Purchases and Sales Made in Q4 2024 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q4 2024. The information is specifically focused on institutions that hold shares of OPEN TEXT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.24K+ 2.87% |
$88.7K - $110K
|
116K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.97K+ 1.17% |
$81.2K - $101K
|
256K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.89K+ 1075.09% |
$79.2K - $98.5K
|
3.16K
$79.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 1.42% |
$76.2K - $94.8K
|
198K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 7.55% |
$68.5K - $85.2K
|
35.7K
$901K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.27K+ 15.15% |
$62.1K - $77.3K
|
17.3K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
2.19KNew |
$60K - $74.7K
|
2.19K
$55.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$57.8K - $71.9K
|
2.11K
$53.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.48K+ 8.68% |
$40.5K - $50.4K
|
18.5K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.45K+ 2.17% |
$39.8K - $49.5K
|
68.5K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 15.4% |
$36.7K - $45.6K
|
10K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.05K+ 5.56% |
$28.7K - $35.7K
|
19.9K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.03KNew |
$28.1K - $35K
|
1.03K
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.02KNew |
$27.8K - $34.6K
|
1.02K
$25.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
947+ 1.46% |
$25.9K - $32.2K
|
65.6K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
669New |
$18.3K - $22.8K
|
669
$16.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
606+ 0.92% |
$16.6K - $20.6K
|
66.5K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
530+ 2.04% |
$14.5K - $18K
|
26.5K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
515+ 103.83% |
$14.1K - $17.5K
|
1.01K
$25.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
439+ 20.66% |
$12K - $14.9K
|
2.56K
$64.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
398+ 40.82% |
$10.9K - $13.6K
|
1.37K
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
261New |
$7.14K - $8.89K
|
261
$6.59K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
250+ 25.0% |
$6.84K - $8.51K
|
1.25K
$31.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
243New |
$6.65K - $8.27K
|
243
$6.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
222+ 0.78% |
$6.08K - $7.56K
|
28.6K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
173New |
$4.74K - $5.89K
|
173
$4.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162+ 3.06% |
$4.43K - $5.52K
|
5.45K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
158+ 0.74% |
$4.32K - $5.38K
|
21.6K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
126New |
$3.45K - $4.29K
|
126
$3.18K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
112New |
$3.07K - $3.81K
|
112
$2.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
110+ 8.53% |
$3.01K - $3.75K
|
1.4K
$35.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 34.83% |
$2.76K - $3.44K
|
391
$9.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
95+ 0.69% |
$2.6K - $3.23K
|
13.8K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60New |
$1.64K - $2.04K
|
60
$1.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
51+ 2.07% |
$1.4K - $1.74K
|
2.52K
$63.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
43New |
$1.18K - $1.46K
|
43
$1.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 26.23% |
$438 - $545
|
77
$1.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 23.81% |
$411 - $511
|
78
$1.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 3.25% |
$356 - $443
|
413
$10.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$274 - $341
|
10
$253
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 66.67% |
$164 - $204
|
15
$379
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 4.62% |
$82.1 - $102
|
68
$1.72K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 30.0% |
$82.1 - $102
|
13
$328
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 200.0% |
$54.7 - $68.1
|
3
$75.8
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 2.78% |
$27.4 - $34.1
|
35
$884
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 20.83% |
$137 - $170
|
19
$480
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.8% |
$931 - $1.16K
|
674
$17K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-54- 25.84% |
$1.48K - $1.84K
|
155
$3.92K
|