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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-5.39KClosed |
$373K - $442K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-16.3KClosed |
$1.13M - $1.34M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
SELL
|
- |
-3Closed |
$208 - $246
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-5.16KClosed |
$357K - $424K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Unison Advisors LLC
|
SELL
|
- |
-5.25KClosed |
$363K - $431K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-219- 36.26% |
$15.2K - $18K
|
385
$34.2K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-50Closed |
$3.46K - $4.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
13.1KNew |
$909K - $1.08M
|
13.1K
$1.17M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-70Closed |
$4.85K - $5.75K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.47KClosed |
$309K - $366K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-50Closed |
$3.46K - $4.1K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-2.8KClosed |
$194K - $230K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.21KClosed |
$153K - $181K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
108New |
$7.48K - $8.86K
|
108
$9.59K
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
SELL
|
- |
-70- 41.18% |
$4.85K - $5.75K
|
100
$8.88K
|
|
| Q1 2021 | |||||||
|
Oct 02, 2024
Q1 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-64.1KClosed |
$3.99M - $4.48M
|
0
$0
|
|
|
Nov 18, 2022
Q1 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-50- 1.45% |
$3.11K - $3.5K
|
3.4K
$302K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-910Closed |
$56.6K - $63.6K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-564Closed |
$35.1K - $39.4K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-910Closed |
$56.6K - $63.6K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-803Closed |
$50K - $56.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.18KClosed |
$73.1K - $82.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-75Closed |
$4.67K - $5.24K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.31KClosed |
$206K - $231K
|
0
$0
|
|
|
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
|
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
$381K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
230New |
$14.3K - $16.1K
|
230
$20.4K
|
|
|
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
$63.6K
|
|
|
May 11, 2021
Q1 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.42MClosed |
$88.5M - $99.5M
|
0
$0
|
|