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 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-4Closed |
$236 - $270
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.31KClosed |
$136K - $156K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.35KClosed |
$197K - $226K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.76KClosed |
$399K - $457K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-786Closed |
$46.4K - $53.1K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.23KNew |
$72.6K - $83.2K
|
1.23K
$121K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.34KClosed |
$78.8K - $90.2K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-10.9KClosed |
$642K - $735K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-4.65KClosed |
$274K - $314K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-518Closed |
$30.6K - $35K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
First Merchants Corp
|
SELL
|
- |
-4.49KClosed |
$265K - $303K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-42Closed |
$2.48K - $2.84K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-8.43KClosed |
$497K - $570K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-8Closed |
$472 - $540
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Trust CO Of Oklahoma
|
SELL
|
- |
-3.21KClosed |
$190K - $217K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-38Closed |
$2.24K - $2.57K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-46- 1.11% |
$2.71K - $3.11K
|
4.09K
$401K
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-1Closed |
$59 - $67.6
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-8.92KClosed |
$526K - $603K
|
0
$0
|
|
|
Jan 05, 2021
Q4 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.7KClosed |
$218K - $250K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-125- 79.62% |
$6.97K - $8.17K
|
32
$3.14K
|
|
|
Nov 16, 2020
Q3 2020
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-144KClosed |
$8.02M - $9.4M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
PUT |
-61.1KClosed |
$3.41M - $3.99M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Canyon Capital Advisors LLC
Dallas, TX |
SELL
|
- |
-198KClosed |
$11M - $12.9M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Css LLC
Chicago, IL |
SELL
|
- |
-5.43KClosed |
$303K - $355K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bardin Hill Management Partners LP
New York, NY |
SELL
|
- |
-12.9KClosed |
$722K - $846K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-33- 2.98% |
$1.84K - $2.16K
|
1.08K
$106K
|
|
|
Nov 16, 2020
Q3 2020
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-141KClosed |
$7.86M - $9.21M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-128KClosed |
$7.13M - $8.35M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-3.71KClosed |
$207K - $242K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.55MClosed |
$86.7M - $102M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4.83KClosed |
$269K - $316K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.14MClosed |
$63.8M - $74.7M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-9.71KClosed |
$541K - $634K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-55.1KClosed |
$3.07M - $3.6M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
38+ 102.7% |
$2.12K - $2.48K
|
75
$7.37K
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-590Closed |
$32.9K - $38.6K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-19.7KClosed |
$1.1M - $1.29M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.52KClosed |
$308K - $360K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wms Partners, LLC
|
SELL
|
- |
-1.19K- 20.58% |
$66.4K - $77.8K
|
4.59K
$451K
|
|
|
Nov 12, 2020
Q3 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-11KClosed |
$614K - $720K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-37.8KClosed |
$2.11M - $2.47M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-786Closed |
$43.8K - $51.4K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-57KClosed |
$3.18M - $3.72M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-3.33KClosed |
$186K - $218K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-405Closed |
$22.6K - $26.5K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.79KClosed |
$211K - $248K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100Closed |
$5.58K - $6.53K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-73Closed |
$4.07K - $4.77K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Dillon & Associates Inc
|
SELL
|
- |
-6.17KClosed |
$344K - $403K
|
0
$0
|
|