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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$161 - $213
|
5
$132
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
42New |
$1.36K - $1.79K
|
42
$1.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.85KNew |
$157K - $207K
|
4.85K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-70- 7.01% |
$2.26K - $2.98K
|
928
$24.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.28KNew |
$171K - $225K
|
5.28K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
150KNew |
$4.84M - $6.39M
|
150K
$3.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.41K+ 71.94% |
$142K - $188K
|
10.5K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.07KNew |
$164K - $216K
|
5.07K
$133K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32New |
$1.03K - $1.36K
|
32
$842
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4.97KNew |
$161K - $212K
|
4.97K
$131K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
110New |
$3.55K - $4.69K
|
110
$2.89K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$485 - $604
|
14
$368
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
6.64KNew |
$230K - $286K
|
6.64K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-44.1K- 14.35% |
$1.53M - $1.9M
|
263K
$6.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
25K+ 16.67% |
$866K - $1.08M
|
175K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-44.4K- 73.89% |
$1.54M - $1.91M
|
15.7K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-36.5K- 6.93% |
$1.27M - $1.58M
|
491K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
10.8KNew |
$374K - $466K
|
10.8K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Samson Rock Capital LLP
|
BUY
|
- |
19.5K+ 80.63% |
$674K - $839K
|
43.6K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.2K+ 32.65% |
$111K - $138K
|
13K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 23.68% |
$312 - $388
|
29
$763
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10KNew |
$347K - $431K
|
10K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-12.6K- 49.45% |
$437K - $544K
|
12.9K
$339K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 1.4% |
$5.54K - $6.9K
|
11.2K
$296K
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
15KNew |
$520K - $647K
|
15K
$395K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.04KNew |
$36.2K - $45K
|
1.04K
$27.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-861- 89.59% |
$29.8K - $37.1K
|
100
$2.63K
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-600- 0.94% |
$20.8K - $25.9K
|
63.1K
$1.66M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-200- 12.85% |
$7.31K - $8.64K
|
1.36K
$35.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.07KNew |
$258K - $305K
|
7.07K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
12.9KNew |
$473K - $558K
|
12.9K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21New |
$768 - $907
|
21
$553
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22.5KNew |
$823K - $972K
|
22.5K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.39KNew |
$50.7K - $59.9K
|
1.39K
$36.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$372K - $439K
|
10.2K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9.34K- 49.73% |
$342K - $403K
|
9.44K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
11.4KNew |
$416K - $492K
|
11.4K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 25.0% |
$219 - $259
|
18
$474
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
26.3KNew |
$963K - $1.14M
|
26.3K
$693K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-22.2K- 12.31% |
$811K - $958K
|
158K
$4.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
19.5KNew |
$713K - $842K
|
19.5K
$513K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.8K- 53.08% |
$102K - $121K
|
2.48K
$65.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.27K+ 5.42% |
$229K - $271K
|
122K
$3.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3New |
$110 - $130
|
3
$78.9
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.84KNew |
$177K - $209K
|
4.84K
$127K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
163New |
$5.96K - $7.04K
|
163
$4.29K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
27.4KNew |
$1M - $1.18M
|
27.4K
$720K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
BUY
|
- |
68.8KNew |
$2.51M - $2.97M
|
68.8K
$1.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
5.52KNew |
$202K - $238K
|
5.52K
$145K
|
|