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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-4.47KClosed |
$304K - $347K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
3.98KNew |
$270K - $309K
|
3.98K
$384K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.36KNew |
$92.5K - $106K
|
1.36K
$131K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-361Closed |
$24.5K - $28K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-175- 50.0% |
$11.9K - $13.6K
|
175
$16.9K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 28.57% |
$1.44K - $1.74K
|
50
$4.82K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4KClosed |
$288K - $348K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-991Closed |
$71.3K - $86.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-319Closed |
$23K - $27.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.52KClosed |
$181K - $219K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.88KClosed |
$279K - $338K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-437Closed |
$31.5K - $38K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-112Closed |
$8.06K - $9.74K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-151KClosed |
$10.9M - $13.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$194K - $235K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-50- 1.21% |
$3.6K - $4.35K
|
4.09K
$394K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.56KClosed |
$329K - $397K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-67- 3.4% |
$4.82K - $5.83K
|
1.91K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-1.19M- 47.78% |
$85.4M - $103M
|
1.3M
$125M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-64Closed |
$4.61K - $5.56K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-28.1KClosed |
$2.02M - $2.44M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-4.2KClosed |
$303K - $365K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.85KClosed |
$205K - $248K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-412KClosed |
$29.6M - $35.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-3.53KClosed |
$254K - $307K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-1KClosed |
$72K - $87K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.54KClosed |
$255K - $308K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-289- 31.83% |
$20.8K - $25.1K
|
619
$59.6K
|
|
|
May 13, 2022
Q1 2022
|
Cartenna Capital, LP
Stamford, CT |
SELL
|
- |
-125KClosed |
$9M - $10.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
$246K - $297K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-331Closed |
$23.8K - $28.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.91KClosed |
$209K - $253K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.31KClosed |
$166K - $201K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Applied Research Investments, LLC
|
SELL
|
- |
-29.6KClosed |
$2.13M - $2.58M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-36Closed |
$2.59K - $3.13K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-16.1KClosed |
$1.16M - $1.4M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
17.4KNew |
$1.25M - $1.51M
|
17.4K
$1.68M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.53KClosed |
$110K - $133K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.35KClosed |
$169K - $204K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-2.24K- 28.6% |
$161K - $195K
|
5.59K
$539K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.41KClosed |
$101K - $122K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-402Closed |
$28.9K - $35K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.55KClosed |
$184K - $222K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.39KClosed |
$172K - $208K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.43KClosed |
$175K - $211K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.31KClosed |
$167K - $201K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.39KClosed |
$172K - $207K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.37KClosed |
$314K - $380K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.07KClosed |
$77K - $93K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.81KClosed |
$203K - $245K
|
0
$0
|
|