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 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-349- 6.29% |
$32.3K - $37K
|
5.2K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
237+ 3.72% |
$21.9K - $25.1K
|
6.61K
$659K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
299+ 4.9% |
$27.7K - $31.7K
|
6.4K
$638K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-264- 2.87% |
$24.4K - $28K
|
8.93K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-508- 11.18% |
$47K - $53.9K
|
4.04K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-599- 19.87% |
$55.4K - $63.5K
|
2.42K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-103- 56.28% |
$9.53K - $10.9K
|
80
$7.97K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
4+ 0.24% |
$370 - $424
|
1.7K
$170K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
24.7KNew |
$2.28M - $2.61M
|
24.7K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$648 - $742
|
7
$697
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 4.59% |
$113K - $129K
|
27.8K
$2.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.56K+ 43.69% |
$144K - $165K
|
5.12K
$510K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15+ 50.0% |
$1.39K - $1.59K
|
45
$4.48K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
152+ 3.69% |
$14.1K - $16.1K
|
4.27K
$425K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
896+ 32.89% |
$82.9K - $95K
|
3.62K
$361K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-40- 1.4% |
$3.7K - $4.24K
|
2.83K
$281K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-13- 0.53% |
$1.2K - $1.38K
|
2.45K
$244K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
267+ 485.45% |
$24.7K - $28.3K
|
322
$32.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 4.17% |
$4.81K - $5.51K
|
1.3K
$129K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
63+ 0.93% |
$5.83K - $6.68K
|
6.84K
$681K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.56% |
$370 - $424
|
716
$71.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
13K+ 7.18% |
$1.21M - $1.38M
|
195K
$19.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 32.0% |
$370K - $424K
|
16.5K
$1.64M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-99- 0.38% |
$9.16K - $10.5K
|
25.7K
$2.56M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.7K- 18.07% |
$343K - $392K
|
16.8K
$1.67M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 6.25% |
$13.9K - $15.9K
|
2.25K
$224K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-32.6K- 84.99% |
$3.02M - $3.46M
|
5.77K
$574K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
478+ 310.39% |
$44.2K - $50.7K
|
632
$63K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.3K+ 24.17% |
$121K - $138K
|
6.69K
$667K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
112K+ 3.92% |
$10.3M - $11.7M
|
2.98M
$297M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 6.67% |
$91.4 - $104
|
16
$1.59K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.37K- 1.11% |
$125K - $143K
|
122K
$12.2M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
623New |
$57K - $65.1K
|
623
$62.1K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.18K- 97.96% |
$382K - $437K
|
87
$8.67K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9New |
$823 - $940
|
9
$896
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-102- 8.46% |
$9.33K - $10.7K
|
1.1K
$110K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.05KNew |
$279K - $319K
|
3.05K
$304K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 74.24% |
$4.48K - $5.12K
|
115
$11.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
125KNew |
$11.5M - $13.1M
|
125K
$12.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
132+ 1.42% |
$12.1K - $13.8K
|
9.43K
$939K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
14.3KNew |
$1.31M - $1.49M
|
14.3K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.15K+ 353.99% |
$106K - $121K
|
1.48K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.19K+ 46.12% |
$200K - $229K
|
6.94K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
22.5KNew |
$2.05M - $2.35M
|
22.5K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.96KNew |
$179K - $204K
|
1.96K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
52.9KNew |
$4.84M - $5.52M
|
52.9K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-2.51K- 41.91% |
$229K - $262K
|
3.48K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.3K- 32.53% |
$1.04M - $1.18M
|
23.5K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
10+ 0.24% |
$914 - $1.04K
|
4.15K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.77KNew |
$162K - $185K
|
1.77K
$177K
|
|