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 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.03K - $1.18K
|
13
$1.29K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
741New |
$58.8K - $67.4K
|
741
$73.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
29New |
$2.3K - $2.64K
|
29
$2.89K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
991+ 34.97% |
$77.8K - $88.2K
|
3.83K
$381K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.05K+ 8.93% |
$318K - $361K
|
49.5K
$4.93M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.5KClosed |
$1.29M - $1.47M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.8K- 67.3% |
$1.56M - $1.76M
|
9.63K
$960K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
20New |
$1.57K - $1.78K
|
20
$1.99K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
73New |
$5.73K - $6.5K
|
73
$7.27K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
110New |
$8.63K - $9.79K
|
110
$11K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
587New |
$46.1K - $52.2K
|
587
$58.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
18New |
$1.41K - $1.6K
|
18
$1.79K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
167KNew |
$13.1M - $14.9M
|
167K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.8K+ 45.64% |
$534K - $605K
|
21.7K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
50.8K+ 2.46% |
$3.99M - $4.52M
|
2.12M
$211M
|
|
|
Aug 14, 2023
Q2 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
SELL
|
- |
-105K- 4.95% |
$8.25M - $9.35M
|
2.02M
$201M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.37KNew |
$343K - $389K
|
4.37K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-203K- 94.92% |
$15.9M - $18M
|
10.8K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
335New |
$26.3K - $29.8K
|
335
$33.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
144+ 10.93% |
$11.3K - $12.8K
|
1.46K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.92KNew |
$465K - $527K
|
5.92K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29KNew |
$2.28M - $2.58M
|
29K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-14K- 2.33% |
$1.1M - $1.25M
|
588K
$58.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-30K- 42.86% |
$2.35M - $2.67M
|
40K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
500New |
$39.2K - $44.5K
|
500
$49.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
49.8KNew |
$3.91M - $4.43M
|
49.8K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
140KNew |
$11M - $12.4M
|
140K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97.6K+ 1264.72% |
$7.66M - $8.69M
|
105K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Boundary Creek Advisors LP
|
SELL
|
PUT |
-313K- 51.09% |
$24.6M - $27.9M
|
300K
$29.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
341+ 12.9% |
$26.8K - $30.4K
|
2.98K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-584- 12.82% |
$45.8K - $52K
|
3.97K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-222K- 12.79% |
$17.4M - $19.7M
|
1.51M
$150M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.43% |
$7.85K - $8.9K
|
6.91K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-218- 20.74% |
$17.1K - $19.4K
|
833
$83K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-20- 95.24% |
$1.57K - $1.78K
|
1
$99.6
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-55- 26.83% |
$4.32K - $4.9K
|
150
$14.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.03KNew |
$80.8K - $91.6K
|
1.03K
$102K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
325+ 1.7% |
$25.5K - $28.9K
|
19.4K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.04KNew |
$81.7K - $92.7K
|
1.04K
$104K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.83K- 8.0% |
$536K - $607K
|
78.5K
$7.82M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.29KNew |
$180K - $204K
|
2.29K
$228K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.7KNew |
$212K - $240K
|
2.7K
$269K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
23New |
$1.81K - $2.05K
|
23
$2.29K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
80.7KNew |
$6.33M - $7.18M
|
80.7K
$8.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-373- 10.47% |
$29.3K - $33.2K
|
3.19K
$318K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
2.92K
$291K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-117K- 81.26% |
$9.15M - $10.4M
|
26.9K
$2.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-268K- 98.33% |
$21.1M - $23.9M
|
4.56K
$454K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.95KNew |
$232K - $263K
|
2.95K
$294K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
100New |
$7.85K - $8.9K
|
100
$9.96K
|
|