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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1KClosed |
$62.3K - $70K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-17.3KClosed |
$1.07M - $1.21M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1- 0.02% |
$62.2 - $69.9
|
4.29K
$416K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
230New |
$14.3K - $16.1K
|
230
$22.3K
|
|
|
May 12, 2021
Q1 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-3.21KClosed |
$200K - $224K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
716New |
$44.6K - $50.1K
|
716
$69.5K
|
|
|
May 11, 2021
Q1 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.42MClosed |
$88.5M - $99.5M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-4.58KClosed |
$285K - $320K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-25Closed |
$1.56K - $1.75K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-96Closed |
$5.98K - $6.71K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
121New |
$7.53K - $8.46K
|
121
$11.7K
|
|
|
May 11, 2021
Q1 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4.49KClosed |
$279K - $314K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-395Closed |
$24.6K - $27.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22Closed |
$1.37K - $1.54K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.27KClosed |
$515K - $578K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-25.7KClosed |
$1.6M - $1.8M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
University Of Texas
|
SELL
|
- |
-300Closed |
$18.7K - $21K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-200Closed |
$12.4K - $14K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-736Closed |
$45.8K - $51.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.85KClosed |
$240K - $269K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-135Closed |
$8.4K - $9.44K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.42KClosed |
$88.4K - $99.3K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-29Closed |
$1.8K - $2.03K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-217Closed |
$13.5K - $15.2K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-94Closed |
$5.85K - $6.57K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Lipe & Dalton
|
SELL
|
- |
-10.5KClosed |
$654K - $734K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.93KClosed |
$245K - $275K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-15Closed |
$934 - $1.05K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Eos Management, L.P.
|
SELL
|
- |
-4.08KClosed |
$254K - $285K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-26Closed |
$1.62K - $1.82K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
James Hambro & Partners
|
SELL
|
- |
-3.67KClosed |
$228K - $256K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-56Closed |
$3.49K - $3.91K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-400Closed |
$24.9K - $28K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-3.89KClosed |
$242K - $272K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.4KClosed |
$211K - $237K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-6.15KClosed |
$383K - $430K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.99KClosed |
$186K - $209K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-350Closed |
$21.8K - $24.5K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-812Closed |
$50.5K - $56.8K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-150Closed |
$9.34K - $10.5K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Thomasville National Bank
|
SELL
|
- |
-3.01KClosed |
$187K - $210K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-102Closed |
$6.02K - $6.89K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-53Closed |
$3.13K - $3.58K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-15Closed |
$885 - $1.01K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-224Closed |
$13.2K - $15.1K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-127Closed |
$7.49K - $8.58K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Notis Mc Conarty Edward
|
SELL
|
- |
-3.68KClosed |
$217K - $248K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Somerville Kurt F
|
SELL
|
- |
-6.8KClosed |
$401K - $459K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-4KClosed |
$236K - $270K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-100KClosed |
$5.9M - $6.76M
|
0
$0
|
|