Latest Institutional Transactions on Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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 30, 2021 Q1 2021
Lipe & Dalton

SELL
 -
-10.5K
Closed
$654K - $734K
0 $0
Apr 30, 2021 Q1 2021
Kornitzer Capital Management Inc

SELL
 -
-3.93K
Closed
$245K - $275K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-15
Closed
$934 - $1.05K
0 $0
Apr 29, 2021 Q1 2021
Eos Management, L.P.

SELL
 -
-4.08K
Closed
$254K - $285K
0 $0
Apr 29, 2021 Q1 2021
Merrion Investment Management Co, LLC

SELL
 -
-26
Closed
$1.62K - $1.82K
0 $0
Apr 28, 2021 Q1 2021
James Hambro & Partners

SELL
 -
-3.67K
Closed
$228K - $256K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-56
Closed
$3.49K - $3.91K
0 $0
Apr 27, 2021 Q1 2021
Baron Silver Stevens Financial Advisors, LLC

SELL
 -
-400
Closed
$24.9K - $28K
0 $0
Apr 23, 2021 Q1 2021
F3 Logic, LLC

SELL
 -
-3.89K
Closed
$242K - $272K
0 $0
Apr 21, 2021 Q1 2021
Callahan Advisors, LLC

SELL
 -
-3.4K
Closed
$211K - $237K
0 $0
Apr 19, 2021 Q1 2021
Covenant Asset Management, LLC

SELL
 -
-2.99K
Closed
$186K - $209K
0 $0
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-350
Closed
$21.8K - $24.5K
0 $0
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-812
Closed
$50.5K - $56.8K
0 $0
Apr 07, 2021 Q1 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-150
Closed
$9.34K - $10.5K
0 $0
Apr 01, 2021 Q1 2021
Thomasville National Bank

SELL
 -
-3.01K
Closed
$187K - $210K
0 $0
Q4 2020
Aug 28, 2024 Q4 2020
Farmers National Bank

Danville, KY
BUY
 -
230
+ 6.77%
$13.6K - $15.5K
3.63K $361K
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-102
Closed
$6.02K - $6.89K
0 $0
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-53
Closed
$3.13K - $3.58K
0 $0
Mar 05, 2021 Q4 2020
Chiron Capital Management, LLC

SELL
 -
-15
Closed
$885 - $1.01K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-224
Closed
$13.2K - $15.1K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-127
Closed
$7.49K - $8.58K
0 $0
Feb 16, 2021 Q4 2020
Notis Mc Conarty Edward

SELL
 -
-3.68K
Closed
$217K - $248K
0 $0
Feb 16, 2021 Q4 2020
Somerville Kurt F

SELL
 -
-6.8K
Closed
$401K - $459K
0 $0
Feb 16, 2021 Q4 2020
Barbara Oil Co.

Chicago, IL
SELL
 -
-4K
Closed
$236K - $270K
0 $0
Feb 16, 2021 Q4 2020
Pentwater Capital Management LP

Naples, FL
SELL
 -
-100K
Closed
$5.9M - $6.76M
0 $0
Feb 16, 2021 Q4 2020
Cohen & Steers, Inc.

New York, NY
SELL
 -
-337
Closed
$19.9K - $22.8K
0 $0
Feb 12, 2021 Q4 2020
United Fire Group Inc

Cedar Rapids, IA
SELL
 -
-3.25K
Closed
$192K - $220K
0 $0
Feb 12, 2021 Q4 2020
Essex Investment Management CO LLC

Boston, MA
SELL
 -
-100
Closed
$5.9K - $6.76K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-1.17K
Closed
$69.1K - $79.2K
0 $0
Feb 11, 2021 Q4 2020
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-7.54K
Closed
$445K - $510K
0 $0
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-229
- 24.23%
$13.5K - $15.5K
716 $71.3K
Feb 10, 2021 Q4 2020
Boussard & Gavaudan Investment Management LLP

London, X0
SELL
 -
-94.4K
Closed
$5.57M - $6.38M
0 $0
Feb 09, 2021 Q4 2020
Sea Bridge Investment Advisors LLC

SELL
 -
-669
Closed
$39.5K - $45.2K
0 $0
Feb 09, 2021 Q4 2020
Mawer Investment Management Ltd.

Calgary, A0
SELL
 -
-186K
Closed
$11M - $12.6M
0 $0
Feb 08, 2021 Q4 2020
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-4.46K
Closed
$263K - $301K
0 $0
Feb 08, 2021 Q4 2020
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-3.73K
Closed
$220K - $252K
0 $0
Feb 05, 2021 Q4 2020
Vantage Financial Partners Ltd., Inc.

SELL
 -
-3.55K
Closed
$209K - $240K
0 $0
Feb 05, 2021 Q4 2020
Tiff Advisory Services Inc

SELL
 -
-225K
Closed
$13.3M - $15.2M
0 $0
Feb 05, 2021 Q4 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-67
Closed
$3.95K - $4.53K
0 $0
Feb 04, 2021 Q4 2020
Family Capital Trust CO

SELL
 -
-8K
Closed
$472K - $540K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-2.31K
Closed
$136K - $156K
0 $0
Feb 02, 2021 Q4 2020
Benedict Financial Advisors Inc

SELL
 -
-3.35K
Closed
$197K - $226K
0 $0
Feb 02, 2021 Q4 2020
Klingenstein Fields & CO LP

SELL
 -
-6.76K
Closed
$399K - $457K
0 $0
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-786
Closed
$46.4K - $53.1K
0 $0
Feb 01, 2021 Q4 2020
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
1.23K
New
$72.6K - $83.2K
1.23K $123K
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-1.34K
Closed
$78.8K - $90.2K
0 $0
Jan 29, 2021 Q4 2020
Iq Eq Fund Management (Ireland) LTD

SELL
 -
-10.9K
Closed
$642K - $735K
0 $0
Jan 29, 2021 Q4 2020
Duff & Phelps Investment Management CO

Chicago, IL
SELL
 -
-4.65K
Closed
$274K - $314K
0 $0
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
SELL
 -
-518
Closed
$30.6K - $35K
0 $0

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