Jul 26, 2024
OPY.NB Interim Cash Dividend of gross USD 0.18 paid on Aug 23, 2024 going ex on Aug 09, 2024
Aug 09, 2024
Aug 23, 2024
Aug 09, 2024
Apr 26, 2024
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on May 24, 2024 going ex on May 09, 2024
May 10, 2024
May 24, 2024
May 09, 2024
Jan 29, 2024
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on Feb 23, 2024 going ex on Feb 08, 2024
Feb 09, 2024
Feb 23, 2024
Feb 08, 2024
Oct 27, 2023
OPY.NB Final Cash Dividend of gross USD 0.15 paid on Nov 24, 2023 going ex on Nov 09, 2023
Nov 10, 2023
Nov 24, 2023
Nov 09, 2023
Jul 28, 2023
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on Aug 25, 2023 going ex on Aug 10, 2023
Aug 11, 2023
Aug 25, 2023
Aug 10, 2023
Apr 28, 2023
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on May 26, 2023 going ex on May 11, 2023
May 12, 2023
May 26, 2023
May 11, 2023
Jan 27, 2023
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on Feb 24, 2023 going ex on Feb 09, 2023
Feb 10, 2023
Feb 24, 2023
Feb 09, 2023
Oct 28, 2022
OPY.NB Final Cash Dividend of gross USD 0.15 paid on Nov 25, 2022 going ex on Nov 09, 2022
Nov 11, 2022
Nov 25, 2022
Nov 09, 2022
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