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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.41K- 21.94% |
$89.8K - $115K
|
5.01K
$441K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.15KNew |
$137K - $176K
|
2.15K
$190K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.31% |
$191 - $245
|
963
$84.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-284- 2.08% |
$18.1K - $23.2K
|
13.4K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-30- 9.09% |
$1.91K - $2.45K
|
300
$26.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.6KNew |
$802K - $1.03M
|
12.6K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.49KNew |
$95.2K - $122K
|
1.49K
$132K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-50- 12.92% |
$3.19K - $4.09K
|
337
$29.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.9KNew |
$121K - $155K
|
1.9K
$167K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.13K+ 9.19% |
$72.2K - $92.5K
|
13.4K
$1.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
6KNew |
$383K - $490K
|
6K
$529K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-73- 47.4% |
$4.66K - $5.97K
|
81
$7.14K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
23New |
$1.47K - $1.88K
|
23
$2.03K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$128 - $164
|
2
$176
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32- 0.67% |
$2.04K - $2.62K
|
4.74K
$418K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-4.63K- 18.48% |
$296K - $379K
|
20.4K
$1.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.03K- 22.41% |
$194K - $248K
|
10.5K
$926K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.34K- 7.16% |
$85.2K - $109K
|
17.3K
$1.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.78K- 1.52% |
$113K - $145K
|
115K
$10.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 14.89% |
$447 - $572
|
40
$3.53K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
153KNew |
$10.4M - $11.8M
|
153K
$13.4M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
162+ 3.43% |
$11K - $12.6K
|
4.88K
$431K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.18KClosed |
$216K - $246K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43Closed |
$2.92K - $3.33K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-203Closed |
$13.8K - $15.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$543 - $620
|
8
$705
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-53.6KClosed |
$3.64M - $4.16M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.45KClosed |
$234K - $268K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Viking Global Investors LP
|
SELL
|
- |
-3.54MClosed |
$240M - $274M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-37K- 52.97% |
$2.51M - $2.87M
|
32.9K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-281Closed |
$19.1K - $21.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-70Closed |
$4.75K - $5.43K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-4.37KClosed |
$297K - $339K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Albar Capital LTD
London, X0 |
BUY
|
- |
52.4KNew |
$3.56M - $4.06M
|
52.4K
$4.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.6KClosed |
$109K - $124K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.67% |
$1.63K - $1.86K
|
3.6K
$317K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-393- 10.14% |
$26.7K - $30.5K
|
3.48K
$307K
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
224KNew |
$15.2M - $17.4M
|
224K
$19.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.7KNew |
$251K - $287K
|
3.7K
$326K
|
|
|
Aug 12, 2022
Q2 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-900- 7.95% |
$61.1K - $69.8K
|
10.4K
$919K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20KClosed |
$1.36M - $1.55M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.99KClosed |
$339K - $387K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-231Closed |
$15.7K - $17.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
471+ 17.87% |
$32K - $36.5K
|
3.11K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-664Closed |
$45.1K - $51.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-5.52K- 7.19% |
$375K - $428K
|
71.3K
$6.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-10.6KClosed |
$721K - $823K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-10.7KClosed |
$728K - $831K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-1.18K- 28.91% |
$80K - $91.3K
|
2.9K
$255K
|
|