Filing Research | OPY - OPPENHEIMER HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	12.7KSH	$1.3M
2	NorthCrest Asset Manangement, LLC	Shares	11.4KSH	$1.3M
3	SIGNATUREFD, LLC	Shares	297SH	$31.3K
4	Ares Financial Consulting, LLC	Shares	212SH	$22.4K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.6KSH	$14.5K
6	ARMSTRONG ADVISORY GROUP, INC	Shares	60SH	$6.3K
7	EASTERN BANK	Shares	60SH	$6.3K
8	Farther Finance Advisors, LLC	Shares	37SH	$3.9K
9	SJS Investment Consulting Inc.	Shares	5SH	$528
10	State of Alaska, Department of Revenue	Shares	425SH	$44

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+12.7K	+$1.3M	$1.3M
2	NorthCrest Asset Manangement, LLC added	Shares	+26	+$285.4K	$1.3M
3	SIGNATUREFD, LLC added	Shares	+64	+$10.6K	$31.3K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+141	+$7.1K	$14.5K
5	Ares Financial Consulting, LLC unchanged	Shares	0	+$3.4K	$22.4K
6	Farther Finance Advisors, LLC added	Shares	+29	+$3.1K	$3.9K
7	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$981	$6.3K
8	EASTERN BANK unchanged	Shares	0	+$981	$6.3K
9	SJS Investment Consulting Inc. new	Shares	+5	+$528	$528
10	State of Alaska, Department of Revenue unchanged	Shares	0	+$7	$44
11	SBI Securities Co., Ltd. exited	Shares	-34	-$3.0K	$0

Filing Research | OPY - OPPENHEIMER HLDGS INC Institutional Holdings