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
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
617
New
$39.6K - $50K
617 $61.3K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
550
New
$35.3K - $44.5K
550 $54.6K
Feb 09, 2023 Q4 2022
Elequin Capital LP

New York, NY
BUY
 -
244
New
$15.6K - $19.8K
244 $24.2K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
193
New
$12.4K - $15.6K
193 $19.2K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
175
New
$11.2K - $14.2K
175 $17.4K
Jan 30, 2023 Q4 2022
High Tower Trust Services, Lta

BUY
 -
169
+ 0.63%
$10.8K - $13.7K
27K $2.68M
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
167
New
$10.7K - $13.5K
167 $16.6K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
125
New
$8.02K - $10.1K
125 $12.4K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
125
New
$8.02K - $10.1K
125 $12.4K
Sep 26, 2023 Q4 2022
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
110
New
$7.05K - $8.91K
110 $10.9K
Feb 13, 2023 Q4 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
75
+ 50.0%
$4.81K - $6.07K
225 $22.4K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
75
New
$4.81K - $6.07K
75 $7.45K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
61
New
$3.91K - $4.94K
61 $6.06K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
61
New
$3.91K - $4.94K
61 $6.06K
Sep 05, 2024 Q4 2022
Granite Fo LLC

Bedford, NH
BUY
 -
57
New
$3.65K - $4.61K
57 $5.66K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
51
New
$3.27K - $4.13K
51 $5.07K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
49
New
$3.14K - $3.97K
49 $4.87K
Feb 13, 2023 Q4 2022
Financial Connections Group, Inc.

BUY
 -
29
New
$1.86K - $2.35K
29 $2.88K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
25
New
$1.6K - $2.02K
25 $2.48K
Jan 31, 2023 Q4 2022
Ulland Investment Advisors, LLC

BUY
 -
22
+ 2.1%
$1.41K - $1.78K
1.07K $106K
Jan 10, 2023 Q4 2022
Norway Savings Bank

BUY
 -
18
+ 60.0%
$1.15K - $1.46K
48 $4.77K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
15
New
$962 - $1.21K
15 $1.49K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
15
New
$962 - $1.21K
15 $1.49K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
3
+ 100.0%
$192 - $243
6 $596
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
2
New
$128 - $162
2 $199
Jan 11, 2023 Q4 2022
Paladin Advisory Group, LLC

BUY
 CALL
2
+ 0.21%
$128 - $162
976 $97K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
1
+ 0.21%
$64.1 - $81
480 $47.7K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
1
+ 0.22%
$64.1 - $81
449 $44.6K
Q3 2022
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
12.6K
New
$802K - $1.03M
12.6K $1.25M
Oct 21, 2022 Q3 2022
Nu Wave Investment Management, LLC

BUY
 -
6K
New
$383K - $490K
6K $596K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
4.48K
New
$286K - $366K
4.48K $445K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
3.83K
+ 0.52%
$245K - $313K
741K $73.6M
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
2.52K
+ 11.85%
$161K - $206K
23.8K $2.36M
Nov 03, 2022 Q3 2022
Gamble Jones Investment Counsel

BUY
 -
2.15K
New
$137K - $176K
2.15K $214K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.9K
New
$121K - $155K
1.9K $188K
Nov 15, 2022 Q3 2022
Neo Ivy Capital Management

New York, NY
BUY
 -
1.87K
New
$119K - $153K
1.87K $186K
Oct 31, 2022 Q3 2022
Center Star Asset Management, LLC

BUY
 -
1.49K
New
$95.2K - $122K
1.49K $148K
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
1.13K
+ 9.19%
$72.2K - $92.5K
13.4K $1.33M
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
839
+ 131.3%
$53.5K - $68.6K
1.48K $147K
Nov 14, 2022 Q3 2022
Bluestein R H & CO LLC

Birmingham, MI
BUY
 -
300
+ 2.97%
$19.1K - $24.5K
10.4K $1.03M
Nov 08, 2022 Q3 2022
Spearhead Capital Advisors, LLC

Wellington, FL
BUY
 -
295
+ 5.9%
$18.8K - $24.1K
5.29K $526K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
230
New
$14.7K - $18.8K
230 $22.8K
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
227
New
$14.5K - $18.6K
227 $22.6K
Nov 14, 2022 Q3 2022
New England Asset Management Inc

Farmington, CT
BUY
 -
226
New
$14.4K - $18.5K
226 $22.5K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
129
+ 1.01%
$8.23K - $10.5K
12.9K $1.29M
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
50
New
$3.19K - $4.09K
50 $4.97K
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
34
New
$2.17K - $2.78K
34 $3.38K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
29
+ 5.01%
$1.85K - $2.37K
608 $60.4K
Oct 21, 2022 Q3 2022
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
23
New
$1.47K - $1.88K
23 $2.28K

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