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 |
|---|---|---|---|---|---|---|---|
|
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
$31.3K
|
|
|
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
$73.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 11.76% |
$478 - $522
|
45
$4.34K
|
|
|
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
$18.9K
|
|
|
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
$15.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12- 60.0% |
$957 - $1.04K
|
8
$771
|
|
|
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
$1.19M
|
|
|
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
$418K
|
|
| Q3 2021 | |||||||
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 7.22% |
$1.15K - $1.29K
|
180
$17.3K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-350- 28.0% |
$28.7K - $32.3K
|
900
$86.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-192Closed |
$15.7K - $17.7K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-15.1KClosed |
$1.23M - $1.39M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-12.1KClosed |
$992K - $1.12M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sunriver Management LLC
Greenwich, CT |
SELL
|
- |
-295KClosed |
$24.2M - $27.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-7.52KClosed |
$617K - $695K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-120Closed |
$9.84K - $11.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-35.5KClosed |
$2.91M - $3.28M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-1.15MClosed |
$94.1M - $106M
|
0
$0
|
|