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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
286+ 5720.0% |
$26.1K - $28.8K
|
291
$29.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.09% |
$182 - $202
|
2.13K
$214K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 5.53% |
$1.19K - $1.31K
|
248
$25K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 14.76% |
$131K - $144K
|
8.28K
$833K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-160- 5.42% |
$14.6K - $16.1K
|
2.79K
$281K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$18.2K - $20.2K
|
200
$20.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 40.95% |
$14.9K - $16.4K
|
235
$23.6K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.97% |
$2.64K - $2.92K
|
3.03K
$305K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-19- 2.63% |
$1.73K - $1.91K
|
704
$70.8K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
72New |
$6.15K - $7.22K
|
72
$7.24K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-475- 8.82% |
$40.6K - $47.6K
|
4.91K
$494K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
178+ 29.42% |
$15.2K - $17.8K
|
783
$78.8K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-42- 7.53% |
$3.59K - $4.21K
|
516
$51.9K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-136- 49.45% |
$11.6K - $13.6K
|
139
$14K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.78KNew |
$323K - $379K
|
3.78K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-7.08K- 55.82% |
$605K - $709K
|
5.6K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.74K+ 8.11% |
$148K - $174K
|
23.1K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-6.43K- 73.96% |
$550K - $645K
|
2.27K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-28.1K- 96.93% |
$2.4M - $2.82M
|
891
$89.7K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$59.8K - $70.2K
|
700
$70.4K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.03KNew |
$87.6K - $103K
|
1.03K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
995New |
$85K - $99.7K
|
995
$100K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-18.9K- 88.59% |
$1.61M - $1.89M
|
2.43K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
3.9KNew |
$333K - $391K
|
3.9K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
18.2KNew |
$1.56M - $1.82M
|
18.2K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10KNew |
$858K - $1.01M
|
10K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-47.9K- 77.7% |
$4.1M - $4.8M
|
13.8K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.6K+ 250.39% |
$1.17M - $1.37M
|
19.1K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
106New |
$9.06K - $10.6K
|
106
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.17KNew |
$527K - $618K
|
6.17K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Ako Capital
Ako Capital LLP | London, X0
|
SELL
|
- |
-709K- 48.22% |
$60.6M - $71.1M
|
762K
$76.7M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.1KNew |
$179K - $210K
|
2.1K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-120- 9.48% |
$10.3K - $12K
|
1.15K
$115K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.07KNew |
$348K - $408K
|
4.07K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-304- 1.83% |
$26K - $30.5K
|
16.4K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.65K- 69.36% |
$141K - $165K
|
729
$73.4K
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
208K+ 2432.21% |
$17.7M - $20.8M
|
216K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
341+ 1.65% |
$29.1K - $34.2K
|
21K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.4K+ 41.28% |
$461K - $541K
|
18.5K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
21.8K+ 2237.62% |
$1.86M - $2.18M
|
22.7K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
133New |
$11.4K - $13.3K
|
133
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-11.8K- 5.6% |
$1.01M - $1.18M
|
199K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.9K- 13.82% |
$163K - $191K
|
11.9K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.19KNew |
$101K - $119K
|
1.19K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.08% |
$171 - $200
|
2.46K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
125+ 3.16% |
$10.7K - $12.5K
|
4.09K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-265- 4.84% |
$22.6K - $26.6K
|
5.21K
$524K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.63K- 1.49% |
$140K - $164K
|
108K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16- 0.58% |
$1.37K - $1.6K
|
2.73K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-418- 99.52% |
$35.7K - $41.9K
|
2
$201
|
|