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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.05K+ 8.21% |
$24.1K - $30.5K
|
13.8K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-587- 2.83% |
$13.5K - $17.1K
|
20.2K
$691K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.58K- 2.57% |
$59.5K - $75.4K
|
97.7K
$3.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 6.81% |
$576 - $730
|
392
$13.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.17KNew |
$211K - $268K
|
9.17K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-13.9K- 12.35% |
$320K - $406K
|
98.6K
$3.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
187+ 31.97% |
$4.31K - $5.46K
|
772
$26.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.56KNew |
$197K - $250K
|
8.56K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 184.62% |
$553 - $701
|
37
$1.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-19K- 29.05% |
$438K - $555K
|
46.4K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.77K- 15.4% |
$40.8K - $51.7K
|
9.72K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.11KNew |
$164K - $207K
|
7.11K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.42KNew |
$171K - $217K
|
7.42K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
72.4K+ 51.71% |
$1.67M - $2.11M
|
212K
$7.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.94KNew |
$206K - $261K
|
8.94K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
352+ 27.44% |
$8.11K - $10.3K
|
1.64K
$55.9K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-37.8K- 77.48% |
$870K - $1.1M
|
11K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
22.5KNew |
$517K - $656K
|
22.5K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-59.2K- 42.22% |
$1.36M - $1.73M
|
81K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 43.46% |
$39.8K - $50.4K
|
2.25K
$76.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41.8K+ 69666.67% |
$963K - $1.22M
|
41.9K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-38.8K- 29.09% |
$895K - $1.13M
|
94.7K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
406K+ 1.97% |
$9.36M - $11.9M
|
21M
$720M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.06K+ 23.8% |
$47.5K - $60.2K
|
10.7K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
16.5KNew |
$379K - $480K
|
16.5K
$563K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-626- 5.01% |
$14.4K - $18.3K
|
11.9K
$406K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-888- 9.46% |
$20.5K - $25.9K
|
8.5K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5.02K+ 5.39% |
$116K - $147K
|
98.1K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
52New |
$1.2K - $1.52K
|
52
$1.78K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
572+ 228.8% |
$13.2K - $16.7K
|
822
$28.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$415 - $526
|
18
$616
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.19% |
$507 - $642
|
11.5K
$395K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.07K- 55.26% |
$24.7K - $31.3K
|
867
$29.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
930+ 88.91% |
$21.4K - $27.2K
|
1.98K
$67.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
228K+ 9.77% |
$5.25M - $6.66M
|
2.56M
$87.7M
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
480New |
$12.1K - $14.6K
|
480
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
34.6KNew |
$869K - $1.05M
|
34.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
75.1KNew |
$1.89M - $2.28M
|
75.1K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40.1K+ 4129.53% |
$1.01M - $1.22M
|
41.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
57K+ 206.72% |
$1.43M - $1.73M
|
84.5K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-22- 2.14% |
$552 - $669
|
1.01K
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.84KNew |
$222K - $269K
|
8.84K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 32.34% |
$267K - $324K
|
22.3K
$763K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-29.4K- 4.35% |
$738K - $893K
|
647K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
4.52K+ 40.99% |
$113K - $137K
|
15.5K
$532K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.41KNew |
$211K - $255K
|
8.41K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
191+ 2.59% |
$4.8K - $5.8K
|
7.56K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 94.74% |
$452 - $547
|
1
$34.2
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-112- 15.77% |
$2.81K - $3.4K
|
598
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
6.9K+ 75.82% |
$173K - $210K
|
16K
$548K
|
|