Latest Institutional Purchases of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
300New |
$27.4K - $30.2K
|
300
$27.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
286+ 5720.0% |
$26.1K - $28.8K
|
291
$26.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
201New |
$18.3K - $20.3K
|
201
$18.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$18.2K - $20.2K
|
200
$18.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
161+ 6.58% |
$14.7K - $16.2K
|
2.61K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
160+ 2.08% |
$14.6K - $16.1K
|
7.86K
$713K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
154+ 11.68% |
$14K - $15.5K
|
1.47K
$134K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
140New |
$12.8K - $14.1K
|
140
$12.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 36.0% |
$9.03K - $9.98K
|
374
$33.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
87+ 2.08% |
$7.93K - $8.77K
|
4.27K
$387K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$5.47K - $6.05K
|
60
$5.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
58+ 72.5% |
$5.29K - $5.85K
|
138
$12.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
57+ 1.64% |
$5.2K - $5.74K
|
3.53K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
54+ 54.0% |
$4.92K - $5.44K
|
154
$14K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
49New |
$4.47K - $4.94K
|
49
$4.45K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 1.27% |
$4.1K - $4.54K
|
3.59K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36New |
$3.28K - $3.63K
|
36
$3.27K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 30.77% |
$2.92K - $3.22K
|
136
$12.3K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.97% |
$2.64K - $2.92K
|
3.03K
$275K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
25New |
$2.28K - $2.52K
|
25
$2.27K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 8.68% |
$1.92K - $2.12K
|
263
$23.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15New |
$1.37K - $1.51K
|
15
$1.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$1.19K - $1.31K
|
13
$1.18K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 5.53% |
$1.19K - $1.31K
|
248
$22.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
12New |
$1.09K - $1.21K
|
12
$1.09K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10+ 9.62% |
$912 - $1.01K
|
114
$10.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10New |
$912 - $1.01K
|
10
$908
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$821 - $907
|
9
$817
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 3.52% |
$638 - $705
|
206
$18.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$456 - $504
|
5
$454
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
4New |
$365 - $403
|
4
$363
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 33.33% |
$274 - $302
|
12
$1.09K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.09% |
$182 - $202
|
2.13K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.59% |
$91.2 - $101
|
64
$5.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.37% |
$91.2 - $101
|
268
$24.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.83% |
$91.2 - $101
|
122
$11.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 3.7% |
$91.2 - $101
|
28
$2.54K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$91.2 - $101
|
6.19K
$562K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.58% |
$91.2 - $101
|
173
$15.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
208K+ 2432.21% |
$17.7M - $20.8M
|
216K
$19.6M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
123K+ 20.89% |
$10.5M - $12.3M
|
713K
$64.7M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
84.7KNew |
$7.23M - $8.48M
|
84.7K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
48.8KNew |
$4.17M - $4.89M
|
48.8K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
22.2K+ 79.86% |
$1.9M - $2.22M
|
50K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
21.8K+ 2237.62% |
$1.86M - $2.18M
|
22.7K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
19.3KNew |
$1.65M - $1.94M
|
19.3K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
18.2KNew |
$1.56M - $1.82M
|
18.2K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17.3KNew |
$1.48M - $1.74M
|
17.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.6K+ 250.39% |
$1.17M - $1.37M
|
19.1K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10KNew |
$858K - $1.01M
|
10K
$912K
|
|