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
|
Montecito Bank & Trust
|
BUY
|
- |
2.78KNew |
$254K - $290K
|
2.78K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-100- 5.72% |
$9.14K - $10.4K
|
1.65K
$155K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.18KNew |
$200K - $228K
|
2.18K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.26K+ 1.35% |
$572K - $654K
|
471K
$44.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.16K- 1.5% |
$106K - $121K
|
76.1K
$7.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25K+ 11.89% |
$206K - $235K
|
21.2K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-195- 3.96% |
$17.8K - $20.4K
|
4.73K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-939- 0.63% |
$85.9K - $98.1K
|
148K
$13.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.43K- 4.57% |
$131K - $149K
|
29.8K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.2K+ 62.07% |
$110K - $125K
|
3.14K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.9K- 2.42% |
$357K - $407K
|
157K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
34.1K+ 14.6% |
$3.12M - $3.56M
|
268K
$25.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-680- 1.07% |
$62.2K - $71K
|
62.9K
$5.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-125- 1.45% |
$11.4K - $13.1K
|
8.5K
$798K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-150- 0.61% |
$13.7K - $15.7K
|
24.6K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 2.88% |
$17.9K - $20.5K
|
7.01K
$657K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 6.67% |
$91.4K - $104K
|
14K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
187+ 3.06% |
$17.1K - $19.5K
|
6.3K
$591K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-732- 0.9% |
$66.9K - $76.4K
|
81K
$7.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
215+ 9.3% |
$19.7K - $22.5K
|
2.53K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 2.3% |
$7.59K - $8.67K
|
3.7K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 451.79% |
$104K - $118K
|
1.39K
$130K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
450New |
$41.1K - $47K
|
450
$42.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
224+ 4.92% |
$20.5K - $23.4K
|
4.78K
$448K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.78% |
$2.65K - $3.03K
|
3.73K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19.3KNew |
$1.76M - $2.01M
|
19.3K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 5.78% |
$9.14K - $10.4K
|
1.83K
$172K
|
|
|
Oct 30, 2024
Q3 2024
|
Fractal Investments LLC
|
SELL
|
- |
-5.71K- 60.74% |
$522K - $596K
|
3.69K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
273+ 11.24% |
$25K - $28.5K
|
2.7K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.34KNew |
$214K - $244K
|
2.34K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
295New |
$27K - $30.8K
|
295
$27.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.79% |
$457 - $522
|
635
$59.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 0.62% |
$2.29K - $2.61K
|
3.98K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
127KNew |
$11.6M - $13.3M
|
127K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
690New |
$63.1K - $72.1K
|
690
$64.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-300- 12.02% |
$27.4K - $31.3K
|
2.2K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-19- 0.59% |
$1.74K - $1.98K
|
3.21K
$301K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-1- 0.04% |
$91.4 - $104
|
2.3K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
118+ 2.18% |
$10.8K - $12.3K
|
5.52K
$518K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-297- 0.6% |
$27.2K - $31K
|
49K
$4.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-23K- 11.05% |
$2.11M - $2.41M
|
185K
$17.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.19% |
$457 - $522
|
2.58K
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-121- 4.46% |
$11.1K - $12.6K
|
2.59K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-10- 66.67% |
$914 - $1.04K
|
5
$469
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
918+ 29.91% |
$83.9K - $95.9K
|
3.99K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.2M+ 3673.59% |
$201M - $230M
|
2.26M
$212M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-920- 1.6% |
$84.1K - $96.1K
|
56.5K
$5.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-253- 11.22% |
$23.1K - $26.4K
|
2K
$188K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
310+ 0.65% |
$28.3K - $32.4K
|
48K
$4.5M
|