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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
23+ 121.05% |
$1.82K - $2K
|
42
$4.06K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$158 - $174
|
2
$193
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 51.06% |
$47.5K - $52.2K
|
575
$55.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
13+ 32.5% |
$1.03K - $1.13K
|
53
$5.12K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 14.03% |
$51.4K - $56.5K
|
3.98K
$385K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$336K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-177- 5.73% |
$14K - $15.4K
|
2.91K
$281K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
918New |
$72.6K - $79.8K
|
918
$88.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
40+ 0.29% |
$3.16K - $3.48K
|
13.7K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$10.8K - $11.8K
|
136
$13.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67New |
$5.3K - $5.82K
|
67
$6.48K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
541New |
$42.8K - $47K
|
541
$52.3K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-62- 21.09% |
$4.9K - $5.39K
|
232
$22.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
151KNew |
$11.9M - $13.1M
|
151K
$14.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-66- 1.73% |
$5.22K - $5.74K
|
3.74K
$362K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
144New |
$11.4K - $12.5K
|
144
$13.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.21K- 21.48% |
$95.8K - $105K
|
4.43K
$428K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-285- 4.24% |
$22.5K - $24.8K
|
6.43K
$621K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-16- 1.01% |
$1.27K - $1.39K
|
1.57K
$151K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
57New |
$3.65K - $4.61K
|
57
$5.51K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
110New |
$7.05K - $8.91K
|
110
$10.6K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
175New |
$11.2K - $14.2K
|
175
$16.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
51New |
$3.27K - $4.13K
|
51
$4.93K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.45K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$170K - $214K
|
2.65K
$256K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.81KNew |
$180K - $227K
|
2.81K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.89K+ 267.75% |
$185K - $234K
|
3.97K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
14.7KNew |
$945K - $1.19M
|
14.7K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 16.67% |
$385 - $486
|
30
$2.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49New |
$3.14K - $3.97K
|
49
$4.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
146+ 0.63% |
$9.36K - $11.8K
|
23.2K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.1MNew |
$263M - $332M
|
4.1M
$397M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
208KNew |
$13.3M - $16.8M
|
208K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
901New |
$57.8K - $72.9K
|
901
$87.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
124KNew |
$7.94M - $10M
|
124K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Nekton Capital Ltd.
London, X0 |
BUY
|
- |
180KNew |
$11.5M - $14.5M
|
180K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-83- 2.57% |
$5.32K - $6.72K
|
3.15K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
6.69KNew |
$429K - $542K
|
6.69K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
23.2KNew |
$1.49M - $1.88M
|
23.2K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
6.39KNew |
$410K - $518K
|
6.39K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
125New |
$8.02K - $10.1K
|
125
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.54KNew |
$355K - $449K
|
5.54K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-686- 31.61% |
$44K - $55.5K
|
1.48K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
167New |
$10.7K - $13.5K
|
167
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.97K- 6.5% |
$254K - $321K
|
57.1K
$5.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.36KNew |
$215K - $272K
|
3.36K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$128 - $162
|
2
$193
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-5.3K- 29.94% |
$340K - $429K
|
12.4K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3+ 100.0% |
$192 - $243
|
6
$580
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.21% |
$64.1 - $81
|
480
$46.4K
|
|