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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$454 - $520
|
5
$444
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-959- 50.03% |
$87K - $99.7K
|
958
$85K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 7.32% |
$9.08K - $10.4K
|
1.27K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
734New |
$66.6K - $76.3K
|
734
$65.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.81% |
$2.27K - $2.6K
|
295
$26.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.06KNew |
$187K - $215K
|
2.06K
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-57- 1.43% |
$5.17K - $5.93K
|
3.93K
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.19K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 8.33% |
$2.27K - $2.6K
|
275
$24.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 20.15% |
$2.45K - $2.81K
|
161
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
150+ 6.21% |
$13.6K - $15.6K
|
2.57K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-80- 22.54% |
$7.26K - $8.32K
|
275
$24.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 3.85% |
$90.8 - $104
|
27
$2.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 16.67% |
$4.54K - $5.2K
|
250
$22.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 9.99% |
$8.17K - $9.36K
|
811
$72K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 250.0% |
$1.36K - $1.56K
|
21
$1.86K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.34K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 4.96% |
$1.09K - $1.25K
|
230
$20.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200+ 1.0% |
$18.2K - $20.8K
|
20.2K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 40.76% |
$27.2K - $31.2K
|
436
$38.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 214.29% |
$1.36K - $1.56K
|
22
$1.95K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100New |
$9.08K - $10.4K
|
100
$8.88K
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-5.37K- 93.06% |
$487K - $558K
|
400
$35.5K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-407- 67.95% |
$37.7K - $43.1K
|
192
$17K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-415- 48.14% |
$38.4K - $44K
|
447
$39.7K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
104+ 9.24% |
$9.63K - $11K
|
1.23K
$109K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.56K- 8.74% |
$144K - $165K
|
16.3K
$1.44M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5New |
$463 - $530
|
5
$444
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
7.35KNew |
$680K - $779K
|
7.35K
$652K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
225New |
$20.8K - $23.9K
|
225
$20K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.78K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$92.6 - $106
|
1
$88.8
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
27New |
$2.5K - $2.86K
|
27
$2.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17K- 1.92% |
$1.57M - $1.8M
|
866K
$76.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
750New |
$69.4K - $79.5K
|
750
$66.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69+ 11.52% |
$6.39K - $7.31K
|
668
$59.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
13.1KNew |
$1.21M - $1.39M
|
13.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-141- 3.04% |
$13.1K - $14.9K
|
4.5K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
412+ 2.74% |
$38.1K - $43.7K
|
15.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.07KNew |
$98.6K - $113K
|
1.07K
$94.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
22.5KNew |
$2.08M - $2.39M
|
22.5K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.44K- 3.31% |
$133K - $152K
|
41.9K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
8.15KNew |
$754K - $863K
|
8.15K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
113+ 4.93% |
$10.5K - $12K
|
2.4K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 45.83% |
$2.04K - $2.33K
|
70
$6.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
49.9KNew |
$4.62M - $5.29M
|
49.9K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
24.3K+ 511.83% |
$2.25M - $2.58M
|
29.1K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
426New |
$39.4K - $45.2K
|
426
$37.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
3.2KNew |
$296K - $339K
|
3.2K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.4KNew |
$407K - $466K
|
4.4K
$391K
|
|