Latest Institutional Transactions on Otis Worldwide Corp (OTIS)
This table provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
562New |
$52K - $59.6K
|
562
$56K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$463 - $530
|
5
$498
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.18K+ 1.73% |
$294K - $337K
|
187K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-210- 3.81% |
$19.4K - $22.3K
|
5.31K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
12.9K+ 4.8% |
$1.19M - $1.36M
|
280K
$27.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
75+ 2.11% |
$6.94K - $7.95K
|
3.63K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-225- 7.08% |
$20.8K - $23.9K
|
2.96K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-97- 3.14% |
$8.98K - $10.3K
|
2.99K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 6.05% |
$117K - $133K
|
22.1K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67.9K+ 3.04% |
$6.29M - $7.2M
|
2.3M
$230M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.64% |
$64.8K - $74.2K
|
108K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-8.96K- 2.33% |
$829K - $949K
|
375K
$37.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-59- 1.32% |
$5.46K - $6.25K
|
4.41K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.52K- 29.34% |
$233K - $267K
|
6.06K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
148K+ 21.64% |
$13.7M - $15.7M
|
834K
$83M
|
|
|
Feb 06, 2025
Q4 2024
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-354K- 7.77% |
$32.7M - $37.5M
|
4.2M
$418M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.77K- 2.9% |
$164K - $188K
|
59.2K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
48New |
$4.44K - $5.09K
|
48
$4.78K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$1.48K - $1.7K
|
16
$1.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
849+ 178.36% |
$78.6K - $90K
|
1.33K
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 21.24% |
$213K - $244K
|
13.1K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.85K- 1.59% |
$171K - $196K
|
114K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-224- 4.71% |
$20.7K - $23.7K
|
4.53K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
698+ 0.62% |
$64.6K - $74K
|
113K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
264KNew |
$24.4M - $28M
|
264K
$26.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.83% |
$1.76K - $2.01K
|
2.28K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 0.62% |
$3.43K - $3.92K
|
5.96K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-27.2K- 37.38% |
$2.52M - $2.88M
|
45.5K
$4.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
117+ 1.84% |
$10.8K - $12.4K
|
6.48K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-9.97K- 3.47% |
$922K - $1.06M
|
278K
$27.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
45K+ 9.86% |
$4.16M - $4.77M
|
501K
$49.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.01% |
$185 - $212
|
23.7K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
59+ 0.4% |
$5.46K - $6.25K
|
14.9K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 10.58% |
$46.3K - $53K
|
4.23K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.58KNew |
$331K - $379K
|
3.58K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.6K+ 1.66% |
$241K - $276K
|
160K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-349- 1.17% |
$32.3K - $37K
|
29.5K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
193KNew |
$17.8M - $20.4M
|
193K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.14K+ 7.67% |
$291K - $333K
|
44.1K
$4.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 2.03% |
$1.67K - $1.91K
|
903
$89.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-60- 0.38% |
$5.55K - $6.36K
|
15.7K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.58K- 3.89% |
$331K - $379K
|
88.3K
$8.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 2.02% |
$370 - $424
|
202
$20.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-141- 0.97% |
$13.1K - $14.9K
|
14.3K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
39+ 1.37% |
$3.61K - $4.13K
|
2.9K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.47K- 2.98% |
$136K - $156K
|
47.9K
$4.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.64KNew |
$337K - $386K
|
3.64K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-173- 5.12% |
$16K - $18.3K
|
3.21K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 1.65% |
$4.07K - $4.66K
|
2.62K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
642+ 5.0% |
$59.4K - $68.1K
|
13.5K
$1.34M
|