Latest Institutional Purchases of Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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
Jan 10, 2023 Q4 2022
Norway Savings Bank

BUY
 -
18
+ 60.0%
$1.15K - $1.46K
48 $4.61K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
15
New
$962 - $1.21K
15 $1.44K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
15
New
$962 - $1.21K
15 $1.44K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
3
+ 100.0%
$192 - $243
6 $576
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
2
New
$128 - $162
2 $192
Jan 11, 2023 Q4 2022
Paladin Advisory Group, LLC

BUY
 CALL
2
+ 0.21%
$128 - $162
976 $93.7K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
1
+ 0.21%
$64.1 - $81
480 $46.1K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
1
+ 0.22%
$64.1 - $81
449 $43.1K
Q3 2022
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
12.6K
New
$802K - $1.03M
12.6K $1.21M
Oct 21, 2022 Q3 2022
Nu Wave Investment Management, LLC

BUY
 -
6K
New
$383K - $490K
6K $576K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
3.83K
+ 0.52%
$245K - $313K
741K $71.1M
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
2.52K
+ 11.85%
$161K - $206K
23.8K $2.28M
Nov 03, 2022 Q3 2022
Gamble Jones Investment Counsel

BUY
 -
2.15K
New
$137K - $176K
2.15K $207K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.9K
New
$121K - $155K
1.9K $182K
Nov 15, 2022 Q3 2022
Neo Ivy Capital Management

New York, NY
BUY
 -
1.87K
New
$119K - $153K
1.87K $180K
Oct 31, 2022 Q3 2022
Center Star Asset Management, LLC

BUY
 -
1.49K
New
$95.2K - $122K
1.49K $143K
Oct 28, 2022 Q3 2022
Alta Advisers LTD

BUY
 -
1.2K
New
$76.6K - $98.1K
1.2K $115K
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
1.13K
+ 9.19%
$72.2K - $92.5K
13.4K $1.29M
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
839
+ 131.3%
$53.5K - $68.6K
1.48K $142K
Nov 14, 2022 Q3 2022
Bluestein R H & CO LLC

Birmingham, MI
BUY
 -
300
+ 2.97%
$19.1K - $24.5K
10.4K $1M
Nov 08, 2022 Q3 2022
Spearhead Capital Advisors, LLC

Wellington, FL
BUY
 -
295
+ 5.9%
$18.8K - $24.1K
5.29K $508K
Nov 14, 2022 Q3 2022
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
250
New
$16K - $20.4K
250 $24K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
230
New
$14.7K - $18.8K
230 $22.1K
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
227
New
$14.5K - $18.6K
227 $21.8K
Nov 14, 2022 Q3 2022
New England Asset Management Inc

Farmington, CT
BUY
 -
226
New
$14.4K - $18.5K
226 $21.7K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
129
+ 1.01%
$8.23K - $10.5K
12.9K $1.24M
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
50
New
$3.19K - $4.09K
50 $4.8K
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
34
New
$2.17K - $2.78K
34 $3.27K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
29
+ 5.01%
$1.85K - $2.37K
608 $58.4K
Oct 21, 2022 Q3 2022
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
23
New
$1.47K - $1.88K
23 $2.21K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
3
+ 0.31%
$191 - $245
963 $92.5K
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

BUY
 -
2
New
$128 - $164
2 $192
Nov 30, 2023 Q3 2022
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
1
+ 4.0%
$63.8 - $81.8
26 $2.5K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
1
+ 0.12%
$63.8 - $81.8
834 $80.1K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
1
+ 1.67%
$63.8 - $81.8
61 $5.86K
Oct 26, 2022 Q3 2022
Providence First Trust CO

BUY
 -
0
New
$0 - $0
0 $0
Q2 2022
Aug 15, 2022 Q2 2022
Moore Capital Management, LP

New York, NY
BUY
 -
224K
New
$15.2M - $17.4M
224K $21.5M
Sep 21, 2023 Q2 2022
Jefferies Group LLC

New York, NY
BUY
 PUT
153K
New
$10.4M - $11.8M
153K $14.6M
Aug 15, 2022 Q2 2022
Albar Capital LTD

London, X0
BUY
 -
52.4K
New
$3.56M - $4.06M
52.4K $5.04M
Aug 11, 2022 Q2 2022
Twin Tree Management, LP

Dallas, TX
BUY
 -
23K
+ 556.93%
$1.56M - $1.79M
27.2K $2.61M
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
8.01K
New
$544K - $621K
8.01K $770K
Jul 18, 2022 Q2 2022
Empirical Asset Management, LLC

BUY
 -
6.02K
+ 208.01%
$409K - $467K
8.92K $857K
Jul 14, 2022 Q2 2022
Rb Capital Management, LLC

BUY
 -
3.98K
New
$270K - $309K
3.98K $382K
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
3.7K
New
$251K - $287K
3.7K $355K
Aug 11, 2022 Q2 2022
South Dakota Investment Council

Sioux Falls, SD
BUY
 -
3.2K
+ 802.26%
$217K - $248K
3.6K $346K
Jul 21, 2022 Q2 2022
Ziegler Capital Management, LLC

BUY
 -
3.11K
New
$211K - $241K
3.11K $299K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.36K
New
$92.5K - $106K
1.36K $131K
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
853
New
$57.9K - $66.1K
853 $81.9K
Aug 08, 2022 Q2 2022
Phraction Management LLC

Stamford, CT
BUY
 -
575
+ 2.44%
$39K - $44.6K
24.1K $2.32M

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