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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
157New |
$14.3K - $16.3K
|
157
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 4.05% |
$545 - $624
|
154
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2KNew |
$181K - $208K
|
2K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.59KNew |
$235K - $269K
|
2.59K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$545 - $624
|
6
$533
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
4.72KNew |
$428K - $491K
|
4.72K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
7.16K+ 109.61% |
$650K - $745K
|
13.7K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
66.6KNew |
$6.05M - $6.93M
|
66.6K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.8KNew |
$254K - $291K
|
2.8K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 26.5% |
$18.8K - $21.5K
|
988
$87.7K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45- 1.78% |
$4.08K - $4.68K
|
2.49K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-87- 14.6% |
$7.9K - $9.05K
|
509
$45.2K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-108- 57.45% |
$9.8K - $11.2K
|
80
$7.1K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20- 0.54% |
$1.82K - $2.08K
|
3.7K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
727New |
$66K - $75.6K
|
727
$64.5K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.44K- 14.26% |
$221K - $253K
|
14.6K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$181K - $207K
|
2K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-347- 9.52% |
$31.5K - $36.1K
|
3.3K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.29KNew |
$117K - $134K
|
1.29K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.94KNew |
$176K - $202K
|
1.94K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.25KNew |
$204K - $234K
|
2.25K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-19K- 86.36% |
$1.72M - $1.98M
|
3K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.5K- 14.65% |
$1.04M - $1.2M
|
67K
$5.95M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.84K- 33.07% |
$258K - $296K
|
5.75K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-715- 26.63% |
$64.9K - $74.4K
|
1.97K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.46KNew |
$314K - $360K
|
3.46K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 0.98% |
$4.54K - $5.2K
|
5.07K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121+ 97.58% |
$11K - $12.6K
|
245
$21.7K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.28KNew |
$479K - $549K
|
5.28K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 18.1% |
$115K - $132K
|
8.3K
$737K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-6.11K- 16.14% |
$555K - $636K
|
31.7K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
405+ 3.62% |
$36.8K - $42.1K
|
11.6K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.87K- 8.56% |
$169K - $194K
|
19.9K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 3.5% |
$1.27K - $1.46K
|
414
$36.8K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-201- 19.98% |
$18.2K - $20.9K
|
805
$71.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-799- 25.59% |
$72.5K - $83.1K
|
2.32K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.05KNew |
$186K - $214K
|
2.05K
$182K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-90- 1.5% |
$8.17K - $9.36K
|
5.92K
$525K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-78- 2.69% |
$7.08K - $8.11K
|
2.82K
$250K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-258- 10.6% |
$23.4K - $26.8K
|
2.18K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-8K- 17.35% |
$726K - $832K
|
38.1K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Fractal Investments LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$176K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 21.69% |
$1.63K - $1.87K
|
65
$5.77K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.48K+ 159.33% |
$134K - $154K
|
2.4K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$191K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
8.72KNew |
$791K - $907K
|
8.72K
$774K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.08KNew |
$188K - $216K
|
2.08K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 0.84% |
$4.54K - $5.2K
|
6.01K
$533K
|
|