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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10New |
$912 - $1.01K
|
10
$939
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3- 0.12% |
$274 - $302
|
2.45K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-137- 31.93% |
$12.5K - $13.8K
|
292
$27.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-12- 0.11% |
$1.09K - $1.21K
|
10.6K
$997K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.83% |
$91.2 - $101
|
122
$11.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-17- 4.09% |
$1.55K - $1.71K
|
399
$37.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-16.8K- 20.01% |
$1.53M - $1.69M
|
67K
$6.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-190- 8.1% |
$17.3K - $19.1K
|
2.16K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-59- 1.02% |
$5.38K - $5.95K
|
5.75K
$539K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-89- 54.27% |
$8.12K - $8.97K
|
75
$7.04K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 1.27% |
$4.1K - $4.54K
|
3.59K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-492- 11.04% |
$44.9K - $49.6K
|
3.97K
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-375- 60.0% |
$34.2K - $37.8K
|
250
$23.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
6.51K+ 192.37% |
$593K - $656K
|
9.89K
$928K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15New |
$1.37K - $1.51K
|
15
$1.41K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 6.67% |
$2.1K - $2.32K
|
322
$30.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05KNew |
$95.3K - $105K
|
1.05K
$98.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4- 16.67% |
$365 - $403
|
20
$1.88K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4- 0.12% |
$365 - $403
|
3.25K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3- 4.62% |
$274 - $302
|
62
$5.82K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-11- 0.5% |
$1K - $1.11K
|
2.18K
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
61.1KNew |
$5.57M - $6.16M
|
61.1K
$5.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 8.68% |
$1.92K - $2.12K
|
263
$24.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.09KNew |
$373K - $412K
|
4.09K
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 2.28% |
$5.65K - $6.25K
|
2.66K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-610- 6.59% |
$55.6K - $61.5K
|
8.65K
$812K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-300- 54.55% |
$27.4K - $30.2K
|
250
$23.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-151- 8.34% |
$13.8K - $15.2K
|
1.66K
$156K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.08KNew |
$372K - $411K
|
4.08K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 1.43% |
$3.37K - $3.73K
|
2.56K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-38- 1.1% |
$3.47K - $3.83K
|
3.41K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$207K - $228K
|
2.27K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 45.0% |
$82.1K - $90.7K
|
1.1K
$103K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.69K- 6.14% |
$336K - $371K
|
56.4K
$5.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 2.93% |
$4.1K - $4.54K
|
1.49K
$140K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.27K- 77.74% |
$755K - $834K
|
2.37K
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-17- 0.81% |
$1.55K - $1.71K
|
2.08K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
160+ 2.08% |
$14.6K - $16.1K
|
7.86K
$737K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
57+ 1.64% |
$5.2K - $5.74K
|
3.53K
$332K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 3.52% |
$638 - $705
|
206
$19.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
154+ 11.68% |
$14K - $15.5K
|
1.47K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
14K+ 2.55% |
$1.28M - $1.41M
|
564K
$52.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 12.77% |
$274K - $302K
|
20.5K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-47- 9.49% |
$4.29K - $4.74K
|
448
$42K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-140- 11.85% |
$12.8K - $14.1K
|
1.04K
$97.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 0.14% |
$2.28K - $2.52K
|
17.6K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 44.15% |
$7.57K - $8.36K
|
105
$9.85K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
4New |
$365 - $403
|
4
$375
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2K- 13.33% |
$182K - $202K
|
13K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
140New |
$12.8K - $14.1K
|
140
$13.1K
|