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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-466Closed |
$33.5K - $40.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.93KClosed |
$355K - $429K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$432 - $522
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7.24KClosed |
$521K - $629K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.33KClosed |
$168K - $203K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-473Closed |
$34K - $41.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.51KClosed |
$181K - $219K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
946New |
$68.1K - $82.3K
|
946
$92.9K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6New |
$432 - $522
|
6
$589
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
8.78KNew |
$632K - $763K
|
8.78K
$862K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-1- 0.99% |
$72 - $87
|
100
$9.82K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-8Closed |
$576 - $696
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-3.15KClosed |
$227K - $274K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
230New |
$16.6K - $20K
|
230
$22.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50Closed |
$3.6K - $4.35K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-12.6KClosed |
$907K - $1.1M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$864 - $1.04K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-16.1KClosed |
$1.16M - $1.4M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
302New |
$21.7K - $26.3K
|
302
$29.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
214New |
$15.4K - $18.6K
|
214
$21K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-111Closed |
$7.99K - $9.65K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-225Closed |
$16.2K - $19.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-184Closed |
$13.2K - $16K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$144 - $174
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.22KClosed |
$87.6K - $106K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-400Closed |
$28.8K - $34.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-6.48KClosed |
$466K - $563K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
3.23KNew |
$232K - $281K
|
3.23K
$317K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-12- 1.43% |
$864 - $1.04K
|
825
$81K
|
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
SELL
|
- |
-2.32KClosed |
$167K - $201K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-2.45KClosed |
$176K - $213K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-721Closed |
$51.9K - $62.7K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.35KClosed |
$169K - $204K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
110New |
$7.92K - $9.56K
|
110
$10.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$10.8K - $13K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$7.2K - $8.7K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-7.2KClosed |
$518K - $626K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-379Closed |
$27.3K - $33K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-13- 0.28% |
$1.04K - $1.13K
|
4.68K
$459K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.16KNew |
$92.4K - $101K
|
1.16K
$114K
|
|
|
May 10, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
42.6KNew |
$3.4M - $3.71M
|
42.6K
$4.18M
|
|