Latest Institutional Sells of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 11.91% |
$45.4K - $52K
|
3.7K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-347- 9.52% |
$31.5K - $36.1K
|
3.3K
$293K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 40.76% |
$27.2K - $31.2K
|
436
$38.7K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-258- 10.6% |
$23.4K - $26.8K
|
2.18K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-223- 5.89% |
$20.2K - $23.2K
|
3.56K
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-208- 40.94% |
$18.9K - $21.6K
|
300
$26.6K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-201- 19.98% |
$18.2K - $20.9K
|
805
$71.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-162- 2.88% |
$14.7K - $16.8K
|
5.47K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-131- 57.46% |
$11.9K - $13.6K
|
97
$8.61K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-108- 57.45% |
$9.8K - $11.2K
|
80
$7.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.53% |
$9.08K - $10.4K
|
1.43K
$127K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 7.32% |
$9.08K - $10.4K
|
1.27K
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-99- 17.9% |
$8.99K - $10.3K
|
454
$40.3K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-90- 1.5% |
$8.17K - $9.36K
|
5.92K
$525K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 9.99% |
$8.17K - $9.36K
|
811
$72K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-87- 14.6% |
$7.9K - $9.05K
|
509
$45.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-80- 22.54% |
$7.26K - $8.32K
|
275
$24.4K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-78- 2.69% |
$7.08K - $8.11K
|
2.82K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 18.23% |
$6.35K - $7.28K
|
314
$27.9K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-60- 2.71% |
$5.45K - $6.24K
|
2.16K
$191K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-57- 1.43% |
$5.17K - $5.93K
|
3.93K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 16.67% |
$4.54K - $5.2K
|
250
$22.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-48- 66.67% |
$4.36K - $4.99K
|
24
$2.13K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45- 1.78% |
$4.08K - $4.68K
|
2.49K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-38- 0.86% |
$3.45K - $3.95K
|
4.38K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.81% |
$2.27K - $2.6K
|
295
$26.2K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 8.33% |
$2.27K - $2.6K
|
275
$24.4K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-22- 26.83% |
$2K - $2.29K
|
60
$5.33K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20- 0.54% |
$1.82K - $2.08K
|
3.7K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 21.69% |
$1.63K - $1.87K
|
65
$5.77K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 4.96% |
$1.09K - $1.25K
|
230
$20.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-7- 7.22% |
$635 - $728
|
90
$7.99K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 3.23% |
$182 - $208
|
60
$5.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.19K
$195K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.34K
$208K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1- 0.37% |
$90.8 - $104
|
266
$23.6K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-412K- 34.95% |
$38.1M - $43.7M
|
767K
$68.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-359K- 99.89% |
$33.3M - $38.1M
|
410
$36.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-51.7K- 6.28% |
$4.78M - $5.48M
|
771K
$68.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-31.6K- 24.54% |
$2.93M - $3.35M
|
97.2K
$8.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17K- 1.92% |
$1.57M - $1.8M
|
866K
$76.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-5.81K- 19.81% |
$538K - $616K
|
23.5K
$2.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.7K- 18.07% |
$343K - $392K
|
16.8K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.64K- 28.65% |
$337K - $386K
|
9.06K
$804K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.52K- 29.34% |
$233K - $267K
|
6.06K
$538K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.56K- 8.74% |
$144K - $165K
|
16.3K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.44K- 3.31% |
$133K - $152K
|
41.9K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-789- 17.11% |
$73K - $83.6K
|
3.82K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-477- 0.82% |
$44.2K - $50.6K
|
57.4K
$5.09M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-415- 48.14% |
$38.4K - $44K
|
447
$39.7K
|
|