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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-750- 9.65% |
$63.7K - $75.8K
|
7.02K
$623K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-386- 12.0% |
$32.8K - $39K
|
2.83K
$251K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-147- 4.5% |
$12.5K - $14.9K
|
3.12K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-327- 5.63% |
$27.8K - $33K
|
5.48K
$486K
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
116K+ 4636.0% |
$9.84M - $11.7M
|
118K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
167+ 0.88% |
$14.2K - $16.9K
|
19.2K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-143- 3.54% |
$12.1K - $14.5K
|
3.89K
$345K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-648- 5.08% |
$55K - $65.5K
|
12.1K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.8K+ 270.94% |
$915K - $1.09M
|
14.7K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 29.32% |
$312K - $371K
|
8.86K
$786K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-195K- 3.65% |
$16.5M - $19.7M
|
5.14M
$457M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-85.4K- 52.09% |
$7.25M - $8.63M
|
78.5K
$6.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.12K+ 296.46% |
$604K - $719K
|
9.52K
$845K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-383- 14.36% |
$32.5K - $38.7K
|
2.29K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.01K- 21.22% |
$425K - $506K
|
18.6K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
36KNew |
$3.06M - $3.64M
|
36K
$3.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-65- 2.55% |
$5.52K - $6.57K
|
2.49K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
46+ 0.13% |
$3.91K - $4.65K
|
36.2K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$84.9 - $101
|
6.14K
$545K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-166- 1.92% |
$14.1K - $16.8K
|
8.48K
$753K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-9- 0.4% |
$764 - $910
|
2.21K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
517+ 1.51% |
$43.9K - $52.3K
|
34.7K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14+ 56.0% |
$1.19K - $1.41K
|
39
$3.46K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-6.85K- 35.77% |
$582K - $693K
|
12.3K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-73- 9.13% |
$6.2K - $7.38K
|
727
$64.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.3K- 13.6% |
$110K - $131K
|
8.23K
$731K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-5.2K- 31.51% |
$442K - $526K
|
11.3K
$1M
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.56K+ 2.32% |
$217K - $258K
|
113K
$9.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
90.7KNew |
$7.71M - $9.17M
|
90.7K
$8.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.41K+ 22.48% |
$205K - $243K
|
13.1K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.57K+ 10.9% |
$303K - $361K
|
36.3K
$3.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-912- 0.11% |
$77.5K - $92.2K
|
815K
$72.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.7K+ 26.71% |
$144K - $171K
|
8.04K
$714K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.67K+ 8.57% |
$227K - $270K
|
33.8K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-75- 10.56% |
$6.37K - $7.58K
|
635
$56.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.92KNew |
$758K - $902K
|
8.92K
$792K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.21KNew |
$272K - $324K
|
3.21K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.04K+ 65.57% |
$173K - $206K
|
5.14K
$456K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-815- 5.75% |
$69.2K - $82.4K
|
13.4K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.72K+ 39.51% |
$401K - $477K
|
16.7K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.86K+ 12.91% |
$327K - $390K
|
33.7K
$2.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
94New |
$7.98K - $9.5K
|
94
$8.34K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.08K- 14.47% |
$91.6K - $109K
|
6.38K
$566K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
91+ 1.33% |
$7.73K - $9.2K
|
6.93K
$615K
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
47.3K+ 58.44% |
$4.02M - $4.78M
|
128K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
330+ 6.82% |
$28K - $33.4K
|
5.17K
$459K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
38.3K+ 27.01% |
$3.25M - $3.87M
|
180K
$16M
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
25New |
$2.12K - $2.53K
|
25
$2.22K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.68K+ 27.72% |
$313K - $372K
|
17K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
115+ 1.77% |
$9.77K - $11.6K
|
6.62K
$587K
|
|