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 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
|
Wms Partners, LLC
|
SELL
|
- |
-1.19K- 20.58% |
$66.4K - $77.8K
|
4.59K
$445K
|
|
|
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
|
|
|
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
$1.04M
|
|
|
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
|