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 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
|
|
|
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
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-520- 11.42% |
$44.2K - $52.6K
|
4.03K
$358K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-365- 0.72% |
$31K - $36.9K
|
50.3K
$4.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400+ 6.75% |
$34K - $40.4K
|
6.32K
$561K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-353- 8.02% |
$30K - $35.7K
|
4.05K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.16K+ 5.19% |
$98.3K - $117K
|
23.5K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-11.7K- 26.87% |
$994K - $1.18M
|
31.8K
$2.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
300+ 9.53% |
$25.5K - $30.3K
|
3.45K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-107- 1.17% |
$9.09K - $10.8K
|
9.01K
$799K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.03K- 8.97% |
$87.4K - $104K
|
10.4K
$927K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$84.9 - $101
|
3.55K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-179K- 51.32% |
$15.2M - $18.1M
|
170K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.25K+ 22.56% |
$446K - $530K
|
28.5K
$2.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
349+ 12.56% |
$29.6K - $35.3K
|
3.13K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.43K- 7.8% |
$122K - $145K
|
17K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
21New |
$1.78K - $2.12K
|
21
$1.86K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
336+ 1.46% |
$28.5K - $34K
|
23.3K
$2.07M
|
|