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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$15.8K - $17.4K
|
200
$17.8K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
150New |
$11.9K - $13K
|
150
$13.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
144New |
$11.4K - $12.5K
|
144
$12.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$10.8K - $11.8K
|
136
$12.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85New |
$6.72K - $7.39K
|
85
$7.55K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67New |
$5.3K - $5.82K
|
67
$5.95K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
46New |
$3.64K - $4K
|
46
$4.08K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
40+ 0.29% |
$3.16K - $3.48K
|
13.7K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
23+ 121.05% |
$1.82K - $2K
|
42
$3.73K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
13+ 32.5% |
$1.03K - $1.13K
|
53
$4.7K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
10New |
$791 - $869
|
10
$888
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$158 - $174
|
2
$178
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.1MNew |
$263M - $332M
|
4.1M
$364M
|
|
|
Feb 14, 2023
Q4 2022
|
Nekton Capital Ltd.
London, X0 |
BUY
|
- |
180KNew |
$11.5M - $14.5M
|
180K
$15.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
47.4K+ 10.45% |
$3.04M - $3.84M
|
501K
$44.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
28KNew |
$1.8M - $2.27M
|
28K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
23.2KNew |
$1.49M - $1.88M
|
23.2K
$2.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Amf Tjanstepension Ab
|
BUY
|
- |
22.5KNew |
$1.45M - $1.83M
|
22.5K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
14.7KNew |
$945K - $1.19M
|
14.7K
$1.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
11.2KNew |
$715K - $903K
|
11.2K
$990K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
8.57K+ 27.46% |
$549K - $694K
|
39.8K
$3.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
7.58KNew |
$486K - $613K
|
7.58K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.54KNew |
$355K - $449K
|
5.54K
$492K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.45KNew |
$221K - $279K
|
3.45K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.36KNew |
$215K - $272K
|
3.36K
$298K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.17KNew |
$203K - $257K
|
3.17K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.13KNew |
$201K - $254K
|
3.13K
$278K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.09KNew |
$198K - $250K
|
3.09K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.89K+ 267.75% |
$185K - $234K
|
3.97K
$352K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.81KNew |
$180K - $227K
|
2.81K
$249K
|
|
|
Feb 10, 2023
Q4 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2.7KNew |
$173K - $219K
|
2.7K
$240K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$170K - $214K
|
2.65K
$235K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$169K - $213K
|
2.64K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
2.62KNew |
$168K - $212K
|
2.62K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
1.8K+ 10.26% |
$115K - $146K
|
19.4K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
901New |
$57.8K - $72.9K
|
901
$80K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
883New |
$56.6K - $71.5K
|
883
$78.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
621New |
$39.8K - $50.3K
|
621
$55.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
617New |
$39.6K - $50K
|
617
$54.8K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
550New |
$35.3K - $44.5K
|
550
$48.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
244New |
$15.6K - $19.8K
|
244
$21.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
193New |
$12.4K - $15.6K
|
193
$17.1K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
175New |
$11.2K - $14.2K
|
175
$15.5K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
169+ 0.63% |
$10.8K - $13.7K
|
27K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
167New |
$10.7K - $13.5K
|
167
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
125New |
$8.02K - $10.1K
|
125
$11.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125New |
$8.02K - $10.1K
|
125
$11.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
90New |
$5.77K - $7.29K
|
90
$7.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
75+ 50.0% |
$4.81K - $6.07K
|
225
$20K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
75New |
$4.81K - $6.07K
|
75
$6.66K
|
|