Latest Institutional Purchases of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.07KNew |
$348K - $408K
|
4.07K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
3.9KNew |
$333K - $391K
|
3.9K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.78KNew |
$323K - $379K
|
3.78K
$386K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.05KNew |
$261K - $306K
|
3.05K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3KNew |
$256K - $301K
|
3K
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.85KNew |
$244K - $286K
|
2.85K
$291K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.4KNew |
$205K - $241K
|
2.4K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.22KNew |
$190K - $222K
|
2.22K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.16KNew |
$184K - $216K
|
2.16K
$220K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$184K - $216K
|
2.15K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.13KNew |
$182K - $214K
|
2.13K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.1KNew |
$179K - $210K
|
2.1K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.1KNew |
$179K - $210K
|
2.1K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.74K+ 8.11% |
$148K - $174K
|
23.1K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.37K+ 26.1% |
$117K - $137K
|
6.62K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.19KNew |
$101K - $119K
|
1.19K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.03KNew |
$87.6K - $103K
|
1.03K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
995New |
$85K - $99.7K
|
995
$101K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
700New |
$59.8K - $70.2K
|
700
$71.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$49.6K - $58.1K
|
580
$59.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
341+ 1.65% |
$29.1K - $34.2K
|
21K
$2.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
311New |
$26.6K - $31.2K
|
311
$31.7K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
235New |
$20.1K - $23.6K
|
235
$24K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
206New |
$17.6K - $20.6K
|
206
$21K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
178+ 29.42% |
$15.2K - $17.8K
|
783
$79.8K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
133New |
$11.4K - $13.3K
|
133
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
125+ 3.16% |
$10.7K - $12.5K
|
4.09K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
106New |
$9.06K - $10.6K
|
106
$10.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
87+ 483.33% |
$7.43K - $8.72K
|
105
$10.7K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$6.41K - $7.52K
|
75
$7.65K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
72New |
$6.15K - $7.22K
|
72
$7.34K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$4.96K - $5.81K
|
58
$5.91K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
52New |
$4.44K - $5.21K
|
52
$5.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$5.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$5.1K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27+ 0.07% |
$2.31K - $2.71K
|
37K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
19+ 1900.0% |
$1.62K - $1.9K
|
20
$2.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19New |
$1.62K - $1.9K
|
19
$1.94K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$1.54K - $1.8K
|
18
$1.84K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16New |
$1.37K - $1.6K
|
16
$1.63K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8+ 0.33% |
$684 - $802
|
2.42K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
8+ 0.36% |
$684 - $802
|
2.26K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 0.21% |
$427 - $501
|
2.37K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.08% |
$171 - $200
|
2.46K
$251K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
403K+ 20.1% |
$30.4M - $36.6M
|
2.41M
$246M
|
|
|
Feb 13, 2024
Q4 2023
|
Clean Energy Transition LLP
London, X0 |
BUY
|
- |
339KNew |
$25.6M - $30.7M
|
339K
$34.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
CALL |
48.8K+ 61.0% |
$3.68M - $4.42M
|
129K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.2K+ 370.7% |
$2.05M - $2.47M
|
34.5K
$3.52M
|
|