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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-531- 4.57% |
$40.1K - $48.1K
|
11.1K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.39K- 23.54% |
$180K - $216K
|
7.75K
$761K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$1.28K - $1.54K
|
17
$1.67K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-479- 13.53% |
$36.2K - $43.4K
|
3.06K
$301K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.37K- 27.96% |
$103K - $124K
|
3.52K
$346K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13Closed |
$1.03K - $1.18K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 36.46% |
$209K - $240K
|
9.89K
$971K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
9.59KNew |
$760K - $872K
|
9.59K
$942K
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.34KClosed |
$185K - $212K
|
0
$0
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-184- 22.06% |
$14.6K - $16.7K
|
650
$63.8K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-94- 2.47% |
$7.45K - $8.55K
|
3.71K
$364K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
264New |
$20.9K - $24K
|
264
$25.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.41% |
$79.3 - $91
|
244
$24K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.2KNew |
$253K - $291K
|
3.2K
$314K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.12KNew |
$247K - $284K
|
3.12K
$306K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-79.9K- 78.41% |
$6.34M - $7.27M
|
22K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
375New |
$29.7K - $34.1K
|
375
$36.8K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
64+ 62.14% |
$5.07K - $5.82K
|
167
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
400New |
$31.7K - $36.4K
|
400
$39.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-57.4K- 70.37% |
$4.55M - $5.22M
|
24.2K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
789New |
$62.6K - $71.8K
|
789
$77.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
149+ 5.73% |
$11.8K - $13.6K
|
2.75K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.03K+ 91.0% |
$240K - $276K
|
6.37K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
503+ 9.34% |
$39.9K - $45.8K
|
5.89K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$634K - $728K
|
8K
$786K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
3.8KNew |
$301K - $346K
|
3.8K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
300New |
$23.8K - $27.3K
|
300
$29.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
59New |
$4.68K - $5.37K
|
59
$5.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$3.96K - $4.55K
|
50
$4.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
660+ 3.73% |
$52.3K - $60K
|
18.3K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-67.4K- 89.03% |
$5.34M - $6.13M
|
8.3K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.4K+ 0.83% |
$270K - $310K
|
411K
$40.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-57- 0.43% |
$4.52K - $5.18K
|
13.2K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21+ 21.65% |
$1.67K - $1.91K
|
118
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
48New |
$3.81K - $4.37K
|
48
$4.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
637New |
$50.5K - $57.9K
|
637
$62.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$476 - $546
|
6
$589
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-449- 74.96% |
$35.6K - $40.8K
|
150
$14.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 29.55% |
$8.88K - $10.2K
|
267
$26.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
196New |
$15.5K - $17.8K
|
196
$19.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
165+ 1.87% |
$13.1K - $15K
|
8.97K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.57KNew |
$362K - $416K
|
4.57K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-142- 2.19% |
$11.3K - $12.9K
|
6.33K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5.09KNew |
$404K - $463K
|
5.09K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
35K+ 124.39% |
$2.78M - $3.19M
|
63.2K
$6.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-475- 44.35% |
$37.7K - $43.2K
|
596
$58.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
60.8K+ 132.29% |
$4.82M - $5.53M
|
107K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 7.44% |
$2.54K - $2.91K
|
462
$45.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$7.93K - $9.1K
|
100
$9.82K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
2.6KNew |
$206K - $236K
|
2.6K
$255K
|
|