Nisa Investment Advisors
OPY icon

Nisa Investment Advisors’s Oppenheimer Holdings OPY Stock Holding History

Nisa Investment Advisors’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,200
Closed -$88.8K – 3102
2025
Q4 		$88.8K Buy
+1,200
New +$83.5K ﹤0.01% 1476
2023
Q4 		– Sell
-4
Closed -$153 – 2719
2023
Q3 		$153 Hold
4
– – ﹤0.01% 2699
2023
Q2 		$161 Buy
+4
New +$153 ﹤0.01% 2731
2021
Q4 		– Sell
-4,000
Closed -$181 – 2299
2021
Q3 		$181 Hold
4,000
– – ﹤0.01% 1441
2021
Q2 		$203 Sell
4,000
-1,700
-30% -$82K ﹤0.01% 1402
2021
Q1 		$228 Hold
5,700
– – ﹤0.01% 1441
2020
Q4 		$179K Buy
+5,700
New +$161K ﹤0.01% 1517
2020
Q1 		– Sell
-550
Closed -$15K – 2117
2019
Q4 		$15K Buy
+550
New +$15.3K ﹤0.01% 1749

Other funds holding OPY

JCP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return