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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-75- 23.44% |
$6.84K - $7.56K
|
245
$24.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-30- 0.53% |
$2.74K - $3.02K
|
5.6K
$550K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 1.43% |
$3.37K - $3.73K
|
2.56K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
31.2KNew |
$2.84M - $3.14M
|
31.2K
$3.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
9.58KNew |
$874K - $966K
|
9.58K
$941K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
121+ 2.03% |
$11K - $12.2K
|
6.09K
$598K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
13.3K+ 8.72% |
$1.21M - $1.34M
|
165K
$16.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-205- 1.28% |
$18.7K - $20.7K
|
15.9K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-38- 1.1% |
$3.47K - $3.83K
|
3.41K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$207K - $228K
|
2.27K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
269+ 8.14% |
$24.5K - $27.1K
|
3.57K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-54.9K- 25.14% |
$5.01M - $5.53M
|
163K
$16.1M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 45.0% |
$82.1K - $90.7K
|
1.1K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
836+ 6.98% |
$76.2K - $84.3K
|
12.8K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
17+ 0.57% |
$1.55K - $1.71K
|
3K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.69K- 6.14% |
$336K - $371K
|
56.4K
$5.53M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
295KNew |
$26.9M - $29.8M
|
295K
$29M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 2.93% |
$4.1K - $4.54K
|
1.49K
$147K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.27K- 77.74% |
$755K - $834K
|
2.37K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-17- 0.81% |
$1.55K - $1.71K
|
2.08K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.09K- 7.25% |
$99.3K - $110K
|
13.9K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
160+ 2.08% |
$14.6K - $16.1K
|
7.86K
$772K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
413+ 6.66% |
$37.7K - $41.6K
|
6.62K
$650K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
597+ 1.77% |
$54.4K - $60.2K
|
34.3K
$3.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
3.77K+ 22.25% |
$343K - $379K
|
20.7K
$2.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-623- 1.12% |
$56.8K - $62.8K
|
55.2K
$5.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
57+ 1.64% |
$5.2K - $5.74K
|
3.53K
$347K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-689- 2.14% |
$62.8K - $69.4K
|
31.5K
$3.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.37K+ 2.35% |
$399K - $440K
|
190K
$18.7M
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
202+ 0.43% |
$18.4K - $20.4K
|
47.1K
$4.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.03K- 20.31% |
$185K - $205K
|
7.97K
$783K
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
3.37K+ 0.33% |
$307K - $340K
|
1.04M
$102M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
15.6K+ 13.68% |
$1.42M - $1.57M
|
129K
$12.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 3.52% |
$638 - $705
|
206
$20.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-232- 7.19% |
$21.2K - $23.4K
|
3K
$294K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.95K- 29.18% |
$907K - $1M
|
24.1K
$2.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
154+ 11.68% |
$14K - $15.5K
|
1.47K
$145K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
188K+ 30.03% |
$17.2M - $19M
|
815K
$80M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 9642.86% |
$123K - $136K
|
1.36K
$134K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.87K- 20.94% |
$262K - $289K
|
10.8K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
14K+ 2.55% |
$1.28M - $1.41M
|
564K
$55.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 12.77% |
$274K - $302K
|
20.5K
$2.01M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.36% |
$36.5K - $40.3K
|
111K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-47- 9.49% |
$4.29K - $4.74K
|
448
$44K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-140- 11.85% |
$12.8K - $14.1K
|
1.04K
$102K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 0.14% |
$2.28K - $2.52K
|
17.6K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-35- 0.62% |
$3.19K - $3.53K
|
5.65K
$554K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.61K+ 20.0% |
$147K - $163K
|
9.68K
$950K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 44.15% |
$7.57K - $8.36K
|
105
$10.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.31% |
$547 - $605
|
1.95K
$192K
|