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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
130KNew |
$10.3M - $11.3M
|
130K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.04M - $1.14M
|
13.1K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
14.4K+ 13.19% |
$1.14M - $1.25M
|
124K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
8.1KNew |
$641K - $704K
|
8.1K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-529K- 98.05% |
$41.8M - $45.9M
|
10.5K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.25K+ 63.33% |
$98.7K - $108K
|
3.22K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-17.4K- 61.05% |
$1.38M - $1.51M
|
11.1K
$979K
|
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-6.5K- 41.94% |
$514K - $565K
|
9K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$287K - $316K
|
3.63K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 6.57% |
$2.45K - $2.69K
|
441
$38.9K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
10New |
$791 - $869
|
10
$882
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.6K+ 297.97% |
$919K - $1.01M
|
15.5K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$15.8K - $17.4K
|
200
$17.6K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
46New |
$3.64K - $4K
|
46
$4.05K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 26.11% |
$178K - $196K
|
6.38K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.4KNew |
$1.46M - $1.6M
|
18.4K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.23KNew |
$414K - $455K
|
5.23K
$461K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85New |
$6.72K - $7.39K
|
85
$7.49K
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.22K- 16.8% |
$96.8K - $106K
|
6.06K
$534K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 8.32% |
$11.8K - $13K
|
1.64K
$145K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 4.17% |
$712 - $782
|
207
$18.2K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 7.42% |
$15.8K - $17.4K
|
2.5K
$220K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$396 - $435
|
3.16K
$279K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-256- 7.54% |
$20.3K - $22.3K
|
3.14K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
282+ 1.33% |
$22.3K - $24.5K
|
21.5K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
23+ 121.05% |
$1.82K - $2K
|
42
$3.7K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$158 - $174
|
2
$176
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
13+ 32.5% |
$1.03K - $1.13K
|
53
$4.67K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 14.03% |
$51.4K - $56.5K
|
3.98K
$351K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$306K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-177- 5.73% |
$14K - $15.4K
|
2.91K
$257K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
40+ 0.29% |
$3.16K - $3.48K
|
13.7K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$10.8K - $11.8K
|
136
$12K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67New |
$5.3K - $5.82K
|
67
$5.91K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
541New |
$42.8K - $47K
|
541
$47.7K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-62- 21.09% |
$4.9K - $5.39K
|
232
$20.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-66- 1.73% |
$5.22K - $5.74K
|
3.74K
$330K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
144New |
$11.4K - $12.5K
|
144
$12.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.21K- 21.48% |
$95.8K - $105K
|
4.43K
$390K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-285- 4.24% |
$22.5K - $24.8K
|
6.43K
$567K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
57New |
$3.65K - $4.61K
|
57
$5.02K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
175New |
$11.2K - $14.2K
|
175
$15.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
51New |
$3.27K - $4.13K
|
51
$4.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.32K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$170K - $214K
|
2.65K
$233K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.81KNew |
$180K - $227K
|
2.81K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.89K+ 267.75% |
$185K - $234K
|
3.97K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
14.7KNew |
$945K - $1.19M
|
14.7K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 16.67% |
$385 - $486
|
30
$2.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.1MNew |
$263M - $332M
|
4.1M
$362M
|
|