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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
100+ 4.06% |
$8.49K - $10.1K
|
2.56K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 2.19% |
$8.49K - $10.1K
|
4.67K
$415K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 4.16% |
$8.49K - $10.1K
|
2.5K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
100+ 2.54% |
$8.49K - $10.1K
|
4.03K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$8.49K - $10.1K
|
100
$8.88K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
96+ 3.68% |
$8.15K - $9.7K
|
2.7K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96+ 106.67% |
$8.15K - $9.7K
|
186
$16.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
94New |
$7.98K - $9.5K
|
94
$8.34K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
91+ 1.33% |
$7.73K - $9.2K
|
6.93K
$615K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
90+ 3.4% |
$7.64K - $9.1K
|
2.73K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
89New |
$7.56K - $9K
|
89
$7.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
88+ 2.57% |
$7.47K - $8.89K
|
3.52K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 0.42% |
$7.3K - $8.69K
|
20.6K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
81New |
$6.88K - $8.19K
|
81
$7.19K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
73+ 1.82% |
$6.2K - $7.38K
|
4.08K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
62New |
$5.27K - $6.27K
|
62
$5.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.67K - $5.56K
|
55
$4.88K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
53+ 2.16% |
$4.5K - $5.36K
|
2.51K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
49+ 0.26% |
$4.16K - $4.95K
|
19.1K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
46+ 0.13% |
$3.91K - $4.65K
|
36.2K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
43+ 1.41% |
$3.65K - $4.35K
|
3.09K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
42+ 3.92% |
$3.57K - $4.24K
|
1.11K
$98.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40+ 0.6% |
$3.4K - $4.04K
|
6.72K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
38+ 3.57% |
$3.23K - $3.84K
|
1.1K
$97.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37+ 1.24% |
$3.14K - $3.74K
|
3.02K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
37New |
$3.14K - $3.74K
|
37
$3.28K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37New |
$3.14K - $3.74K
|
37
$3.28K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
35New |
$2.97K - $3.54K
|
35
$3.11K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
34New |
$2.89K - $3.44K
|
34
$3.02K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
31New |
$2.63K - $3.13K
|
31
$2.75K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
27+ 0.91% |
$2.29K - $2.73K
|
3K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 1.04% |
$2.21K - $2.63K
|
2.53K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$2.21K - $2.63K
|
26
$2.31K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
26+ 0.32% |
$2.21K - $2.63K
|
8.19K
$727K
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
25New |
$2.12K - $2.53K
|
25
$2.22K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 1.1% |
$2.04K - $2.43K
|
2.2K
$195K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
21+ 7.53% |
$1.78K - $2.12K
|
300
$26.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
21New |
$1.78K - $2.12K
|
21
$1.86K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 6.33% |
$1.61K - $1.92K
|
319
$28.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13+ 0.12% |
$1.1K - $1.31K
|
11K
$975K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13+ 4.33% |
$1.1K - $1.31K
|
313
$27.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 0.4% |
$1.02K - $1.21K
|
3.01K
$267K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.12% |
$764 - $910
|
811
$72K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
8New |
$679 - $809
|
8
$710
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7+ 43.75% |
$595 - $707
|
23
$2.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 50.0% |
$595 - $707
|
21
$1.86K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.17% |
$510 - $606
|
3.55K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
6+ 1.82% |
$510 - $606
|
336
$29.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.11% |
$510 - $606
|
5.36K
$476K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 6.06% |
$340 - $404
|
70
$6.21K
|
|