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 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.67KNew |
$242K - $278K
|
2.67K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.65KNew |
$241K - $276K
|
2.65K
$235K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.48K+ 5.72% |
$225K - $258K
|
45.8K
$4.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.47KNew |
$225K - $258K
|
2.47K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.38KNew |
$216K - $248K
|
2.38K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.34K+ 38950.0% |
$212K - $244K
|
2.34K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$201K - $231K
|
2.21K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.2K+ 29.65% |
$200K - $229K
|
9.62K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.19KNew |
$199K - $228K
|
2.19K
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.04KNew |
$185K - $213K
|
2.04K
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
1.8K+ 128.57% |
$164K - $188K
|
3.2K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.74K+ 3.63% |
$158K - $181K
|
49.7K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.63K+ 45.17% |
$148K - $170K
|
5.25K
$466K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.37K+ 58.43% |
$125K - $143K
|
3.72K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.29K+ 26.61% |
$117K - $135K
|
6.14K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$94K - $108K
|
1.03K
$91.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.01K+ 49.2% |
$91.8K - $105K
|
3.06K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
926New |
$84.2K - $96.6K
|
926
$82.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
669+ 4.18% |
$60.8K - $69.8K
|
16.7K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
623New |
$56.6K - $65K
|
623
$55.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
605+ 141.36% |
$55K - $63.1K
|
1.03K
$91.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
591+ 2037.93% |
$53.7K - $61.6K
|
620
$55K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
570+ 16.39% |
$51.8K - $59.5K
|
4.05K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
549+ 2.94% |
$49.9K - $57.3K
|
19.2K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
450New |
$40.9K - $46.9K
|
450
$39.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
408New |
$37.1K - $42.6K
|
408
$36.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
400+ 14.03% |
$36.4K - $41.7K
|
3.25K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
396+ 1.28% |
$36K - $41.3K
|
31.2K
$2.77M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 14.76% |
$27.3K - $31.3K
|
2.33K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
273+ 12.88% |
$24.8K - $28.5K
|
2.39K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
272+ 6.16% |
$24.7K - $28.4K
|
4.69K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
252+ 9.93% |
$22.9K - $26.3K
|
2.79K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
181+ 9.28% |
$16.4K - $18.9K
|
2.13K
$189K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137New |
$12.5K - $14.3K
|
137
$12.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
122+ 5.45% |
$11.1K - $12.7K
|
2.36K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
111New |
$10.1K - $11.6K
|
111
$9.85K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
110New |
$10K - $11.5K
|
110
$9.76K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
107New |
$9.72K - $11.2K
|
107
$9.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
100+ 14.29% |
$9.09K - $10.4K
|
800
$71K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
100+ 5.0% |
$9.09K - $10.4K
|
2.1K
$186K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
93+ 3.14% |
$8.45K - $9.7K
|
3.06K
$272K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
89+ 3.07% |
$8.09K - $9.28K
|
2.99K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
85New |
$7.72K - $8.87K
|
85
$7.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
75New |
$6.82K - $7.82K
|
75
$6.66K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
68+ 3.47% |
$6.18K - $7.09K
|
2.03K
$180K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62+ 24.7% |
$5.63K - $6.47K
|
313
$27.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
49New |
$4.45K - $5.11K
|
49
$4.35K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
45+ 2.1% |
$4.09K - $4.69K
|
2.18K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42+ 21.11% |
$3.82K - $4.38K
|
241
$21.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
32New |
$2.91K - $3.34K
|
32
$2.84K
|
|