Purchases and Sales Made in Q3 2023 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.04KNew |
$36.2K - $45K
|
1.04K
$29.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.04K+ 7.33% |
$36.1K - $44.9K
|
15.2K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
929+ 2.29% |
$32.2K - $40.1K
|
41.5K
$1.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
897+ 8.61% |
$31.1K - $38.7K
|
11.3K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
820+ 5.26% |
$28.4K - $35.4K
|
16.4K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
688+ 1.99% |
$23.8K - $29.7K
|
35.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
634+ 5.47% |
$22K - $27.3K
|
12.2K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
600+ 0.57% |
$20.8K - $25.9K
|
107K
$3.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
533+ 125.71% |
$18.5K - $23K
|
957
$27.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
404New |
$14K - $17.4K
|
404
$11.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
392+ 82.01% |
$13.6K - $16.9K
|
870
$24.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 0.94% |
$3.6K - $4.49K
|
11.1K
$319K
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
95+ 0.04% |
$3.29K - $4.1K
|
237K
$6.79M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75+ 60.0% |
$2.6K - $3.23K
|
200
$5.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
61+ 6.51% |
$2.11K - $2.63K
|
998
$28.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
55+ 2.63% |
$1.91K - $2.37K
|
2.15K
$61.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
41+ 4.66% |
$1.42K - $1.77K
|
921
$26.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33+ 43.42% |
$1.14K - $1.42K
|
109
$3.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31+ 4.34% |
$1.07K - $1.34K
|
745
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 31.91% |
$1.04K - $1.29K
|
124
$3.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 6.46% |
$589 - $733
|
280
$8.02K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$485 - $604
|
14
$401
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 23.68% |
$312 - $388
|
29
$831
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.8% |
$347 - $431
|
1.24K
$35.6K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.8% |
$347 - $431
|
1.24K
$35.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 22.22% |
$624 - $776
|
63
$1.81K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-25- 59.52% |
$866 - $1.08K
|
17
$487
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27- 5.58% |
$936 - $1.16K
|
457
$13.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39- 97.5% |
$1.35K - $1.68K
|
1
$28.7
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-76- 37.44% |
$2.63K - $3.28K
|
127
$3.64K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-96- 0.1% |
$3.33K - $4.14K
|
94.2K
$2.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-148- 0.75% |
$5.13K - $6.38K
|
19.7K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-158- 1.04% |
$5.47K - $6.81K
|
15.1K
$433K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 1.4% |
$5.54K - $6.9K
|
11.2K
$322K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-178- 8.77% |
$6.17K - $7.68K
|
1.85K
$53.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-291- 8.0% |
$10.1K - $12.6K
|
3.35K
$95.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-293- 9.36% |
$10.2K - $12.6K
|
2.84K
$81.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-321- 86.29% |
$11.1K - $13.8K
|
51
$1.46K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-399- 8.07% |
$13.8K - $17.2K
|
4.55K
$130K
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-600- 0.94% |
$20.8K - $25.9K
|
63.1K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-623- 0.03% |
$21.6K - $26.9K
|
2.34M
$67M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-836- 6.39% |
$29K - $36.1K
|
12.3K
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-861- 89.59% |
$29.8K - $37.1K
|
100
$2.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-871- 19.19% |
$30.2K - $37.6K
|
3.67K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-900- 0.95% |
$31.2K - $38.8K
|
93.7K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-912- 6.03% |
$31.6K - $39.3K
|
14.2K
$407K
|