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 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
150New |
$11.9K - $13K
|
150
$14.5K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.78KNew |
$378K - $415K
|
4.78K
$460K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-421- 45.37% |
$33.3K - $36.6K
|
507
$48.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 5.23% |
$11.2K - $12.3K
|
2.86K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.72KNew |
$215K - $237K
|
2.72K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
4.33KNew |
$343K - $377K
|
4.33K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Gates Capital Management, Inc.
New York, NY |
SELL
|
PUT |
-750K- 42.86% |
$59.3M - $65.2M
|
1M
$96.3M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
77+ 2.79% |
$6.09K - $6.69K
|
2.83K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
130KNew |
$10.3M - $11.3M
|
130K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.04M - $1.14M
|
13.1K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
14.4K+ 13.19% |
$1.14M - $1.25M
|
124K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
8.1KNew |
$641K - $704K
|
8.1K
$780K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-529K- 98.05% |
$41.8M - $45.9M
|
10.5K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.25K+ 63.33% |
$98.7K - $108K
|
3.22K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-17.4K- 61.05% |
$1.38M - $1.51M
|
11.1K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-6.5K- 41.94% |
$514K - $565K
|
9K
$867K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2KNew |
$158K - $174K
|
2K
$192K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$287K - $316K
|
3.63K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 6.57% |
$2.45K - $2.69K
|
441
$42.5K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
10New |
$791 - $869
|
10
$963
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.6K+ 297.97% |
$919K - $1.01M
|
15.5K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$15.8K - $17.4K
|
200
$19.3K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
46New |
$3.64K - $4K
|
46
$4.43K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 26.11% |
$178K - $196K
|
6.38K
$615K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.4KNew |
$1.46M - $1.6M
|
18.4K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.23KNew |
$414K - $455K
|
5.23K
$504K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85New |
$6.72K - $7.39K
|
85
$8.19K
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$198K - $217K
|
2.5K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.22K- 16.8% |
$96.8K - $106K
|
6.06K
$584K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 8.32% |
$11.8K - $13K
|
1.64K
$158K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 4.17% |
$712 - $782
|
207
$19.9K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
2.5KNew |
$198K - $217K
|
2.5K
$241K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 7.42% |
$15.8K - $17.4K
|
2.5K
$240K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$396 - $435
|
3.16K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-256- 7.54% |
$20.3K - $22.3K
|
3.14K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
282+ 1.33% |
$22.3K - $24.5K
|
21.5K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
23+ 121.05% |
$1.82K - $2K
|
42
$4.05K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$158 - $174
|
2
$193
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 51.06% |
$47.5K - $52.2K
|
575
$55.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
13+ 32.5% |
$1.03K - $1.13K
|
53
$5.11K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 14.03% |
$51.4K - $56.5K
|
3.98K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-177- 5.73% |
$14K - $15.4K
|
2.91K
$280K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
918New |
$72.6K - $79.8K
|
918
$88.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
40+ 0.29% |
$3.16K - $3.48K
|
13.7K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$10.8K - $11.8K
|
136
$13.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67New |
$5.3K - $5.82K
|
67
$6.45K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
541New |
$42.8K - $47K
|
541
$52.1K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-62- 21.09% |
$4.9K - $5.39K
|
232
$22.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
151KNew |
$11.9M - $13.1M
|
151K
$14.5M
|