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 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62+ 24.7% |
$5.63K - $6.47K
|
313
$27.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.15KNew |
$286K - $329K
|
3.15K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 0.81% |
$14.2K - $16.3K
|
19.1K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 2.65% |
$818 - $939
|
349
$30.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
4.84KNew |
$440K - $505K
|
4.84K
$427K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-175- 1.13% |
$15.9K - $18.3K
|
15.3K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-49- 27.68% |
$4.45K - $5.11K
|
128
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
8.42KNew |
$765K - $878K
|
8.42K
$742K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
8.4KNew |
$763K - $876K
|
8.4K
$740K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
71New |
$6.45K - $7.41K
|
71
$6.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-18- 0.32% |
$1.64K - $1.88K
|
5.68K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 14.76% |
$27.3K - $31.3K
|
2.33K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
7.15KNew |
$650K - $746K
|
7.15K
$630K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-345K- 67.81% |
$31.4M - $36M
|
164K
$14.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
317+ 6.34% |
$28.8K - $33.1K
|
5.32K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-29- 0.76% |
$2.64K - $3.02K
|
3.78K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-202- 3.24% |
$18.4K - $21.1K
|
6.03K
$531K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-129- 4.34% |
$11.7K - $13.5K
|
2.85K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-558- 6.43% |
$50.7K - $58.2K
|
8.12K
$715K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.33K+ 21.57% |
$121K - $139K
|
7.51K
$662K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
188+ 15.27% |
$17.1K - $19.6K
|
1.42K
$125K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
384+ 110.66% |
$34.9K - $40.1K
|
731
$64.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
107New |
$9.72K - $11.2K
|
107
$9.43K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-518- 0.61% |
$47.1K - $54K
|
84.7K
$7.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
9.45KNew |
$858K - $985K
|
9.45K
$833K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.05K+ 194.87% |
$186K - $214K
|
3.11K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.08K- 1.82% |
$97.9K - $112K
|
58.2K
$5.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35+ 1.03% |
$3.18K - $3.65K
|
3.43K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
55+ 1.85% |
$5K - $5.74K
|
3.04K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-140- 1.61% |
$12.7K - $14.6K
|
8.56K
$755K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-260- 1.11% |
$23.6K - $27.1K
|
23.3K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.99K- 14.28% |
$181K - $207K
|
11.9K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.12K- 2.67% |
$193K - $221K
|
77.3K
$6.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.29K+ 1.6% |
$117K - $134K
|
82K
$7.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
116+ 1.7% |
$10.5K - $12.1K
|
6.95K
$612K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-80- 0.42% |
$7.27K - $8.34K
|
19.1K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.17% |
$3.64K - $4.17K
|
23.6K
$2.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-69- 1.61% |
$6.27K - $7.2K
|
4.23K
$373K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.63K- 56.1% |
$330K - $378K
|
2.84K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
423+ 0.33% |
$38.4K - $44.1K
|
128K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-30- 4.05% |
$2.73K - $3.13K
|
710
$62.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-6.63K- 2.51% |
$603K - $692K
|
257K
$22.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-109- 4.18% |
$9.91K - $11.4K
|
2.5K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
148+ 0.21% |
$13.5K - $15.4K
|
71.5K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.67K- 13.66% |
$697K - $800K
|
48.4K
$4.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.71K- 16.32% |
$337K - $387K
|
19K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-375- 63.34% |
$34.1K - $39.1K
|
217
$19.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.82K+ 12.56% |
$165K - $190K
|
16.3K
$1.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
11.5K+ 10.1% |
$1.05M - $1.2M
|
126K
$11.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.27KNew |
$297K - $341K
|
3.27K
$288K
|