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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-13- 18.06% |
$1.18K - $1.36K
|
59
$5.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42+ 21.11% |
$3.82K - $4.38K
|
241
$21.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
623New |
$56.6K - $65K
|
623
$55.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-107- 97.27% |
$9.72K - $11.2K
|
3
$266
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
27+ 0.88% |
$2.45K - $2.82K
|
3.11K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.68KNew |
$607K - $696K
|
6.68K
$593K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 1.61% |
$90.9 - $104
|
61
$5.41K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
450New |
$40.9K - $46.9K
|
450
$39.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$94K - $108K
|
1.03K
$91.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.04KNew |
$185K - $213K
|
2.04K
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
64.8KNew |
$5.89M - $6.76M
|
64.8K
$5.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 80.0% |
$364 - $417
|
9
$799
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1New |
$90.9 - $104
|
1
$88.8
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.7K+ 68.34% |
$154K - $177K
|
4.19K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.38KNew |
$216K - $248K
|
2.38K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
39K+ 264.29% |
$3.54M - $4.06M
|
53.7K
$4.77M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-5- 0.61% |
$454 - $522
|
814
$72.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 40.88% |
$293K - $336K
|
4.66K
$413K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.19KNew |
$381K - $437K
|
4.19K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
111New |
$10.1K - $11.6K
|
111
$9.85K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-5.04K- 1.76% |
$458K - $526K
|
281K
$24.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-449- 9.04% |
$40.8K - $46.8K
|
4.52K
$401K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
30.1KNew |
$2.74M - $3.14M
|
30.1K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-293- 10.95% |
$26.6K - $30.6K
|
2.38K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$90.9 - $104
|
971
$86.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.98KNew |
$452K - $519K
|
4.98K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-50- 0.63% |
$4.54K - $5.22K
|
7.83K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.16K+ 16.65% |
$287K - $329K
|
22.1K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
45+ 2.1% |
$4.09K - $4.69K
|
2.18K
$194K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 12.0% |
$1.36K - $1.56K
|
140
$12.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
408New |
$37.1K - $42.6K
|
408
$36.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
75New |
$6.82K - $7.82K
|
75
$6.66K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
24.2KNew |
$2.2M - $2.52M
|
24.2K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
396+ 1.28% |
$36K - $41.3K
|
31.2K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-10.8K- 6.07% |
$978K - $1.12M
|
167K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
273+ 12.88% |
$24.8K - $28.5K
|
2.39K
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 4.04% |
$18.2K - $20.9K
|
4.75K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-443- 14.89% |
$40.3K - $46.2K
|
2.53K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.07% |
$182 - $209
|
2.77K
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.18K- 6.04% |
$380K - $436K
|
65K
$5.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-90- 1.99% |
$8.18K - $9.39K
|
4.44K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 13.33% |
$545 - $626
|
51
$4.53K
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-27- 30.34% |
$2.45K - $2.82K
|
62
$5.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.04% |
$90.9 - $104
|
2.8K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.47KNew |
$225K - $258K
|
2.47K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-43- 0.71% |
$3.91K - $4.48K
|
6.01K
$533K
|
|
|
Aug 05, 2025
Q2 2025
|
Eleva Capital Sas
Paris, I0 |
BUY
|
- |
27KNew |
$2.46M - $2.82M
|
27K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-18- 1.75% |
$1.64K - $1.88K
|
1.01K
$89.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-45- 2.11% |
$4.09K - $4.69K
|
2.09K
$186K
|
|