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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.47K- 1.74% |
$133K - $153K
|
82.7K
$7.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.07% |
$182 - $209
|
2.77K
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
77+ 3.58% |
$7K - $8.03K
|
2.23K
$196K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
64.9K+ 37.29% |
$5.9M - $6.77M
|
239K
$21.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15+ 0.49% |
$1.36K - $1.56K
|
3.11K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.19K- 4.09% |
$563K - $646K
|
145K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.82K+ 7.35% |
$438K - $503K
|
70.5K
$6.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-209- 3.29% |
$19K - $21.8K
|
6.15K
$542K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.18K- 6.04% |
$380K - $436K
|
65K
$5.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-169- 27.57% |
$15.4K - $17.6K
|
444
$39.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.46K+ 19.53% |
$405K - $465K
|
27.3K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.17K+ 13.67% |
$288K - $331K
|
26.4K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-90- 1.99% |
$8.18K - $9.39K
|
4.44K
$391K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
94+ 940.0% |
$8.54K - $9.8K
|
104
$9.17K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
17.6K+ 23.04% |
$1.6M - $1.84M
|
94K
$8.29M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 13.33% |
$545 - $626
|
51
$4.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-27- 30.34% |
$2.45K - $2.82K
|
62
$5.47K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-373- 57.3% |
$33.9K - $38.9K
|
278
$24.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.04% |
$90.9 - $104
|
2.8K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
108+ 4.42% |
$9.82K - $11.3K
|
2.55K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 25.0% |
$454 - $522
|
25
$2.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.34K+ 12.96% |
$394K - $452K
|
37.8K
$3.33M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 9.28% |
$818 - $939
|
106
$9.34K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
310+ 4.34% |
$28.2K - $32.3K
|
7.46K
$657K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
433+ 12.69% |
$39.4K - $45.2K
|
3.85K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-170- 2.96% |
$15.4K - $17.7K
|
5.58K
$491K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14+ 0.36% |
$1.27K - $1.46K
|
3.92K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.89K- 11.74% |
$171K - $197K
|
14.2K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.18K- 79.0% |
$743K - $853K
|
2.17K
$192K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
510+ 61.52% |
$46.3K - $53.2K
|
1.34K
$118K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-16.3K- 4.47% |
$1.48M - $1.7M
|
349K
$30.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.47KNew |
$225K - $258K
|
2.47K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 0.85% |
$2K - $2.29K
|
2.61K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-43- 0.71% |
$3.91K - $4.48K
|
6.01K
$530K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-892- 6.37% |
$81.1K - $93K
|
13.1K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Eleva Capital Sas
Paris, I0 |
BUY
|
- |
27KNew |
$2.46M - $2.82M
|
27K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.28% |
$27.3K - $31.3K
|
107K
$9.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-18- 1.75% |
$1.64K - $1.88K
|
1.01K
$89.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
29.5KNew |
$2.68M - $3.07M
|
29.5K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-55- 57.89% |
$5K - $5.74K
|
40
$3.53K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
168New |
$15.3K - $17.5K
|
168
$14.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-508K- 65.39% |
$46.1M - $52.9M
|
269K
$23.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-528- 5.42% |
$48K - $55.1K
|
9.22K
$812K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-44- 1.35% |
$4K - $4.59K
|
3.22K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-3.42K- 34.79% |
$311K - $357K
|
6.41K
$565K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-45- 2.11% |
$4.09K - $4.69K
|
2.09K
$184K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-330- 1.7% |
$30K - $34.4K
|
19K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16+ 0.3% |
$1.45K - $1.67K
|
5.33K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-52- 8.19% |
$4.73K - $5.42K
|
583
$51.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62+ 24.7% |
$5.63K - $6.47K
|
313
$27.6K
|