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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29New |
$810 - $1.11K
|
29
$977
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
113+ 0.86% |
$3.16K - $4.31K
|
13.3K
$448K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.22K- 1.23% |
$89.8K - $123K
|
258K
$8.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
590+ 0.3% |
$16.5K - $22.5K
|
200K
$6.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
37+ 38.95% |
$1.03K - $1.41K
|
132
$4.45K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
168New |
$4.69K - $6.41K
|
168
$5.66K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-10.7K- 63.93% |
$298K - $407K
|
6.01K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.59K+ 8.74% |
$212K - $289K
|
94.4K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-435- 96.88% |
$12.1K - $16.6K
|
14
$472
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.68KNew |
$159K - $217K
|
5.68K
$191K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.39K+ 3.77% |
$38.9K - $53.2K
|
38.4K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 12.23% |
$336K - $458K
|
110K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
191+ 148.06% |
$5.33K - $7.29K
|
320
$10.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-11K- 20.57% |
$306K - $418K
|
42.3K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
32.6K+ 296.39% |
$909K - $1.24M
|
43.5K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
BUY
|
- |
1.73K+ 0.37% |
$48.3K - $66.1K
|
466K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35.7K+ 3.86% |
$998K - $1.36M
|
961K
$32.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
480New |
$13.4K - $18.3K
|
480
$16.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
11.3K+ 5.05% |
$316K - $431K
|
235K
$7.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.5KNew |
$126K - $172K
|
4.5K
$152K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.28K- 1.89% |
$147K - $201K
|
274K
$9.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
121New |
$3.38K - $4.62K
|
121
$4.08K
|
|
|
Oct 31, 2025
Q3 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
24.9K+ 14.82% |
$696K - $952K
|
193K
$6.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
573K+ 94.93% |
$16M - $21.8M
|
1.18M
$39.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-1.76M- 29.16% |
$49.2M - $67.2M
|
4.28M
$144M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.41K+ 21.82% |
$123K - $168K
|
24.6K
$828K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.2K+ 23.17% |
$145K - $199K
|
27.7K
$932K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7.92K+ 73.86% |
$221K - $302K
|
18.6K
$628K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
38New |
$1.06K - $1.45K
|
38
$1.28K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
103+ 0.4% |
$2.88K - $3.93K
|
25.6K
$862K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
30+ 3.86% |
$838 - $1.14K
|
808
$27.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
71.2K+ 596.58% |
$1.99M - $2.72M
|
83.2K
$2.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
17New |
$475 - $649
|
17
$573
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.85K+ 27.93% |
$107K - $147K
|
17.6K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
4.11K+ 1.94% |
$115K - $157K
|
217K
$7.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.4KNew |
$403K - $551K
|
14.4K
$486K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
33.7K+ 34.45% |
$940K - $1.28M
|
131K
$4.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
28KNew |
$783K - $1.07M
|
28K
$944K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.23K- 23.85% |
$34.2K - $46.8K
|
3.91K
$132K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12K+ 4.32% |
$59.1K - $80.8K
|
51.1K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-208- 86.67% |
$5.81K - $7.94K
|
32
$1.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.92K+ 165.65% |
$110K - $150K
|
6.29K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
294+ 13.08% |
$8.21K - $11.2K
|
2.54K
$85.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
117K+ 0.56% |
$3.28M - $4.48M
|
21.2M
$712M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
986+ 13.88% |
$27.5K - $37.6K
|
8.09K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
310New |
$8.66K - $11.8K
|
310
$10.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13+ 3.32% |
$363 - $496
|
405
$13.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-620- 1.34% |
$17.3K - $23.7K
|
45.8K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.41K- 6.21% |
$39.5K - $53.9K
|
21.4K
$719K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 13.78% |
$32.7K - $44.7K
|
7.33K
$247K
|
|