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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-350- 28.0% |
$28.7K - $32.3K
|
900
$88.4K
|
|
|
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
|
|
|
Nov 15, 2021
Q3 2021
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-615KClosed |
$50.4M - $56.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-158KClosed |
$13M - $14.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-67KClosed |
$5.49M - $6.19M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
393New |
$32.2K - $36.3K
|
393
$38.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-1.18MClosed |
$97M - $109M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-289Closed |
$23.7K - $26.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-216- 7.03% |
$17.7K - $20K
|
2.86K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-602KClosed |
$49.3M - $55.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.87KClosed |
$564K - $635K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-15KClosed |
$1.23M - $1.39M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-197Closed |
$16.2K - $18.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
57.6KNew |
$4.72M - $5.32M
|
57.6K
$5.66M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-171- 11.24% |
$14K - $15.8K
|
1.35K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.86KClosed |
$481K - $542K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
751New |
$61.6K - $69.4K
|
751
$73.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-9.49KClosed |
$778K - $876K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-4.6KClosed |
$377K - $425K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-576Closed |
$47.2K - $53.2K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.36KClosed |
$194K - $218K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-180Closed |
$14.8K - $16.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-599Closed |
$49.1K - $55.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
111New |
$9.1K - $10.3K
|
111
$10.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-86Closed |
$7.05K - $7.94K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-25Closed |
$2.05K - $2.31K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-112- 3.69% |
$9.18K - $10.3K
|
2.92K
$287K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.32KClosed |
$108K - $122K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.12KNew |
$583K - $657K
|
7.12K
$699K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3.93KClosed |
$323K - $363K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Rheos Capital Works Inc.
|
BUY
|
- |
25K+ 11.52% |
$2.05M - $2.31M
|
242K
$23.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-54Closed |
$4.43K - $4.99K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-23Closed |
$1.89K - $2.12K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-143Closed |
$11.7K - $13.2K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Xxec, Inc.
|
SELL
|
- |
-21.5KClosed |
$1.77M - $1.99M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-568Closed |
$46.6K - $52.5K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6KClosed |
$492K - $554K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Scharf Investments, LLC
|
SELL
|
- |
-5.38KClosed |
$441K - $497K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.64KClosed |
$217K - $244K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-20Closed |
$1.64K - $1.85K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Apr 01, 2024
Q2 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-10.6KClosed |
$737K - $874K
|
0
$0
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-545- 37.72% |
$37.7K - $44.7K
|
900
$88.4K
|
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-15Closed |
$1.04K - $1.23K
|
0
$0
|
|