Latest Institutional Transactions on Otis Worldwide Corp (OTIS)
This table provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.16K+ 0.05% |
$106K - $121K
|
2.52M
$229M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-179- 6.75% |
$16.4K - $18.7K
|
2.47K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.47% |
$1.83K - $2.09K
|
4.25K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.98KNew |
$181K - $206K
|
1.98K
$179K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5- 0.13% |
$457 - $522
|
3.77K
$342K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.38K- 46.53% |
$492K - $562K
|
6.19K
$562K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 73.7% |
$18.2K - $20.8K
|
71
$6.44K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.12K- 19.35% |
$102K - $117K
|
4.66K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
604+ 1.29% |
$55.2K - $63.1K
|
47.3K
$4.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
386+ 4.9% |
$35.3K - $40.3K
|
8.27K
$751K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
102K+ 3.05% |
$9.35M - $10.7M
|
3.45M
$313M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.2K+ 10.23% |
$1.21M - $1.38M
|
143K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
90New |
$8.23K - $9.4K
|
90
$8.17K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-12.9K- 3.82% |
$1.18M - $1.34M
|
324K
$29.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
699+ 3.7% |
$63.9K - $73K
|
19.6K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.61K+ 2.38% |
$239K - $273K
|
113K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.79K+ 2.65% |
$347K - $396K
|
147K
$13.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-18.8K- 34.62% |
$1.72M - $1.97M
|
35.6K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.11K- 8.36% |
$102K - $116K
|
12.2K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.15K+ 16.25% |
$562K - $642K
|
44K
$3.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
190+ 3.88% |
$17.4K - $19.8K
|
5.09K
$462K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.93K+ 11.76% |
$177K - $202K
|
18.4K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-128- 2.63% |
$11.7K - $13.4K
|
4.73K
$430K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
92+ 0.72% |
$8.41K - $9.61K
|
12.8K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
314+ 3.24% |
$28.7K - $32.8K
|
9.99K
$907K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.56K- 8.41% |
$234K - $268K
|
27.9K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.18K- 9.06% |
$108K - $123K
|
11.9K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
450+ 0.76% |
$41.1K - $47K
|
59.6K
$5.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-104- 3.47% |
$9.51K - $10.9K
|
2.89K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
276+ 1.98% |
$25.2K - $28.8K
|
14.2K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
668+ 10.09% |
$61.1K - $69.8K
|
7.29K
$661K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-33- 4.51% |
$3.02K - $3.45K
|
699
$63.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-86- 3.64% |
$7.86K - $8.98K
|
2.28K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.68K- 3.29% |
$153K - $175K
|
49.3K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
25.1K+ 40.9% |
$2.3M - $2.62M
|
86.5K
$7.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-24.9K- 5.89% |
$2.28M - $2.6M
|
398K
$36.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 7.58% |
$3.2K - $3.66K
|
427
$38.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.7K- 3.64% |
$887K - $1.01M
|
257K
$23.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.7K+ 7.63% |
$3.54M - $4.04M
|
546K
$49.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.58K- 0.28% |
$236K - $270K
|
929K
$84.3M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-21- 0.8% |
$1.92K - $2.19K
|
2.6K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-198- 3.92% |
$18.1K - $20.7K
|
4.86K
$441K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-111- 5.16% |
$10.1K - $11.6K
|
2.04K
$185K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 98.97% |
$123K - $141K
|
14
$1.27K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-29- 0.51% |
$2.65K - $3.03K
|
5.62K
$510K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
20.6KNew |
$1.88M - $2.15M
|
20.6K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-380- 3.9% |
$34.7K - $39.7K
|
9.36K
$850K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
60.1K+ 1314.82% |
$5.5M - $6.28M
|
64.7K
$5.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2- 0.02% |
$183 - $209
|
11.7K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.38% |
$457 - $522
|
357
$32.4K
|