Purchases and Sales Made in Q2 2025 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.61K+ 3.4% |
$37.1K - $47.1K
|
49K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.05K+ 8.21% |
$24.1K - $30.5K
|
13.8K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
1.02KNew |
$23.4K - $29.6K
|
1.02K
$34.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.01K+ 8.27% |
$23.3K - $29.6K
|
13.3K
$454K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
930+ 88.91% |
$21.4K - $27.2K
|
1.98K
$67.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
890+ 0.45% |
$20.5K - $26K
|
199K
$6.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
778New |
$17.9K - $22.7K
|
778
$26.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
770+ 5.4% |
$17.7K - $22.5K
|
15K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
655+ 0.99% |
$15.1K - $19.1K
|
66.5K
$2.28M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
617+ 52.24% |
$14.2K - $18K
|
1.8K
$61.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
572+ 228.8% |
$13.2K - $16.7K
|
822
$28.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 39.72% |
$13.1K - $16.6K
|
2.01K
$68.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
540+ 3.11% |
$12.4K - $15.8K
|
17.9K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
537New |
$12.4K - $15.7K
|
537
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
521New |
$12K - $15.2K
|
521
$17.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
465New |
$10.7K - $13.6K
|
465
$15.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
464+ 39.46% |
$10.7K - $13.5K
|
1.64K
$56.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
460+ 2.61% |
$10.6K - $13.4K
|
18.1K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
370+ 2.89% |
$8.52K - $10.8K
|
13.2K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
352+ 27.44% |
$8.11K - $10.3K
|
1.64K
$55.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
320+ 37.17% |
$7.37K - $9.34K
|
1.18K
$40.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
234New |
$5.39K - $6.83K
|
234
$8.01K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
230+ 884.62% |
$5.3K - $6.72K
|
256
$8.76K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
224+ 1.12% |
$5.16K - $6.54K
|
20.2K
$691K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
217+ 571.05% |
$5K - $6.34K
|
255
$8.73K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
217+ 19.8% |
$5K - $6.34K
|
1.31K
$44.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
208+ 650.0% |
$4.79K - $6.07K
|
240
$8.21K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
195New |
$4.49K - $5.69K
|
195
$6.67K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
187+ 31.97% |
$4.31K - $5.46K
|
772
$26.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
133+ 0.42% |
$3.06K - $3.88K
|
32.1K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
112+ 0.95% |
$2.58K - $3.27K
|
11.9K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
52New |
$1.2K - $1.52K
|
52
$1.78K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
40New |
$922 - $1.17K
|
40
$1.37K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 6.81% |
$576 - $730
|
392
$13.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 184.62% |
$553 - $701
|
37
$1.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.19% |
$507 - $642
|
11.5K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22New |
$507 - $642
|
22
$753
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 4.91% |
$484 - $613
|
449
$15.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$415 - $526
|
18
$616
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 17.65% |
$346 - $438
|
100
$3.42K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 127.27% |
$323 - $409
|
25
$856
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7New |
$161 - $204
|
7
$240
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5+ 11.11% |
$115 - $146
|
50
$1.71K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.33% |
$207 - $263
|
2.72K
$93.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12- 0.86% |
$276 - $350
|
1.39K
$47.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-19- 24.36% |
$438 - $555
|
59
$2.02K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-71- 62.83% |
$1.64K - $2.07K
|
42
$1.44K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-77- 37.38% |
$1.77K - $2.25K
|
129
$4.41K
|