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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$184K - $216K
|
2.15K
$211K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.85KNew |
$244K - $286K
|
2.85K
$280K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
311New |
$26.6K - $31.2K
|
311
$30.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
13.8K+ 19.82% |
$1.18M - $1.38M
|
83.4K
$8.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
8+ 0.36% |
$684 - $802
|
2.26K
$221K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-51- 78.46% |
$4.36K - $5.11K
|
14
$1.37K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.16KNew |
$184K - $216K
|
2.16K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44- 46.81% |
$3.76K - $4.41K
|
50
$4.91K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.1K- 16.59% |
$350K - $411K
|
20.6K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$4.91K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-300- 74.63% |
$25.6K - $30.1K
|
102
$10K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19New |
$1.62K - $1.9K
|
19
$1.87K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 66.67% |
$8.55K - $10K
|
50
$4.91K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17.3KNew |
$1.48M - $1.74M
|
17.3K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 2.77% |
$4.27K - $5.01K
|
1.75K
$172K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$4.91K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-22- 0.3% |
$1.88K - $2.2K
|
7.38K
$725K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$49.6K - $58.1K
|
580
$57K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-123- 2.04% |
$10.5K - $12.3K
|
5.91K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 54.84% |
$1.45K - $1.7K
|
14
$1.37K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 0.21% |
$427 - $501
|
2.37K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$1.54K - $1.8K
|
18
$1.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-724- 19.36% |
$61.9K - $72.6K
|
3.02K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
19.3KNew |
$1.65M - $1.94M
|
19.3K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-215- 11.23% |
$18.4K - $21.5K
|
1.7K
$167K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.49KNew |
$640K - $751K
|
7.49K
$736K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$4.96K - $5.81K
|
58
$5.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-122- 4.1% |
$10.4K - $12.2K
|
2.86K
$280K
|
|
| Q4 2023 | |||||||
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-18.6K- 34.98% |
$1.4M - $1.68M
|
34.5K
$3.39M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-142- 0.17% |
$10.7K - $12.9K
|
81.4K
$7.99M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 16.8% |
$3.17K - $3.81K
|
208
$20.4K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 18.64% |
$830 - $997
|
48
$4.71K
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-56K- 94.98% |
$4.23M - $5.08M
|
2.96K
$290K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
114New |
$8.6K - $10.3K
|
114
$11.2K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24New |
$1.81K - $2.18K
|
24
$2.36K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$5.28K - $6.35K
|
70
$6.87K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
12New |
$906 - $1.09K
|
12
$1.18K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
336New |
$25.4K - $30.5K
|
336
$33K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.23KClosed |
$168K - $202K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$604 - $725
|
8
$786
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$30.2K - $36.3K
|
400
$39.3K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2New |
$151 - $181
|
2
$196
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18New |
$1.36K - $1.63K
|
18
$1.77K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
203New |
$15.3K - $18.4K
|
203
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-752K- 97.08% |
$56.7M - $68.2M
|
22.6K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.29KNew |
$173K - $207K
|
2.29K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-17- 2.35% |
$1.28K - $1.54K
|
705
$69.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-337- 5.33% |
$25.4K - $30.6K
|
5.99K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
21.7K+ 147.62% |
$1.64M - $1.97M
|
36.4K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
26KNew |
$1.96M - $2.36M
|
26K
$2.55M
|
|