Latest Institutional Purchases of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
647K+ 116.56% |
$57.4M - $60.4M
|
1.2M
$107M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
495K+ 12345.2% |
$44M - $46.2M
|
499K
$44.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
376K+ 15.59% |
$33.4M - $35.1M
|
2.79M
$247M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
344K+ 43.02% |
$30.6M - $32.2M
|
1.15M
$102M
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
163K+ 3.62% |
$14.5M - $15.3M
|
4.68M
$415M
|
|
|
Jan 14, 2026
Q4 2025
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
61.7KNew |
$5.48M - $5.76M
|
61.7K
$5.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
17.9K+ 119.85% |
$1.59M - $1.67M
|
32.9K
$2.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
17.1K+ 29.0% |
$1.52M - $1.6M
|
76.3K
$6.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.55KNew |
$670K - $705K
|
7.55K
$670K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.38K+ 18.12% |
$655K - $689K
|
48.1K
$4.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.24K+ 7.34% |
$465K - $489K
|
76.6K
$6.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.26K+ 2.88% |
$378K - $398K
|
152K
$13.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.65K+ 159.65% |
$324K - $341K
|
5.93K
$527K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.42K+ 33.36% |
$304K - $319K
|
13.7K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.12K+ 3.13% |
$277K - $291K
|
103K
$9.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.91KNew |
$258K - $272K
|
2.91K
$258K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.65KNew |
$235K - $247K
|
2.65K
$235K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.46KNew |
$219K - $230K
|
2.46K
$219K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.27KNew |
$201K - $212K
|
2.27K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.16K+ 16.59% |
$191K - $201K
|
15.2K
$1.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.65K+ 20.95% |
$146K - $154K
|
9.5K
$843K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.63KNew |
$144K - $152K
|
1.63K
$144K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 18.95% |
$129K - $136K
|
9.15K
$812K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.24K+ 23.66% |
$110K - $116K
|
6.48K
$575K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
694+ 10.58% |
$61.6K - $64.8K
|
7.25K
$644K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
415+ 2.73% |
$36.8K - $38.8K
|
15.6K
$1.39M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
400New |
$35.5K - $37.4K
|
400
$35.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
371+ 12.75% |
$32.9K - $34.6K
|
3.28K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
371New |
$32.9K - $34.6K
|
371
$32.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 54.72% |
$32.4K - $34.1K
|
1.03K
$91.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
353+ 4.39% |
$31.3K - $33K
|
8.4K
$745K
|
|
|
Jan 20, 2026
Q4 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
325+ 3.13% |
$28.9K - $30.3K
|
10.7K
$950K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
285+ 202.13% |
$25.3K - $26.6K
|
426
$37.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
239+ 19.37% |
$21.2K - $22.3K
|
1.47K
$131K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
210+ 5.34% |
$18.6K - $19.6K
|
4.14K
$368K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$17.8K - $18.7K
|
200
$17.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
149+ 171.26% |
$13.2K - $13.9K
|
236
$20.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
134+ 311.63% |
$11.9K - $12.5K
|
177
$15.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
113+ 1.79% |
$10K - $10.6K
|
6.43K
$570K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
110New |
$9.76K - $10.3K
|
110
$9.76K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
109+ 4.84% |
$9.68K - $10.2K
|
2.36K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 25.06% |
$8.88K - $9.34K
|
499
$44.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
76+ 1.06% |
$6.75K - $7.1K
|
7.23K
$642K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.56% |
$5.59K - $5.88K
|
4.11K
$365K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
58+ 1.89% |
$5.15K - $5.42K
|
3.12K
$277K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
43New |
$3.82K - $4.02K
|
43
$3.82K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 0.74% |
$1.78K - $1.87K
|
2.73K
$242K
|
|
|
Jan 06, 2026
Q4 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
20+ 0.28% |
$1.78K - $1.87K
|
7.18K
$637K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
8+ 0.35% |
$710 - $747
|
2.33K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.0% |
$621 - $654
|
705
$62.6K
|
|