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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.3KNew |
$181K - $205K
|
2.3K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
140KNew |
$11M - $12.4M
|
140K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97.6K+ 1264.72% |
$7.66M - $8.69M
|
105K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Boundary Creek Advisors LP
|
SELL
|
PUT |
-313K- 51.09% |
$24.6M - $27.9M
|
300K
$29.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
341+ 12.9% |
$26.8K - $30.4K
|
2.98K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-584- 12.82% |
$45.8K - $52K
|
3.97K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-222K- 12.79% |
$17.4M - $19.7M
|
1.51M
$148M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.43% |
$7.85K - $8.9K
|
6.91K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-218- 20.74% |
$17.1K - $19.4K
|
833
$81.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-20- 95.24% |
$1.57K - $1.78K
|
1
$98.2
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-55- 26.83% |
$4.32K - $4.9K
|
150
$14.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.03KNew |
$80.8K - $91.6K
|
1.03K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
325+ 1.7% |
$25.5K - $28.9K
|
19.4K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-322- 5.78% |
$25.3K - $28.7K
|
5.25K
$515K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.55% |
$1.96K - $2.23K
|
4.55K
$447K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.04KNew |
$81.7K - $92.7K
|
1.04K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.83K- 8.0% |
$536K - $607K
|
78.5K
$7.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-633- 6.0% |
$49.7K - $56.3K
|
9.91K
$973K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.29KNew |
$180K - $204K
|
2.29K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.29KNew |
$180K - $204K
|
2.29K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.7KNew |
$212K - $240K
|
2.7K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
23New |
$1.81K - $2.05K
|
23
$2.26K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
80.7KNew |
$6.33M - $7.18M
|
80.7K
$7.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-373- 10.47% |
$29.3K - $33.2K
|
3.19K
$313K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
2.92K
$287K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-117K- 81.26% |
$9.15M - $10.4M
|
26.9K
$2.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-268K- 98.33% |
$21.1M - $23.9M
|
4.56K
$447K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.95KNew |
$232K - $263K
|
2.95K
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
100New |
$7.85K - $8.9K
|
100
$9.82K
|
|
|
Jul 25, 2023
Q2 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
124K+ 41.0% |
$9.73M - $11M
|
426K
$41.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-71- 61.21% |
$5.57K - $6.32K
|
45
$4.42K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 29.8% |
$11.5K - $13K
|
344
$33.8K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
30+ 6.7% |
$2.35K - $2.67K
|
478
$46.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.3KNew |
$338K - $383K
|
4.3K
$422K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
30+ 6.7% |
$2.35K - $2.67K
|
478
$46.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.34K- 49.99% |
$654K - $742K
|
8.34K
$819K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-125- 13.41% |
$9.81K - $11.1K
|
807
$79.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$180K - $204K
|
2.3K
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
7+ 0.25% |
$549 - $623
|
2.8K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
284New |
$22.3K - $25.3K
|
284
$27.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-12.8K- 75.98% |
$1.01M - $1.14M
|
4.06K
$398K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.41% |
$314 - $356
|
962
$94.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 3.53% |
$9.81K - $11.1K
|
3.42K
$336K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
163New |
$12.8K - $14.5K
|
163
$16K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-403- 79.49% |
$31.6K - $35.9K
|
104
$10.2K
|
|
| Q1 2023 | |||||||
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-24.6K- 8.34% |
$1.95M - $2.14M
|
270K
$26.5M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-362Closed |
$28.6K - $31.5K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
150New |
$11.9K - $13K
|
150
$14.7K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.78KNew |
$378K - $415K
|
4.78K
$469K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-421- 45.37% |
$33.3K - $36.6K
|
507
$49.8K
|
|