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 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
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.24KNew |
$203K - $233K
|
2.24K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.54KNew |
$231K - $264K
|
2.54K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
6.15K+ 78.63% |
$558K - $640K
|
14K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-60- 2.71% |
$5.45K - $6.24K
|
2.16K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.97KNew |
$178K - $204K
|
1.97K
$174K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$545 - $624
|
6
$533
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-38- 0.86% |
$3.45K - $3.95K
|
4.38K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.16KNew |
$378K - $433K
|
4.16K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1- 0.37% |
$90.8 - $104
|
266
$23.6K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$454 - $520
|
5
$444
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.56KNew |
$232K - $266K
|
2.56K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.17KNew |
$197K - $225K
|
2.17K
$192K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
15+ 8.33% |
$1.36K - $1.56K
|
195
$17.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-31.7K- 93.01% |
$2.88M - $3.3M
|
2.39K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
111New |
$10.1K - $11.5K
|
111
$9.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
306New |
$27.8K - $31.8K
|
306
$27.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 11.71% |
$2.18K - $2.5K
|
229
$20.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
110New |
$9.98K - $11.4K
|
110
$9.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 9.29% |
$22.3K - $25.6K
|
2.9K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19New |
$1.72K - $1.98K
|
19
$1.69K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-7- 7.22% |
$635 - $728
|
90
$7.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 1.9% |
$182 - $208
|
107
$9.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
2.09KNew |
$190K - $217K
|
2.09K
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
743+ 1.12% |
$67.4K - $77.3K
|
67.3K
$5.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9+ 18.0% |
$817 - $936
|
59
$5.24K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$545 - $624
|
6
$533
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
200+ 8.03% |
$18.2K - $20.8K
|
2.69K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.53% |
$9.08K - $10.4K
|
1.43K
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
97+ 5.94% |
$8.8K - $10.1K
|
1.73K
$153K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.97KNew |
$179K - $205K
|
1.97K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-99- 17.9% |
$8.99K - $10.3K
|
454
$40.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-162- 2.88% |
$14.7K - $16.8K
|
5.47K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33New |
$3K - $3.43K
|
33
$2.93K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12New |
$1.09K - $1.25K
|
12
$1.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
2KNew |
$182K - $208K
|
2K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.63K - $4.16K
|
40
$3.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-131- 57.46% |
$11.9K - $13.6K
|
97
$8.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-28.9K- 35.48% |
$2.62M - $3M
|
52.5K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 18.23% |
$6.35K - $7.28K
|
314
$27.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$1.82K - $2.08K
|
20
$1.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 11.91% |
$45.4K - $52K
|
3.7K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-208- 40.94% |
$18.9K - $21.6K
|
300
$26.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.1K- 1.45% |
$100K - $115K
|
75.1K
$6.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-48- 66.67% |
$4.36K - $4.99K
|
24
$2.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.5K- 7.21% |
$1.04M - $1.2M
|
148K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.82KNew |
$256K - $294K
|
2.82K
$251K
|
|