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 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-10- 0.76% |
$849 - $1.01K
|
1.31K
$116K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
15.8K+ 35.73% |
$1.34M - $1.6M
|
60.1K
$5.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10.7K+ 31.46% |
$911K - $1.08M
|
44.8K
$3.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3+ 0.23% |
$255 - $303
|
1.29K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 2.03% |
$1.19K - $1.41K
|
677
$60.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.81K+ 1.71% |
$239K - $284K
|
167K
$14.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.29KNew |
$195K - $232K
|
2.29K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 7.49% |
$923K - $1.1M
|
134K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-19.6K- 93.88% |
$1.67M - $1.98M
|
1.28K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-424- 5.22% |
$36K - $42.9K
|
7.69K
$683K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
1.27K+ 4.67% |
$108K - $128K
|
28.4K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-972- 21.11% |
$82.6K - $98.2K
|
3.63K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.9 - $101
|
2.36K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.68K- 3.02% |
$143K - $170K
|
54.1K
$4.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.42K+ 14.42% |
$206K - $245K
|
19.2K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-11.4K- 11.36% |
$971K - $1.16M
|
89.3K
$7.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.9K+ 3.96% |
$161K - $192K
|
49.9K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-265- 4.75% |
$22.5K - $26.8K
|
5.31K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.21K+ 10.82% |
$358K - $426K
|
43.1K
$3.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-480- 22.89% |
$40.8K - $48.5K
|
1.62K
$144K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-83- 0.93% |
$7.05K - $8.39K
|
8.84K
$785K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-87- 2.22% |
$7.39K - $8.79K
|
3.82K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.11% |
$510 - $606
|
5.36K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-501- 27.35% |
$42.5K - $50.6K
|
1.33K
$118K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.96% |
$17K - $20.2K
|
20.6K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18- 28.57% |
$1.53K - $1.82K
|
45
$3.99K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-165- 5.91% |
$14K - $16.7K
|
2.63K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-334- 10.97% |
$28.4K - $33.8K
|
2.71K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
124KNew |
$10.5M - $12.5M
|
124K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
73.2K+ 21.42% |
$6.22M - $7.4M
|
415K
$36.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-211- 3.83% |
$17.9K - $21.3K
|
5.3K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-1.37K- 24.97% |
$117K - $139K
|
4.12K
$366K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-115K- 66.48% |
$9.79M - $11.6M
|
58.1K
$5.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-63K- 80.58% |
$5.35M - $6.37M
|
15.2K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
744+ 701.89% |
$63.2K - $75.2K
|
850
$75.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
160K+ 17.52% |
$13.6M - $16.2M
|
1.07M
$95.3M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
35New |
$2.97K - $3.54K
|
35
$3.11K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
4KNew |
$340K - $404K
|
4K
$355K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.84K- 1.83% |
$156K - $186K
|
99K
$8.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
67+ 25.28% |
$5.69K - $6.77K
|
332
$29.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-11- 0.31% |
$934 - $1.11K
|
3.59K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-370- 11.01% |
$31.4K - $37.4K
|
2.99K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 20.6% |
$106K - $126K
|
4.82K
$428K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.07K- 1.97% |
$90.9K - $108K
|
53.2K
$4.73M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-1.16K- 15.01% |
$98.3K - $117K
|
6.56K
$582K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4New |
$340 - $404
|
4
$355
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
141+ 3.82% |
$12K - $14.3K
|
3.83K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
109K+ 60.71% |
$9.24M - $11M
|
288K
$25.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.51KNew |
$808K - $961K
|
9.51K
$844K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.38K- 37.73% |
$117K - $139K
|
2.27K
$202K
|
|