Latest Institutional Purchases of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
637New |
$50.5K - $57.9K
|
637
$61.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
550New |
$43.6K - $50K
|
550
$52.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
503+ 9.34% |
$39.9K - $45.8K
|
5.89K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
400New |
$31.7K - $36.4K
|
400
$38.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
375New |
$29.7K - $34.1K
|
375
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
300New |
$23.8K - $27.3K
|
300
$28.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
283+ 9.7% |
$22.4K - $25.7K
|
3.2K
$308K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
264New |
$20.9K - $24K
|
264
$25.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
196New |
$15.5K - $17.8K
|
196
$18.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
165+ 1.87% |
$13.1K - $15K
|
8.97K
$862K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
149+ 5.73% |
$11.8K - $13.6K
|
2.75K
$264K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
110New |
$8.72K - $10K
|
110
$10.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$7.93K - $9.1K
|
100
$9.61K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
64+ 62.14% |
$5.07K - $5.82K
|
167
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
59New |
$4.68K - $5.37K
|
59
$5.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$3.96K - $4.55K
|
50
$4.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
49New |
$3.89K - $4.46K
|
49
$4.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
48New |
$3.81K - $4.37K
|
48
$4.61K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
34+ 49.28% |
$2.7K - $3.09K
|
103
$9.89K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 7.44% |
$2.54K - $2.91K
|
462
$44.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30New |
$2.38K - $2.73K
|
30
$2.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
29New |
$2.3K - $2.64K
|
29
$2.79K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.03K - $1.18K
|
13
$1.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$476 - $546
|
6
$576
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 1.85% |
$79.3 - $91
|
55
$5.28K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.75% |
$79.3 - $91
|
58
$5.57K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
167KNew |
$13.1M - $14.9M
|
167K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
140KNew |
$11M - $12.4M
|
140K
$13.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
124K+ 41.0% |
$9.73M - $11M
|
426K
$40.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97.6K+ 1264.72% |
$7.66M - $8.69M
|
105K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
80.7KNew |
$6.33M - $7.18M
|
80.7K
$7.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
50.8K+ 2.46% |
$3.99M - $4.52M
|
2.12M
$203M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
49.8KNew |
$3.91M - $4.43M
|
49.8K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29KNew |
$2.28M - $2.58M
|
29K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.8K+ 45.64% |
$534K - $605K
|
21.7K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.92KNew |
$465K - $527K
|
5.92K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.37KNew |
$343K - $389K
|
4.37K
$420K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.3KNew |
$338K - $383K
|
4.3K
$413K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.05K+ 8.93% |
$318K - $361K
|
49.5K
$4.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.95KNew |
$232K - $263K
|
2.95K
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.7KNew |
$212K - $240K
|
2.7K
$259K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$180K - $204K
|
2.3K
$221K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.29KNew |
$180K - $204K
|
2.29K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.04KNew |
$81.7K - $92.7K
|
1.04K
$100K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.03KNew |
$80.8K - $91.6K
|
1.03K
$98.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
587New |
$46.1K - $52.2K
|
587
$56.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
500New |
$39.2K - $44.5K
|
500
$48K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
341+ 12.9% |
$26.8K - $30.4K
|
2.98K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
335New |
$26.3K - $29.8K
|
335
$32.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
325+ 1.7% |
$25.5K - $28.9K
|
19.4K
$1.87M
|
|