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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-100- 0.98% |
$8.49K - $10.1K
|
10.1K
$893K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.85K+ 140.49% |
$412K - $491K
|
8.31K
$738K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.2K+ 14.7% |
$1.72M - $2.04M
|
158K
$14M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14KNew |
$1.19M - $1.41M
|
14K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-179- 4.19% |
$15.2K - $18.1K
|
4.1K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-56- 10.87% |
$4.76K - $5.66K
|
459
$40.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-194- 2.58% |
$16.5K - $19.6K
|
7.32K
$650K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-19- 0.18% |
$1.61K - $1.92K
|
10.6K
$942K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-357- 6.38% |
$30.3K - $36.1K
|
5.24K
$465K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
285New |
$24.2K - $28.8K
|
285
$25.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.84KNew |
$242K - $287K
|
2.84K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-68- 1.96% |
$5.78K - $6.87K
|
3.41K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.16K- 56.99% |
$269K - $320K
|
2.39K
$212K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
14.7K+ 11.47% |
$1.25M - $1.49M
|
143K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
881+ 29.52% |
$74.8K - $89K
|
3.87K
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 28.08% |
$326K - $388K
|
9.83K
$873K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-102- 2.6% |
$8.66K - $10.3K
|
3.82K
$339K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$84.9 - $101
|
2
$178
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-200- 0.24% |
$17K - $20.2K
|
82.6K
$7.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
29+ 1.04% |
$2.46K - $2.93K
|
2.81K
$249K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.67K - $5.56K
|
55
$4.88K
|
|
|
Oct 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.28K+ 2.97% |
$109K - $129K
|
44.3K
$3.93M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.86% |
$255 - $303
|
346
$30.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-72- 2.48% |
$6.11K - $7.28K
|
2.84K
$252K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-511- 2.68% |
$43.4K - $51.6K
|
18.5K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
229+ 1.06% |
$19.4K - $23.1K
|
21.8K
$1.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
21+ 7.53% |
$1.78K - $2.12K
|
300
$26.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-2- 0.07% |
$170 - $202
|
2.9K
$258K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.7K+ 19.64% |
$1.08M - $1.29M
|
77.5K
$6.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.28K- 17.26% |
$279K - $332K
|
15.7K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 4.16% |
$8.49K - $10.1K
|
2.5K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
56.1K+ 2104.31% |
$4.77M - $5.67M
|
58.8K
$5.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-13.6K- 38.89% |
$1.16M - $1.38M
|
21.4K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.83KNew |
$580K - $690K
|
6.83K
$606K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-22.8K- 2.44% |
$1.94M - $2.31M
|
914K
$81.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
989+ 8.42% |
$84K - $100K
|
12.7K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5K+ 32.76% |
$1.32M - $1.57M
|
62.8K
$5.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.12K+ 11.09% |
$605K - $720K
|
71.3K
$6.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.32KNew |
$112K - $134K
|
1.32K
$117K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 50.0% |
$595 - $707
|
21
$1.86K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-83- 1.66% |
$7.05K - $8.39K
|
4.9K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
711+ 14.54% |
$60.4K - $71.9K
|
5.6K
$497K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 23.36% |
$146K - $174K
|
9.09K
$807K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 5.26% |
$19.9K - $23.7K
|
4.69K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-24- 0.32% |
$2.04K - $2.43K
|
7.37K
$654K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-40- 1.62% |
$3.4K - $4.04K
|
2.42K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-42- 6.16% |
$3.57K - $4.24K
|
640
$56.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
19.2KNew |
$1.63M - $1.95M
|
19.2K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.36K- 83.43% |
$285K - $339K
|
667
$59.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
355+ 7.5% |
$30.2K - $35.9K
|
5.09K
$452K
|
|