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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.23KNew |
$72.6K - $83.2K
|
1.23K
$112K
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
230+ 6.77% |
$13.6K - $15.5K
|
3.63K
$329K
|
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
47New |
$2.77K - $3.17K
|
47
$4.27K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
10.8KNew |
$602K - $705K
|
10.8K
$979K
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
38+ 102.7% |
$2.12K - $2.48K
|
75
$6.81K
|
|
| Q2 2020 | |||||||
|
Jul 24, 2020
Q2 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
31.2KNew |
$1.37M - $1.91M
|
31.2K
$2.83M
|
|
|
Aug 03, 2020
Q2 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
13KNew |
$572K - $796K
|
13K
$1.18M
|
|
|
Aug 04, 2020
Q2 2020
|
Canal Insurance CO
|
BUY
|
- |
10KNew |
$440K - $613K
|
10K
$908K
|
|
|
Aug 03, 2020
Q2 2020
|
Ar Asset Management Inc
|
BUY
|
- |
7.2KNew |
$317K - $441K
|
7.2K
$654K
|
|
|
Aug 14, 2020
Q2 2020
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
5KNew |
$220K - $306K
|
5K
$454K
|
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
4.3KNew |
$189K - $263K
|
4.3K
$390K
|
|
|
Aug 13, 2020
Q2 2020
|
Burleson & Company, LLC
|
BUY
|
- |
3.67KNew |
$162K - $225K
|
3.67K
$333K
|
|
|
Aug 13, 2020
Q2 2020
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$272K
|
|
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
3KNew |
$132K - $184K
|
3K
$272K
|
|
|
Jul 15, 2020
Q2 2020
|
Steph & CO
|
BUY
|
- |
1.26KNew |
$55.5K - $77.2K
|
1.26K
$114K
|
|
|
Jul 27, 2020
Q2 2020
|
Hoertkorn Richard Charles
|
BUY
|
- |
682New |
$30K - $41.8K
|
682
$61.9K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
285+ 4.62% |
$12.5K - $17.5K
|
6.45K
$585K
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
262New |
$11.5K - $16.1K
|
262
$23.8K
|
|
|
Aug 06, 2020
Q2 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
25New |
$1.1K - $1.53K
|
25
$2.27K
|
|
|
Aug 07, 2020
Q2 2020
|
Ogorek Anthony Joseph
|
BUY
|
- |
23New |
$1.01K - $1.41K
|
23
$2.09K
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
11New |
$484 - $674
|
11
$998
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
2New |
$88 - $123
|
2
$182
|
|