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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 30.77% |
$2.92K - $3.22K
|
136
$13.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.05K- 1.69% |
$96.1K - $106K
|
61.4K
$6.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-7.06K- 14.01% |
$644K - $712K
|
43.4K
$4.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-45.5K- 11.91% |
$4.15M - $4.59M
|
337K
$33.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
245+ 0.42% |
$22.3K - $24.7K
|
59.1K
$5.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
964+ 4.72% |
$87.9K - $97.2K
|
21.4K
$2.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 1.81% |
$2.37K - $2.62K
|
1.47K
$144K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-73- 2.65% |
$6.66K - $7.36K
|
2.68K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
368+ 1314.29% |
$33.6K - $37.1K
|
396
$38.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-632- 2.65% |
$57.6K - $63.7K
|
23.2K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
37.8KNew |
$3.45M - $3.81M
|
37.8K
$3.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.58K- 17.77% |
$144K - $159K
|
7.29K
$716K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 10.42% |
$912 - $1.01K
|
86
$8.45K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 0.17% |
$912 - $1.01K
|
5.94K
$584K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$5.47K - $6.05K
|
60
$5.89K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10+ 0.24% |
$912 - $1.01K
|
4.1K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-46- 18.62% |
$4.2K - $4.64K
|
201
$19.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$456 - $504
|
5
$491
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
740New |
$67.5K - $74.6K
|
740
$72.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.42KNew |
$221K - $244K
|
2.42K
$238K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
30.3KNew |
$2.76M - $3.05M
|
30.3K
$2.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.58% |
$91.2 - $101
|
173
$17K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
286+ 5720.0% |
$26.1K - $28.8K
|
291
$28.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.09% |
$182 - $202
|
2.13K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 5.53% |
$1.19K - $1.31K
|
248
$24.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-80- 0.54% |
$7.3K - $8.06K
|
14.7K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 1.24% |
$4.56K - $5.04K
|
3.98K
$390K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 14.76% |
$131K - $144K
|
8.28K
$813K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-160- 5.42% |
$14.6K - $16.1K
|
2.79K
$274K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$18.2K - $20.2K
|
200
$19.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 40.95% |
$14.9K - $16.4K
|
235
$23.1K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.97% |
$2.64K - $2.92K
|
3.03K
$297K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-19- 2.63% |
$1.73K - $1.91K
|
704
$69.1K
|
|
| Q1 2024 | |||||||
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-80- 3.24% |
$6.84K - $8.02K
|
2.39K
$235K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-340- 49.71% |
$29.1K - $34.1K
|
344
$33.8K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
600K+ 8.55% |
$51.3M - $60.2M
|
7.62M
$748M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-817- 9.0% |
$69.8K - $81.9K
|
8.26K
$811K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-212- 8.0% |
$18.1K - $21.2K
|
2.44K
$240K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 0.52% |
$342 - $401
|
767
$75.3K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-59- 15.69% |
$5.04K - $5.91K
|
317
$31.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-628- 6.24% |
$53.7K - $62.9K
|
9.44K
$927K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.05KNew |
$261K - $306K
|
3.05K
$300K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
72New |
$6.15K - $7.22K
|
72
$7.07K
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 2.9% |
$98K - $115K
|
38.4K
$3.77M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-475- 8.82% |
$40.6K - $47.6K
|
4.91K
$482K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
178+ 29.42% |
$15.2K - $17.8K
|
783
$76.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-42- 7.53% |
$3.59K - $4.21K
|
516
$50.7K
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.1K- 9.22% |
$94K - $110K
|
10.8K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-136- 49.45% |
$11.6K - $13.6K
|
139
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.78KNew |
$323K - $379K
|
3.78K
$372K
|
|