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OPPENHEIMER HOLDINGS INC

For the period ended Mar 31, 2024. Filed Apr 26, 2024.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Mar 31, 2024 · Filed Apr 26, 2024

OPY$90.72+2.9%Stored close · as of Nov 6, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Table of Contents

INDEX TO QUARTERLY REPORT ON FORM 10-Q

Page No.
PART I · FINANCIAL INFORMATION
Item 1. · Financial Statements (unaudited)
Condensed Consolidated Balance Sheets as of March 31, 2024 and December 31, 20233
Condensed Consolidated Income Statements for the three months ended March 31, 2024 and 20234
Condensed Consolidated Statements of Comprehensive Income for the three months ended March 31, 2024 and 20235
Condensed Consolidated Statements of Changes in Stockholders' Equity and Redeemable Noncontrolling Interests for the three months ended March 31, 2024 and 20235
Condensed Consolidated Statements of Cash Flows for the three months ended March 31, 2024 and 20236
Notes to Condensed Consolidated Financial Statements7
Item 2.Management's Discussion and Analysis of Financial Condition and Results of Operations36
Item 3.Quantitative and Qualitative Disclosures About Market Risk50
Item 4.Controls and Procedures51
PART IIOTHER INFORMATION
Item 1.Legal Proceedings52
Item 1A.Risk Factors54
Item 2.Unregistered Sales of Equity Securities, Use of Proceeds and Issuer Purchases of Equity Securities54
Item 5.Other Information54
Item 6.Exhibits55
Signatures56
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.