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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
66New |
$6K - $6.88K
|
66
$5.82K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-788- 8.45% |
$71.6K - $82.2K
|
8.54K
$753K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.48K- 14.64% |
$316K - $362K
|
20.3K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
408+ 3.17% |
$37.1K - $42.6K
|
13.3K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.2K- 9.45% |
$109K - $125K
|
11.5K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-103K- 93.67% |
$9.38M - $10.8M
|
6.98K
$615K
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.09KNew |
$281K - $322K
|
3.09K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-477- 17.96% |
$43.3K - $49.8K
|
2.18K
$192K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 17.39% |
$9.09K - $10.4K
|
475
$41.9K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
920+ 1.68% |
$83.6K - $96K
|
55.7K
$4.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
609+ 1.51% |
$55.3K - $63.5K
|
40.9K
$3.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.5KNew |
$591K - $678K
|
6.5K
$573K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102+ 2.34% |
$9.27K - $10.6K
|
4.45K
$392K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-361- 10.81% |
$32.8K - $37.7K
|
2.98K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-16.5K- 24.19% |
$1.5M - $1.73M
|
51.9K
$4.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
111+ 3.76% |
$10.1K - $11.6K
|
3.07K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.41KNew |
$219K - $251K
|
2.41K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6New |
$545 - $626
|
6
$529
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-261- 0.59% |
$23.7K - $27.2K
|
43.9K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.96K+ 1.02% |
$178K - $205K
|
195K
$17.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73New |
$6.63K - $7.61K
|
73
$6.43K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-60- 57.69% |
$5.45K - $6.26K
|
44
$3.88K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.06% |
$818 - $939
|
15.2K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
271+ 4.46% |
$24.6K - $28.3K
|
6.35K
$559K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.29K+ 3.71% |
$208K - $239K
|
64.2K
$5.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
30.5KNew |
$2.77M - $3.18M
|
30.5K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.76KNew |
$342K - $392K
|
3.76K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
32New |
$2.91K - $3.34K
|
32
$2.82K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$201K - $231K
|
2.21K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.91K- 3.84% |
$173K - $199K
|
47.8K
$4.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-465- 4.65% |
$42.3K - $48.5K
|
9.53K
$840K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
489+ 0.23% |
$44.4K - $51K
|
210K
$18.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-105- 1.71% |
$9.54K - $11K
|
6.04K
$533K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-700- 9.79% |
$63.6K - $73K
|
6.45K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-116- 3.23% |
$10.5K - $12.1K
|
3.47K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-849- 1.84% |
$77.2K - $88.6K
|
45.3K
$3.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-50- 0.91% |
$4.54K - $5.22K
|
5.44K
$480K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
50+ 0.62% |
$4.54K - $5.22K
|
8.17K
$720K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.34% |
$4.18K - $4.8K
|
13.7K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.63K- 4.46% |
$148K - $170K
|
35K
$3.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.21K+ 44.54% |
$110K - $126K
|
3.92K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.33K- 31.77% |
$120K - $138K
|
2.85K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
25+ 0.53% |
$2.27K - $2.61K
|
4.74K
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.03K- 48.28% |
$185K - $212K
|
2.18K
$192K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32- 0.97% |
$2.91K - $3.34K
|
3.26K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
335+ 3.07% |
$30.4K - $34.9K
|
11.3K
$992K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-17.6K- 9.66% |
$1.6M - $1.84M
|
165K
$14.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
6.19K+ 3.22% |
$563K - $646K
|
199K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
93+ 3.14% |
$8.45K - $9.7K
|
3.06K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2+ 0.07% |
$182 - $209
|
2.91K
$256K
|