Latest Institutional Transactions on Open Text Corp (OTEX)
This table provides information on the latest institutional transactions involving Open Text Corp (OTEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 200.0% |
$54.7 - $68.1
|
3
$86
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-101K- 3.96% |
$2.75M - $3.43M
|
2.44M
$70M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126KNew |
$3.45M - $4.29M
|
126K
$3.61M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-78- 24.38% |
$2.13K - $2.66K
|
242
$6.94K
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-630- 58.55% |
$17.2K - $21.5K
|
446
$12.8K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-536- 4.1% |
$14.7K - $18.3K
|
12.5K
$359K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 26.23% |
$438 - $545
|
77
$2.21K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15.7K- 45.56% |
$429K - $533K
|
18.7K
$536K
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
7.91K+ 16.71% |
$216K - $269K
|
55.2K
$1.58M
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
8.53KNew |
$233K - $290K
|
8.53K
$244K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 66.67% |
$164 - $204
|
15
$430
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.87KNew |
$133K - $166K
|
4.87K
$140K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
173New |
$4.74K - $5.89K
|
173
$4.96K
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 1.42% |
$76.2K - $94.8K
|
198K
$5.68M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
515+ 103.83% |
$14.1K - $17.5K
|
1.01K
$29K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-185- 23.39% |
$5.06K - $6.3K
|
606
$17.4K
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
19KNew |
$521K - $648K
|
19K
$545K
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.97K+ 1.17% |
$81.2K - $101K
|
256K
$7.34M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60New |
$1.64K - $2.04K
|
60
$1.72K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
606+ 0.92% |
$16.6K - $20.6K
|
66.5K
$1.91M
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-212- 12.75% |
$5.8K - $7.22K
|
1.45K
$41.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.1KNew |
$578K - $719K
|
21.1K
$605K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.38K- 0.53% |
$147K - $183K
|
1.02M
$29.1M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
126New |
$3.45K - $4.29K
|
126
$3.61K
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-3.03K- 2.3% |
$83K - $103K
|
129K
$3.69M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 38.18% |
$4.82K - $5.99K
|
285
$8.17K
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
57K+ 34.17% |
$1.56M - $1.94M
|
224K
$6.41M
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
57.4K+ 23.83% |
$1.57M - $1.95M
|
298K
$8.54M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
110+ 8.53% |
$3.01K - $3.75K
|
1.4K
$40.1K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
439+ 20.66% |
$12K - $14.9K
|
2.56K
$73.5K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 23.81% |
$411 - $511
|
78
$2.24K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
243New |
$6.65K - $8.27K
|
243
$6.96K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 3.25% |
$356 - $443
|
413
$11.8K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
39.3K+ 30.87% |
$1.07M - $1.34M
|
166K
$4.77M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
158+ 0.74% |
$4.32K - $5.38K
|
21.6K
$620K
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.24K+ 2.87% |
$88.7K - $110K
|
116K
$3.33M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.6K+ 6.46% |
$98.5K - $123K
|
59.4K
$1.7M
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
99.3KNew |
$2.72M - $3.38M
|
99.3K
$2.85M
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-3.87K- 61.56% |
$106K - $132K
|
2.42K
$69.2K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-24.1K- 2.62% |
$659K - $820K
|
894K
$25.6M
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.43KNew |
$258K - $321K
|
9.43K
$270K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-64K- 79.55% |
$1.75M - $2.18M
|
16.4K
$471K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.27K+ 15.15% |
$62.1K - $77.3K
|
17.3K
$494K
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.67K- 5.23% |
$155K - $193K
|
103K
$2.94M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$543K - $675K
|
19.8K
$568K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 2.78% |
$27.4 - $34.1
|
35
$1K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-76- 0.22% |
$2.08K - $2.59K
|
34.2K
$981K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-230K- 9.69% |
$6.28M - $7.82M
|
2.14M
$61.3M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
398+ 40.82% |
$10.9K - $13.6K
|
1.37K
$39.4K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.37K- 99.9% |
$229K - $285K
|
8
$229
|