Latest Institutional Purchases of Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
87
+ 483.33%
$7.43K - $8.72K
105 $10.4K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
72
New
$6.15K - $7.22K
72 $7.15K
Apr 11, 2024 Q1 2024
Central Bank & Trust CO

BUY
 -
58
New
$4.96K - $5.81K
58 $5.76K
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
52
New
$4.44K - $5.21K
52 $5.17K
Apr 23, 2024 Q1 2024
Bfsg, LLC

BUY
 -
50
New
$4.27K - $5.01K
50 $4.97K
Apr 18, 2024 Q1 2024
Dixon Mitchell Investment Counsel Inc.

Vancouver, A1
BUY
 -
50
New
$4.27K - $5.01K
50 $4.97K
Apr 15, 2024 Q1 2024
Goal Vest Advisory LLC

BUY
 -
18
New
$1.54K - $1.8K
18 $1.79K
May 06, 2024 Q1 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
16
New
$1.37K - $1.6K
16 $1.59K
May 06, 2024 Q1 2024
Advisory Alpha, LLC

BUY
 -
8
+ 0.33%
$684 - $802
2.42K $240K
Apr 25, 2024 Q1 2024
Aj Advisors, LLC

Nashville, TN
BUY
 -
8
+ 0.36%
$684 - $802
2.26K $224K
Q4 2023
Feb 14, 2024 Q4 2023
Putnam Investments LLC

Boston, MA
BUY
 -
403K
+ 20.1%
$30.4M - $36.6M
2.41M $239M
Feb 13, 2024 Q4 2023
Clean Energy Transition LLP

London, X0
BUY
 -
339K
New
$25.6M - $30.7M
339K $33.7M
May 29, 2025 Q4 2023
Legal & General Group PLC

London, X0
BUY
 -
277K
+ 10.09%
$20.9M - $25.1M
3.02M $300M
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 CALL
48.8K
+ 61.0%
$3.68M - $4.42M
129K $12.8M
Feb 14, 2024 Q4 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
27.2K
+ 370.7%
$2.05M - $2.47M
34.5K $3.43M
Feb 14, 2024 Q4 2023
Caption Management, LLC

Oklahoma City, OK
BUY
 CALL
26K
New
$1.96M - $2.36M
26K $2.58M
Feb 14, 2024 Q4 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
14.6K
+ 104.65%
$1.1M - $1.32M
28.5K $2.84M
Feb 13, 2024 Q4 2023
Peak6 Investments LLC

Chicago, IL
BUY
 -
13.5K
New
$1.02M - $1.23M
13.5K $1.34M
Jan 24, 2024 Q4 2023
Smith, Salley & Associates

BUY
 -
12.4K
New
$939K - $1.13M
12.4K $1.24M
Feb 14, 2024 Q4 2023
Fj Investments, LLC

Salt Lake City, UT
BUY
 -
10.7K
New
$811K - $974K
10.7K $1.07M
Feb 08, 2024 Q4 2023
Longbow Finance Sa

Lutry, V8
BUY
 -
3.66K
+ 4.66%
$276K - $331K
82K $8.15M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
3.48K
New
$263K - $316K
3.48K $346K
Jan 30, 2024 Q4 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
3.23K
New
$244K - $293K
3.23K $321K
Jan 23, 2024 Q4 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
2.83K
New
$214K - $257K
2.83K $281K
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

BUY
 -
2.81K
New
$212K - $255K
2.81K $279K
Jan 19, 2024 Q4 2023
Manning & Napier Group, LLC

BUY
 -
2.42K
New
$183K - $220K
2.42K $241K
Jan 22, 2024 Q4 2023
Center For Asset Management LLC

BUY
 -
2.33K
New
$176K - $212K
2.33K $232K
Feb 07, 2024 Q4 2023
Nichols & Pratt Advisers LLP

BUY
 -
2.32K
New
$175K - $210K
2.32K $230K
Jan 24, 2024 Q4 2023
Sabal Trust CO

BUY
 -
2.3K
New
$174K - $209K
2.3K $229K
Feb 13, 2024 Q4 2023
Middleton & CO Inc

BUY
 -
2.3K
New
$174K - $209K
2.3K $228K
Feb 14, 2024 Q4 2023
Scientech Research LLC

Jersey City, NJ
BUY
 -
2.29K
New
$173K - $207K
2.29K $227K
Feb 14, 2024 Q4 2023
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
2.28K
New
$172K - $206K
2.28K $226K
Feb 14, 2024 Q4 2023
Mango Five Family, Inc.

Reno, NV
BUY
 -
2.02K
New
$152K - $183K
2.02K $201K
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
1.71K
+ 51.01%
$129K - $155K
5.06K $503K
Mar 19, 2024 Q4 2023
Accent Capital Management, LLC

Dayton, OH
BUY
 -
400
New
$30.2K - $36.3K
400 $39.7K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
400
New
$30.2K - $36.3K
400 $39.7K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
389
New
$29.4K - $35.3K
389 $38.6K
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
315
New
$23.8K - $28.6K
315 $31.3K
Feb 13, 2024 Q4 2023
Old Point Trust & Financial Services N A

BUY
 -
250
New
$18.9K - $22.7K
250 $24.8K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
213
+ 2.44%
$16.1K - $19.3K
8.95K $889K
Jun 10, 2025 Q4 2023
Birchbrook, Inc.

Bangor, ME
BUY
 -
212
New
$16K - $19.2K
212 $21.1K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
203
New
$15.3K - $18.4K
203 $20.2K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
171
New
$12.9K - $15.5K
171 $17K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
138
+ 16.71%
$10.4K - $12.5K
964 $95.8K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
133
New
$10K - $12.1K
133 $13.2K
Feb 07, 2024 Q4 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
130
New
$9.81K - $11.8K
130 $12.9K
Feb 14, 2024 Q4 2023
Garner Asset Management Corp

BUY
 -
119
New
$8.98K - $10.8K
119 $11.8K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 CALL
100
New
$7.55K - $9.07K
100 $9.93K
Nov 12, 2024 Q4 2023
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
60
+ 100.0%
$4.53K - $5.44K
120 $11.9K

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