Purchases and Sales Made in Q1 2023 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q1 2023. The information is specifically focused on institutions that hold shares of OPEN TEXT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.22K+ 10.27% |
$36.7K - $47K
|
13.1K
$378K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.17K+ 4.13% |
$35.1K - $45K
|
29.4K
$850K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
969+ 5.21% |
$29.1K - $37.4K
|
19.6K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
958+ 1955.1% |
$28.8K - $36.9K
|
1.01K
$29.1K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
900+ 26.47% |
$27.1K - $34.7K
|
4.3K
$124K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
895+ 2.24% |
$26.9K - $34.5K
|
40.9K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
821+ 3.82% |
$24.7K - $31.6K
|
22.3K
$645K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711+ 7.54% |
$21.4K - $27.4K
|
10.1K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
592+ 14.72% |
$17.8K - $22.8K
|
4.61K
$133K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
568+ 10.1% |
$17.1K - $21.9K
|
6.19K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
471+ 4.43% |
$14.2K - $18.2K
|
11.1K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
440+ 3.02% |
$13.2K - $17K
|
15K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
400+ 909.09% |
$12K - $15.4K
|
444
$12.8K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
399+ 5.61% |
$12K - $15.4K
|
7.51K
$217K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
272+ 2.2% |
$8.18K - $10.5K
|
12.6K
$365K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
250+ 0.36% |
$7.52K - $9.64K
|
70.6K
$2.04M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
207+ 20.2% |
$6.22K - $7.98K
|
1.23K
$35.6K
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
154+ 0.06% |
$4.63K - $5.94K
|
280K
$8.09M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 8.05% |
$4.12K - $5.28K
|
1.84K
$53.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
118+ 17.69% |
$3.55K - $4.55K
|
785
$22.7K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
106+ 0.86% |
$3.19K - $4.09K
|
12.4K
$357K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
101New |
$3.04K - $3.89K
|
101
$2.92K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 24.61% |
$2.86K - $3.66K
|
481
$13.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
74+ 6.39% |
$2.23K - $2.85K
|
1.23K
$35.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
57New |
$1.71K - $2.2K
|
57
$1.65K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$1.5K - $1.93K
|
50
$1.44K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
45+ 0.15% |
$1.35K - $1.73K
|
30.9K
$892K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
45+ 0.8% |
$1.35K - $1.73K
|
5.65K
$163K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
45New |
$1.35K - $1.73K
|
45
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 245.45% |
$812 - $1.04K
|
38
$1.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24New |
$722 - $925
|
24
$693
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 3.24% |
$571 - $732
|
606
$17.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.42% |
$391 - $501
|
3.11K
$89.8K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13New |
$391 - $501
|
13
$376
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 3.99% |
$361 - $463
|
313
$9.04K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 30.0% |
$271 - $347
|
39
$1.13K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$180 - $231
|
6
$173
|
|
|
Apr 27, 2023
Q1 2023
|
Henry James International Management Inc.
|
BUY
|
- |
2+ 0.0% |
$60.1 - $77.1
|
109K
$3.14M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 5.88% |
$30.1 - $38.6
|
18
$520
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.61% |
$30.1 - $38.6
|
63
$1.82K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5- 0.06% |
$150 - $193
|
8.08K
$233K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 2.23% |
$301 - $386
|
438
$12.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 15.79% |
$451 - $578
|
80
$2.31K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-28- 0.17% |
$842 - $1.08K
|
16.7K
$483K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-31- 3.2% |
$932 - $1.2K
|
937
$27.1K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 20.13% |
$962 - $1.23K
|
127
$3.67K
|