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 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 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
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-21.4K- 38.08% |
$1.82M - $2.16M
|
34.8K
$3.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
274+ 19.15% |
$23.3K - $27.7K
|
1.71K
$151K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-173- 3.81% |
$14.7K - $17.5K
|
4.36K
$387K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-165- 1.73% |
$14K - $16.7K
|
9.36K
$831K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-33- 4.36% |
$2.8K - $3.34K
|
724
$64.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-94- 90.38% |
$7.98K - $9.5K
|
10
$888
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-84- 0.91% |
$7.13K - $8.49K
|
9.13K
$811K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-3.73K- 4.22% |
$317K - $377K
|
84.6K
$7.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-63- 11.82% |
$5.35K - $6.37K
|
470
$41.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37New |
$3.14K - $3.74K
|
37
$3.28K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
38.9K+ 19.92% |
$3.31M - $3.93M
|
234K
$20.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 18.99% |
$189K - $224K
|
9.48K
$841K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-1.01K- 17.08% |
$85.8K - $102K
|
4.9K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.11K+ 1.28% |
$264K - $314K
|
247K
$21.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-125- 4.02% |
$10.6K - $12.6K
|
2.98K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
393+ 2.58% |
$33.4K - $39.7K
|
15.6K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
458+ 15.04% |
$38.9K - $46.3K
|
3.5K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 94.44% |
$3.28M - $3.9M
|
2.27K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-50- 0.54% |
$4.25K - $5.05K
|
9.18K
$815K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-16- 0.4% |
$1.36K - $1.62K
|
4K
$355K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-60- 0.93% |
$5.1K - $6.06K
|
6.39K
$567K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-5.35K- 11.89% |
$454K - $541K
|
39.7K
$3.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
903+ 28.2% |
$76.7K - $91.3K
|
4.11K
$364K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
216New |
$18.3K - $21.8K
|
216
$19.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
59.5K+ 244.17% |
$5.05M - $6.01M
|
83.9K
$7.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-50- 1.3% |
$4.25K - $5.05K
|
3.8K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.52K+ 160.97% |
$724K - $861K
|
13.8K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.04% |
$84.9 - $101
|
2.82K
$250K
|
|