Institutional Ownership Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX). We have compiled data on the 288 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $5.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
461
shares
|
$15,563
0.0% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$13,504
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
400
shares
|
$13,504
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
296
shares
|
$9,992
0.0% of portfolio
|
Q2 2024
Added 179.25%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
290
shares
|
$9,790
0.0% of portfolio
|
Q3 2024
Added 208.51%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2024 Q2 2024 |
259
shares
|
$8,743
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
239
shares
|
$8,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
228
shares
|
$7,697
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
209
shares
|
$7,055
0.0% of portfolio
|
Q3 2024
Reduced 44.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
186
shares
|
$6,279
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
184
shares
|
$6,211
0.0% of portfolio
|
Q4 2022
Reduced 97.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
182
shares
|
$6,144
0.0% of portfolio
|
Q2 2024
Added 21.33%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
163
shares
|
$5,502
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
154
shares
|
$5,199
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
145
shares
|
$4,895
0.0% of portfolio
|
Q3 2024
Reduced 75.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
121
shares
|
$4,084
0.0% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
119
shares
|
$4,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
118
shares
|
$3,983
0.0% of portfolio
|
Q4 2023
Reduced 99.36%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
112
shares
|
$3,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
95
shares
|
$3,207
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
89
shares
|
$3,004
0.0% of portfolio
|
Q2 2022
Reduced 44.72%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
87
shares
|
$2,937
0.0% of portfolio
|
Q2 2024
Reduced 80.84%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
67
shares
|
$2,261
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
65
shares
|
$2,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
63
shares
|
$2,126
0.0% of portfolio
|
Q2 2024
Reduced 26.74%
|