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 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.16K+ 5.19% |
$98.3K - $117K
|
23.5K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 34.36% |
$95.3K - $113K
|
4.39K
$389K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 8.28% |
$94.4K - $112K
|
14.5K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 2.21% |
$92.7K - $110K
|
50.3K
$4.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
989+ 8.42% |
$84K - $100K
|
12.7K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
935+ 7.05% |
$79.4K - $94.5K
|
14.2K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
934+ 3.06% |
$79.3K - $94.4K
|
31.5K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
933+ 10.89% |
$79.2K - $94.3K
|
9.5K
$844K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
903+ 28.2% |
$76.7K - $91.3K
|
4.11K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
902+ 6.59% |
$76.6K - $91.2K
|
14.6K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
892+ 8.73% |
$75.8K - $90.2K
|
11.1K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
891+ 9.09% |
$75.7K - $90.1K
|
10.7K
$949K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
881+ 29.52% |
$74.8K - $89K
|
3.87K
$343K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
869+ 12.51% |
$73.8K - $87.8K
|
7.82K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
860+ 5.73% |
$73K - $86.9K
|
15.9K
$1.41M
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
802+ 1.46% |
$68.1K - $81.1K
|
55.8K
$4.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
767+ 104.92% |
$65.1K - $77.5K
|
1.5K
$133K
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
765+ 30.91% |
$65K - $77.3K
|
3.24K
$288K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
744+ 701.89% |
$63.2K - $75.2K
|
850
$75.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
738+ 51.46% |
$62.7K - $74.6K
|
2.17K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
735+ 0.57% |
$62.4K - $74.3K
|
131K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
711+ 14.54% |
$60.4K - $71.9K
|
5.6K
$497K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
703+ 125.99% |
$59.7K - $71.1K
|
1.26K
$112K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
694+ 5.61% |
$58.9K - $70.1K
|
13.1K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
665+ 3.52% |
$56.5K - $67.2K
|
19.6K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
663+ 1.32% |
$56.3K - $67K
|
50.7K
$4.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
628+ 17.07% |
$53.3K - $63.5K
|
4.31K
$382K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
624+ 1.21% |
$53K - $63.1K
|
52.3K
$4.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
580+ 11.69% |
$49.3K - $58.6K
|
5.54K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
537+ 4.8% |
$45.6K - $54.3K
|
11.7K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
535+ 25.44% |
$45.4K - $54.1K
|
2.64K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
532+ 4.31% |
$45.2K - $53.8K
|
12.9K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
517+ 1.51% |
$43.9K - $52.3K
|
34.7K
$3.08M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
503+ 1.27% |
$42.7K - $50.8K
|
40K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
500+ 9.39% |
$42.5K - $50.5K
|
5.83K
$517K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
489+ 11.91% |
$41.5K - $49.4K
|
4.6K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
488+ 13.68% |
$41.4K - $49.3K
|
4.05K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
483+ 17.01% |
$41K - $48.8K
|
3.32K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
482+ 11.39% |
$40.9K - $48.7K
|
4.71K
$418K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
465+ 9.4% |
$39.5K - $47K
|
5.41K
$481K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
458+ 15.04% |
$38.9K - $46.3K
|
3.5K
$311K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
457+ 10.81% |
$38.8K - $46.2K
|
4.68K
$416K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
449+ 7.02% |
$38.1K - $45.4K
|
6.85K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
429+ 25.72% |
$36.4K - $43.4K
|
2.1K
$186K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
425+ 19.53% |
$36.1K - $43K
|
2.6K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
415+ 9.22% |
$35.2K - $41.9K
|
4.92K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
411+ 155.09% |
$34.9K - $41.5K
|
676
$60K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
405+ 5.66% |
$34.4K - $40.9K
|
7.56K
$671K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
405+ 11.83% |
$34.4K - $40.9K
|
3.83K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400+ 6.75% |
$34K - $40.4K
|
6.32K
$561K
|
|