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 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-538- 36.82% |
$45.7K - $54.4K
|
923
$81.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.6K- 7.79% |
$136K - $162K
|
19K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$2.21K - $2.63K
|
26
$2.31K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
40.4K+ 17.93% |
$3.43M - $4.08M
|
266K
$23.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
110KNew |
$9.34M - $11.1M
|
110K
$9.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-145- 6.22% |
$12.3K - $14.7K
|
2.19K
$194K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.43K+ 33.08% |
$121K - $145K
|
5.75K
$511K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.55K+ 17.07% |
$217K - $258K
|
17.5K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
100+ 2.54% |
$8.49K - $10.1K
|
4.03K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-721- 50.81% |
$61.2K - $72.9K
|
698
$62K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.52K- 5.31% |
$129K - $154K
|
27.1K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-51- 1.28% |
$4.33K - $5.15K
|
3.94K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.53K- 46.78% |
$299K - $356K
|
4.01K
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.66KNew |
$481K - $572K
|
5.66K
$503K
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
BUY
|
- |
53K+ 48.68% |
$4.51M - $5.36M
|
162K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-252- 7.26% |
$21.4K - $25.5K
|
3.22K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
535+ 25.44% |
$45.4K - $54.1K
|
2.64K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-233- 5.59% |
$19.8K - $23.5K
|
3.94K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-793- 0.51% |
$67.3K - $80.1K
|
155K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 10.38% |
$1.06M - $1.26M
|
108K
$9.57M
|
|
|
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
|
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
|
|