OAM
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Oppenheimer Asset Management’s Research Solutions RSSS Stock Holding History

Oppenheimer Asset Management’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-103,105
Closed -$428K – 1181
2024
Q4 		$428K Sell
103,105
-32,103
-24% -$101K 0.01% 902
2024
Q3 		$369K Sell
135,208
-1,724
-1% -$4.64K ﹤0.01% 945
2024
Q2 		$349K Buy
136,932
+36,599
+36% +$104K ﹤0.01% 943
2024
Q1 		$317K Sell
100,333
-3,274
-3% -$9.41K ﹤0.01% 947
2023
Q4 		$269K Buy
103,607
+303
+0.3% +$741 ﹤0.01% 1017
2023
Q3 		$258K Buy
103,304
+4,977
+5% +$11K ﹤0.01% 994
2023
Q2 		$201K Hold
98,327
– – ﹤0.01% 1066
2023
Q1 		$198K Sell
98,327
-25,402
-21% -$53.3K ﹤0.01% 1060
2022
Q4 		$238K Buy
123,729
+11,449
+10% +$23.4K ﹤0.01% 1029
2022
Q3 		$229K Sell
112,280
-1,603
-1% -$2.99K ﹤0.01% 1016
2022
Q2 		$203K Sell
113,883
-80
-0.1% -$156 ﹤0.01% 1080
2022
Q1 		$243K Sell
113,963
-368
-0.3% -$808 ﹤0.01% 1076
2021
Q4 		$281K Buy
114,331
+37,289
+48% +$92.4K ﹤0.01% 1092
2021
Q3 		$202K Sell
77,042
-2,598
-3% -$6.99K ﹤0.01% 1141
2021
Q2 		$228K Buy
79,640
+6,407
+9% +$15.2K ﹤0.01% 1121
2021
Q1 		$170K Buy
+73,233
New +$173K ﹤0.01% 1120

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Oppenheimer Asset Management's RSSS Position: Q1 2025 in Review

Oppenheimer Asset Management sold out of Research Solutions (RSSS) in Q1 2025, closing a stake of 103,105 shares — an estimated $428K sold.

Oppenheimer Asset Management first reported a position in RSSS in Q1 2021 and held it in 16 quarters. The position peaked at $428K in Q4 2024. 46 funds tracked by Wall St. Rank hold RSSS as of Q1 2025.

  • Oppenheimer Asset Management reported no remaining Research Solutions position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 103,105 Research Solutions shares in Q1 2025, an estimated $428K.
  • Oppenheimer Asset Management first reported a position in Research Solutions in Q1 2021 and held it in 16 quarters.
  • Oppenheimer Asset Management's Research Solutions position peaked at $428K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Research Solutions as of Q1 2025.

Based on Oppenheimer Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.