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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.42KNew |
$121K - $144K
|
1.42K
$126K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$8.49K - $10.1K
|
100
$8.88K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
156+ 458.82% |
$13.2K - $15.8K
|
190
$16.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-560- 16.14% |
$47.6K - $56.6K
|
2.91K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-38- 0.54% |
$3.23K - $3.84K
|
7.04K
$625K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 8.28% |
$94.4K - $112K
|
14.5K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-19- 0.74% |
$1.61K - $1.92K
|
2.56K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-50- 63.29% |
$4.25K - $5.05K
|
29
$2.57K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-598- 64.93% |
$50.8K - $60.4K
|
323
$28.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-123K- 2.64% |
$10.4M - $12.4M
|
4.52M
$401M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
26+ 0.32% |
$2.21K - $2.63K
|
8.19K
$727K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.81K- 9.27% |
$408K - $486K
|
47K
$4.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-32- 23.19% |
$2.72K - $3.23K
|
106
$9.41K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-7.86K- 72.86% |
$667K - $794K
|
2.93K
$260K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.56K- 8.02% |
$302K - $359K
|
40.8K
$3.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.27% |
$84.9 - $101
|
369
$32.8K
|
|