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 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
48New |
$4.39K - $5.01K
|
48
$4.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.09K+ 40.42% |
$740K - $845K
|
28.1K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.58K- 83.88% |
$602K - $687K
|
1.27K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
744+ 1.35% |
$68K - $77.7K
|
55.9K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
428+ 7.16% |
$39.1K - $44.7K
|
6.41K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.01K+ 32.3% |
$184K - $210K
|
8.24K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
30.5KNew |
$2.79M - $3.19M
|
30.5K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.61K+ 17.49% |
$787K - $899K
|
57.8K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-6.82K- 62.96% |
$624K - $712K
|
4.01K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$185K - $211K
|
2.02K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 2.0% |
$731 - $835
|
408
$41.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-17.7K- 20.66% |
$1.61M - $1.84M
|
67.8K
$6.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
122K+ 65.66% |
$11.1M - $12.7M
|
307K
$31M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18.4K+ 4.04% |
$1.68M - $1.92M
|
473K
$47.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
370+ 5.77% |
$33.8K - $38.6K
|
6.78K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
257K+ 5.31% |
$23.5M - $26.9M
|
5.1M
$516M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12.5K- 1.09% |
$1.14M - $1.31M
|
1.13M
$115M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
210+ 3.96% |
$19.2K - $21.9K
|
5.52K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
746+ 2.13% |
$68.2K - $77.9K
|
35.7K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.8K- 37.75% |
$256K - $293K
|
4.62K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.49K- 18.37% |
$228K - $260K
|
11.1K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-173- 1.34% |
$15.8K - $18.1K
|
12.7K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-10.2K- 69.45% |
$931K - $1.06M
|
4.48K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.06K- 6.83% |
$371K - $424K
|
55.4K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-412K- 15.49% |
$37.6M - $43M
|
2.25M
$227M
|
|
|
Nov 13, 2024
Q3 2024
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-132K- 2.83% |
$12.1M - $13.8M
|
4.55M
$461M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-138- 43.26% |
$12.6K - $14.4K
|
181
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-346- 13.22% |
$31.6K - $36.1K
|
2.27K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
350New |
$32K - $36.6K
|
350
$35.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
203K+ 24.95% |
$18.6M - $21.2M
|
1.02M
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$411K - $469K
|
4.49K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-29- 1.37% |
$2.65K - $3.03K
|
2.09K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-18.7K- 1.8% |
$1.71M - $1.96M
|
1.02M
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
986New |
$90.1K - $103K
|
986
$99.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.48K+ 11.36% |
$135K - $154K
|
14.5K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
681+ 5.32% |
$62.3K - $71.1K
|
13.5K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
4.89K+ 3.95% |
$447K - $511K
|
129K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.4K+ 7.46% |
$2.6M - $2.97M
|
410K
$41.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-23K- 85.41% |
$2.1M - $2.4M
|
3.93K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-23.7K- 3.59% |
$2.17M - $2.47M
|
636K
$64.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
7.23K+ 4.42% |
$661K - $755K
|
171K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
228+ 2.04% |
$20.8K - $23.8K
|
11.4K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.1K- 4.71% |
$100K - $114K
|
22.2K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-8.51K- 59.26% |
$778K - $888K
|
5.85K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-232K- 0.51% |
$21.2M - $24.2M
|
44.9M
$4.54B
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-134K- 90.0% |
$12.3M - $14M
|
14.9K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Bornite Capital Management LP
|
BUY
|
- |
125KNew |
$11.4M - $13.1M
|
125K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
13+ 0.03% |
$1.19K - $1.36K
|
46.3K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.3% |
$274 - $313
|
1K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
61.1K+ 183.62% |
$5.59M - $6.38M
|
94.4K
$9.55M
|