Purchases and Sales Made in Q4 2022 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
644+ 2.37% |
$16.4K - $19.3K
|
27.8K
$802K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
611+ 1091.07% |
$15.6K - $18.3K
|
667
$19.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
553+ 133.25% |
$14.1K - $16.6K
|
968
$27.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
471New |
$12K - $14.1K
|
471
$13.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
400New |
$10.2K - $12K
|
400
$11.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
400New |
$10.2K - $12K
|
400
$11.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 476.12% |
$8.13K - $9.56K
|
386
$11.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
314+ 149.52% |
$8.01K - $9.41K
|
524
$15.1K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
263New |
$6.71K - $7.88K
|
263
$7.59K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
200New |
$5.1K - $5.99K
|
200
$5.77K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
168+ 1.01% |
$4.28K - $5.03K
|
16.7K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
133New |
$3.39K - $3.98K
|
133
$3.84K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
89+ 1.78% |
$2.27K - $2.67K
|
5.1K
$147K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
88New |
$2.24K - $2.64K
|
88
$2.54K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
64New |
$1.63K - $1.92K
|
64
$1.85K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
59+ 98.33% |
$1.5K - $1.77K
|
119
$3.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 785.71% |
$1.4K - $1.65K
|
62
$1.79K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
50+ 0.16% |
$1.28K - $1.5K
|
30.8K
$890K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
18New |
$459 - $539
|
18
$520
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 2.62% |
$383 - $449
|
587
$16.9K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$153 - $180
|
6
$173
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4New |
$102 - $120
|
4
$115
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2- 4.35% |
$51 - $59.9
|
44
$1.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 1.85% |
$76.5 - $89.9
|
159
$4.59K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 0.8% |
$153 - $180
|
744
$21.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 1.56% |
$204 - $240
|
505
$14.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-24- 58.54% |
$612 - $719
|
17
$491
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-57- 4.69% |
$1.45K - $1.71K
|
1.16K
$33.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62- 0.86% |
$1.58K - $1.86K
|
7.12K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 13.51% |
$1.79K - $2.1K
|
448
$12.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-74- 71.15% |
$1.89K - $2.22K
|
30
$866
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-75- 37.5% |
$1.91K - $2.25K
|
125
$3.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-87- 1.62% |
$2.22K - $2.61K
|
5.28K
$152K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-255- 26.59% |
$6.5K - $7.64K
|
704
$20.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-272- 47.47% |
$6.94K - $8.15K
|
301
$8.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-292- 0.96% |
$7.45K - $8.75K
|
30.1K
$869K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-347- 2.16% |
$8.85K - $10.4K
|
15.7K
$454K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-423- 4.73% |
$10.8K - $12.7K
|
8.52K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-475- 99.79% |
$12.1K - $14.2K
|
1
$28.9
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-639- 33.83% |
$16.3K - $19.1K
|
1.25K
$36.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
SELL
|
- |
-688- 5.43% |
$17.5K - $20.6K
|
12K
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-876- 33.98% |
$22.3K - $26.2K
|
1.7K
$49.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-913- 0.32% |
$23.3K - $27.4K
|
283K
$8.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-958- 95.13% |
$24.4K - $28.7K
|
49
$1.41K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.02K- 2.76% |
$26K - $30.6K
|
36K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.15K- 1.61% |
$29.3K - $34.5K
|
70.3K
$2.03M
|