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 17, 2021
Q1 2021
|
Highside Global Management LLC
Dallas, TX |
SELL
|
- |
-258KClosed |
$16.1M - $18.1M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-12Closed |
$747 - $839
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-14Closed |
$871 - $979
|
0
$0
|
|
May 17, 2021
Q1 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-137KClosed |
$8.54M - $9.59M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.62KClosed |
$226K - $253K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-350Closed |
$21.8K - $24.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.09KClosed |
$67.8K - $76.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-3.44KClosed |
$214K - $241K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.61KClosed |
$100K - $113K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-52.6KClosed |
$3.28M - $3.68M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-35.6KClosed |
$2.22M - $2.49M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-51KClosed |
$3.18M - $3.57M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-56.2KClosed |
$3.5M - $3.93M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-614Closed |
$38.2K - $42.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-10.9KClosed |
$681K - $765K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-746Closed |
$46.4K - $52.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-585KClosed |
$36.4M - $40.9M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-34KClosed |
$2.12M - $2.38M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-8.56KClosed |
$533K - $598K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-12.6KClosed |
$783K - $879K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1KClosed |
$62.3K - $70K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-17.3KClosed |
$1.07M - $1.21M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1- 0.02% |
$62.2 - $69.9
|
4.29K
$389K
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
230New |
$14.3K - $16.1K
|
230
$20.9K
|
|
May 12, 2021
Q1 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-3.21KClosed |
$200K - $224K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
716New |
$44.6K - $50.1K
|
716
$65K
|
|
May 11, 2021
Q1 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.42MClosed |
$88.5M - $99.5M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-4.58KClosed |
$285K - $320K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-25Closed |
$1.56K - $1.75K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-96Closed |
$5.98K - $6.71K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
121New |
$7.53K - $8.46K
|
121
$11K
|
|
May 11, 2021
Q1 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4.49KClosed |
$279K - $314K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-97.5KClosed |
$6.07M - $6.82M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-395Closed |
$24.6K - $27.6K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22Closed |
$1.37K - $1.54K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.27KClosed |
$515K - $578K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-25.7KClosed |
$1.6M - $1.8M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
University Of Texas
|
SELL
|
- |
-300Closed |
$18.7K - $21K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-200Closed |
$12.4K - $14K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-736Closed |
$45.8K - $51.5K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.85KClosed |
$240K - $269K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-135Closed |
$8.4K - $9.44K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8Closed |
$498 - $559
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.42KClosed |
$88.4K - $99.3K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-29Closed |
$1.8K - $2.03K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-217Closed |
$13.5K - $15.2K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-94Closed |
$5.85K - $6.57K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Lipe & Dalton
|
SELL
|
- |
-10.5KClosed |
$654K - $734K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.93KClosed |
$245K - $275K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-15Closed |
$934 - $1.05K
|
0
$0
|