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 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
$31.6K
|
|
|
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
$74K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 11.76% |
$478 - $522
|
45
$4.37K
|
|
|
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
$19K
|
|
|
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
$15.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12- 60.0% |
$957 - $1.04K
|
8
$777
|
|
|
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
$1.2M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$346K - $378K
|
4.34K
$421K
|
|
| Q3 2021 | |||||||
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 7.22% |
$1.15K - $1.29K
|
180
$17.5K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-350- 28.0% |
$28.7K - $32.3K
|
900
$87.4K
|
|
|
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
|
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
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
393New |
$32.2K - $36.3K
|
393
$38.2K
|
|
|
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
$277K
|
|
|
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
$5.59M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-171- 11.24% |
$14K - $15.8K
|
1.35K
$131K
|
|
|
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
$72.9K
|
|
|
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
|
|