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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.55K+ 17.07% |
$217K - $258K
|
17.5K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.54K+ 15.19% |
$216K - $257K
|
19.3K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
2.53KNew |
$214K - $255K
|
2.53K
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.52KNew |
$214K - $255K
|
2.52K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.52KNew |
$214K - $254K
|
2.52K
$224K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.51KNew |
$213K - $254K
|
2.51K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.42K+ 14.42% |
$206K - $245K
|
19.2K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.41K+ 22.48% |
$205K - $243K
|
13.1K
$1.16M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.38K+ 13.76% |
$202K - $241K
|
19.7K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.36KNew |
$201K - $239K
|
2.36K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.34KNew |
$199K - $237K
|
2.34K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.29KNew |
$195K - $232K
|
2.29K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.27KNew |
$193K - $229K
|
2.27K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.24KNew |
$190K - $227K
|
2.24K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
2.21K+ 8.54% |
$187K - $223K
|
28K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
2.2KNew |
$187K - $222K
|
2.2K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.2KNew |
$187K - $222K
|
2.2K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.19KNew |
$186K - $222K
|
2.19K
$195K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.18K+ 71.07% |
$185K - $221K
|
5.25K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.04K+ 65.57% |
$173K - $206K
|
5.14K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
2.03K+ 86.33% |
$173K - $206K
|
4.39K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$170K - $202K
|
2K
$178K
|
|
|
Nov 13, 2025
Q3 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
- |
1.9K+ 21.11% |
$161K - $192K
|
10.9K
$968K
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.9K+ 3.96% |
$161K - $192K
|
49.9K
$4.43M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.9K+ 10.16% |
$161K - $192K
|
20.6K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.84K+ 21.0% |
$156K - $186K
|
10.6K
$940K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.82K+ 45.87% |
$155K - $184K
|
5.79K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.8KNew |
$153K - $182K
|
1.8K
$160K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.8K+ 2.36% |
$153K - $182K
|
78K
$6.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.77K+ 32.08% |
$150K - $179K
|
7.28K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.77K+ 8.31% |
$150K - $179K
|
23.1K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.75K+ 2.47% |
$148K - $176K
|
72.4K
$6.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 23.36% |
$146K - $174K
|
9.09K
$807K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 16.02% |
$145K - $173K
|
12.4K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.7K+ 26.71% |
$144K - $171K
|
8.04K
$714K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.57K+ 12.55% |
$133K - $158K
|
14.1K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.54K+ 52.62% |
$130K - $155K
|
4.46K
$395K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$124K - $148K
|
1.46K
$130K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.44K+ 8.26% |
$123K - $146K
|
18.9K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.44K+ 12.44% |
$123K - $146K
|
13K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.43K+ 33.08% |
$121K - $145K
|
5.75K
$511K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.42KNew |
$121K - $144K
|
1.42K
$126K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.41K+ 45.77% |
$120K - $143K
|
4.5K
$399K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.36KNew |
$115K - $137K
|
1.36K
$120K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.35KNew |
$115K - $137K
|
1.35K
$120K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.32KNew |
$112K - $134K
|
1.32K
$117K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 11.04% |
$109K - $130K
|
13K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.28K+ 2.97% |
$109K - $129K
|
44.3K
$3.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
1.27K+ 4.67% |
$108K - $128K
|
28.4K
$2.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.26K+ 17.05% |
$107K - $128K
|
8.68K
$770K
|
|