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 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23- 1.92% |
$2.1K - $2.4K
|
1.17K
$113K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.93KNew |
$176K - $202K
|
1.93K
$186K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-215- 58.27% |
$19.7K - $22.5K
|
154
$14.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
32KNew |
$2.93M - $3.35M
|
32K
$3.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-428- 11.26% |
$39.1K - $44.7K
|
3.37K
$325K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-254- 8.53% |
$23.2K - $26.5K
|
2.72K
$262K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.6K+ 6.32% |
$1.24M - $1.42M
|
229K
$22M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.31K+ 1309.49% |
$303K - $346K
|
3.57K
$344K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-21- 1.55% |
$1.92K - $2.19K
|
1.34K
$129K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-7.93K- 34.6% |
$725K - $828K
|
15K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.42% |
$640 - $731
|
1.66K
$159K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.01% |
$91.4 - $104
|
7.49K
$721K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-53- 0.41% |
$4.85K - $5.53K
|
13K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 1.52% |
$142K - $162K
|
104K
$9.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25- 0.46% |
$2.29K - $2.61K
|
5.39K
$519K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.55K+ 5.9% |
$416K - $475K
|
81.6K
$7.86M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-72- 1.06% |
$6.58K - $7.52K
|
6.75K
$650K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
2.29K+ 10.82% |
$209K - $239K
|
23.4K
$2.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
870+ 18.59% |
$79.5K - $90.9K
|
5.55K
$535K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
67.6K+ 63.78% |
$6.18M - $7.06M
|
174K
$16.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-768- 15.54% |
$70.2K - $80.2K
|
4.18K
$402K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-496- 3.32% |
$45.3K - $51.8K
|
14.4K
$1.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
13+ 0.53% |
$1.19K - $1.36K
|
2.46K
$237K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.06K- 7.39% |
$188K - $215K
|
25.8K
$2.48M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-89- 0.91% |
$8.14K - $9.29K
|
9.74K
$939K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-280- 1.76% |
$25.6K - $29.2K
|
15.7K
$1.51M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-168- 7.38% |
$15.4K - $17.5K
|
2.11K
$203K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.43% |
$4.57K - $5.22K
|
11.6K
$1.11M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.2KNew |
$474K - $524K
|
5.2K
$501K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8- 0.15% |
$730 - $806
|
5.28K
$509K
|
|
|
Nov 19, 2024
Q2 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-143K- 4.97% |
$13.1M - $14.4M
|
2.74M
$264M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
6.2K+ 5.57% |
$566K - $625K
|
117K
$11.3M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.82% |
$9.12K - $10.1K
|
2.52K
$242K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.12KNew |
$284K - $314K
|
3.12K
$300K
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-6.44K- 1.67% |
$587K - $649K
|
380K
$36.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
33.1KNew |
$3.02M - $3.34M
|
33.1K
$3.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-112- 38.49% |
$10.2K - $11.3K
|
179
$17.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-37.2K- 92.77% |
$3.39M - $3.75M
|
2.9K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.16K+ 102.29% |
$379K - $419K
|
8.23K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.96KNew |
$544K - $601K
|
5.96K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$198K - $219K
|
2.17K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.7KNew |
$429K - $474K
|
4.7K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-749K- 68.67% |
$68.3M - $75.5M
|
342K
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
323+ 10.51% |
$29.5K - $32.6K
|
3.4K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.91K+ 28.55% |
$448K - $495K
|
22.1K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-9- 0.13% |
$821 - $907
|
6.85K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-72- 1.91% |
$6.57K - $7.26K
|
3.7K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-375- 1.2% |
$34.2K - $37.8K
|
31K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 30.3% |
$13.7K - $15.1K
|
345
$33.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.99KNew |
$364K - $402K
|
3.99K
$385K
|
|