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, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.44% |
$914 - $1.04K
|
2.27K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-390- 6.01% |
$35.7K - $40.7K
|
6.1K
$599K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1- 0.01% |
$91.4 - $104
|
11.1K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4- 0.17% |
$366 - $418
|
2.36K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
817+ 21.35% |
$74.7K - $85.3K
|
4.64K
$456K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
181+ 1.03% |
$16.5K - $18.9K
|
17.7K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 4.76% |
$823 - $940
|
198
$19.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.08% |
$7.31K - $8.35K
|
7.52K
$738K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
800+ 869.57% |
$73.1K - $83.5K
|
892
$87.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 1.26% |
$5.39K - $6.16K
|
4.63K
$455K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
186New |
$17K - $19.4K
|
186
$18.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-299- 5.87% |
$27.3K - $31.2K
|
4.79K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.83K+ 36.88% |
$167K - $191K
|
6.77K
$665K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-30- 18.29% |
$2.74K - $3.13K
|
134
$13.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
4.91K+ 7.18% |
$449K - $513K
|
73.4K
$7.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 8.33% |
$25.3K - $28.9K
|
3.05K
$300K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23- 1.92% |
$2.1K - $2.4K
|
1.17K
$115K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.93KNew |
$176K - $202K
|
1.93K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-215- 58.27% |
$19.7K - $22.5K
|
154
$15.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
32KNew |
$2.93M - $3.35M
|
32K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-428- 11.26% |
$39.1K - $44.7K
|
3.37K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-254- 8.53% |
$23.2K - $26.5K
|
2.72K
$267K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.6K+ 6.32% |
$1.24M - $1.42M
|
229K
$22.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.31K+ 1309.49% |
$303K - $346K
|
3.57K
$350K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-21- 1.55% |
$1.92K - $2.19K
|
1.34K
$131K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-7.93K- 34.6% |
$725K - $828K
|
15K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.42% |
$640 - $731
|
1.66K
$163K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.01% |
$91.4 - $104
|
7.49K
$735K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-53- 0.41% |
$4.85K - $5.53K
|
13K
$1.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 1.52% |
$142K - $162K
|
104K
$10.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25- 0.46% |
$2.29K - $2.61K
|
5.39K
$529K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.55K+ 5.9% |
$416K - $475K
|
81.6K
$8.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-72- 1.06% |
$6.58K - $7.52K
|
6.75K
$662K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
2.29K+ 10.82% |
$209K - $239K
|
23.4K
$2.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
870+ 18.59% |
$79.5K - $90.9K
|
5.55K
$545K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
67.6K+ 63.78% |
$6.18M - $7.06M
|
174K
$17M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-768- 15.54% |
$70.2K - $80.2K
|
4.18K
$410K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-496- 3.32% |
$45.3K - $51.8K
|
14.4K
$1.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
13+ 0.53% |
$1.19K - $1.36K
|
2.46K
$242K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.06K- 7.39% |
$188K - $215K
|
25.8K
$2.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-89- 0.91% |
$8.14K - $9.29K
|
9.74K
$957K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-280- 1.76% |
$25.6K - $29.2K
|
15.7K
$1.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-168- 7.38% |
$15.4K - $17.5K
|
2.11K
$207K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.43% |
$4.57K - $5.22K
|
11.6K
$1.13M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-534K- 4.12% |
$48.7M - $53.8M
|
12.4M
$1.22B
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.82% |
$9.12K - $10.1K
|
2.52K
$247K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 1.05% |
$2.92K - $3.22K
|
3.02K
$297K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.12KNew |
$284K - $314K
|
3.12K
$306K
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-6.44K- 1.67% |
$587K - $649K
|
380K
$37.3M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-904- 2.7% |
$82.4K - $91.1K
|
32.6K
$3.2M
|
|