Current Value of Holding

$3.24M

Shares

35.3k

% of Portfolio

0.00%

Average Buy Price

$30.9

Avg closing price
Price range

45 Jim Simons Oppenheimer Holdings Trades

Jim Simons acquired 35.3k Oppenheimer Holdings shares worth $3.24M. That's 0.00% of their equity portfolio (1601st largest holding). The first Oppenheimer Holdings trade was made in Q3 2013. Since then Jim Simons bought shares 25 more times and sold shares on nineteen occasions. The stake costed the investor $1.09M, netting the investor a gain of 196% so far.

Avg closing price
Price range
Increased shares by 54.8% (+12.5k shares) Q2 2026
Avg closing price $101.62
Price range $89.59 - $115.92
Increased shares by 1.8% (+400 shares) Q1 2026
Avg closing price $81.53
Price range $72.64 - $93.08
Sold 33.7% shares (-11.4k shares) Q4 2025
Avg closing price $69.60
Price range $64.07 - $76.52
Increased shares by 73.3% (+14.3k shares) Q3 2025
Avg closing price $72.42
Price range $66.02 - $79.85
Sold 7.6% shares (-1.6k shares) Q2 2025
Avg closing price $61.01
Price range $51.21 - $66.60
Sold 11.3% shares (-2.7k shares) Q1 2025
Avg closing price $64.72
Price range $58.60 - $72.76
Sold 51.5% shares (-25.3k shares) Q4 2024
Avg closing price $58.22
Price range $47.59 - $67.36
Increased shares by 9.7% (+4.33k shares) Q3 2024
Avg closing price $51.03
Price range $48.67 - $57.94
Sold 12.6% shares (-6.44k shares) Q2 2024
Avg closing price $42.71
Price range $37.19 - $47.91
Sold 5.0% shares (-2.69k shares) Q1 2024
Avg closing price $39.01
Price range $37.30 - $41.31
Increased shares by 48.9% (+17.7k shares) Q4 2023
Avg closing price $38.27
Price range $33.64 - $41.71
Sold 50.6% shares (-37.1k shares) Q3 2023
Avg closing price $38.94
Price range $36.88 - $42.33
Increased shares by 100.3% (+36.7k shares) Q2 2023
Avg closing price $38.20
Price range $35.90 - $40.69
Increased shares by 258.8% (+26.4k shares) Q1 2023
Avg closing price $43.96
Price range $38.13 - $48.32
Sold 72.4% shares (-26.7k shares) Q4 2022
Avg closing price $36.82
Price range $28.73 - $43.02
Sold 58.5% shares (-52k shares) Q3 2022
Avg closing price $34.99
Price range $30.16 - $38.72
Sold 29.1% shares (-36.5k shares) Q2 2022
Avg closing price $34.35
Price range $31.30 - $43.03
Increased shares by 15.0% (+16.4k shares) Q1 2022
Avg closing price $43.83
Price range $41.20 - $49.58
Increased shares by 5.0% (+5.2k shares) Q4 2021
Avg closing price $49.30
Price range $42.42 - $54.21
Increased shares by 92.9% (+50k shares) Q3 2021
Avg closing price $44.95
Price range $41.09 - $51.46

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