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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
129+ 1.01% |
$8.23K - $10.5K
|
12.9K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$3.19K - $4.09K
|
50
$4.83K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$2.17K - $2.78K
|
34
$3.29K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 5.01% |
$1.85K - $2.37K
|
608
$58.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
23New |
$1.47K - $1.88K
|
23
$2.22K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.31% |
$191 - $245
|
963
$93.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$128 - $164
|
2
$193
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 4.0% |
$63.8 - $81.8
|
26
$2.51K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$63.8 - $81.8
|
834
$80.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.67% |
$63.8 - $81.8
|
61
$5.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
224KNew |
$15.2M - $17.4M
|
224K
$21.7M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
153KNew |
$10.4M - $11.8M
|
153K
$14.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Albar Capital LTD
London, X0 |
BUY
|
- |
52.4KNew |
$3.56M - $4.06M
|
52.4K
$5.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23K+ 556.93% |
$1.56M - $1.79M
|
27.2K
$2.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
8.01KNew |
$544K - $621K
|
8.01K
$775K
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.02K+ 208.01% |
$409K - $467K
|
8.92K
$862K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
3.98KNew |
$270K - $309K
|
3.98K
$385K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.7KNew |
$251K - $287K
|
3.7K
$358K
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
3.2K+ 802.26% |
$217K - $248K
|
3.6K
$348K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.11KNew |
$211K - $241K
|
3.11K
$300K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.36KNew |
$92.5K - $106K
|
1.36K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
853New |
$57.9K - $66.1K
|
853
$82.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
575+ 2.44% |
$39K - $44.6K
|
24.1K
$2.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
508+ 5.24% |
$34.5K - $39.4K
|
10.2K
$987K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
471+ 17.87% |
$32K - $36.5K
|
3.11K
$300K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
412+ 9.43% |
$28K - $31.9K
|
4.78K
$462K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
250New |
$17K - $19.4K
|
250
$24.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
200New |
$13.6K - $15.5K
|
200
$19.3K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
162+ 3.43% |
$11K - $12.6K
|
4.88K
$472K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
138+ 9.73% |
$9.37K - $10.7K
|
1.56K
$151K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
98New |
$6.65K - $7.6K
|
98
$9.47K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
50New |
$3.39K - $3.88K
|
50
$4.83K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
44+ 104.76% |
$2.99K - $3.41K
|
86
$8.31K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 1.36% |
$2.99K - $3.41K
|
3.29K
$318K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.82% |
$1.9K - $2.17K
|
3.43K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.67% |
$1.63K - $1.86K
|
3.6K
$348K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
16+ 0.38% |
$1.09K - $1.24K
|
4.26K
$411K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$543 - $620
|
8
$773
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8+ 0.61% |
$543 - $620
|
1.32K
$128K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$407 - $465
|
6
$580
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
17.4KNew |
$1.25M - $1.51M
|
17.4K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
8.78KNew |
$632K - $763K
|
8.78K
$848K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
3.23KNew |
$232K - $281K
|
3.23K
$312K
|
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
946New |
$68.1K - $82.3K
|
946
$91.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
302New |
$21.7K - $26.3K
|
302
$29.2K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
230New |
$16.6K - $20K
|
230
$22.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
214New |
$15.4K - $18.6K
|
214
$20.7K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
110New |
$7.92K - $9.56K
|
110
$10.6K
|
|