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 |
|---|---|---|---|---|---|---|---|
|
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
$624K
|
|
|
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
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
5KNew |
$220K - $306K
|
5K
$484K
|
|
|
Aug 13, 2020
Q2 2020
|
Burleson & Company, LLC
|
BUY
|
- |
3.67KNew |
$162K - $225K
|
3.67K
$355K
|
|
|
Aug 13, 2020
Q2 2020
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$290K
|
|
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$290K
|
|
|
Aug 12, 2020
Q2 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8.77KClosed |
$386K - $537K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
25New |
$1.1K - $1.53K
|
25
$2.42K
|
|
|
Aug 04, 2020
Q2 2020
|
Canal Insurance CO
|
BUY
|
- |
10KNew |
$440K - $613K
|
10K
$968K
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
2New |
$88 - $123
|
2
$194
|
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
4.3KNew |
$189K - $263K
|
4.3K
$416K
|
|
|
Aug 03, 2020
Q2 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
13KNew |
$572K - $796K
|
13K
$1.26M
|
|
|
Jul 27, 2020
Q2 2020
|
Hoertkorn Richard Charles
|
BUY
|
- |
682New |
$30K - $41.8K
|
682
$66K
|
|
|
Jul 24, 2020
Q2 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
31.2KNew |
$1.37M - $1.91M
|
31.2K
$3.02M
|
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50Closed |
$2.2K - $3.06K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Steph & CO
|
BUY
|
- |
1.26KNew |
$55.5K - $77.2K
|
1.26K
$122K
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
11New |
$484 - $674
|
11
$1.06K
|
|