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 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-228- 8.83% |
$19.4K - $23K
|
2.35K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 16.67% |
$255 - $303
|
21
$1.86K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-116- 4.77% |
$9.85K - $11.7K
|
2.32K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-243K- 63.31% |
$20.6M - $24.5M
|
141K
$12.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-4.16K- 17.22% |
$353K - $420K
|
20K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
37.6K+ 174.5% |
$3.19M - $3.8M
|
59.1K
$5.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-74- 0.98% |
$6.28K - $7.48K
|
7.44K
$660K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
385+ 85.56% |
$32.7K - $38.9K
|
835
$74.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 90.59% |
$6.54K - $7.78K
|
8
$710
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-450- 4.4% |
$38.2K - $45.5K
|
9.78K
$868K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.17K+ 3.28% |
$269K - $320K
|
99.6K
$8.85M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.18K- 5.17% |
$100K - $119K
|
21.6K
$1.92M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.12% |
$764 - $910
|
811
$72K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36- 1.55% |
$3.06K - $3.64K
|
2.28K
$203K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-8.4K- 17.03% |
$713K - $848K
|
40.9K
$3.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-94.4K- 36.07% |
$8.02M - $9.54M
|
167K
$14.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
289+ 3.82% |
$24.5K - $29.2K
|
7.86K
$697K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-159K- 22.24% |
$13.5M - $16M
|
555K
$49.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 11.04% |
$109K - $130K
|
13K
$1.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-398- 1.68% |
$33.8K - $40.2K
|
23.3K
$2.07M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-33- 1.09% |
$2.8K - $3.34K
|
2.99K
$265K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-823- 95.03% |
$69.9K - $83.2K
|
43
$3.82K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
336New |
$28.5K - $34K
|
336
$29.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.36KNew |
$201K - $239K
|
2.36K
$210K
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-10- 0.1% |
$849 - $1.01K
|
10K
$888K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-22- 0.65% |
$1.87K - $2.22K
|
3.34K
$296K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-77- 2.83% |
$6.54K - $7.78K
|
2.64K
$234K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-50- 1.59% |
$4.25K - $5.05K
|
3.1K
$275K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 0.01% |
$170 - $202
|
22K
$1.95M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
14.6KNew |
$1.24M - $1.47M
|
14.6K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
89New |
$7.56K - $9K
|
89
$7.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
465+ 9.4% |
$39.5K - $47K
|
5.41K
$481K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.41K+ 45.77% |
$120K - $143K
|
4.5K
$399K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-11- 0.69% |
$934 - $1.11K
|
1.58K
$140K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.75K+ 115.69% |
$573K - $682K
|
12.6K
$1.12M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-3.24K- 1.52% |
$294K - $338K
|
210K
$18.6M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.67KNew |
$242K - $278K
|
2.67K
$237K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
635K+ 96.39% |
$57.7M - $66.2M
|
1.29M
$115M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.93K- 18.41% |
$176K - $202K
|
8.57K
$761K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12K+ 18.27% |
$1.09M - $1.25M
|
77.7K
$6.9M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$454 - $522
|
5
$444
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.48K+ 5.72% |
$225K - $258K
|
45.8K
$4.07M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$909 - $1.04K
|
10
$888
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-12- 6.63% |
$1.09K - $1.25K
|
169
$15K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
110New |
$10K - $11.5K
|
110
$9.76K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-202- 14.28% |
$18.4K - $21.1K
|
1.21K
$108K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
400+ 14.03% |
$36.4K - $41.7K
|
3.25K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
85New |
$7.72K - $8.87K
|
85
$7.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-47.6K- 0.81% |
$4.32M - $4.96M
|
5.82M
$517M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
100+ 14.29% |
$9.09K - $10.4K
|
800
$71K
|
|