Purchases and Sales Made in Q4 2023 in Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.94K+ 12.83% |
$62.7K - $82.8K
|
17.1K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.91K+ 31.18% |
$61.7K - $81.4K
|
8.04K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.85K+ 12.13% |
$59.7K - $78.8K
|
17.1K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.78K+ 0.32% |
$57.3K - $75.6K
|
558K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.31K+ 20.4% |
$42.3K - $55.8K
|
7.73K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.27K+ 3.94% |
$41K - $54.1K
|
33.5K
$980K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.19K+ 4.9% |
$38.5K - $50.7K
|
25.5K
$746K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.14KNew |
$36.7K - $48.5K
|
1.14K
$33.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.13K+ 4.37% |
$36.5K - $48.1K
|
27K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.11K+ 23.51% |
$35.9K - $47.4K
|
5.85K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.02K+ 27.88% |
$33K - $43.6K
|
4.69K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
998+ 3.08% |
$32.2K - $42.5K
|
33.4K
$977K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
800New |
$25.8K - $34.1K
|
800
$23.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
709+ 4.04% |
$22.9K - $30.2K
|
18.3K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
676+ 241.43% |
$21.8K - $28.8K
|
956
$27.9K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
674+ 9.15% |
$21.8K - $28.7K
|
8.04K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
640+ 1.47% |
$20.7K - $27.3K
|
44.1K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
633New |
$20.4K - $27K
|
633
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
535+ 1.5% |
$17.3K - $22.8K
|
36.2K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
373+ 342.2% |
$12K - $15.9K
|
482
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
334+ 18.03% |
$10.8K - $14.2K
|
2.19K
$63.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
318+ 0.53% |
$10.3K - $13.5K
|
60.1K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226+ 3.89% |
$7.3K - $9.63K
|
6.04K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
207+ 47.26% |
$6.68K - $8.82K
|
645
$18.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$6.46K - $8.52K
|
200
$5.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
169+ 0.87% |
$5.46K - $7.2K
|
19.6K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
149+ 1.32% |
$4.81K - $6.35K
|
11.5K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
146+ 5.15% |
$4.71K - $6.22K
|
2.98K
$87.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
110New |
$3.55K - $4.69K
|
110
$3.22K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
87New |
$2.81K - $3.71K
|
87
$2.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
86+ 27.48% |
$2.78K - $3.66K
|
399
$11.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
75+ 2.24% |
$2.42K - $3.2K
|
3.42K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
67New |
$2.16K - $2.85K
|
67
$1.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
61+ 92.42% |
$1.97K - $2.6K
|
127
$3.71K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
58New |
$1.87K - $2.47K
|
58
$1.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51+ 1275.0% |
$1.65K - $2.17K
|
55
$1.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
42New |
$1.36K - $1.79K
|
42
$1.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35+ 0.44% |
$1.13K - $1.49K
|
7.98K
$233K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32New |
$1.03K - $1.36K
|
32
$935
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 36.51% |
$743 - $980
|
86
$2.51K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
18New |
$581 - $767
|
18
$526
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
17+ 13.39% |
$549 - $724
|
144
$4.21K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 7.55% |
$517 - $682
|
228
$6.66K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 1400.0% |
$452 - $596
|
15
$438
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8+ 0.07% |
$258 - $341
|
11.1K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$161 - $213
|
5
$146
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$32.3 - $42.6
|
1
$29.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|