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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.72K+ 74.65% |
$106K - $125K
|
8.7K
$240K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 192.31% |
$712 - $841
|
38
$1.05K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.86K- 7.68% |
$81.4K - $96.1K
|
34.4K
$949K
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
241KNew |
$6.86M - $8.09M
|
241K
$6.64M
|
|
Oct 25, 2024
Q3 2024
|
Galibier Capital Management Ltd.
|
BUY
|
- |
5.21K+ 1.31% |
$148K - $175K
|
404K
$11.2M
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.9K+ 13.47% |
$310K - $366K
|
91.8K
$2.53M
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
16.6K+ 33.56% |
$473K - $558K
|
66K
$1.82M
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
12.4K+ 10.35% |
$352K - $416K
|
132K
$3.64M
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
122K+ 157.79% |
$3.46M - $4.09M
|
199K
$5.48M
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
322+ 1.74% |
$9.17K - $10.8K
|
18.9K
$521K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-119- 10.15% |
$3.39K - $4K
|
1.05K
$29.1K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
84+ 4.12% |
$2.39K - $2.82K
|
2.13K
$58.7K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19.6KNew |
$558K - $658K
|
19.6K
$540K
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
380+ 29.62% |
$10.8K - $12.8K
|
1.66K
$45.9K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$398K - $470K
|
14K
$386K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7New |
$199 - $235
|
7
$193
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
9.73K+ 3.99% |
$277K - $327K
|
253K
$6.99M
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
119New |
$3.39K - $4K
|
119
$3.28K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2KNew |
$403K - $476K
|
14.2K
$391K
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-911- 12.65% |
$26K - $30.6K
|
6.29K
$174K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
127K+ 28811.36% |
$3.61M - $4.26M
|
127K
$3.51M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
6.31KNew |
$180K - $212K
|
6.31K
$174K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.79KNew |
$194K - $228K
|
6.79K
$188K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
793+ 435.71% |
$22.6K - $26.7K
|
975
$26.9K
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-453- 75.75% |
$12.9K - $15.2K
|
145
$4K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 39.0% |
$1.11K - $1.31K
|
61
$1.68K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-199- 30.15% |
$5.67K - $6.69K
|
461
$12.7K
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-119K- 26.4% |
$3.39M - $4M
|
332K
$9.16M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.38KNew |
$239K - $282K
|
8.38K
$231K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19New |
$541 - $639
|
19
$524
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$194K - $229K
|
6.81K
$188K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.2K- 3.8% |
$62.7K - $74K
|
55.8K
$1.54M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
44New |
$1.25K - $1.48K
|
44
$1.21K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.76K+ 23.66% |
$164K - $194K
|
30.1K
$831K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
65New |
$1.85K - $2.19K
|
65
$1.79K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-33.8K- 84.33% |
$964K - $1.14M
|
6.29K
$173K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
21.9KNew |
$623K - $736K
|
21.9K
$604K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
239New |
$6.81K - $8.04K
|
239
$6.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 6.06% |
$1.45K - $1.72K
|
791
$21.8K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
196+ 208.51% |
$5.58K - $6.59K
|
290
$8K
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
50.3K+ 2.2% |
$1.43M - $1.69M
|
2.34M
$64.6M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 3.03% |
$712 - $841
|
800
$22.1K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36New |
$1.03K - $1.21K
|
36
$994
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-170- 44.85% |
$4.84K - $5.72K
|
209
$5.77K
|
|
Q2 2024 | |||||||
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800New |
$22.2K - $30.7K
|
800
$22.1K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-682- 3.83% |
$18.9K - $26.2K
|
17.1K
$473K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$33.2K - $46.1K
|
1.2K
$33.1K
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-558- 4.95% |
$15.5K - $21.4K
|
10.7K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$222K - $307K
|
8K
$221K
|