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 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
43.5KNew |
$3.98M - $4.54M
|
43.5K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
39.9KNew |
$3.65M - $4.17M
|
39.9K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
100KNew |
$9.14M - $10.4M
|
100K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.67K+ 63.15% |
$610K - $697K
|
17.2K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.58K- 83.88% |
$602K - $687K
|
1.27K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$185K - $211K
|
2.02K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-138- 43.26% |
$12.6K - $14.4K
|
181
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bornite Capital Management LP
|
BUY
|
- |
125KNew |
$11.4M - $13.1M
|
125K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-166- 29.33% |
$15.2K - $17.3K
|
400
$35.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-4K- 21.49% |
$366K - $418K
|
14.6K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
22New |
$2.01K - $2.3K
|
22
$1.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15K+ 192.55% |
$1.37M - $1.57M
|
22.8K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-3.9K- 13.54% |
$357K - $407K
|
24.9K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.1KNew |
$558K - $637K
|
6.1K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-179- 1.59% |
$16.4K - $18.7K
|
11.1K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8K- 80.0% |
$731K - $835K
|
2K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
24.9KNew |
$2.28M - $2.6M
|
24.9K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 3.64% |
$4.39K - $5.01K
|
1.37K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-312- 13.91% |
$28.5K - $32.6K
|
1.93K
$171K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
31.5K+ 15.78% |
$2.88M - $3.28M
|
231K
$20.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
197+ 0.45% |
$18K - $20.6K
|
43.6K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
87New |
$7.95K - $9.09K
|
87
$7.72K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-76- 2.12% |
$6.95K - $7.94K
|
3.51K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.51KNew |
$595K - $680K
|
6.51K
$578K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-189- 5.21% |
$17.3K - $19.7K
|
3.44K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13- 0.34% |
$1.19K - $1.36K
|
3.82K
$339K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.98KNew |
$181K - $206K
|
1.98K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.93K+ 11.76% |
$177K - $202K
|
18.4K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-86- 3.64% |
$7.86K - $8.98K
|
2.28K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$3.84K - $4.39K
|
42
$3.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.42K+ 6.68% |
$404K - $461K
|
70.6K
$6.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
1.95KNew |
$178K - $204K
|
1.95K
$173K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-62- 2.94% |
$5.67K - $6.47K
|
2.05K
$182K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
407New |
$37.2K - $42.5K
|
407
$36.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.18KNew |
$200K - $228K
|
2.18K
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 6.67% |
$91.4K - $104K
|
14K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
450New |
$41.1K - $47K
|
450
$39.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
295New |
$27K - $30.8K
|
295
$26.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-121- 4.46% |
$11.1K - $12.6K
|
2.59K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-253- 11.22% |
$23.1K - $26.4K
|
2K
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$366 - $418
|
4
$355
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.7KNew |
$2.62M - $2.99M
|
28.7K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 47.06% |
$731 - $835
|
9
$799
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 5.73% |
$4.57K - $5.22K
|
822
$73K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.53K- 20.63% |
$231K - $264K
|
9.71K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.1% |
$731 - $835
|
250
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 87.69% |
$5.21K - $5.95K
|
122
$10.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
205K+ 11799.37% |
$18.8M - $21.5M
|
207K
$18.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.25% |
$91.4 - $104
|
395
$35.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.34K- 0.47% |
$123K - $140K
|
285K
$25.3M
|
|