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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-498- 3.9% |
$45.2K - $51.8K
|
12.3K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-8K- 18.72% |
$726K - $832K
|
34.7K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-57- 1.43% |
$5.17K - $5.93K
|
3.93K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.96K- 1.73% |
$359K - $412K
|
225K
$22.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 11.39% |
$119K - $136K
|
10.2K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-539- 5.53% |
$48.9K - $56.1K
|
9.21K
$908K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
344K+ 362.44% |
$31.2M - $35.8M
|
439K
$43.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 1.15% |
$998 - $1.14K
|
970
$95.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
576+ 14.98% |
$52.3K - $59.9K
|
4.42K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
7.15KNew |
$649K - $743K
|
7.15K
$704K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-56- 2.12% |
$5.08K - $5.82K
|
2.59K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.19K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.21% |
$90.8 - $104
|
472
$46.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.3KNew |
$390K - $447K
|
4.3K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-415- 2.68% |
$37.7K - $43.2K
|
15.1K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 8.33% |
$2.27K - $2.6K
|
275
$27.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-15- 0.58% |
$1.36K - $1.56K
|
2.59K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
640+ 14.99% |
$58.1K - $66.6K
|
4.91K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 20.15% |
$2.45K - $2.81K
|
161
$15.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
9+ 0.22% |
$817 - $936
|
4.02K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.21K+ 18.84% |
$109K - $125K
|
7.61K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.72KNew |
$247K - $283K
|
2.72K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-153- 3.1% |
$13.9K - $15.9K
|
4.78K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5- 0.2% |
$454 - $520
|
2.52K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.3% |
$635 - $728
|
2.38K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-577- 17.48% |
$52.4K - $60K
|
2.72K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.1K- 39.78% |
$826K - $946K
|
13.8K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
2.17KNew |
$197K - $226K
|
2.17K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-60- 1.01% |
$5.45K - $6.24K
|
5.86K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
22+ 0.66% |
$2K - $2.29K
|
3.34K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-26- 0.08% |
$2.36K - $2.7K
|
34.4K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
150+ 6.21% |
$13.6K - $15.6K
|
2.57K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
161+ 1006.25% |
$14.6K - $16.7K
|
177
$17.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-80- 22.54% |
$7.26K - $8.32K
|
275
$27.1K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-334- 6.68% |
$30.3K - $34.7K
|
4.67K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 106.31% |
$133K - $152K
|
2.85K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 3.85% |
$90.8 - $104
|
27
$2.66K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 16.67% |
$4.54K - $5.2K
|
250
$24.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-480- 14.0% |
$43.6K - $49.9K
|
2.95K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
788+ 9.99% |
$71.5K - $82K
|
8.67K
$855K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
98+ 0.16% |
$8.9K - $10.2K
|
60.7K
$5.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 28.95% |
$3K - $3.43K
|
81
$7.98K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-813K- 99.03% |
$73.8M - $84.5M
|
7.95K
$784K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
592New |
$53.7K - $61.6K
|
592
$58.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
6.36K+ 293.36% |
$577K - $662K
|
8.53K
$840K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-202- 7.27% |
$18.3K - $21K
|
2.58K
$254K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-57- 1.25% |
$5.17K - $5.93K
|
4.51K
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-352- 10.06% |
$32K - $36.6K
|
3.15K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 15.22% |
$9.08K - $10.4K
|
757
$74.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 9.99% |
$8.17K - $9.36K
|
811
$79.9K
|