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 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
133New |
$10K - $12.1K
|
133
$12.5K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-992- 21.57% |
$74.9K - $89.9K
|
3.61K
$339K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
14New |
$1.06K - $1.27K
|
14
$1.31K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
55New |
$4.15K - $4.99K
|
55
$5.16K
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-48- 12.53% |
$3.62K - $4.35K
|
335
$31.4K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.2% |
$75.5 - $90.7
|
84
$7.88K
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-7- 1.03% |
$528 - $635
|
675
$63.3K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
213+ 2.44% |
$16.1K - $19.3K
|
8.95K
$840K
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-192- 2.61% |
$14.5K - $17.4K
|
7.16K
$671K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
15+ 7.43% |
$1.13K - $1.36K
|
217
$20.4K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
23New |
$1.74K - $2.09K
|
23
$2.16K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-531- 4.57% |
$40.1K - $48.1K
|
11.1K
$1.04M
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.39K- 23.54% |
$180K - $216K
|
7.75K
$727K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$1.28K - $1.54K
|
17
$1.6K
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-479- 13.53% |
$36.2K - $43.4K
|
3.06K
$287K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.37K- 27.96% |
$103K - $124K
|
3.52K
$331K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.46MNew |
$512M - $587M
|
6.46M
$606M
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13Closed |
$1.03K - $1.18K
|
0
$0
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
9.59KNew |
$760K - $872K
|
9.59K
$900K
|
|
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
$61K
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-94- 2.47% |
$7.45K - $8.55K
|
3.71K
$348K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
264New |
$20.9K - $24K
|
264
$24.8K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.41% |
$79.3 - $91
|
244
$22.9K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.2KNew |
$253K - $291K
|
3.2K
$300K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.12KNew |
$247K - $284K
|
3.12K
$293K
|
|
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
$2.06M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
375New |
$29.7K - $34.1K
|
375
$35.2K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
64+ 62.14% |
$5.07K - $5.82K
|
167
$15.7K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
400New |
$31.7K - $36.4K
|
400
$37.5K
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-57.4K- 70.37% |
$4.55M - $5.22M
|
24.2K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
789New |
$62.6K - $71.8K
|
789
$74K
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
149+ 5.73% |
$11.8K - $13.6K
|
2.75K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.03K+ 91.0% |
$240K - $276K
|
6.37K
$597K
|
|
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
$552K
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$634K - $728K
|
8K
$751K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
3.8KNew |
$301K - $346K
|
3.8K
$357K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
300New |
$23.8K - $27.3K
|
300
$28.2K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
59New |
$4.68K - $5.37K
|
59
$5.54K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$3.96K - $4.55K
|
50
$4.69K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
660+ 3.73% |
$52.3K - $60K
|
18.3K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-67.4K- 89.03% |
$5.34M - $6.13M
|
8.3K
$779K
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.4K+ 0.83% |
$270K - $310K
|
411K
$38.6M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-57- 0.43% |
$4.52K - $5.18K
|
13.2K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
48New |
$3.81K - $4.37K
|
48
$4.5K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
637New |
$50.5K - $57.9K
|
637
$59.8K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$476 - $546
|
6
$563
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-449- 74.96% |
$35.6K - $40.8K
|
150
$14.1K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 29.55% |
$8.88K - $10.2K
|
267
$25.1K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
196New |
$15.5K - $17.8K
|
196
$18.4K
|