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 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62+ 24.7% |
$5.63K - $6.47K
|
313
$27.8K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-49- 27.68% |
$4.45K - $5.11K
|
128
$11.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
8.42KNew |
$765K - $878K
|
8.42K
$748K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
8.4KNew |
$763K - $876K
|
8.4K
$746K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 14.76% |
$27.3K - $31.3K
|
2.33K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
7.15KNew |
$650K - $746K
|
7.15K
$635K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-29- 0.76% |
$2.64K - $3.02K
|
3.78K
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
107New |
$9.72K - $11.2K
|
107
$9.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-260- 1.11% |
$23.6K - $27.1K
|
23.3K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-69- 1.61% |
$6.27K - $7.2K
|
4.23K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.71K- 16.32% |
$337K - $387K
|
19K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-375- 63.34% |
$34.1K - $39.1K
|
217
$19.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
49.5K+ 231.13% |
$4.5M - $5.16M
|
70.9K
$6.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8+ 20.0% |
$727 - $834
|
48
$4.26K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 90.84% |
$91.1K - $105K
|
101
$8.97K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-109- 22.38% |
$9.91K - $11.4K
|
378
$33.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
12.4K+ 28.83% |
$1.13M - $1.29M
|
55.3K
$4.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
669+ 4.18% |
$60.8K - $69.8K
|
16.7K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-573- 7.18% |
$52.1K - $59.8K
|
7.41K
$658K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.34K+ 38950.0% |
$212K - $244K
|
2.34K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-71- 23.91% |
$6.45K - $7.41K
|
226
$20.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2- 0.07% |
$182 - $209
|
2.75K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
9.68KNew |
$880K - $1.01M
|
9.68K
$860K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-64- 2.83% |
$5.82K - $6.68K
|
2.2K
$195K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.16K- 2.56% |
$378K - $434K
|
159K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-788- 8.45% |
$71.6K - $82.2K
|
8.54K
$758K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-477- 17.96% |
$43.3K - $49.8K
|
2.18K
$193K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 17.39% |
$9.09K - $10.4K
|
475
$42.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6New |
$545 - $626
|
6
$533
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.76KNew |
$342K - $392K
|
3.76K
$334K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
32New |
$2.91K - $3.34K
|
32
$2.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$201K - $231K
|
2.21K
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.03K- 48.28% |
$185K - $212K
|
2.18K
$193K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
93+ 3.14% |
$8.45K - $9.7K
|
3.06K
$272K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
89+ 3.07% |
$8.09K - $9.28K
|
2.99K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-97- 2.1% |
$8.82K - $10.1K
|
4.53K
$402K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
3+ 0.03% |
$273 - $313
|
10.4K
$924K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.57% |
$1.82K - $2.09K
|
3.51K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.29K+ 26.61% |
$117K - $135K
|
6.14K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13New |
$1.18K - $1.36K
|
13
$1.15K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 2.41% |
$4.54K - $5.22K
|
2.02K
$179K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.65KNew |
$241K - $276K
|
2.65K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
68+ 3.47% |
$6.18K - $7.09K
|
2.03K
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-150- 6.8% |
$13.6K - $15.6K
|
2.06K
$182K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-346- 17.69% |
$31.4K - $36.1K
|
1.61K
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-856- 9.05% |
$77.8K - $89.3K
|
8.6K
$763K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
549+ 2.94% |
$49.9K - $57.3K
|
19.2K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
122+ 5.45% |
$11.1K - $12.7K
|
2.36K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.54KNew |
$413K - $474K
|
4.54K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
100+ 5.0% |
$9.09K - $10.4K
|
2.1K
$186K
|
|