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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
19+ 1900.0% |
$1.62K - $1.9K
|
20
$1.96K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.9K- 13.82% |
$163K - $191K
|
11.9K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.19KNew |
$101K - $119K
|
1.19K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.08% |
$171 - $200
|
2.46K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
125+ 3.16% |
$10.7K - $12.5K
|
4.09K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-265- 4.84% |
$22.6K - $26.6K
|
5.21K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-114K- 21.8% |
$9.75M - $11.4M
|
409K
$40.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.63K- 1.49% |
$140K - $164K
|
108K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16- 0.58% |
$1.37K - $1.6K
|
2.73K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-418- 99.52% |
$35.7K - $41.9K
|
2
$196
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-142- 4.89% |
$12.1K - $14.2K
|
2.76K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.6K+ 64.53% |
$1.76M - $2.06M
|
52.5K
$5.16M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.1KNew |
$179K - $210K
|
2.1K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-3.25K- 80.22% |
$277K - $325K
|
800
$78.6K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.33KNew |
$370K - $434K
|
4.33K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-432K- 21.96% |
$36.9M - $43.3M
|
1.54M
$151M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
112+ 2.33% |
$9.57K - $11.2K
|
4.92K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
378New |
$32.3K - $37.9K
|
378
$37.1K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3KNew |
$256K - $301K
|
3K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27+ 0.07% |
$2.31K - $2.71K
|
37K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
506New |
$43.2K - $50.7K
|
506
$49.7K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$256 - $301
|
2
$196
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 1.2% |
$8.55K - $10K
|
8.21K
$807K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 1.09% |
$2.31K - $2.71K
|
2.46K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 13.27% |
$4.61K - $5.41K
|
353
$34.7K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
84.7KNew |
$7.23M - $8.48M
|
84.7K
$8.31M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-60- 1.12% |
$5.13K - $6.01K
|
5.31K
$521K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-450- 16.36% |
$38.5K - $45.1K
|
2.3K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-72- 1.26% |
$6.15K - $7.22K
|
5.65K
$554K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-983- 10.94% |
$84K - $98.5K
|
8K
$786K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.4KNew |
$205K - $241K
|
2.4K
$236K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
8K+ 333.33% |
$684K - $802K
|
10.4K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8+ 0.33% |
$684 - $802
|
2.42K
$237K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16New |
$1.37K - $1.6K
|
16
$1.57K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$6.41K - $7.52K
|
75
$7.37K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
200+ 8.8% |
$17.1K - $20K
|
2.47K
$243K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-67- 2.64% |
$5.73K - $6.71K
|
2.47K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.22KNew |
$190K - $222K
|
2.22K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
52New |
$4.44K - $5.21K
|
52
$5.11K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
235New |
$20.1K - $23.6K
|
235
$23.1K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.13KNew |
$182K - $214K
|
2.13K
$209K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-44- 1.54% |
$3.76K - $4.41K
|
2.81K
$276K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
206New |
$17.6K - $20.6K
|
206
$20.2K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.39KNew |
$204K - $239K
|
2.39K
$234K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-277- 8.45% |
$23.7K - $27.8K
|
3K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.37K+ 26.1% |
$117K - $137K
|
6.62K
$650K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
87+ 483.33% |
$7.43K - $8.72K
|
105
$10.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.25K - $3.81K
|
38
$3.73K
|