Latest Institutional Transactions on Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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 10, 2021 Q3 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-2.36K
Closed
$194K - $218K
0 $0
Nov 08, 2021 Q3 2021
Perennial Advisors, LLC

New York, NY
SELL
 -
-180
Closed
$14.8K - $16.6K
0 $0
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-599
Closed
$49.1K - $55.3K
0 $0
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
111
New
$9.1K - $10.3K
111 $10.8K
Nov 03, 2021 Q3 2021
Horrell Capital Management, Inc.

SELL
 -
-86
Closed
$7.05K - $7.94K
0 $0
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-25
Closed
$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 $284K
Oct 26, 2021 Q3 2021
Brendel Financial Advisors LLC

SELL
 -
-1.32K
Closed
$108K - $122K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
7.12K
New
$583K - $657K
7.12K $691K
Oct 21, 2021 Q3 2021
Boenning & Scattergood, Inc.

SELL
 -
-3.93K
Closed
$323K - $363K
0 $0
Oct 20, 2021 Q3 2021
Trust CO

SELL
 -
-54
Closed
$4.43K - $4.99K
0 $0
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-23
Closed
$1.89K - $2.12K
0 $0
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-143
Closed
$11.7K - $13.2K
0 $0
Oct 19, 2021 Q3 2021
Xxec, Inc.

SELL
 -
-21.5K
Closed
$1.77M - $1.99M
0 $0
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-568
Closed
$46.6K - $52.5K
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-6K
Closed
$492K - $554K
0 $0
Oct 14, 2021 Q3 2021
Scharf Investments, LLC

SELL
 -
-5.38K
Closed
$441K - $497K
0 $0
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-2.64K
Closed
$217K - $244K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-20
Closed
$1.64K - $1.85K
0 $0
Q2 2021
Apr 01, 2024 Q2 2021
Azzad Asset Management Inc /Adv

Falls Church, VA
SELL
 -
-10.6K
Closed
$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 $87.4K
Aug 31, 2021 Q2 2021
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-15
Closed
$1.04K - $1.23K
0 $0
Aug 16, 2021 Q2 2021
Davidson Kempner Capital Management LP

New York, NY
SELL
 -
-253K
- 78.59%
$17.5M - $20.8M
68.9K $6.69M
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-187
Closed
$12.9K - $15.3K
0 $0
Aug 16, 2021 Q2 2021
Islet Management, LP

New York, NY
SELL
 -
-400K
Closed
$27.7M - $32.8M
0 $0
Aug 16, 2021 Q2 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
400
+ 50.0%
$27.7K - $32.8K
1.2K $117K
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-213
Closed
$14.7K - $17.5K
0 $0
Aug 16, 2021 Q2 2021
Davide Leone & Partners Investment CO Ltd.

London, X0
SELL
 -
-636K
Closed
$44M - $52.2M
0 $0
Aug 16, 2021 Q2 2021
Aqr Arbitrage LLC

Greenwich, CT
SELL
 -
-25.7K
Closed
$1.78M - $2.11M
0 $0
Aug 16, 2021 Q2 2021
Union Heritage Capital, LLC

Bloomfield Hills, MI
SELL
 -
-3.03K
Closed
$210K - $249K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-2.1K
Closed
$146K - $173K
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
83
New
$5.75K - $6.81K
83 $8.06K
Aug 13, 2021 Q2 2021
Cowen And Company, LLC

SELL
 PUT
-19.9K
Closed
$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 $16.1M
Aug 13, 2021 Q2 2021
Ally Financial Inc.

Detroit, MI
SELL
 -
-15K
Closed
$1.04M - $1.23M
0 $0
Aug 12, 2021 Q2 2021
Nicholas Company, Inc.

SELL
 -
-301K
Closed
$20.8M - $24.7M
0 $0
Aug 11, 2021 Q2 2021
Ls Investment Advisors, LLC

SELL
 -
-8.19K
Closed
$567K - $672K
0 $0
Aug 10, 2021 Q2 2021
Jtc Employer Solutions Trustee LTD

BUY
 -
822
New
$56.9K - $67.5K
822 $79.8K
Aug 10, 2021 Q2 2021
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-9
Closed
$623 - $739
0 $0
Aug 10, 2021 Q2 2021
Roberts Glore & CO Inc

Deerfield, IL
SELL
 -
-4.44K
Closed
$308K - $365K
0 $0
Aug 10, 2021 Q2 2021
Cqs (Us), LLC

New York, NY
SELL
 -
-202K
Closed
$14M - $16.6M
0 $0
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-75
Closed
$5.19K - $6.16K
0 $0
Aug 09, 2021 Q2 2021
Cumberland Partners LTD

Toronto, A6
SELL
 -
-20.3K
Closed
$1.4M - $1.67M
0 $0
Aug 09, 2021 Q2 2021
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-43
Closed
$2.98K - $3.53K
0 $0
Aug 09, 2021 Q2 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-10
Closed
$692 - $821
0 $0
Aug 06, 2021 Q2 2021
Tom Gayner Markel Corp
BUY
 -
760
+ 0.67%
$52.6K - $62.4K
115K $11.1M
Aug 06, 2021 Q2 2021
Iat Reinsurance CO Ltd.

New York, NY
SELL
 -
-2.75K
Closed
$190K - $225K
0 $0
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-25
Closed
$1.73K - $2.05K
0 $0
Aug 06, 2021 Q2 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-500
Closed
$34.6K - $41K
0 $0

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