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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-3.25K- 1.94% |
$289K - $304K
|
164K
$14.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
134+ 311.63% |
$11.9K - $12.5K
|
177
$15.7K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
694+ 10.58% |
$61.6K - $64.8K
|
7.25K
$644K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 5.75% |
$178K - $187K
|
32.8K
$2.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 50.0% |
$355 - $374
|
4
$355
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-100- 9.12% |
$8.88K - $9.34K
|
997
$88.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
353+ 4.39% |
$31.3K - $33K
|
8.4K
$745K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-304- 3.25% |
$27K - $28.4K
|
9.06K
$804K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-614- 17.52% |
$54.5K - $57.3K
|
2.89K
$257K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-78- 2.61% |
$6.92K - $7.28K
|
2.91K
$258K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-991- 77.36% |
$88K - $92.5K
|
290
$25.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
SELL
|
- |
-116- 0.5% |
$10.3K - $10.8K
|
23.2K
$2.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.91KNew |
$258K - $272K
|
2.91K
$258K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-891- 27.77% |
$79.1K - $83.2K
|
2.32K
$206K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 2.01% |
$8.61K - $9.06K
|
4.72K
$419K
|
|
|
Jan 20, 2026
Q4 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
325+ 3.13% |
$28.9K - $30.3K
|
10.7K
$950K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-5- 50.0% |
$444 - $467
|
5
$444
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-191- 1.9% |
$17K - $17.8K
|
9.87K
$876K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
415+ 2.73% |
$36.8K - $38.8K
|
15.6K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.27KNew |
$201K - $212K
|
2.27K
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-12- 0.22% |
$1.07K - $1.12K
|
5.35K
$474K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.45K- 11.1% |
$573K - $602K
|
51.7K
$4.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-171- 13.44% |
$15.2K - $16K
|
1.1K
$97.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.74K- 4.78% |
$420K - $442K
|
94.2K
$8.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-24.1K- 58.83% |
$2.14M - $2.25M
|
16.8K
$1.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-250- 14.66% |
$22.2K - $23.3K
|
1.46K
$129K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-203- 1.57% |
$18K - $19K
|
12.8K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-187- 0.87% |
$16.6K - $17.5K
|
21.4K
$1.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
110New |
$9.76K - $10.3K
|
110
$9.76K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-40- 17.24% |
$3.55K - $3.74K
|
192
$17K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.4% |
$62.1K - $65.4K
|
19.9K
$1.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-7.08K- 2.12% |
$628K - $661K
|
326K
$29M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-346- 2.38% |
$30.7K - $32.3K
|
14.2K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
17.1K+ 29.0% |
$1.52M - $1.6M
|
76.3K
$6.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.26K+ 2.88% |
$378K - $398K
|
152K
$13.5M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-6.86K- 1.86% |
$609K - $640K
|
361K
$32.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-815- 0.97% |
$72.3K - $76.1K
|
82.9K
$7.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-488- 2.88% |
$43.3K - $45.6K
|
16.5K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.63KNew |
$144K - $152K
|
1.63K
$144K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.31K- 18.74% |
$205K - $215K
|
10K
$888K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-81- 0.78% |
$7.19K - $7.56K
|
10.4K
$920K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.56% |
$5.59K - $5.88K
|
4.11K
$365K
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
SELL
|
- |
-2.27K- 2.68% |
$202K - $212K
|
82.4K
$7.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.99K- 5.72% |
$354K - $372K
|
65.7K
$5.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.93K- 5.5% |
$526K - $553K
|
102K
$9.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-76- 20.6% |
$6.75K - $7.1K
|
293
$26K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 3.3% |
$533 - $560
|
176
$15.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
163K+ 3.62% |
$14.5M - $15.3M
|
4.68M
$415M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-13K- 69.95% |
$1.15M - $1.21M
|
5.57K
$494K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
43New |
$3.82K - $4.02K
|
43
$3.82K
|
|