Purchases and Sales Made in Q3 2021 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
320New |
$15.6K - $17.6K
|
320
$9.44K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
276+ 35.84% |
$13.5K - $15.2K
|
1.05K
$30.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
263+ 10.57% |
$12.8K - $14.5K
|
2.75K
$81.1K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
262+ 5.14% |
$12.8K - $14.4K
|
5.36K
$158K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
224+ 41.95% |
$10.9K - $12.3K
|
758
$22.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
189+ 1.11% |
$9.21K - $10.4K
|
17.3K
$509K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
130+ 23.26% |
$6.34K - $7.15K
|
689
$20.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
125+ 1.57% |
$6.09K - $6.87K
|
8.1K
$239K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
121New |
$5.9K - $6.65K
|
121
$3.57K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
120+ 2.33% |
$5.85K - $6.6K
|
5.26K
$155K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
101+ 1.13% |
$4.92K - $5.55K
|
9.03K
$266K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
94New |
$4.58K - $5.17K
|
94
$2.77K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94+ 170.91% |
$4.58K - $5.17K
|
149
$4.39K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
77New |
$3.75K - $4.23K
|
77
$2.27K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
74New |
$3.61K - $4.07K
|
74
$2.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
72New |
$3.51K - $3.96K
|
72
$2.12K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
63+ 0.79% |
$3.07K - $3.46K
|
8.01K
$236K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
60New |
$2.92K - $3.3K
|
60
$1.77K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
60New |
$2.92K - $3.3K
|
60
$1.77K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51+ 0.48% |
$2.49K - $2.8K
|
10.8K
$317K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
45+ 5.45% |
$2.19K - $2.47K
|
870
$25.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 7.23% |
$1.95K - $2.2K
|
593
$17.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 0.26% |
$1.36K - $1.54K
|
10.8K
$319K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$1.02K - $1.15K
|
21
$619
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 17.71% |
$829 - $935
|
113
$3.33K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12New |
$585 - $660
|
12
$354
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2New |
$97.5 - $110
|
2
$59
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1- 0.01% |
$48.7 - $55
|
18.5K
$546K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1- 0.89% |
$48.7 - $55
|
111
$3.27K
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-10- 0.06% |
$487 - $550
|
18.2K
$536K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20- 5.36% |
$975 - $1.1K
|
353
$10.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20Closed |
$975 - $1.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-25Closed |
$1.22K - $1.37K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-25- 0.47% |
$1.22K - $1.37K
|
5.31K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-60Closed |
$2.92K - $3.3K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-60Closed |
$2.92K - $3.3K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-64- 1.1% |
$3.12K - $3.52K
|
5.73K
$169K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 5.26% |
$4.14K - $4.67K
|
1.53K
$45.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-99- 51.03% |
$4.83K - $5.44K
|
95
$2.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-114- 2.38% |
$5.56K - $6.27K
|
4.67K
$138K
|
|
|
Nov 17, 2021
Q3 2021
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-135- 0.46% |
$6.58K - $7.42K
|
29.1K
$858K
|
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-138- 1.16% |
$6.73K - $7.59K
|
11.7K
$346K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-145Closed |
$7.07K - $7.97K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-146- 2.94% |
$7.12K - $8.03K
|
4.83K
$142K
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-159- 1.32% |
$7.75K - $8.74K
|
11.9K
$350K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-163- 18.21% |
$7.94K - $8.96K
|
732
$21.6K
|