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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$49.6K - $58.1K
|
580
$51.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-123- 2.04% |
$10.5K - $12.3K
|
5.91K
$521K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 54.84% |
$1.45K - $1.7K
|
14
$1.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 0.21% |
$427 - $501
|
2.37K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$1.54K - $1.8K
|
18
$1.59K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
19.3KNew |
$1.65M - $1.94M
|
19.3K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.49KNew |
$640K - $751K
|
7.49K
$660K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$4.96K - $5.81K
|
58
$5.11K
|
|
| Q4 2023 | |||||||
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
57+ 438.46% |
$4.3K - $5.17K
|
70
$6.17K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
212New |
$16K - $19.2K
|
212
$18.7K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
60+ 100.0% |
$4.53K - $5.44K
|
120
$10.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24New |
$1.81K - $2.18K
|
24
$2.12K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
12New |
$906 - $1.09K
|
12
$1.06K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$604 - $725
|
8
$705
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$30.2K - $36.3K
|
400
$35.3K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2New |
$151 - $181
|
2
$176
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18New |
$1.36K - $1.63K
|
18
$1.59K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
203New |
$15.3K - $18.4K
|
203
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-752K- 97.08% |
$56.7M - $68.2M
|
22.6K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.29KNew |
$173K - $207K
|
2.29K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-17- 2.35% |
$1.28K - $1.54K
|
705
$62.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 27.12% |
$127K - $152K
|
4.51K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
57New |
$4.3K - $5.17K
|
57
$5.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
403K+ 20.1% |
$30.4M - $36.6M
|
2.41M
$212M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.6K+ 104.65% |
$1.1M - $1.32M
|
28.5K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-69Closed |
$5.21K - $6.26K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
119New |
$8.98K - $10.8K
|
119
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.2K+ 370.7% |
$2.05M - $2.47M
|
34.5K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.28KNew |
$172K - $206K
|
2.28K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 8.33% |
$75.5 - $90.7
|
13
$1.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
10.7KNew |
$811K - $974K
|
10.7K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
50New |
$3.77K - $4.53K
|
50
$4.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
2.02KNew |
$152K - $183K
|
2.02K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
2.3KNew |
$174K - $209K
|
2.3K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
171New |
$12.9K - $15.5K
|
171
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$1.02M - $1.23M
|
13.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$263K - $316K
|
3.48K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 6.25% |
$377 - $453
|
75
$6.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-108- 11.89% |
$8.15K - $9.79K
|
800
$70.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.81KNew |
$212K - $255K
|
2.81K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8- 0.99% |
$604 - $725
|
803
$70.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
47New |
$3.55K - $4.26K
|
47
$4.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-500- 14.9% |
$37.7K - $45.3K
|
2.86K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
3.66K+ 4.66% |
$276K - $331K
|
82K
$7.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.32KNew |
$175K - $210K
|
2.32K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-69- 33.17% |
$5.21K - $6.26K
|
139
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-487- 9.57% |
$36.8K - $44.2K
|
4.6K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
12New |
$906 - $1.09K
|
12
$1.06K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
130New |
$9.81K - $11.8K
|
130
$11.5K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-57- 2.08% |
$4.3K - $5.17K
|
2.68K
$236K
|
|