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 303 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
184
shares
|
$5,418
0.0% of portfolio
|
Q4 2022
Reduced 97.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
163
shares
|
$4,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
155
shares
|
$4,564
0.0% of portfolio
|
Q3 2024
Reduced 47.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
150
shares
|
$4,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
150
shares
|
$4,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
145
shares
|
$4,270
0.0% of portfolio
|
Q3 2024
Reduced 75.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
121
shares
|
$3,563
0.0% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
119
shares
|
$3,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
112
shares
|
$3,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
95
shares
|
$2,797
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
89
shares
|
$2,621
0.0% of portfolio
|
Q2 2022
Reduced 44.72%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
87
shares
|
$2,562
0.0% of portfolio
|
Q2 2024
Reduced 80.84%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
67
shares
|
$1,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
65
shares
|
$1,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
63
shares
|
$1,855
0.0% of portfolio
|
Q2 2024
Reduced 26.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
61
shares
|
$1,796
0.0% of portfolio
|
Q3 2024
Reduced 39.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$1,472
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
47
shares
|
$1,384
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$1,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
42
shares
|
$1,236
0.0% of portfolio
|
Q2 2024
Added 10.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
38
shares
|
$1,119
0.0% of portfolio
|
Q3 2024
Added 192.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
36
shares
|
$1,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
32
shares
|
$942
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
28
shares
|
$824
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
24
shares
|
$706
0.0% of portfolio
|
Q3 2024
Added 2300.0%
|