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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$169K - $213K
|
2.64K
$232K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
47.4K+ 10.45% |
$3.04M - $3.84M
|
501K
$44.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
25New |
$1.6K - $2.02K
|
25
$2.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
11.2KNew |
$715K - $903K
|
11.2K
$983K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-20- 74.07% |
$1.28K - $1.62K
|
7
$617
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.32K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-411- 0.5% |
$26.4K - $33.3K
|
81.7K
$7.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2K- 48.78% |
$128K - $162K
|
2.1K
$185K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 1.25% |
$3.21K - $4.05K
|
3.96K
$349K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
193New |
$12.4K - $15.6K
|
193
$17K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
90New |
$5.77K - $7.29K
|
90
$7.93K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
2+ 0.21% |
$128 - $162
|
976
$86K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
18+ 60.0% |
$1.15K - $1.46K
|
48
$4.23K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
61New |
$3.91K - $4.94K
|
61
$5.38K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
617New |
$39.6K - $50K
|
617
$54.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125New |
$8.02K - $10.1K
|
125
$11K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-537Closed |
$34.3K - $43.9K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-24.3K- 55.71% |
$1.55M - $1.98M
|
19.3K
$1.7M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 5.56% |
$12.8K - $16.4K
|
3.4K
$300K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.37K- 2.8% |
$279K - $357K
|
152K
$13.4M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-34- 3.14% |
$2.17K - $2.78K
|
1.05K
$92.4K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$2.17K - $2.78K
|
34
$3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$63.8 - $81.8
|
834
$73.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.87KNew |
$119K - $153K
|
1.87K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-110- 3.4% |
$7.02K - $8.99K
|
3.12K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
227New |
$14.5K - $18.6K
|
227
$20K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.67% |
$63.8 - $81.8
|
61
$5.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21Closed |
$1.34K - $1.72K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 11.85% |
$161K - $206K
|
23.8K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.84KClosed |
$309K - $396K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
300+ 2.97% |
$19.1K - $24.5K
|
10.4K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
129+ 1.01% |
$8.23K - $10.5K
|
12.9K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
839+ 131.3% |
$53.5K - $68.6K
|
1.48K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$286K - $366K
|
4.48K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-18K- 13.57% |
$1.15M - $1.47M
|
114K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Qvidtvm Management LLC
New York, NY |
SELL
|
- |
-149K- 66.38% |
$9.5M - $12.2M
|
75.4K
$6.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.83K+ 0.52% |
$245K - $313K
|
741K
$65.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$3.19K - $4.09K
|
50
$4.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.95K- 4.47% |
$124K - $159K
|
41.7K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
226New |
$14.4K - $18.5K
|
226
$19.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-79- 2.11% |
$5.04K - $6.46K
|
3.66K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-80- 2.27% |
$5.1K - $6.54K
|
3.45K
$304K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $654
|
3.48K
$307K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.48K- 44.86% |
$222K - $284K
|
4.27K
$377K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-64- 1.18% |
$4.08K - $5.23K
|
5.37K
$473K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-182- 20.22% |
$11.6K - $14.9K
|
718
$63.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 5.01% |
$1.85K - $2.37K
|
608
$53.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
295+ 5.9% |
$18.8K - $24.1K
|
5.29K
$467K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-112- 24.78% |
$7.15K - $9.16K
|
340
$30K
|
|
|
Nov 07, 2022
Q3 2022
|
Broadcrest Asset Management, LLC
Winter Park, FL |
SELL
|
- |
-100K- 50.0% |
$6.38M - $8.18M
|
100K
$8.82M
|
|