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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$7.93K - $9.1K
|
100
$10.2K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
64+ 62.14% |
$5.07K - $5.82K
|
167
$17K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
59New |
$4.68K - $5.37K
|
59
$6.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$3.96K - $4.55K
|
50
$5.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
49New |
$3.89K - $4.46K
|
49
$5K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
48New |
$3.81K - $4.37K
|
48
$4.89K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
34+ 49.28% |
$2.7K - $3.09K
|
103
$10.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 7.44% |
$2.54K - $2.91K
|
462
$47.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30New |
$2.38K - $2.73K
|
30
$3.06K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
29New |
$2.3K - $2.64K
|
29
$2.96K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.03K - $1.18K
|
13
$1.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$476 - $546
|
6
$612
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 1.85% |
$79.3 - $91
|
55
$5.61K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.75% |
$79.3 - $91
|
58
$5.91K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
167KNew |
$13.1M - $14.9M
|
167K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
140KNew |
$11M - $12.4M
|
140K
$14.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
124K+ 41.0% |
$9.73M - $11M
|
426K
$43.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97.6K+ 1264.72% |
$7.66M - $8.69M
|
105K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
80.7KNew |
$6.33M - $7.18M
|
80.7K
$8.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
50.8K+ 2.46% |
$3.99M - $4.52M
|
2.12M
$216M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
49.8KNew |
$3.91M - $4.43M
|
49.8K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29KNew |
$2.28M - $2.58M
|
29K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.8K+ 45.64% |
$534K - $605K
|
21.7K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.92KNew |
$465K - $527K
|
5.92K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.37KNew |
$343K - $389K
|
4.37K
$446K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.3KNew |
$338K - $383K
|
4.3K
$438K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.05K+ 8.93% |
$318K - $361K
|
49.5K
$5.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.95KNew |
$232K - $263K
|
2.95K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.7KNew |
$212K - $240K
|
2.7K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.3KNew |
$181K - $205K
|
2.3K
$235K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$180K - $204K
|
2.3K
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.29KNew |
$180K - $204K
|
2.29K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.04KNew |
$81.7K - $92.7K
|
1.04K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.03KNew |
$80.8K - $91.6K
|
1.03K
$105K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
587New |
$46.1K - $52.2K
|
587
$59.9K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
525+ 124.41% |
$41.2K - $46.7K
|
947
$96.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
500New |
$39.2K - $44.5K
|
500
$51K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
341+ 12.9% |
$26.8K - $30.4K
|
2.98K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
335New |
$26.3K - $29.8K
|
335
$34.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
325+ 1.7% |
$25.5K - $28.9K
|
19.4K
$1.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
284New |
$22.3K - $25.3K
|
284
$29K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
163New |
$12.8K - $14.5K
|
163
$16.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
144+ 10.93% |
$11.3K - $12.8K
|
1.46K
$149K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
110New |
$8.63K - $9.79K
|
110
$11.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
100New |
$7.85K - $8.9K
|
100
$10.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
73New |
$5.73K - $6.5K
|
73
$7.44K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
30+ 6.7% |
$2.35K - $2.67K
|
478
$48.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
30+ 6.7% |
$2.35K - $2.67K
|
478
$48.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
23New |
$1.81K - $2.05K
|
23
$2.35K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
20New |
$1.57K - $1.78K
|
20
$2.04K
|
|