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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
214New |
$15.4K - $18.6K
|
214
$20.7K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
110New |
$7.92K - $9.56K
|
110
$10.6K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6New |
$432 - $522
|
6
$581
|
|
| Q4 2021 | |||||||
|
May 10, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
42.6KNew |
$3.4M - $3.71M
|
42.6K
$4.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
12.3KNew |
$983K - $1.07M
|
12.3K
$1.19M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$346K - $378K
|
4.34K
$420K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.16KNew |
$92.4K - $101K
|
1.16K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
762New |
$60.7K - $66.3K
|
762
$73.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
316New |
$25.2K - $27.5K
|
316
$30.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
168+ 600.0% |
$13.4K - $14.6K
|
196
$19K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
160New |
$12.8K - $13.9K
|
160
$15.5K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5New |
$399 - $435
|
5
$484
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
57.6KNew |
$4.72M - $5.32M
|
57.6K
$5.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Rheos Capital Works Inc.
|
BUY
|
- |
25K+ 11.52% |
$2.05M - $2.31M
|
242K
$23.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.12KNew |
$583K - $657K
|
7.12K
$689K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
751New |
$61.6K - $69.4K
|
751
$72.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
393New |
$32.2K - $36.3K
|
393
$38K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
111New |
$9.1K - $10.3K
|
111
$10.7K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
PUT |
20KNew |
$1.38M - $1.64M
|
20K
$1.94M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
13.1KNew |
$909K - $1.08M
|
13.1K
$1.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
822New |
$56.9K - $67.5K
|
822
$79.6K
|
|
|
Aug 06, 2021
Q2 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
760+ 0.67% |
$52.6K - $62.4K
|
115K
$11.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
400+ 50.0% |
$27.7K - $32.8K
|
1.2K
$116K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
108New |
$7.48K - $8.86K
|
108
$10.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
83New |
$5.75K - $6.81K
|
83
$8.03K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
716New |
$44.6K - $50.1K
|
716
$69.3K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
230New |
$14.3K - $16.1K
|
230
$22.3K
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
121New |
$7.53K - $8.46K
|
121
$11.7K
|
|
| Q4 2020 | |||||||
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.23KNew |
$72.6K - $83.2K
|
1.23K
$119K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.8KNew |
$602K - $705K
|
10.8K
$1.04M
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
38+ 102.7% |
$2.12K - $2.48K
|
75
$7.26K
|
|
| Q2 2020 | |||||||
|
Jul 24, 2020
Q2 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
31.2KNew |
$1.37M - $1.91M
|
31.2K
$3.02M
|
|
|
Aug 03, 2020
Q2 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
13KNew |
$572K - $796K
|
13K
$1.26M
|
|
|
Aug 04, 2020
Q2 2020
|
Canal Insurance CO
|
BUY
|
- |
10KNew |
$440K - $613K
|
10K
$968K
|
|
|
Aug 14, 2020
Q2 2020
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
5KNew |
$220K - $306K
|
5K
$484K
|
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
4.3KNew |
$189K - $263K
|
4.3K
$416K
|
|
|
Aug 13, 2020
Q2 2020
|
Burleson & Company, LLC
|
BUY
|
- |
3.67KNew |
$162K - $225K
|
3.67K
$355K
|
|
|
Aug 13, 2020
Q2 2020
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$290K
|
|
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$290K
|
|
|
Jul 15, 2020
Q2 2020
|
Steph & CO
|
BUY
|
- |
1.26KNew |
$55.5K - $77.2K
|
1.26K
$122K
|
|
|
Jul 27, 2020
Q2 2020
|
Hoertkorn Richard Charles
|
BUY
|
- |
682New |
$30K - $41.8K
|
682
$66K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
285+ 4.62% |
$12.5K - $17.5K
|
6.45K
$624K
|
|
|
Aug 06, 2020
Q2 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
25New |
$1.1K - $1.53K
|
25
$2.42K
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
11New |
$484 - $674
|
11
$1.06K
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
2New |
$88 - $123
|
2
$194
|
|