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
Feb 16, 2021 Q4 2020
Cohen & Steers, Inc.

New York, NY
SELL
 -
-337
Closed
$19.9K - $22.8K
0 $0
Feb 12, 2021 Q4 2020
United Fire Group Inc

Cedar Rapids, IA
SELL
 -
-3.25K
Closed
$192K - $220K
0 $0
Feb 12, 2021 Q4 2020
Essex Investment Management CO LLC

Boston, MA
SELL
 -
-100
Closed
$5.9K - $6.76K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-1.17K
Closed
$69.1K - $79.2K
0 $0
Feb 11, 2021 Q4 2020
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-7.54K
Closed
$445K - $510K
0 $0
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-229
- 24.23%
$13.5K - $15.5K
716 $69.5K
Feb 10, 2021 Q4 2020
Boussard & Gavaudan Investment Management LLP

London, X0
SELL
 -
-94.4K
Closed
$5.57M - $6.38M
0 $0
Feb 09, 2021 Q4 2020
Sea Bridge Investment Advisors LLC

SELL
 -
-669
Closed
$39.5K - $45.2K
0 $0
Feb 09, 2021 Q4 2020
Mawer Investment Management Ltd.

Calgary, A0
SELL
 -
-186K
Closed
$11M - $12.6M
0 $0
Feb 08, 2021 Q4 2020
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-4.46K
Closed
$263K - $301K
0 $0
Feb 05, 2021 Q4 2020
Vantage Financial Partners Ltd., Inc.

SELL
 -
-3.55K
Closed
$209K - $240K
0 $0
Feb 05, 2021 Q4 2020
Tiff Advisory Services Inc

SELL
 -
-225K
Closed
$13.3M - $15.2M
0 $0
Feb 05, 2021 Q4 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-67
Closed
$3.95K - $4.53K
0 $0
Feb 04, 2021 Q4 2020
Family Capital Trust CO

SELL
 -
-8K
Closed
$472K - $540K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-2.31K
Closed
$136K - $156K
0 $0
Feb 02, 2021 Q4 2020
Benedict Financial Advisors Inc

SELL
 -
-3.35K
Closed
$197K - $226K
0 $0
Feb 02, 2021 Q4 2020
Klingenstein Fields & CO LP

SELL
 -
-6.76K
Closed
$399K - $457K
0 $0
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-786
Closed
$46.4K - $53.1K
0 $0
Feb 01, 2021 Q4 2020
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
1.23K
New
$72.6K - $83.2K
1.23K $120K
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-1.34K
Closed
$78.8K - $90.2K
0 $0
Jan 29, 2021 Q4 2020
Iq Eq Fund Management (Ireland) LTD

SELL
 -
-10.9K
Closed
$642K - $735K
0 $0
Jan 29, 2021 Q4 2020
Duff & Phelps Investment Management CO

Chicago, IL
SELL
 -
-4.65K
Closed
$274K - $314K
0 $0
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
SELL
 -
-518
Closed
$30.6K - $35K
0 $0
Jan 28, 2021 Q4 2020
First Merchants Corp

SELL
 -
-4.49K
Closed
$265K - $303K
0 $0
Jan 26, 2021 Q4 2020
National Mutual Insurance Federation Of Agricultural Cooperatives

SELL
 -
-8.43K
Closed
$497K - $570K
0 $0
Jan 22, 2021 Q4 2020
Rocky Mountain Advisers, LLC

SELL
 -
-8
Closed
$472 - $540
0 $0
Jan 22, 2021 Q4 2020
Trust CO Of Oklahoma

SELL
 -
-3.21K
Closed
$190K - $217K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-38
Closed
$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 $397K
Jan 12, 2021 Q4 2020
Pacific Financial Group Inc

SELL
 -
-1
Closed
$59 - $67.6
0 $0
Jan 12, 2021 Q4 2020
Harbour Capital Advisors, LLC

SELL
 -
-8.92K
Closed
$526K - $603K
0 $0
Jan 05, 2021 Q4 2020
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-3.7K
Closed
$218K - $250K
0 $0
Q3 2020
Dec 12, 2024 Q3 2020
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-4.91K
Closed
$274K - $321K
0 $0
Nov 17, 2020 Q3 2020
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-125
- 79.62%
$6.97K - $8.17K
32 $3.11K
Nov 16, 2020 Q3 2020
Westchester Capital Management, LLC

Valhalla, NY
SELL
 -
-144K
Closed
$8.02M - $9.4M
0 $0
Nov 16, 2020 Q3 2020
Westchester Capital Management, LLC

Valhalla, NY
SELL
 PUT
-61.1K
Closed
$3.41M - $3.99M
0 $0
Nov 16, 2020 Q3 2020
Canyon Capital Advisors LLC

Dallas, TX
SELL
 -
-198K
Closed
$11M - $12.9M
0 $0
Nov 16, 2020 Q3 2020
Css LLC

Chicago, IL
SELL
 -
-5.43K
Closed
$303K - $355K
0 $0
Nov 16, 2020 Q3 2020
Bardin Hill Management Partners LP

New York, NY
SELL
 -
-12.9K
Closed
$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 $104K
Nov 16, 2020 Q3 2020
Covalis Capital LLP

London, X0
SELL
 -
-141K
Closed
$7.86M - $9.21M
0 $0
Nov 13, 2020 Q3 2020
Whitebox Advisors LLC

Minneapolis, MN
SELL
 -
-128K
Closed
$7.13M - $8.35M
0 $0
Nov 13, 2020 Q3 2020
Girard Partners Ltd.

SELL
 -
-3.71K
Closed
$207K - $242K
0 $0
Nov 13, 2020 Q3 2020
Burgundy Asset Management Ltd.

Toronto, A6
SELL
 -
-1.55M
Closed
$86.7M - $102M
0 $0
Nov 13, 2020 Q3 2020
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-4.83K
Closed
$269K - $316K
0 $0
Nov 13, 2020 Q3 2020
First Pacific Advisors, LP

Los Angeles, CA
SELL
 -
-1.14M
Closed
$63.8M - $74.7M
0 $0
Nov 13, 2020 Q3 2020
Pinnacle Holdings, LLC

Tulsa, OK
SELL
 -
-9.71K
Closed
$541K - $634K
0 $0
Nov 13, 2020 Q3 2020
Sg3 Management, LLC

Dorado, PR
SELL
 CALL
-55.1K
Closed
$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 $7.28K

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