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 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
52New |
$4.81K - $5.51K
|
52
$5.18K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-20- 0.62% |
$1.85K - $2.12K
|
3.21K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-9.29K- 15.59% |
$860K - $984K
|
50.3K
$5.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 1.03% |
$1.57K - $1.8K
|
1.63K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.76K - $2.01K
|
4.18K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-127- 4.57% |
$11.8K - $13.5K
|
2.65K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 13.22% |
$179K - $205K
|
12.7K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
139+ 5.34% |
$12.9K - $14.7K
|
2.74K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
190+ 8.35% |
$17.6K - $20.1K
|
2.47K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-30- 1.02% |
$2.78K - $3.18K
|
2.92K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.05K- 1.75% |
$97.3K - $111K
|
59.2K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
463KNew |
$42.8M - $49M
|
463K
$46.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.07K- 4.6% |
$98.9K - $113K
|
22.2K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 1.47% |
$4.63K - $5.3K
|
3.36K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 21.93% |
$2.31K - $2.65K
|
89
$8.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.56K- 4.62% |
$237K - $271K
|
52.8K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-739- 0.5% |
$68.4K - $78.3K
|
146K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40- 0.3% |
$3.7K - $4.24K
|
13.5K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 38.13% |
$178K - $204K
|
3.12K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640+ 223.0% |
$59.2K - $67.8K
|
927
$92.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$6.67K - $7.63K
|
72
$7.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
2.81K+ 1.64% |
$260K - $298K
|
174K
$17.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
791New |
$73.2K - $83.9K
|
791
$78.8K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-21K- 6.02% |
$1.94M - $2.23M
|
328K
$32.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-174- 5.52% |
$16.1K - $18.4K
|
2.98K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-400- 0.39% |
$37K - $42.4K
|
103K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.11KNew |
$195K - $223K
|
2.11K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.08% |
$278 - $318
|
3.68K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
591+ 2.84% |
$54.7K - $62.7K
|
21.4K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-10.6K- 64.01% |
$977K - $1.12M
|
5.93K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.2K - $1.38K
|
2.51K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.81K+ 1.9% |
$260K - $298K
|
151K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-10.4K- 9.7% |
$961K - $1.1M
|
96.6K
$9.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.4K- 4.06% |
$967K - $1.11M
|
247K
$24.6M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.22K+ 15.75% |
$113K - $130K
|
8.99K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-233- 4.94% |
$21.6K - $24.7K
|
4.48K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2.33K- 3.35% |
$216K - $247K
|
67.4K
$6.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.22K- 49.8% |
$205K - $235K
|
2.24K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
364+ 0.74% |
$33.7K - $38.6K
|
49.3K
$4.91M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-13.4K- 4.21% |
$1.24M - $1.42M
|
304K
$30.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.19K- 2.4% |
$480K - $550K
|
211K
$21M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.53% |
$64.8K - $74.2K
|
19.1K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
100+ 4.18% |
$9.26K - $10.6K
|
2.49K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
121K+ 4.21% |
$11.2M - $12.9M
|
3M
$299M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
3+ 0.09% |
$278 - $318
|
3.53K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-27.6K- 3.65% |
$2.56M - $2.93M
|
730K
$72.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3- 0.4% |
$278 - $318
|
749
$74.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-87- 3.17% |
$8.05K - $9.22K
|
2.65K
$264K
|