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 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-106K- 10.71% |
$9.65M - $10.7M
|
882K
$86.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
87+ 2.08% |
$7.93K - $8.77K
|
4.27K
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 12.2% |
$201K - $222K
|
15.8K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.15K+ 31.05% |
$652K - $720K
|
30.2K
$2.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.05% |
$91.2 - $101
|
2.22K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
908K+ 12.37% |
$82.8M - $91.5M
|
8.25M
$810M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
102K+ 4.21% |
$9.3M - $10.3M
|
2.52M
$248M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.91K- 18.79% |
$539K - $596K
|
25.6K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4K+ 13.91% |
$365K - $403K
|
32.7K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.78K- 47.5% |
$345K - $381K
|
4.18K
$410K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.1K- 1.63% |
$100K - $111K
|
66.2K
$6.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.17K- 4.07% |
$197K - $218K
|
51K
$5.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10New |
$912 - $1.01K
|
10
$982
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.4K- 40.61% |
$492K - $544K
|
7.89K
$775K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-18- 1.77% |
$1.64K - $1.81K
|
1K
$98.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-378- 12.53% |
$34.5K - $38.1K
|
2.64K
$259K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.14KNew |
$560K - $618K
|
6.14K
$603K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-29- 0.61% |
$2.64K - $2.92K
|
4.73K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3- 0.12% |
$274 - $302
|
2.45K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
357+ 7.74% |
$32.6K - $36K
|
4.97K
$488K
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-71.7K- 3.8% |
$6.53M - $7.22M
|
1.81M
$178M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.36K+ 150.62% |
$580K - $641K
|
10.6K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-140K- 10.88% |
$12.8M - $14.1M
|
1.15M
$112M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-198- 0.06% |
$18.1K - $20K
|
310K
$30.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.49% |
$4.47K - $4.94K
|
9.99K
$981K
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.26K- 7.57% |
$389K - $430K
|
52K
$5.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-355- 1.85% |
$32.4K - $35.8K
|
18.9K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-25.2K- 2.06% |
$2.3M - $2.54M
|
1.2M
$118M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
390+ 1.91% |
$35.6K - $39.3K
|
20.8K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-137- 31.93% |
$12.5K - $13.8K
|
292
$28.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.27K- 40.21% |
$298K - $329K
|
4.86K
$477K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
117K+ 32.73% |
$10.6M - $11.8M
|
473K
$46.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-480- 10.54% |
$43.8K - $48.4K
|
4.07K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-12- 0.11% |
$1.09K - $1.21K
|
10.6K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
196+ 264.86% |
$17.9K - $19.8K
|
270
$26.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.43K+ 44.43% |
$221K - $244K
|
7.88K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 0.6% |
$1.19K - $1.31K
|
2.15K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-291K- 62.86% |
$26.6M - $29.3M
|
172K
$16.9M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
348+ 3.56% |
$31.7K - $35.1K
|
10.1K
$995K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.82K+ 6.12% |
$348K - $385K
|
66.2K
$6.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-38- 0.8% |
$3.47K - $3.83K
|
4.71K
$463K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$283K - $313K
|
3.1K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
242+ 2.63% |
$22.1K - $24.4K
|
9.44K
$927K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-4.62K- 0.97% |
$421K - $465K
|
473K
$46.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.09K- 24.58% |
$99.6K - $110K
|
3.35K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-3.44K- 11.33% |
$314K - $347K
|
26.9K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
13+ 0.29% |
$1.19K - $1.31K
|
4.54K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.11KNew |
$193K - $213K
|
2.11K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.05K- 46.63% |
$187K - $206K
|
2.34K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05K+ 0.21% |
$95.3K - $105K
|
507K
$49.8M
|