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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$545 - $624
|
6
$533
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 2.0% |
$454 - $520
|
255
$22.6K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$454 - $520
|
5
$444
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$454 - $520
|
5
$444
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 1.9% |
$182 - $208
|
107
$9.5K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.98% |
$90.8 - $104
|
103
$9.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 3.85% |
$90.8 - $104
|
27
$2.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
49.9KNew |
$4.62M - $5.29M
|
49.9K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
39.1KNew |
$3.62M - $4.14M
|
39.1K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
26.3KNew |
$2.44M - $2.79M
|
26.3K
$2.34M
|
|
|
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
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
22.5KNew |
$2.08M - $2.39M
|
22.5K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
13.1KNew |
$1.21M - $1.39M
|
13.1K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.9KNew |
$824K - $943K
|
8.9K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
8.15KNew |
$754K - $863K
|
8.15K
$723K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
7.35KNew |
$680K - $779K
|
7.35K
$652K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$537K - $615K
|
5.8K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.63KNew |
$521K - $597K
|
5.63K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5K+ 127.23% |
$463K - $530K
|
8.93K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.73KNew |
$437K - $501K
|
4.73K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.59KNew |
$425K - $487K
|
4.59K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.4KNew |
$407K - $466K
|
4.4K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44KNew |
$318K - $364K
|
3.44K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.25KNew |
$301K - $345K
|
3.25K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
3.2KNew |
$296K - $339K
|
3.2K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.52KNew |
$233K - $267K
|
2.52K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.27K+ 47.93% |
$210K - $240K
|
7K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.26KNew |
$209K - $240K
|
2.26K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.11KNew |
$195K - $223K
|
2.11K
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.88KNew |
$174K - $199K
|
1.88K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.73K+ 104.41% |
$160K - $183K
|
3.38K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.46KNew |
$135K - $155K
|
1.46K
$130K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.41K+ 17.84% |
$131K - $150K
|
9.33K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 9642.86% |
$125K - $143K
|
1.36K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.2K+ 26.84% |
$111K - $127K
|
5.68K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.11KNew |
$103K - $118K
|
1.11K
$98.7K
|
|
|
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
|
Esl Trust Services, LLC
|
BUY
|
- |
750New |
$69.4K - $79.5K
|
750
$66.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
750New |
$69.4K - $79.5K
|
750
$66.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
562New |
$52K - $59.6K
|
562
$49.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
450New |
$41.7K - $47.7K
|
450
$39.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
432New |
$40K - $45.8K
|
432
$38.3K
|
|
|
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
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
412+ 2.74% |
$38.1K - $43.7K
|
15.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
375New |
$34.7K - $39.8K
|
375
$33.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
368New |
$34.1K - $39K
|
368
$32.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
235New |
$21.8K - $24.9K
|
235
$20.9K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
225New |
$20.8K - $23.9K
|
225
$20K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
175+ 0.74% |
$16.2K - $18.6K
|
23.7K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
154+ 7.19% |
$14.3K - $16.3K
|
2.3K
$204K
|
|