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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$34K - $38.8K
|
372
$37.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 21.88% |
$1.92K - $2.19K
|
117
$11.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
295+ 11.6% |
$27K - $30.8K
|
2.84K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
300+ 6.43% |
$27.4K - $31.3K
|
4.97K
$495K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
978New |
$89.4K - $102K
|
978
$97.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
242New |
$22.1K - $25.3K
|
242
$24.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.03KNew |
$185K - $212K
|
2.03K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-24- 0.69% |
$2.19K - $2.51K
|
3.47K
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.67% |
$91.4 - $104
|
151
$15K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-63- 2.71% |
$5.76K - $6.58K
|
2.26K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-443- 4.38% |
$40.5K - $46.3K
|
9.67K
$963K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.62% |
$183 - $209
|
322
$32.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-125- 43.55% |
$11.4K - $13.1K
|
162
$16.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-75- 2.87% |
$6.86K - $7.83K
|
2.54K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-15- 2.81% |
$1.37K - $1.57K
|
518
$51.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 13.04% |
$274 - $313
|
20
$1.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-291- 42.11% |
$26.6K - $30.4K
|
400
$39.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-25- 5.73% |
$2.29K - $2.61K
|
411
$40.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
259+ 45.04% |
$23.7K - $27K
|
834
$83.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-150- 4.22% |
$13.7K - $15.7K
|
3.4K
$339K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 4.99% |
$4.3K - $4.91K
|
989
$98.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.24K+ 254.85% |
$204K - $233K
|
3.11K
$310K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 10.79% |
$18.3K - $20.9K
|
1.65K
$165K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-87- 36.55% |
$7.95K - $9.09K
|
151
$15K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-300- 10.41% |
$27.4K - $31.3K
|
2.58K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150+ 0.75% |
$13.7K - $15.7K
|
20K
$1.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$183 - $209
|
2
$199
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 32.28% |
$3.75K - $4.28K
|
86
$8.57K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 22.58% |
$1.92K - $2.19K
|
114
$11.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4- 0.17% |
$366 - $418
|
2.36K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
800+ 869.57% |
$73.1K - $83.5K
|
892
$88.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
186New |
$17K - $19.4K
|
186
$18.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-30- 18.29% |
$2.74K - $3.13K
|
134
$13.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
4.91K+ 7.18% |
$449K - $513K
|
73.4K
$7.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23- 1.92% |
$2.1K - $2.4K
|
1.17K
$117K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.93KNew |
$176K - $202K
|
1.93K
$192K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-21- 1.55% |
$1.92K - $2.19K
|
1.34K
$133K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.42% |
$640 - $731
|
1.66K
$165K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-53- 0.41% |
$4.85K - $5.53K
|
13K
$1.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
67.6K+ 63.78% |
$6.18M - $7.06M
|
174K
$17.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.43% |
$4.57K - $5.22K
|
11.6K
$1.15M
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-67.9K- 30.68% |
$6.2M - $6.85M
|
154K
$15.3M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-175- 6.69% |
$16K - $17.6K
|
2.44K
$243K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.2KNew |
$474K - $524K
|
5.2K
$518K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8- 0.15% |
$730 - $806
|
5.28K
$526K
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-6.44K- 1.67% |
$587K - $649K
|
380K
$37.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
33.1KNew |
$3.02M - $3.34M
|
33.1K
$3.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-112- 38.49% |
$10.2K - $11.3K
|
179
$17.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-37.2K- 92.77% |
$3.39M - $3.75M
|
2.9K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.96KNew |
$544K - $601K
|
5.96K
$594K
|
|