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 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-339- 2.53% |
$30.9K - $34.2K
|
13K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-164K- 20.4% |
$14.9M - $16.5M
|
638K
$62.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 3.65% |
$7.75K - $8.57K
|
2.24K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-10K- 31.12% |
$912K - $1.01M
|
22.1K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25+ 0.28% |
$2.28K - $2.52K
|
8.86K
$870K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
152+ 2.56% |
$13.9K - $15.3K
|
6.09K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36New |
$3.28K - $3.63K
|
36
$3.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
11.5KNew |
$1.05M - $1.16M
|
11.5K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
91+ 1.35% |
$8.3K - $9.17K
|
6.83K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11.4K+ 27.8% |
$1.04M - $1.14M
|
52.2K
$5.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
300New |
$27.4K - $30.2K
|
300
$29.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
46KNew |
$4.2M - $4.64M
|
46K
$4.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-29.1K- 30.18% |
$2.66M - $2.93M
|
67.3K
$6.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
376+ 26.04% |
$34.3K - $37.9K
|
1.82K
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-763- 1.04% |
$69.6K - $76.9K
|
72.9K
$7.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.7K+ 1.94% |
$3.89M - $4.3M
|
2.24M
$220M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
58+ 72.5% |
$5.29K - $5.85K
|
138
$13.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-51- 1.71% |
$4.65K - $5.14K
|
2.93K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-51- 8.33% |
$4.65K - $5.14K
|
561
$55.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$269K - $297K
|
2.95K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-759- 1.61% |
$69.2K - $76.5K
|
46.3K
$4.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.37% |
$91.2 - $101
|
268
$26.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.11K+ 7.83% |
$102K - $112K
|
15.3K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.2KNew |
$200K - $222K
|
2.2K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
6.81KNew |
$621K - $686K
|
6.81K
$669K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-48.5K- 7.37% |
$4.42M - $4.89M
|
609K
$59.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
478+ 12.96% |
$43.6K - $48.2K
|
4.17K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 17.35% |
$275K - $303K
|
14.3K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 36.0% |
$9.03K - $9.98K
|
374
$36.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 3.99% |
$11.4K - $12.6K
|
3.26K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
20.6K+ 8.13% |
$1.88M - $2.08M
|
274K
$26.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.3K- 5.99% |
$301K - $332K
|
51.8K
$5.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
300+ 2.89% |
$27.4K - $30.2K
|
10.7K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
158K+ 4.94% |
$14.4M - $15.9M
|
3.35M
$329M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-12- 3.63% |
$1.09K - $1.21K
|
319
$31.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-11.9K- 1.59% |
$1.09M - $1.2M
|
738K
$72.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.76KNew |
$252K - $278K
|
2.76K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 2.81% |
$1.19M - $1.31M
|
450K
$44.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 25.0% |
$730 - $806
|
40
$3.93K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
787K+ 2782.32% |
$71.8M - $79.3M
|
815K
$80.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 6.49% |
$456 - $504
|
72
$7.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
28.3K+ 6.65% |
$2.58M - $2.85M
|
454K
$44.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
507New |
$46.2K - $51.1K
|
507
$49.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-12.1K- 60.54% |
$1.1M - $1.22M
|
7.89K
$775K
|
|
|
Aug 09, 2024
Q2 2024
|
Fifthdelta LTD
London, X0 |
BUY
|
- |
400KNew |
$36.5M - $40.3M
|
400K
$39.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.25% |
$1.64K - $1.81K
|
7.26K
$713K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 5.63% |
$92.1K - $102K
|
18.9K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43.9K- 1.37% |
$4.01M - $4.43M
|
3.16M
$310M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.09% |
$91.2 - $101
|
1.09K
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
154K+ 1.44% |
$14.1M - $15.5M
|
10.9M
$1.07B
|