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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-380- 13.72% |
$34.7K - $39.7K
|
2.39K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
407New |
$37.2K - $42.5K
|
407
$40K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-664- 1.09% |
$60.7K - $69.3K
|
60.2K
$5.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-21- 0.66% |
$1.92K - $2.19K
|
3.18K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-104- 2.47% |
$9.51K - $10.9K
|
4.12K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-844- 1.36% |
$77.2K - $88.1K
|
61K
$5.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.61% |
$2.47K - $2.82K
|
4.46K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-17- 0.38% |
$1.55K - $1.78K
|
4.41K
$433K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.38K- 1.48% |
$126K - $144K
|
91.9K
$9.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.44K+ 6.58% |
$132K - $151K
|
23.4K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-178- 0.66% |
$16.3K - $18.6K
|
26.9K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.05KNew |
$188K - $214K
|
2.05K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
43+ 0.18% |
$3.93K - $4.49K
|
24.5K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 1.92% |
$9.14K - $10.4K
|
5.12K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
180New |
$16.5K - $18.8K
|
180
$17.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.09% |
$274 - $313
|
3.34K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.78KNew |
$254K - $290K
|
2.78K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-100- 5.72% |
$9.14K - $10.4K
|
1.65K
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.18KNew |
$200K - $228K
|
2.18K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.26K+ 1.35% |
$572K - $654K
|
471K
$46.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-939- 0.63% |
$85.9K - $98.1K
|
148K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.43K- 4.57% |
$131K - $149K
|
29.8K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6.2K- 5.28% |
$567K - $648K
|
111K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.2K+ 62.07% |
$110K - $125K
|
3.14K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.9K- 2.42% |
$357K - $407K
|
157K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
34.1K+ 14.6% |
$3.12M - $3.56M
|
268K
$26.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-680- 1.07% |
$62.2K - $71K
|
62.9K
$6.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-125- 1.45% |
$11.4K - $13.1K
|
8.5K
$835K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-150- 0.61% |
$13.7K - $15.7K
|
24.6K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 2.88% |
$17.9K - $20.5K
|
7.01K
$688K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 6.67% |
$91.4K - $104K
|
14K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
187+ 3.06% |
$17.1K - $19.5K
|
6.3K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-732- 0.9% |
$66.9K - $76.4K
|
81K
$7.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
215+ 9.3% |
$19.7K - $22.5K
|
2.53K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 2.3% |
$7.59K - $8.67K
|
3.7K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 451.79% |
$104K - $118K
|
1.39K
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
450New |
$41.1K - $47K
|
450
$44.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
224+ 4.92% |
$20.5K - $23.4K
|
4.78K
$469K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.78% |
$2.65K - $3.03K
|
3.73K
$367K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19.3KNew |
$1.76M - $2.01M
|
19.3K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 5.78% |
$9.14K - $10.4K
|
1.83K
$180K
|
|
|
Oct 30, 2024
Q3 2024
|
Fractal Investments LLC
|
SELL
|
- |
-5.71K- 60.74% |
$522K - $596K
|
3.69K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
273+ 11.24% |
$25K - $28.5K
|
2.7K
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.34KNew |
$214K - $244K
|
2.34K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
295New |
$27K - $30.8K
|
295
$29K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.79% |
$457 - $522
|
635
$62.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 0.62% |
$2.29K - $2.61K
|
3.98K
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
127KNew |
$11.6M - $13.3M
|
127K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
690New |
$63.1K - $72.1K
|
690
$67.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-300- 12.02% |
$27.4K - $31.3K
|
2.2K
$216K
|