Dan Polen - Polen Capital Management
Holding/activity history for Oppenheimer Holdings Inc. CL A (OPY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 26,954 | 0.02 | Add 64.93% | <0.01 | $89.19 | $2,404,027 | SEC |
| 2025 Q4 | 16,343 | 0.01 | $72.29 | $1,181,435 | SEC | ||
| 2025 Q3 | 16,343 | <0.01 | Reduce 9.11% | <0.01 | $73.91 | $1,207,911 | SEC |
| 2025 Q2 | 17,982 | <0.01 | Buy | <0.01 | $65.77 | $1,182,676 | SEC |