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 |
|---|---|---|---|---|---|---|---|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 4.81% |
$76.4K - $91K
|
17.8K
$1.58M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-45- 1.32% |
$3.82K - $4.55K
|
3.38K
$300K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-466- 20.75% |
$39.6K - $47.1K
|
1.78K
$158K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.3K- 6.8% |
$195K - $232K
|
31.5K
$2.8M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
3.14KNew |
$267K - $318K
|
3.14K
$279K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$268K - $319K
|
3.16K
$281K
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
802+ 1.46% |
$68.1K - $81.1K
|
55.8K
$4.95M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-34- 14.47% |
$2.89K - $3.44K
|
201
$17.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.17% |
$510 - $606
|
3.55K
$315K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-2.9M- 98.01% |
$246M - $293M
|
58.9K
$5.23M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1M+ 53.12% |
$85.2M - $101M
|
2.89M
$257M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-419- 19.18% |
$35.6K - $42.3K
|
1.77K
$157K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-18- 0.57% |
$1.53K - $1.82K
|
3.15K
$279K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.92K- 16.01% |
$163K - $194K
|
10.1K
$895K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-440- 19.41% |
$37.4K - $44.5K
|
1.83K
$162K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.18KNew |
$100K - $119K
|
1.18K
$105K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-372- 1.06% |
$31.6K - $37.6K
|
34.6K
$3.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-309K- 97.97% |
$26.2M - $31.2M
|
6.39K
$568K
|
|
|
Nov 19, 2025
Q3 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-878- 0.61% |
$74.6K - $88.7K
|
142K
$12.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-38- 1.35% |
$3.23K - $3.84K
|
2.78K
$246K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.72K+ 6.04% |
$485K - $578K
|
100K
$8.91M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108+ 93.91% |
$9.17K - $10.9K
|
223
$19.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.51KNew |
$213K - $254K
|
2.51K
$223K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 6.43% |
$17K - $20.2K
|
2.91K
$258K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-26.5K- 2.85% |
$2.25M - $2.68M
|
903K
$80.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
457+ 10.81% |
$38.8K - $46.2K
|
4.68K
$416K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
295New |
$25.1K - $29.8K
|
295
$26.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
31.6KNew |
$2.68M - $3.19M
|
31.6K
$2.81M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
22.5K+ 3.98% |
$1.91M - $2.28M
|
589K
$52.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-2.1K- 43.93% |
$178K - $212K
|
2.68K
$238K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
206New |
$17.5K - $20.8K
|
206
$18.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-24- 42.11% |
$2.04K - $2.43K
|
33
$2.93K
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-185K- 13.05% |
$15.7M - $18.7M
|
1.23M
$109M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-169- 4.02% |
$14.4K - $17.1K
|
4.04K
$358K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 6.06% |
$340 - $404
|
70
$6.21K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
15.7KNew |
$1.33M - $1.58M
|
15.7K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-9.45K- 0.85% |
$803K - $955K
|
1.1M
$97.9M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.49K- 2.85% |
$381K - $454K
|
153K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
19.9KNew |
$1.69M - $2.02M
|
19.9K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-19.7K- 8.38% |
$1.68M - $1.99M
|
216K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-8- 0.14% |
$679 - $809
|
5.56K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
SELL
|
- |
-49.3K- 2.91% |
$4.18M - $4.98M
|
1.64M
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
8.82K+ 90.89% |
$749K - $892K
|
18.5K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-709- 13.37% |
$60.2K - $71.7K
|
4.59K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-9.37K- 36.64% |
$796K - $947K
|
16.2K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Gates Capital Management, Inc.
New York, NY |
BUY
|
- |
352K+ 46.22% |
$29.9M - $35.6M
|
1.11M
$98.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
192+ 3.06% |
$16.3K - $19.4K
|
6.48K
$575K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
251New |
$21.3K - $25.4K
|
251
$22.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.33K+ 14.26% |
$453K - $539K
|
42.7K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
42.6K+ 35.31% |
$3.62M - $4.31M
|
163K
$14.5M
|
|