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 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-432K- 21.96% |
$36.9M - $43.3M
|
1.54M
$148M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3KNew |
$256K - $301K
|
3K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27+ 0.07% |
$2.31K - $2.71K
|
37K
$3.56M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$256 - $301
|
2
$193
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 13.27% |
$4.61K - $5.41K
|
353
$34K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
84.7KNew |
$7.23M - $8.48M
|
84.7K
$8.16M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-60- 1.12% |
$5.13K - $6.01K
|
5.31K
$511K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-450- 16.36% |
$38.5K - $45.1K
|
2.3K
$222K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.4KNew |
$205K - $241K
|
2.4K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
8K+ 333.33% |
$684K - $802K
|
10.4K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8+ 0.33% |
$684 - $802
|
2.42K
$233K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16New |
$1.37K - $1.6K
|
16
$1.54K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$6.41K - $7.52K
|
75
$7.23K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-67- 2.64% |
$5.73K - $6.71K
|
2.47K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.22KNew |
$190K - $222K
|
2.22K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
52New |
$4.44K - $5.21K
|
52
$5.01K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
235New |
$20.1K - $23.6K
|
235
$22.6K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.13KNew |
$182K - $214K
|
2.13K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
206New |
$17.6K - $20.6K
|
206
$19.8K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-277- 8.45% |
$23.7K - $27.8K
|
3K
$289K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.37K+ 26.1% |
$117K - $137K
|
6.62K
$638K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
87+ 483.33% |
$7.43K - $8.72K
|
105
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.25K - $3.81K
|
38
$3.66K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-50- 74.63% |
$4.27K - $5.01K
|
17
$1.64K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$184K - $216K
|
2.15K
$207K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.85KNew |
$244K - $286K
|
2.85K
$275K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
311New |
$26.6K - $31.2K
|
311
$30K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
8+ 0.36% |
$684 - $802
|
2.26K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-51- 78.46% |
$4.36K - $5.11K
|
14
$1.35K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.16KNew |
$184K - $216K
|
2.16K
$208K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$4.82K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-300- 74.63% |
$25.6K - $30.1K
|
102
$9.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19New |
$1.62K - $1.9K
|
19
$1.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 66.67% |
$8.55K - $10K
|
50
$4.82K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17.3KNew |
$1.48M - $1.74M
|
17.3K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 2.77% |
$4.27K - $5.01K
|
1.75K
$169K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$4.82K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-22- 0.3% |
$1.88K - $2.2K
|
7.38K
$711K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$49.6K - $58.1K
|
580
$55.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-123- 2.04% |
$10.5K - $12.3K
|
5.91K
$569K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 54.84% |
$1.45K - $1.7K
|
14
$1.35K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 0.21% |
$427 - $501
|
2.37K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$1.54K - $1.8K
|
18
$1.73K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-724- 19.36% |
$61.9K - $72.6K
|
3.02K
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
19.3KNew |
$1.65M - $1.94M
|
19.3K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-215- 11.23% |
$18.4K - $21.5K
|
1.7K
$164K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.49KNew |
$640K - $751K
|
7.49K
$722K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$4.96K - $5.81K
|
58
$5.59K
|