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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
154+ 7.19% |
$14.3K - $16.3K
|
2.3K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
145+ 6.9% |
$13.4K - $15.4K
|
2.25K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
143+ 6.86% |
$13.2K - $15.2K
|
2.23K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
113+ 4.93% |
$10.5K - $12K
|
2.4K
$213K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
104+ 9.24% |
$9.63K - $11K
|
1.23K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
100New |
$9.26K - $10.6K
|
100
$8.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100New |
$9.26K - $10.6K
|
100
$8.88K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
100New |
$9.26K - $10.6K
|
100
$8.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
77New |
$7.13K - $8.16K
|
77
$6.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
74New |
$6.85K - $7.84K
|
74
$6.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69+ 11.52% |
$6.39K - $7.31K
|
668
$59.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
61New |
$5.65K - $6.47K
|
61
$5.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
55New |
$5.09K - $5.83K
|
55
$4.88K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
52New |
$4.81K - $5.51K
|
52
$4.62K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
48New |
$4.44K - $5.09K
|
48
$4.26K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38New |
$3.52K - $4.03K
|
38
$3.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 5.29% |
$3.43K - $3.92K
|
736
$65.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
27New |
$2.5K - $2.86K
|
27
$2.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 4.0% |
$2.41K - $2.76K
|
676
$60K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 45.83% |
$2.04K - $2.33K
|
70
$6.21K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.2K - $1.38K
|
2.51K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 50.0% |
$833 - $954
|
27
$2.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8New |
$741 - $848
|
8
$710
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5New |
$463 - $530
|
5
$444
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 5.71% |
$370 - $424
|
74
$6.57K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$92.6 - $106
|
1
$88.8
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 1.82% |
$92.6 - $106
|
56
$4.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.72% |
$92.6 - $106
|
139
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.51% |
$92.6 - $106
|
198
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
205K+ 11799.37% |
$18.8M - $21.5M
|
207K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bornite Capital Management LP
|
BUY
|
- |
125KNew |
$11.4M - $13.1M
|
125K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
100KNew |
$9.14M - $10.4M
|
100K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
52.9KNew |
$4.84M - $5.52M
|
52.9K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
43.5KNew |
$3.98M - $4.54M
|
43.5K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
39.9KNew |
$3.65M - $4.17M
|
39.9K
$3.54M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
31.5K+ 15.78% |
$2.88M - $3.28M
|
231K
$20.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.7KNew |
$2.62M - $2.99M
|
28.7K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
24.9KNew |
$2.28M - $2.6M
|
24.9K
$2.21M
|
|
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
22.5KNew |
$2.05M - $2.35M
|
22.5K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15K+ 192.55% |
$1.37M - $1.57M
|
22.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.67K+ 63.15% |
$610K - $697K
|
17.2K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.51KNew |
$595K - $680K
|
6.51K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.27KNew |
$574K - $655K
|
6.27K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.1KNew |
$558K - $637K
|
6.1K
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
4.91K+ 7.18% |
$449K - $513K
|
73.4K
$6.51M
|
|