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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-189- 26.69% |
$17.3K - $19.7K
|
519
$51K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.79K+ 9.75% |
$163K - $187K
|
20.1K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
717+ 12.89% |
$65.6K - $74.9K
|
6.28K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
13.4K+ 11.12% |
$1.23M - $1.4M
|
134K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.5KNew |
$228K - $261K
|
2.5K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.45K+ 11.61% |
$133K - $152K
|
14K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
18+ 0.79% |
$1.65K - $1.88K
|
2.28K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.9K+ 386.55% |
$3.38M - $3.86M
|
46.5K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-47K- 22.85% |
$4.29M - $4.9M
|
159K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-117- 4.09% |
$10.7K - $12.2K
|
2.74K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-121- 59.31% |
$11.1K - $12.6K
|
83
$8.15K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-775- 3.98% |
$70.9K - $80.9K
|
18.7K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.06% |
$183 - $209
|
3.57K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.31K- 11.72% |
$668K - $763K
|
55.1K
$5.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-78- 86.67% |
$7.13K - $8.15K
|
12
$1.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 75.0% |
$5.49K - $6.27K
|
20
$1.96K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-54- 1.14% |
$4.94K - $5.64K
|
4.7K
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 2.36% |
$257K - $293K
|
116K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-237- 9.1% |
$21.7K - $24.7K
|
2.37K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.1% |
$731 - $835
|
250
$24.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-889K- 87.31% |
$81.3M - $92.9M
|
129K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 87.69% |
$5.21K - $5.95K
|
122
$12K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
744+ 11.63% |
$68K - $77.7K
|
7.14K
$701K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-10.4K- 6.33% |
$950K - $1.08M
|
154K
$15.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01K+ 9.32% |
$184K - $210K
|
23.6K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-19- 0.88% |
$1.74K - $1.98K
|
2.13K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-807- 13.58% |
$73.8K - $84.3K
|
5.14K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.81K- 9.84% |
$165K - $189K
|
16.6K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$151K - $173K
|
1.65K
$162K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
215K+ 355.54% |
$19.6M - $22.4M
|
275K
$27M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.8K+ 35.87% |
$1.08M - $1.23M
|
44.7K
$4.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-283- 0.36% |
$25.9K - $29.6K
|
77.6K
$7.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-272- 1.87% |
$24.9K - $28.4K
|
14.3K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
710+ 13.73% |
$64.9K - $74.1K
|
5.88K
$578K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.31% |
$27.4K - $31.3K
|
22.6K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.25K- 12.53% |
$206K - $235K
|
15.7K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 0.86% |
$3.47K - $3.97K
|
4.47K
$439K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4- 0.19% |
$366 - $418
|
2.14K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16.7K- 86.9% |
$1.53M - $1.75M
|
2.52K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2KNew |
$183K - $209K
|
2K
$196K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-8.06K- 49.99% |
$737K - $842K
|
8.06K
$792K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.51K- 22.29% |
$138K - $157K
|
5.25K
$516K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
185+ 3.88% |
$16.9K - $19.3K
|
4.95K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-95- 2.86% |
$8.69K - $9.92K
|
3.23K
$317K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
176+ 3.57% |
$16.1K - $18.4K
|
5.11K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
810+ 3.14% |
$74.1K - $84.6K
|
26.6K
$2.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-66- 2.01% |
$6.03K - $6.89K
|
3.21K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.18K+ 1.11% |
$107K - $123K
|
107K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.71K+ 8.92% |
$522K - $596K
|
69.7K
$6.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
108New |
$9.87K - $11.3K
|
108
$10.6K
|