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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-110- 3.4% |
$7.02K - $8.99K
|
3.12K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
227New |
$14.5K - $18.6K
|
227
$21.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.67% |
$63.8 - $81.8
|
61
$5.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21Closed |
$1.34K - $1.72K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
250New |
$16K - $20.4K
|
250
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 11.85% |
$161K - $206K
|
23.8K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.84KClosed |
$309K - $396K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
300+ 2.97% |
$19.1K - $24.5K
|
10.4K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
129+ 1.01% |
$8.23K - $10.5K
|
12.9K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
839+ 131.3% |
$53.5K - $68.6K
|
1.48K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$286K - $366K
|
4.48K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-18K- 13.57% |
$1.15M - $1.47M
|
114K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Qvidtvm Management LLC
New York, NY |
SELL
|
- |
-149K- 66.38% |
$9.5M - $12.2M
|
75.4K
$7.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.83K+ 0.52% |
$245K - $313K
|
741K
$69.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$3.19K - $4.09K
|
50
$4.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14.3KClosed |
$915K - $1.17M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.95K- 4.47% |
$124K - $159K
|
41.7K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
226New |
$14.4K - $18.5K
|
226
$21.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-79- 2.11% |
$5.04K - $6.46K
|
3.66K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-80- 2.27% |
$5.1K - $6.54K
|
3.45K
$323K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $654
|
3.48K
$326K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.48K- 44.86% |
$222K - $284K
|
4.27K
$401K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-64- 1.18% |
$4.08K - $5.23K
|
5.37K
$504K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-182- 20.22% |
$11.6K - $14.9K
|
718
$67.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 5.01% |
$1.85K - $2.37K
|
608
$57.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
295+ 5.9% |
$18.8K - $24.1K
|
5.29K
$497K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-112- 24.78% |
$7.15K - $9.16K
|
340
$31.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Broadcrest Asset Management, LLC
Winter Park, FL |
SELL
|
- |
-100K- 50.0% |
$6.38M - $8.18M
|
100K
$9.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
230New |
$14.7K - $18.8K
|
230
$21.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.41K- 21.94% |
$89.8K - $115K
|
5.01K
$470K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.15KNew |
$137K - $176K
|
2.15K
$202K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.31% |
$191 - $245
|
963
$90.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-284- 2.08% |
$18.1K - $23.2K
|
13.4K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-30- 9.09% |
$1.91K - $2.45K
|
300
$28.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.6KNew |
$802K - $1.03M
|
12.6K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.49KNew |
$95.2K - $122K
|
1.49K
$140K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.2KNew |
$76.6K - $98.1K
|
1.2K
$113K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-50- 12.92% |
$3.19K - $4.09K
|
337
$31.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.9KNew |
$121K - $155K
|
1.9K
$178K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.13K+ 9.19% |
$72.2K - $92.5K
|
13.4K
$1.26M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
6KNew |
$383K - $490K
|
6K
$563K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-73- 47.4% |
$4.66K - $5.97K
|
81
$7.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
23New |
$1.47K - $1.88K
|
23
$2.16K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$128 - $164
|
2
$188
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32- 0.67% |
$2.04K - $2.62K
|
4.74K
$445K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-4.63K- 18.48% |
$296K - $379K
|
20.4K
$1.92M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.03K- 22.41% |
$194K - $248K
|
10.5K
$986K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.34K- 7.16% |
$85.2K - $109K
|
17.3K
$1.63M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.78K- 1.52% |
$113K - $145K
|
115K
$10.8M
|