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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.81K+ 5.77% |
$45.4K - $54.9K
|
33.1K
$956K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 42.39% |
$354K - $429K
|
47.4K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
15.5K+ 16.89% |
$389K - $471K
|
107K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
28K+ 8.5% |
$704K - $852K
|
358K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18K+ 24.51% |
$452K - $546K
|
91.4K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
122+ 31.2% |
$3.06K - $3.71K
|
513
$14.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-165- 67.9% |
$4.14K - $5.01K
|
78
$2.25K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.41K- 2.35% |
$60.6K - $73.3K
|
100K
$2.9M
|
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-45K- 1.84% |
$1.13M - $1.37M
|
2.4M
$69.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
18.8K+ 2.1% |
$471K - $570K
|
913K
$26.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 41.67% |
$628 - $760
|
85
$2.45K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.1K+ 10.28% |
$153K - $185K
|
65.5K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-44.7K- 43.25% |
$1.12M - $1.36M
|
58.6K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.1K+ 12.67% |
$530K - $641K
|
188K
$5.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52.2K+ 2109.09% |
$1.31M - $1.59M
|
54.7K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 27.62% |
$1.66K - $2.01K
|
305
$8.81K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
350K+ 136.67% |
$8.79M - $10.6M
|
606K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 83.33% |
$1.63K - $1.98K
|
13
$375
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$322K - $389K
|
12.8K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-44.6K- 99.87% |
$1.12M - $1.36M
|
60
$1.73K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
133New |
$3.34K - $4.04K
|
133
$3.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
20.5K+ 15.91% |
$515K - $623K
|
149K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
140KNew |
$3.52M - $4.26M
|
140K
$4.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-3.71K- 3.19% |
$93.1K - $113K
|
112K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10.6K- 9.9% |
$266K - $322K
|
96.4K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$75.3 - $91.2
|
3
$86.6
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$572K - $692K
|
22.8K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
26New |
$653 - $790
|
26
$751
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.29K+ 34.87% |
$82.6K - $100K
|
12.7K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-54.8K- 24.41% |
$1.38M - $1.67M
|
170K
$4.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.11K+ 25.89% |
$103K - $125K
|
20K
$576K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-45.2K- 71.66% |
$1.14M - $1.37M
|
17.9K
$516K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-30.8K- 3.4% |
$842K - $1.05M
|
873K
$25.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
532+ 61.79% |
$14.6K - $18.1K
|
1.39K
$40.2K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-174- 7.35% |
$4.76K - $5.92K
|
2.19K
$63.3K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
112New |
$3.07K - $3.81K
|
112
$3.23K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$274 - $341
|
10
$289
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.3K- 86.06% |
$693K - $862K
|
4.1K
$118K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-8.58K- 11.27% |
$235K - $292K
|
67.6K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-780K- 98.8% |
$21.4M - $26.6M
|
9.51K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
35.3KNew |
$966K - $1.2M
|
35.3K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.68KNew |
$238K - $296K
|
8.68K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-9.2K- 30.82% |
$252K - $313K
|
20.7K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.6K- 82.86% |
$839K - $1.04M
|
6.34K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$57.8K - $71.9K
|
2.11K
$60.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
60.4K+ 483.25% |
$1.65M - $2.06M
|
72.9K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-42K- 50.0% |
$1.15M - $1.43M
|
42K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 0.59% |
$36.5K - $45.4K
|
226K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
18.2KNew |
$497K - $619K
|
18.2K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
7.4KNew |
$203K - $252K
|
7.4K
$214K
|
|