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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-640- 4.44% |
$59.2K - $67.8K
|
13.8K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 50.0% |
$555 - $636
|
6
$573
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-135- 1.37% |
$12.5K - $14.3K
|
9.75K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.58KNew |
$332K - $380K
|
3.58K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$537K - $615K
|
5.8K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.07% |
$185 - $212
|
2.69K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-137- 1.86% |
$12.7K - $14.5K
|
7.25K
$692K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
778+ 38.86% |
$72K - $82.5K
|
2.78K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-67- 1.45% |
$6.2K - $7.1K
|
4.56K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 20.0% |
$926 - $1.06K
|
40
$3.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.26K- 5.36% |
$116K - $133K
|
22.2K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
162+ 3.81% |
$15K - $17.2K
|
4.42K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-180K- 65.47% |
$16.7M - $19.1M
|
94.9K
$9.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.43K+ 58.42% |
$781K - $894K
|
22.9K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 45.93% |
$20.9K - $24K
|
718
$68.5K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
61+ 9.04% |
$5.65K - $6.47K
|
736
$70.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.55KNew |
$421K - $483K
|
4.55K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-973- 0.91% |
$90.1K - $103K
|
106K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-552- 1.89% |
$51.1K - $58.5K
|
28.6K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 0.98% |
$2.31K - $2.65K
|
2.53K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
60+ 0.61% |
$5.55K - $6.36K
|
9.91K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 12.82% |
$6.02K - $6.89K
|
572
$54.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
750New |
$69.4K - $79.5K
|
750
$71.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 26.87% |
$5K - $5.72K
|
255
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.88KNew |
$174K - $199K
|
1.88K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 347.63% |
$163K - $186K
|
2.27K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-117- 4.14% |
$10.8K - $12.4K
|
2.71K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-84- 0.54% |
$7.78K - $8.9K
|
15.6K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.35K+ 1.24% |
$218K - $249K
|
193K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.96K- 7.28% |
$366K - $420K
|
50.5K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 0.46% |
$1.2K - $1.38K
|
2.84K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.39K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-91- 12.17% |
$8.42K - $9.65K
|
657
$62.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.02K+ 6.15% |
$464K - $532K
|
86.6K
$8.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
1.75K+ 5.47% |
$162K - $186K
|
33.8K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
72+ 0.74% |
$6.67K - $7.63K
|
9.82K
$937K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
750+ 28.01% |
$69.4K - $79.5K
|
3.43K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-77- 9.2% |
$7.13K - $8.16K
|
760
$72.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-349- 6.29% |
$32.3K - $37K
|
5.2K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
237+ 3.72% |
$21.9K - $25.1K
|
6.61K
$631K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
299+ 4.9% |
$27.7K - $31.7K
|
6.4K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-264- 2.87% |
$24.4K - $28K
|
8.93K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-508- 11.18% |
$47K - $53.9K
|
4.04K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-599- 19.87% |
$55.4K - $63.5K
|
2.42K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-103- 56.28% |
$9.53K - $10.9K
|
80
$7.63K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
4+ 0.24% |
$370 - $424
|
1.7K
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
24.7KNew |
$2.28M - $2.61M
|
24.7K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$648 - $742
|
7
$668
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 4.59% |
$113K - $129K
|
27.8K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.56K+ 43.69% |
$144K - $165K
|
5.12K
$489K
|