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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-425- 1.22% |
$38.8K - $42.8K
|
34.4K
$3.38M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
120+ 2.63% |
$10.9K - $12.1K
|
4.69K
$460K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-508- 3.49% |
$46.3K - $51.2K
|
14K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$1.19K - $1.31K
|
13
$1.28K
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-700- 13.46% |
$63.8K - $70.5K
|
4.5K
$442K
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.59K- 0.65% |
$145K - $160K
|
243K
$23.9M
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.56K- 51.93% |
$233K - $257K
|
2.37K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-13.6K- 94.55% |
$1.24M - $1.37M
|
785
$77.1K
|
|
Aug 13, 2024
Q2 2024
|
Mirova
Paris, I0 |
BUY
|
- |
4.51KNew |
$411K - $454K
|
4.51K
$442K
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
254K+ 676.9% |
$23.1M - $25.6M
|
291K
$28.6M
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-296- 0.9% |
$27K - $29.8K
|
32.5K
$3.19M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20K- 34.62% |
$1.83M - $2.02M
|
37.9K
$3.72M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.1K+ 1.6% |
$100K - $111K
|
70.1K
$6.88M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-151K- 0.33% |
$13.8M - $15.2M
|
45.1M
$4.43B
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10+ 9.62% |
$912 - $1.01K
|
114
$11.2K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-225- 3.74% |
$20.5K - $22.7K
|
5.79K
$568K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.31K+ 13.14% |
$302K - $334K
|
28.5K
$2.8M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-61- 0.09% |
$5.56K - $6.15K
|
68.3K
$6.71M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-747- 1.68% |
$68.1K - $75.3K
|
43.7K
$4.29M
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.38K- 48.96% |
$308K - $340K
|
3.52K
$346K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
54+ 54.0% |
$4.92K - $5.44K
|
154
$15.1K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
12New |
$1.09K - $1.21K
|
12
$1.18K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-328K- 12.79% |
$30M - $33.1M
|
2.24M
$220M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-465- 4.0% |
$42.4K - $46.9K
|
11.2K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-224K- 0.65% |
$20.4M - $22.6M
|
34.5M
$3.39B
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
111K+ 5.05% |
$10.2M - $11.2M
|
2.32M
$227M
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
13K+ 131.33% |
$1.18M - $1.31M
|
22.8K
$2.24M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
336K+ 37.53% |
$30.6M - $33.8M
|
1.23M
$121M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.18K+ 33.19% |
$837K - $925K
|
36.8K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-11.6K- 0.57% |
$1.06M - $1.17M
|
2.01M
$197M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-49.2K- 1.56% |
$4.49M - $4.96M
|
3.11M
$306M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
178+ 8.74% |
$16.2K - $17.9K
|
2.22K
$218K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.52K- 6.99% |
$321K - $355K
|
46.9K
$4.6M
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
303K+ 10.16% |
$27.7M - $30.6M
|
3.29M
$323M
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.01KNew |
$366K - $404K
|
4.01K
$394K
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.55K- 6.8% |
$233K - $257K
|
34.9K
$3.43M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.01K+ 2.28% |
$92.5K - $102K
|
45.4K
$4.46M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
62.7K+ 15.74% |
$5.72M - $6.32M
|
461K
$45.3M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.73K+ 14.42% |
$432K - $477K
|
37.5K
$3.69M
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 7.36% |
$1.09K - $1.21K
|
175
$17.2K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.34K+ 11.0% |
$122K - $135K
|
13.5K
$1.33M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.64K+ 64.71% |
$879K - $972K
|
24.5K
$2.41M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
453+ 7.6% |
$41.3K - $45.7K
|
6.41K
$630K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-684- 69.3% |
$62.4K - $68.9K
|
303
$29.8K
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-3.87K- 0.7% |
$353K - $390K
|
551K
$54.1M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-3.43K- 2.68% |
$313K - $346K
|
124K
$12.2M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
349K+ 15.1% |
$31.8M - $35.2M
|
2.66M
$261M
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-199- 0.22% |
$18.1K - $20.1K
|
88.8K
$8.72M
|
|
Aug 12, 2024
Q2 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
12.3K+ 61.13% |
$1.12M - $1.24M
|
32.3K
$3.17M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-323- 1.05% |
$29.5K - $32.6K
|
30.5K
$2.99M
|