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 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
4New |
$365 - $403
|
4
$393
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2K- 13.33% |
$182K - $202K
|
13K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-106- 1.61% |
$9.67K - $10.7K
|
6.46K
$634K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
84+ 1.75% |
$7.66K - $8.47K
|
4.88K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-120- 1.26% |
$10.9K - $12.1K
|
9.41K
$924K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-685- 6.98% |
$62.5K - $69K
|
9.13K
$896K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 1.99% |
$3.92K - $4.33K
|
2.12K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
140New |
$12.8K - $14.1K
|
140
$13.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 26.98% |
$1.55K - $1.71K
|
46
$4.52K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-246- 4.96% |
$22.4K - $24.8K
|
4.71K
$463K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-193- 1.68% |
$17.6K - $19.5K
|
11.3K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-975- 10.18% |
$88.9K - $98.3K
|
8.61K
$845K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$821 - $907
|
9
$884
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 1.05% |
$456 - $504
|
473
$46.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
161+ 6.58% |
$14.7K - $16.2K
|
2.61K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-2.5K- 3.54% |
$228K - $252K
|
68.2K
$6.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
727+ 2.45% |
$66.3K - $73.3K
|
30.4K
$2.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.29K+ 25.05% |
$664K - $734K
|
36.4K
$3.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
201New |
$18.3K - $20.3K
|
201
$19.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
882+ 3.12% |
$80.4K - $88.9K
|
29.2K
$2.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
25New |
$2.28K - $2.52K
|
25
$2.46K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-299- 0.33% |
$27.3K - $30.1K
|
89.2K
$8.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-25.1K- 13.27% |
$2.29M - $2.53M
|
164K
$16.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
455+ 15.18% |
$41.5K - $45.9K
|
3.45K
$339K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.23KNew |
$386K - $427K
|
4.23K
$416K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.5% |
$182 - $202
|
397
$39K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
72+ 0.56% |
$6.57K - $7.26K
|
13K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 1.6% |
$1.64K - $1.81K
|
1.11K
$109K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16+ 0.42% |
$1.46K - $1.61K
|
3.83K
$376K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 7.69% |
$547 - $605
|
72
$7.07K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.15KNew |
$196K - $217K
|
2.15K
$211K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
336+ 20.68% |
$30.6K - $33.9K
|
1.96K
$193K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.62K- 1.6% |
$330K - $364K
|
222K
$21.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
505+ 256.35% |
$46.1K - $50.9K
|
702
$68.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
49New |
$4.47K - $4.94K
|
49
$4.81K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.46K- 25.51% |
$225K - $248K
|
7.19K
$706K
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
26.7K+ 12.29% |
$2.44M - $2.69M
|
244K
$24M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 3.7% |
$91.2 - $101
|
28
$2.75K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-77.7K- 7.7% |
$7.09M - $7.83M
|
931K
$91.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-7.55K- 2.05% |
$688K - $760K
|
360K
$35.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
488+ 219.82% |
$44.5K - $49.2K
|
710
$69.7K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
671+ 19.34% |
$61.2K - $67.6K
|
4.14K
$407K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-32- 0.24% |
$2.92K - $3.22K
|
13.2K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$91.2 - $101
|
6.19K
$608K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-453- 5.68% |
$41.3K - $45.7K
|
7.53K
$739K
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-66.4K- 39.42% |
$6.05M - $6.69M
|
102K
$10M
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-818- 0.37% |
$74.6K - $82.4K
|
220K
$21.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-560Closed |
$51.1K - $56.4K
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
428+ 40.42% |
$39K - $43.1K
|
1.49K
$146K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.36KNew |
$216K - $238K
|
2.36K
$232K
|