Oppenheimer (OPY)

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)	32.24 mm	32.24 mm	32.24 mm	32.24 mm	32.24 mm	32.24 mm
Cash burn (monthly)	324.00 k	2.04 mm	(no burn)	(no burn)	(no burn)	9.79 mm
Cash used (since last report)	1.38 mm	8.69 mm	n/a	n/a	n/a	41.68 mm
Cash remaining	30.86 mm	23.56 mm	n/a	n/a	n/a	-9.44 mm
Runway (months of cash)	95.3	11.5	n/a	n/a	n/a	-1.0

Beta Read what these cash burn values mean

Financial data from Oppenheimer earnings reports.

Institutional ownership, Q3 2024

OPY institutional ownership history Ownership history

37.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	89	80	+11.3%
Opened positions	20	13	+53.8%
Closed positions	11	5	+120.0%
Increased positions	26	18	+44.4%
Reduced positions	20	29	-31.0%

13F shares	Current	Prev Q	Change
Total value	168.01 bn	144.62 bn	+16.2%
Total shares	3.79 mm	3.60 mm	+5.3%
Total puts	100.00	7.20 k	-98.6%
Total calls	35.10 k	6.30 k	+457.1%
Total put/call ratio	0.0	1.1	-99.8%

Largest owners	Shares	Value	Change
Dimensional Fund Advisors	507.63 k	$25.97 bn	-1.0%
JB Capital Partners	503.95 k	$25.71 bn	0.0%
Vanguard	364.83 k	$18.66 bn	+2.3%
Greenwich Wealth Management	305.70 k	$15.64 mm	0.0%
BlackRock	178.47 k	$9.13 bn	NEW
American Century Companies	167.27 k	$8.56 bn	+34.4%
RBF Capital	166.80 k	$8.53 bn	-1.9%
Propp Morris	145.00 k	$7.27 mm	0.0%
Arrowstreet Capital, Limited Partnership	87.45 k	$4.47 bn	+3.8%
MS Morgan Stanley	84.12 k	$4.30 bn	+54.5%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-178.89 k	EXIT
BlackRock	178.47 k	+178.47 k	NEW
American Century Companies	167.27 k	+42.82 k	+34.4%
MS Morgan Stanley	84.12 k	+29.69 k	+54.5%
Profit Investment Management	46.95 k	-26.89 k	-36.4%
TCW	76.60 k	+26.60 k	+53.2%
Bokf, Na	23.85 k	+23.85 k	NEW
Aqr Capital Management	0.00	-22.27 k	EXIT
First Trust Advisors	21.04 k	+21.04 k	NEW
Man Group Limited	20.65 k	+20.65 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

OPY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
30 Jan 25	Paul M Friedman	Class A non-voting common stock	Other	Acquire J	Yes	No	1,500	27,000
30 Jan 25	Evan Behrens	Class A non-voting common stock	Other	Acquire J	No	No	1,500	5,625
30 Jan 25	Timothy Martin Dwyer	Class A non-voting common stock	Other	Acquire J	No	No	1,500	27,000
30 Jan 25	Teresa Glasser	Class A non-voting common stock	Other	Acquire J	No	No	1,500	17,000
30 Jan 25	R Lawrence Roth	Class A non-voting common stock	Other	Acquire J	No	No	1,500	17,000

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Press releases

From Benzinga Pro

Oppenheimer Holdings Inc. Reports Fourth Quarter and Full Year 2024 Earnings

31 Jan 25

NEW YORK, Jan. 31, 2025 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $10.7 million or $1.04 basic earnings per share for the fourth quarter of

Oppenheimer Announces Expansion of Emerging Markets Desk

17 Dec 24

Strategic Recruitments of Persio 'Tony' Perez, Michael Chatman and Bill Dolan as Managing Directors Builds on Growth Momentum of Fixed Income Team Senior-Level Hires Enhance Oppenheimer's Capabilities in

Craig Schneider Joins Oppenheimer As Regional Director of Michigan

4 Dec 24

Wealth Management Veteran Brings Over 25 Years of Industry Experience Appointment Builds on Firm's Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas NEW

Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s

14 Nov 24

Oppenheimer Concludes 20th Annual Professionals Alliance Group (PAG) Conference

13 Nov 24