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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2020
Q3 2020
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-21.4KClosed |
$1.19M - $1.4M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Cincinnati Casualty CO
|
SELL
|
- |
-20KClosed |
$1.12M - $1.31M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Cincinnati Financial Corp
|
SELL
|
- |
-23.5KClosed |
$1.31M - $1.54M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Cincinnati Insurance CO
|
SELL
|
- |
-115KClosed |
$6.44M - $7.54M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Csu Producer Resources, Inc.
|
SELL
|
- |
-7.5KClosed |
$418K - $490K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Cincinnati Specialty Underwriters Insurance CO
|
SELL
|
- |
-13KClosed |
$725K - $849K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75Closed |
$4.18K - $4.9K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-16.4KClosed |
$913K - $1.07M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-781Closed |
$43.6K - $51K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-880Closed |
$49.1K - $57.5K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-230Closed |
$12.8K - $15K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.1KClosed |
$284K - $333K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-551Closed |
$30.7K - $36K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Broderick Brian C
|
SELL
|
- |
-18KClosed |
$1M - $1.17M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Dempze Nancy E
|
SELL
|
- |
-4.15KClosed |
$232K - $271K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Hemenway Trust CO LLC
|
SELL
|
- |
-11.4KClosed |
$634K - $742K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Kidder Stephen W
|
SELL
|
- |
-3.79KClosed |
$212K - $248K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Puzo Michael J
|
SELL
|
- |
-4.04KClosed |
$225K - $264K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-25Closed |
$1.39K - $1.63K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Cubic Asset Management, LLC
|
SELL
|
- |
-17.7KClosed |
$988K - $1.16M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-18.4KClosed |
$1.03M - $1.2M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.7KClosed |
$206K - $242K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-77Closed |
$4.3K - $5.03K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.17KClosed |
$233K - $272K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-8.26KClosed |
$461K - $539K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Ledyard National Bank
|
SELL
|
- |
-5.04KClosed |
$281K - $330K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.8KNew |
$602K - $705K
|
10.8K
$1.06M
|
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-75Closed |
$4.18K - $4.9K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Northstar Asset Management LLC
|
SELL
|
- |
-8.13KClosed |
$453K - $531K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.61KClosed |
$201K - $236K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$781 - $915
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Salem Capital Management Inc
|
SELL
|
- |
-11.3KClosed |
$629K - $737K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-150Closed |
$8.37K - $9.8K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.72KClosed |
$263K - $308K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-32Closed |
$1.78K - $2.09K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-33.8KClosed |
$1.89M - $2.21M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.67KClosed |
$205K - $240K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-239Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Summit Financial Group, Inc.
|
SELL
|
- |
-4.95KClosed |
$276K - $323K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-350Closed |
$19.5K - $22.9K
|
0
$0
|
|
|
Oct 01, 2020
Q3 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-157Closed |
$8.76K - $10.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
285+ 4.62% |
$12.5K - $17.5K
|
6.45K
$633K
|
|
|
Aug 14, 2020
Q2 2020
|
Easterly Investment Partners LLC
|
SELL
|
- |
-12.2KClosed |
$536K - $747K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-10.6KClosed |
$468K - $652K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
12.5KNew |
$550K - $766K
|
12.5K
$1.23M
|
|
|
Aug 14, 2020
Q2 2020
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
5KNew |
$220K - $306K
|
5K
$491K
|
|
|
Aug 13, 2020
Q2 2020
|
Burleson & Company, LLC
|
BUY
|
- |
3.67KNew |
$162K - $225K
|
3.67K
$361K
|
|
|
Aug 13, 2020
Q2 2020
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$295K
|
|
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$295K
|
|
|
Aug 12, 2020
Q2 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8.77KClosed |
$386K - $537K
|
0
$0
|
|