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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
508+ 5.24% |
$34.5K - $39.4K
|
10.2K
$980K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
471+ 17.87% |
$32K - $36.5K
|
3.11K
$298K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
412+ 9.43% |
$28K - $31.9K
|
4.78K
$459K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
250New |
$17K - $19.4K
|
250
$24K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
200New |
$13.6K - $15.5K
|
200
$19.2K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
162+ 3.43% |
$11K - $12.6K
|
4.88K
$469K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
138+ 9.73% |
$9.37K - $10.7K
|
1.56K
$150K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
98New |
$6.65K - $7.6K
|
98
$9.41K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
50New |
$3.39K - $3.88K
|
50
$4.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
44+ 104.76% |
$2.99K - $3.41K
|
86
$8.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 1.36% |
$2.99K - $3.41K
|
3.29K
$316K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.82% |
$1.9K - $2.17K
|
3.43K
$329K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.67% |
$1.63K - $1.86K
|
3.6K
$346K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
16+ 0.38% |
$1.09K - $1.24K
|
4.26K
$409K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$543 - $620
|
8
$768
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8+ 0.61% |
$543 - $620
|
1.32K
$127K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$407 - $465
|
6
$576
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
17.4KNew |
$1.25M - $1.51M
|
17.4K
$1.67M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
8.78KNew |
$632K - $763K
|
8.78K
$843K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
3.23KNew |
$232K - $281K
|
3.23K
$310K
|
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
946New |
$68.1K - $82.3K
|
946
$90.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
302New |
$21.7K - $26.3K
|
302
$29K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
230New |
$16.6K - $20K
|
230
$22.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
214New |
$15.4K - $18.6K
|
214
$20.6K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
110New |
$7.92K - $9.56K
|
110
$10.6K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6New |
$432 - $522
|
6
$576
|
|
| Q4 2021 | |||||||
|
May 10, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
42.6KNew |
$3.4M - $3.71M
|
42.6K
$4.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
12.3KNew |
$983K - $1.07M
|
12.3K
$1.18M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$346K - $378K
|
4.34K
$417K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.16KNew |
$92.4K - $101K
|
1.16K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
762New |
$60.7K - $66.3K
|
762
$73.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
316New |
$25.2K - $27.5K
|
316
$30.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
168+ 600.0% |
$13.4K - $14.6K
|
196
$18.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
160New |
$12.8K - $13.9K
|
160
$15.4K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5New |
$399 - $435
|
5
$480
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
57.6KNew |
$4.72M - $5.32M
|
57.6K
$5.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Rheos Capital Works Inc.
|
BUY
|
- |
25K+ 11.52% |
$2.05M - $2.31M
|
242K
$23.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.12KNew |
$583K - $657K
|
7.12K
$683K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
751New |
$61.6K - $69.4K
|
751
$72.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
393New |
$32.2K - $36.3K
|
393
$37.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
111New |
$9.1K - $10.3K
|
111
$10.7K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
PUT |
20KNew |
$1.38M - $1.64M
|
20K
$1.92M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
13.1KNew |
$909K - $1.08M
|
13.1K
$1.26M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
822New |
$56.9K - $67.5K
|
822
$79K
|
|
|
Aug 06, 2021
Q2 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
760+ 0.67% |
$52.6K - $62.4K
|
115K
$11M
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
400+ 50.0% |
$27.7K - $32.8K
|
1.2K
$115K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
108New |
$7.48K - $8.86K
|
108
$10.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
83New |
$5.75K - $6.81K
|
83
$7.97K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
716New |
$44.6K - $50.1K
|
716
$68.8K
|
|