Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc., headquartered in New York City, is a leading independent investment bank and full-service wealth management firm with a history dating back to 1881. The firm operates 92 retail branches and employs more than 2,900 people, including over 1,000 financial professionals. Oppenheimer serves high-net-worth individuals, families, businesses, institutions, foundations, and pension plans by providing financial advice, asset management, investment products, capital market services, and tailored solutions for complex financial needs.
Investment Strategy
Oppenheimer & Co. Inc. pursues an integrated, client-focused investment strategy that blends traditional and specialized financial products to meet the unique goals of individuals, families, and institutions. The firm leverages a team-based approach, offering tailored advice and flexible solutions across equities, fixed income, alternative assets, and capital markets transactions. Oppenheimer emphasizes independent thinking, trusted research, and open architecture, enabling clients to benefit from innovative strategies, objective advice, and access to a broad universe of investment opportunities. Its investment banking division specializes in strategic advisory, capital raising, M&A, and restructuring, particularly for emerging growth and mid-sized companies.
Top Holdings
Equity Positions (1,582)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.61% | $348.4M | 700,470 | $96.15 | $497.41 | +$86.8M |
A AAPL | APPLE INC | 3.06% | $231.3M | 1,127,141 | $40.75 | $205.17 | -$21.6M |
N NVDA | NVIDIA CORPORATION | 2.65% | $200.2M | 1,267,402 | $10.86 | $157.99 | +$63.9M |
A AMZN | AMAZON COM INC | 2.05% | $155.3M | 708,036 | $96.56 | $219.39 | +$34.9M |
M META | META PLATFORMS INC | 1.77% | $134.0M | 181,487 | $231.19 | $738.09 | +$33.6M |