Greenwich Wealth Management LLC
Position in OPY — Oppenheimer Holdings Inc
CIK 1439805
GREENWICH, CT
Position in OPY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,996,773
-$41,067 QoQ
Shares Held
100,872
-19.3% QoQ
Ownership
0.942%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Greenwich Wealth Management LLC holds $1,162,252,371 across 11 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
9,921,755 | $863,589,555 | |
| 2 | FUTU |
Futu Holdings Ltd
|
1,500,000 | $140,610,000 | |
| 3 | SCHW |
Schwab Charles Corp
|
600,673 | $55,424,097 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
370,622 | $37,165,974 | |
| 5 | PIPR |
Piper Sandler Companies
|
420,805 | $30,441,033 | |
| 6 | GS |
Goldman Sachs Group Inc
|
11,139 | $11,265,650 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
146,960 | $8,754,407 | |
| 8 | ETOR |
eToro Group Ltd.
|
202,926 | $8,009,489 |
All Filings in OPY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,996,773 | 100,872 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,037,840 | 125,022 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,240,376 | 125,022 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,106,086 | 305,703 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,229,069 | 305,703 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,592,505 | 305,703 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,639,765 | 305,703 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,646,230 | 305,703 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,203,663 | 305,703 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,631,647 | 305,703 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,711,481 | 305,703 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,283,186 | 305,704 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,968,311 | 305,704 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,940,450 | 305,704 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,470,709 | 305,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,100,427 | 305,703 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $13,322,536 | 305,703 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $14,175,448 | 305,703 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $13,845,288 | 305,703 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $15,541,940 | 305,703 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $12,243,405 | 305,703 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $9,608,245 | 305,703 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,823,290 | 305,703 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,661,268 | 305,703 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,040,691 | 305,703 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||