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 |
---|---|---|---|---|---|---|---|
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
$29.3K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
214New |
$15.4K - $18.6K
|
214
$20.8K
|
|
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
$313K
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-12- 1.43% |
$864 - $1.04K
|
825
$80.1K
|
|
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
$10.7K
|
|
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
$454K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.16KNew |
$92.4K - $101K
|
1.16K
$113K
|
|
May 10, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
42.6KNew |
$3.4M - $3.71M
|
42.6K
$4.14M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5New |
$399 - $435
|
5
$485
|
|
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
$30.7K
|
|
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
|