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 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-192- 66.44% |
$13K - $14.9K
|
97
$9.34K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-60- 26.43% |
$4.07K - $4.65K
|
167
$16.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
575+ 2.44% |
$39K - $44.6K
|
24.1K
$2.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
200New |
$13.6K - $15.5K
|
200
$19.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-219- 36.38% |
$14.9K - $17K
|
383
$36.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.51K- 93.01% |
$306K - $350K
|
339
$32.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-50KClosed |
$3.39M - $3.88M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.33KClosed |
$226K - $258K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-100Closed |
$6.79K - $7.75K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-927Closed |
$62.9K - $71.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12- 3.76% |
$815 - $930
|
307
$29.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-61KClosed |
$4.14M - $4.73M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.17K- 28.01% |
$147K - $168K
|
5.58K
$538K
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.33KClosed |
$226K - $258K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-112- 24.24% |
$7.6K - $8.68K
|
350
$33.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
SELL
|
- |
-21.5KClosed |
$1.46M - $1.67M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
250New |
$17K - $19.4K
|
250
$24.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
853New |
$57.9K - $66.1K
|
853
$82.2K
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-19Closed |
$1.29K - $1.47K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.64KClosed |
$179K - $205K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-156Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.27K- 69.2% |
$290K - $331K
|
1.9K
$183K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 0.17% |
$950 - $1.09K
|
8.11K
$781K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-2.85KClosed |
$193K - $221K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-198- 2.32% |
$13.4K - $15.4K
|
8.34K
$803K
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-5.45KClosed |
$370K - $423K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-4.53KClosed |
$308K - $351K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2- 11.76% |
$136 - $155
|
15
$1.45K
|
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-10.4KClosed |
$709K - $810K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
8.01KNew |
$544K - $621K
|
8.01K
$772K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-16.5KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.82% |
$1.9K - $2.17K
|
3.43K
$330K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
412+ 9.43% |
$28K - $31.9K
|
4.78K
$460K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
138+ 9.73% |
$9.37K - $10.7K
|
1.56K
$150K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-311Closed |
$21.1K - $24.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8+ 0.61% |
$543 - $620
|
1.32K
$127K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.81KClosed |
$191K - $218K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
50New |
$3.39K - $3.88K
|
50
$4.82K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-37Closed |
$2.51K - $2.87K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$407 - $465
|
6
$578
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25Closed |
$1.7K - $1.94K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.11KNew |
$211K - $241K
|
3.11K
$299K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.79KClosed |
$461K - $526K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-130Closed |
$8.82K - $10.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
16+ 0.38% |
$1.09K - $1.24K
|
4.26K
$410K
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.02K+ 208.01% |
$409K - $467K
|
8.92K
$859K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-17.7KClosed |
$1.2M - $1.37M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
98New |
$6.65K - $7.6K
|
98
$9.44K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-801Closed |
$54.4K - $62.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.66KClosed |
$384K - $439K
|
0
$0
|