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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-195Closed |
$12.5K - $15.8K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
61New |
$3.91K - $4.94K
|
61
$5.88K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
550New |
$35.3K - $44.5K
|
550
$53K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.09KNew |
$198K - $250K
|
3.09K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.35K- 26.27% |
$86.2K - $109K
|
3.78K
$364K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-285- 0.99% |
$18.3K - $23.1K
|
28.6K
$2.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.45KNew |
$221K - $279K
|
3.45K
$332K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.17KNew |
$203K - $257K
|
3.17K
$306K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.2K- 3.04% |
$141K - $178K
|
70K
$6.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 2.71% |
$6.41K - $8.1K
|
3.59K
$346K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
28KNew |
$1.8M - $2.27M
|
28K
$2.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 23.38% |
$2.31K - $2.91K
|
118
$11.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
75New |
$4.81K - $6.07K
|
75
$7.23K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22+ 2.1% |
$1.41K - $1.78K
|
1.07K
$103K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-157- 4.12% |
$10.1K - $12.7K
|
3.65K
$352K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-759- 87.04% |
$48.7K - $61.4K
|
113
$10.9K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
169+ 0.63% |
$10.8K - $13.7K
|
27K
$2.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
621New |
$39.8K - $50.3K
|
621
$59.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.63K- 99.03% |
$361K - $456K
|
55
$5.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Amf Tjanstepension Ab
|
BUY
|
- |
22.5KNew |
$1.45M - $1.83M
|
22.5K
$2.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.22% |
$64.1 - $81
|
449
$43.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-90- 8.8% |
$5.77K - $7.29K
|
933
$89.9K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 41.06% |
$165K - $209K
|
3.7K
$357K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$169K - $213K
|
2.64K
$254K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
47.4K+ 10.45% |
$3.04M - $3.84M
|
501K
$48.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
25New |
$1.6K - $2.02K
|
25
$2.41K
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
11.2KNew |
$715K - $903K
|
11.2K
$1.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-63- 6.24% |
$4.04K - $5.1K
|
947
$91.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-20- 74.07% |
$1.28K - $1.62K
|
7
$674
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.45K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-411- 0.5% |
$26.4K - $33.3K
|
81.7K
$7.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2K- 48.78% |
$128K - $162K
|
2.1K
$202K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 1.25% |
$3.21K - $4.05K
|
3.96K
$381K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
193New |
$12.4K - $15.6K
|
193
$18.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
63New |
$4.04K - $5.1K
|
63
$6.07K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
90New |
$5.77K - $7.29K
|
90
$8.67K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
2+ 0.21% |
$128 - $162
|
976
$94K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
18+ 60.0% |
$1.15K - $1.46K
|
48
$4.62K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
61New |
$3.91K - $4.94K
|
61
$5.88K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
617New |
$39.6K - $50K
|
617
$59.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125New |
$8.02K - $10.1K
|
125
$12K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-537Closed |
$34.3K - $43.9K
|
0
$0
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 4.0% |
$63.8 - $81.8
|
26
$2.5K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-24.3K- 55.71% |
$1.55M - $1.98M
|
19.3K
$1.86M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 5.56% |
$12.8K - $16.4K
|
3.4K
$328K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.37K- 2.8% |
$279K - $357K
|
152K
$14.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-34- 3.14% |
$2.17K - $2.78K
|
1.05K
$101K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$2.17K - $2.78K
|
34
$3.28K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$63.8 - $81.8
|
834
$80.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.87KNew |
$119K - $153K
|
1.87K
$180K
|
|