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 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.95K- 19.47% |
$453K - $517K
|
20.5K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.25% |
$91.4 - $104
|
395
$38.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14+ 7.65% |
$1.28K - $1.46K
|
197
$19K
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
6.5K+ 20.26% |
$594K - $679K
|
38.6K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.34K- 0.47% |
$123K - $140K
|
285K
$27.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.5K+ 5.97% |
$1.32M - $1.51M
|
257K
$24.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-322- 0.56% |
$29.4K - $33.6K
|
57.5K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-440- 7.38% |
$40.2K - $45.9K
|
5.52K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
349+ 8.19% |
$31.9K - $36.4K
|
4.61K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.5KNew |
$686K - $783K
|
7.5K
$722K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-74- 0.56% |
$6.77K - $7.73K
|
13.1K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8- 0.04% |
$731 - $835
|
17.9K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-458- 8.42% |
$41.9K - $47.8K
|
4.98K
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-12- 3.68% |
$1.1K - $1.25K
|
314
$30.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
506New |
$46.3K - $52.8K
|
506
$48.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 20.97% |
$181K - $207K
|
11.4K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
272New |
$24.9K - $28.4K
|
272
$26.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$366 - $418
|
4
$385
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
55+ 1.66% |
$5.03K - $5.74K
|
3.37K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-32- 1.26% |
$2.93K - $3.34K
|
2.5K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-325- 0.6% |
$29.7K - $33.9K
|
53.9K
$5.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
400+ 4.48% |
$36.6K - $41.8K
|
9.33K
$899K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6+ 1.85% |
$549 - $627
|
330
$31.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 9.0% |
$823 - $940
|
109
$10.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-178- 0.8% |
$16.3K - $18.6K
|
22K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-6.9K- 3.94% |
$631K - $720K
|
168K
$16.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-174- 5.44% |
$15.9K - $18.2K
|
3.02K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
56+ 44.8% |
$5.12K - $5.85K
|
181
$17.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-120- 3.11% |
$11K - $12.5K
|
3.73K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 1.63% |
$231K - $263K
|
152K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-51- 1.74% |
$4.66K - $5.33K
|
2.87K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.7K- 8.58% |
$1.44M - $1.64M
|
167K
$16.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 15.38% |
$914 - $1.04K
|
55
$5.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-70- 0.71% |
$6.4K - $7.31K
|
9.85K
$949K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
666+ 1.17% |
$60.9K - $69.6K
|
57.6K
$5.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.13% |
$9.14K - $10.4K
|
1.53K
$147K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-49- 6.44% |
$4.48K - $5.12K
|
712
$68.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$34K - $38.8K
|
372
$35.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 21.88% |
$1.92K - $2.19K
|
117
$11.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.84K- 16.42% |
$351K - $401K
|
19.5K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-42- 1.16% |
$3.84K - $4.39K
|
3.57K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
295+ 11.6% |
$27K - $30.8K
|
2.84K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-76- 2.22% |
$6.95K - $7.94K
|
3.35K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
160+ 2.21% |
$14.6K - $16.7K
|
7.39K
$712K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
300+ 6.43% |
$27.4K - $31.3K
|
4.97K
$479K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
191+ 0.44% |
$17.5K - $19.9K
|
43.1K
$4.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.4% |
$183 - $209
|
498
$48K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
978New |
$89.4K - $102K
|
978
$94.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-723- 3.78% |
$66.1K - $75.5K
|
18.4K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-278- 2.68% |
$25.4K - $29K
|
10.1K
$973K
|