Latest Institutional Transactions on Otis Worldwide Corp (OTIS)
This table provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.51% |
$92.6 - $106
|
198
$19.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-129- 9.71% |
$11.9K - $13.7K
|
1.2K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-725- 23.77% |
$67.1K - $76.9K
|
2.33K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.9K- 15.76% |
$269K - $308K
|
15.5K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$1.2K - $1.38K
|
3.59K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.01K- 17.91% |
$93.4K - $107K
|
4.62K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-37- 11.56% |
$3.43K - $3.92K
|
283
$28.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-182- 5.41% |
$16.8K - $19.3K
|
3.19K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.6K- 11.24% |
$148K - $170K
|
12.7K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
312+ 1.88% |
$28.9K - $33.1K
|
16.9K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12+ 0.36% |
$1.11K - $1.27K
|
3.32K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.77KNew |
$349K - $400K
|
3.77K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.09K+ 14.57% |
$286K - $327K
|
24.3K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.5K+ 7.32% |
$139K - $159K
|
22K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.6K- 13.45% |
$1.45M - $1.66M
|
101K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
371+ 4.94% |
$34.3K - $39.3K
|
7.89K
$786K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.25% |
$2.31K - $2.65K
|
320
$31.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
843+ 1.49% |
$78K - $89.4K
|
57.3K
$5.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
373+ 3.66% |
$34.5K - $39.5K
|
10.6K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.45% |
$2.31K - $2.65K
|
5.49K
$547K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-299- 0.86% |
$27.7K - $31.7K
|
34.4K
$3.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-300- 13.2% |
$27.8K - $31.8K
|
1.97K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-128- 2.87% |
$11.8K - $13.6K
|
4.34K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 4.59% |
$463 - $530
|
104
$10.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 0.63% |
$370 - $424
|
633
$63.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
933+ 0.6% |
$86.4K - $98.9K
|
156K
$15.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
39+ 2.08% |
$3.61K - $4.13K
|
1.92K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
33.8K+ 74.05% |
$3.12M - $3.58M
|
79.3K
$7.9M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
357+ 7.69% |
$33K - $37.8K
|
5K
$498K
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
230K+ 6.0% |
$21.2M - $24.3M
|
4.05M
$404M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-212- 0.28% |
$19.6K - $22.5K
|
75.9K
$7.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.48K+ 87.31% |
$508K - $581K
|
11.8K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.42% |
$2.31K - $2.65K
|
5.92K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
137+ 2.86% |
$12.7K - $14.5K
|
4.93K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 4.75% |
$9.26K - $10.6K
|
2.21K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
97K+ 5.24% |
$8.97M - $10.3M
|
1.95M
$194M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-207- 6.66% |
$19.2K - $21.9K
|
2.9K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.12K+ 23.38% |
$196K - $225K
|
11.2K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-57- 2.28% |
$5.28K - $6.04K
|
2.44K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 0.18% |
$648 - $742
|
3.98K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 0.29% |
$6.48K - $7.42K
|
24.4K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
292+ 5.56% |
$27K - $31K
|
5.54K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 7.69% |
$2.31K - $2.65K
|
300
$29.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-110- 4.48% |
$10.2K - $11.7K
|
2.34K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-167- 4.0% |
$15.5K - $17.7K
|
4.01K
$399K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
9+ 0.22% |
$833 - $954
|
4.02K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-137- 1.09% |
$12.7K - $14.5K
|
12.4K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 23.04% |
$4.63K - $5.3K
|
167
$16.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-10- 0.46% |
$926 - $1.06K
|
2.17K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
42.7KNew |
$3.96M - $4.53M
|
42.7K
$4.26M
|