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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
83New |
$5.75K - $6.81K
|
83
$8K
|
|
|
Aug 13, 2021
Q2 2021
|
Cowen And Company, LLC
|
SELL
|
PUT |
-19.9KClosed |
$1.38M - $1.63M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
PUT |
-84K- 33.6% |
$5.82M - $6.89M
|
166K
$16M
|
|
|
Aug 13, 2021
Q2 2021
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-15KClosed |
$1.04M - $1.23M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-301KClosed |
$20.8M - $24.7M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.19KClosed |
$567K - $672K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
822New |
$56.9K - $67.5K
|
822
$79.2K
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-9Closed |
$623 - $739
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.44KClosed |
$308K - $365K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cqs (Us), LLC
New York, NY |
SELL
|
- |
-202KClosed |
$14M - $16.6M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-75Closed |
$5.19K - $6.16K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-20.3KClosed |
$1.4M - $1.67M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-43Closed |
$2.98K - $3.53K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10Closed |
$692 - $821
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
760+ 0.67% |
$52.6K - $62.4K
|
115K
$11M
|
|
|
Aug 06, 2021
Q2 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-2.75KClosed |
$190K - $225K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25Closed |
$1.73K - $2.05K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-500Closed |
$34.6K - $41K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.89KClosed |
$339K - $402K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Arnhold LLC
|
SELL
|
- |
-67.5KClosed |
$4.67M - $5.54M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-3.91KClosed |
$271K - $321K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-206Closed |
$14.3K - $16.9K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
PUT |
20KNew |
$1.38M - $1.64M
|
20K
$1.93M
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10Closed |
$692 - $821
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-5.39KClosed |
$373K - $442K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-16.3KClosed |
$1.13M - $1.34M
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-2.65K- 5.22% |
$183K - $218K
|
48.1K
$4.63M
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
SELL
|
- |
-3Closed |
$208 - $246
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.9KClosed |
$616K - $731K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-5.16KClosed |
$357K - $424K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Unison Advisors LLC
|
SELL
|
- |
-5.25KClosed |
$363K - $431K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-219- 36.26% |
$15.2K - $18K
|
385
$37.1K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-50Closed |
$3.46K - $4.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
13.1KNew |
$909K - $1.08M
|
13.1K
$1.26M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-70Closed |
$4.85K - $5.75K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.47KClosed |
$309K - $366K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-50Closed |
$3.46K - $4.1K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-2.8KClosed |
$194K - $230K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.21KClosed |
$153K - $181K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
108New |
$7.48K - $8.86K
|
108
$10.4K
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
SELL
|
- |
-70- 41.18% |
$4.85K - $5.75K
|
100
$9.63K
|
|
| Q1 2021 | |||||||
|
Oct 02, 2024
Q1 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-64.1KClosed |
$3.99M - $4.48M
|
0
$0
|
|
|
Nov 18, 2022
Q1 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-50- 1.45% |
$3.11K - $3.5K
|
3.4K
$328K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-910Closed |
$56.6K - $63.6K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-564Closed |
$35.1K - $39.4K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-910Closed |
$56.6K - $63.6K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-803Closed |
$50K - $56.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.18KClosed |
$73.1K - $82.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-75Closed |
$4.67K - $5.24K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.31KClosed |
$206K - $231K
|
0
$0
|
|