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 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-122- 4.1% |
$10.4K - $12.2K
|
2.86K
$275K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1K+ 0.47% |
$75.5K - $90.7K
|
213K
$20.5M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
60+ 100.0% |
$4.53K - $5.44K
|
120
$11.6K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 16.8% |
$3.17K - $3.81K
|
208
$20K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 18.64% |
$830 - $997
|
48
$4.62K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
114New |
$8.6K - $10.3K
|
114
$11K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24New |
$1.81K - $2.18K
|
24
$2.31K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$5.28K - $6.35K
|
70
$6.74K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
12New |
$906 - $1.09K
|
12
$1.16K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
336New |
$25.4K - $30.5K
|
336
$32.4K
|
|
|
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
$771
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$30.2K - $36.3K
|
400
$38.5K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2New |
$151 - $181
|
2
$193
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18New |
$1.36K - $1.63K
|
18
$1.73K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
203New |
$15.3K - $18.4K
|
203
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-752K- 97.08% |
$56.7M - $68.2M
|
22.6K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.29KNew |
$173K - $207K
|
2.29K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-17- 2.35% |
$1.28K - $1.54K
|
705
$67.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
21.7K+ 147.62% |
$1.64M - $1.97M
|
36.4K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
26KNew |
$1.96M - $2.36M
|
26K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 27.12% |
$127K - $152K
|
4.51K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.66KNew |
$578K - $694K
|
7.66K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
57New |
$4.3K - $5.17K
|
57
$5.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
403K+ 20.1% |
$30.4M - $36.6M
|
2.41M
$232M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.6K+ 104.65% |
$1.1M - $1.32M
|
28.5K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-69Closed |
$5.21K - $6.26K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
119New |
$8.98K - $10.8K
|
119
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.2K+ 370.7% |
$2.05M - $2.47M
|
34.5K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.28KNew |
$172K - $206K
|
2.28K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 8.33% |
$75.5 - $90.7
|
13
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
10.7KNew |
$811K - $974K
|
10.7K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
50New |
$3.77K - $4.53K
|
50
$4.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
2.02KNew |
$152K - $183K
|
2.02K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$18.9K - $22.7K
|
250
$24.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-90- 1.06% |
$6.79K - $8.16K
|
8.42K
$811K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
2.3KNew |
$174K - $209K
|
2.3K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
171New |
$12.9K - $15.5K
|
171
$16.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$1.02M - $1.23M
|
13.5K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Clean Energy Transition LLP
London, X0 |
BUY
|
- |
339KNew |
$25.6M - $30.7M
|
339K
$32.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$263K - $316K
|
3.48K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 6.25% |
$377 - $453
|
75
$7.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.78KNew |
$285K - $342K
|
3.78K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-776- 23.32% |
$58.6K - $70.4K
|
2.55K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-108- 11.89% |
$8.15K - $9.79K
|
800
$77.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
CALL |
48.8K+ 61.0% |
$3.68M - $4.42M
|
129K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.81KNew |
$212K - $255K
|
2.81K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.14K+ 5.59% |
$161K - $194K
|
40.4K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.41KNew |
$182K - $218K
|
2.41K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8- 0.99% |
$604 - $725
|
803
$77.4K
|
|