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 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5New |
$399 - $435
|
5
$491
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-43Closed |
$3.43K - $3.74K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
PUT |
-2KClosed |
$159K - $174K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-736Closed |
$58.7K - $64.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
316New |
$25.2K - $27.5K
|
316
$31K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-718Closed |
$57.2K - $62.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-800Closed |
$63.8K - $69.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-292Closed |
$23.3K - $25.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-3.5KClosed |
$279K - $305K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-125Closed |
$9.97K - $10.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.47KClosed |
$117K - $128K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-53.6KClosed |
$4.27M - $4.67M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-102Closed |
$8.13K - $8.88K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-202KClosed |
$16.1M - $17.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Southport Management, L.L.C.
Wilson, WY |
SELL
|
- |
-7.5KClosed |
$598K - $653K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-14.9KClosed |
$1.18M - $1.29M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4.53KClosed |
$361K - $395K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-250KClosed |
$19.9M - $21.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Birch Run Capital Advisors, LP
Dallas, TX |
SELL
|
- |
-31KClosed |
$2.47M - $2.7M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-2.84KClosed |
$226K - $247K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$7.97K - $8.71K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-197Closed |
$15.7K - $17.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.95KClosed |
$315K - $344K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$239 - $261
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
General American Investors CO Inc
|
SELL
|
- |
-159KClosed |
$12.7M - $13.9M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-525Closed |
$41.9K - $45.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-942Closed |
$75.1K - $82K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-351Closed |
$28K - $30.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 13.33% |
$3.99K - $4.35K
|
325
$31.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63.5KClosed |
$5.06M - $5.53M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-252Closed |
$20.1K - $21.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
762New |
$60.7K - $66.3K
|
762
$74.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 11.76% |
$478 - $522
|
45
$4.42K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-115Closed |
$9.17K - $10K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
168+ 600.0% |
$13.4K - $14.6K
|
196
$19.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-212Closed |
$16.9K - $18.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-21.4KClosed |
$1.7M - $1.86M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-2.48KClosed |
$198K - $216K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-247Closed |
$19.7K - $21.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-404Closed |
$32.2K - $35.2K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-74.1KClosed |
$5.9M - $6.45M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-82KClosed |
$6.54M - $7.14M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.39KClosed |
$270K - $295K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
160New |
$12.8K - $13.9K
|
160
$15.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12- 60.0% |
$957 - $1.04K
|
8
$786
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-17.9KClosed |
$1.43M - $1.56M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
12.3KNew |
$983K - $1.07M
|
12.3K
$1.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-150Closed |
$12K - $13.1K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$346K - $378K
|
4.34K
$426K
|
|
| Q3 2021 | |||||||
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 7.22% |
$1.15K - $1.29K
|
180
$17.7K
|
|