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 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
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 12.23% |
$336K - $458K
|
110K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.39K+ 3.77% |
$38.9K - $53.2K
|
38.4K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
480New |
$13.4K - $18.3K
|
480
$16.2K
|
|
|
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
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
32.6K+ 296.39% |
$909K - $1.24M
|
43.5K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35.7K+ 3.86% |
$998K - $1.36M
|
961K
$32.4M
|
|
|
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
|
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
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
121New |
$3.38K - $4.62K
|
121
$4.08K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.41K+ 21.82% |
$123K - $168K
|
24.6K
$828K
|
|
|
Oct 31, 2025
Q3 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-1.76M- 29.16% |
$49.2M - $67.2M
|
4.28M
$144M
|
|
|
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
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
17New |
$475 - $649
|
17
$573
|
|
|
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
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.85K+ 27.93% |
$107K - $147K
|
17.6K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.4KNew |
$403K - $551K
|
14.4K
$486K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
4.11K+ 1.94% |
$115K - $157K
|
217K
$7.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
33.7K+ 34.45% |
$940K - $1.28M
|
131K
$4.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-142- 7.19% |
$3.97K - $5.42K
|
1.83K
$61.8K
|
|
|
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
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.24% |
$55.9 - $76.3
|
824
$27.8K
|
|
|
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
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
117K+ 0.56% |
$3.28M - $4.48M
|
21.2M
$712M
|
|
|
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
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 28.0% |
$196 - $267
|
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 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
|
Value Partners Investments Inc.
|
SELL
|
- |
-336K- 13.11% |
$9.38M - $12.8M
|
2.23M
$75M
|
|
|
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
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
237+ 1.17% |
$6.62K - $9.04K
|
20.4K
$688K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 13.78% |
$32.7K - $44.7K
|
7.33K
$247K
|
|
|
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
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.03K+ 27.36% |
$56.7K - $77.5K
|
9.45K
$318K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
20.3K+ 20.72% |
$568K - $776K
|
118K
$3.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-98.5K- 99.89% |
$2.75M - $3.76M
|
110
$3.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
7.42K+ 62.5% |
$207K - $283K
|
19.3K
$650K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-252K- 3.58% |
$5.81M - $7.36M
|
6.8M
$229M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.31K- 31.17% |
$215K - $272K
|
20.6K
$693K
|
|