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 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.7K- 3.64% |
$887K - $1.01M
|
257K
$24.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.7K+ 7.63% |
$3.54M - $4.04M
|
546K
$52.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.58K- 0.28% |
$236K - $270K
|
929K
$89.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-21- 0.8% |
$1.92K - $2.19K
|
2.6K
$252K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-198- 3.92% |
$18.1K - $20.7K
|
4.86K
$470K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-111- 5.16% |
$10.1K - $11.6K
|
2.04K
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 98.97% |
$123K - $141K
|
14
$1.35K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-29- 0.51% |
$2.65K - $3.03K
|
5.62K
$543K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
20.6KNew |
$1.88M - $2.15M
|
20.6K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-380- 3.9% |
$34.7K - $39.7K
|
9.36K
$905K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
60.1K+ 1314.82% |
$5.5M - $6.28M
|
64.7K
$6.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2- 0.02% |
$183 - $209
|
11.7K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.38% |
$457 - $522
|
357
$34.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-110- 1.7% |
$10.1K - $11.5K
|
6.35K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
180+ 8.38% |
$16.5K - $18.8K
|
2.33K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 30.04% |
$98.1K - $112K
|
4.65K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
158K+ 29.96% |
$14.4M - $16.5M
|
685K
$66.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-795- 19.02% |
$72.7K - $83K
|
3.38K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-36- 3.61% |
$3.29K - $3.76K
|
961
$92.9K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.6K- 1.45% |
$146K - $167K
|
109K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
705+ 6.96% |
$64.5K - $73.6K
|
10.8K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-952- 1.44% |
$87K - $99.4K
|
65.3K
$6.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.98K+ 42.65% |
$730K - $833K
|
26.7K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.52K- 1.89% |
$505K - $577K
|
288K
$27.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-13- 0.23% |
$1.19K - $1.36K
|
5.63K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.45KNew |
$224K - $256K
|
2.45K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
152+ 3.11% |
$13.9K - $15.9K
|
5.03K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
513+ 20.05% |
$46.9K - $53.6K
|
3.07K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-306- 7.96% |
$28K - $32K
|
3.54K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.47K- 24.71% |
$226K - $258K
|
7.52K
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.26M- 58.19% |
$115M - $131M
|
903K
$87.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$25.7K - $29.3K
|
281
$27.2K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.49K+ 3.36% |
$411K - $469K
|
138K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-20- 0.33% |
$1.83K - $2.09K
|
6.1K
$590K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
222+ 11.37% |
$20.3K - $23.2K
|
2.17K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3+ 0.09% |
$274 - $313
|
3.47K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-423- 59.58% |
$38.7K - $44.2K
|
287
$27.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$3.84K - $4.39K
|
42
$4.06K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.42K+ 6.68% |
$404K - $461K
|
70.6K
$6.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-959- 12.74% |
$87.7K - $100K
|
6.57K
$635K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
331New |
$30.3K - $34.6K
|
331
$32K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
11.8K+ 7.04% |
$1.08M - $1.23M
|
179K
$17.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-14K- 5.91% |
$1.28M - $1.47M
|
224K
$21.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02KNew |
$185K - $211K
|
2.02K
$195K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-116K- 1.66% |
$10.6M - $12.2M
|
6.9M
$667M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
227+ 3.7% |
$20.8K - $23.7K
|
6.36K
$615K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.28% |
$274 - $313
|
1.09K
$105K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-482- 1.4% |
$44.1K - $50.3K
|
33.9K
$3.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
316+ 0.4% |
$28.9K - $33K
|
79.1K
$7.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
16+ 0.46% |
$1.46K - $1.67K
|
3.47K
$335K
|