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 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
89+ 3.07% |
$8.09K - $9.28K
|
2.99K
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 2.08% |
$4.18K - $4.8K
|
2.16K
$191K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-97- 2.1% |
$8.82K - $10.1K
|
4.53K
$399K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 28.83% |
$131K - $150K
|
6.44K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
220+ 1.63% |
$20K - $22.9K
|
13.7K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.09K+ 1.18% |
$190K - $218K
|
179K
$15.8M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-26- 0.01% |
$2.36K - $2.71K
|
289K
$25.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
3+ 0.03% |
$273 - $313
|
10.4K
$918K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.57% |
$1.82K - $2.09K
|
3.51K
$309K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-17.3K- 13.92% |
$1.57M - $1.8M
|
107K
$9.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$966K - $1.11M
|
10.6K
$937K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-297- 6.59% |
$27K - $31K
|
4.21K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-448- 4.93% |
$40.7K - $46.7K
|
8.65K
$762K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
785+ 11.93% |
$71.3K - $81.9K
|
7.37K
$649K
|
|
|
Jul 25, 2025
Q2 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
927+ 0.65% |
$84.2K - $96.7K
|
143K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
902+ 2.02% |
$82K - $94.1K
|
45.5K
$4.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.89K+ 47.91% |
$717K - $823K
|
24.4K
$2.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33- 0.18% |
$3K - $3.44K
|
18.4K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.29K+ 26.61% |
$117K - $135K
|
6.14K
$542K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.88KNew |
$262K - $300K
|
2.88K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13New |
$1.18K - $1.36K
|
13
$1.15K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-728- 1.2% |
$66.2K - $75.9K
|
60K
$5.29M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.84K+ 27.36% |
$167K - $192K
|
8.57K
$756K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-250- 5.53% |
$22.7K - $26.1K
|
4.27K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.07K- 10.99% |
$188K - $215K
|
16.7K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.12K+ 14.42% |
$284K - $326K
|
24.8K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 2.41% |
$4.54K - $5.22K
|
2.02K
$178K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.21K+ 152.98% |
$474K - $544K
|
8.62K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
61+ 12.92% |
$5.54K - $6.36K
|
533
$47K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-317- 1.2% |
$28.8K - $33.1K
|
26K
$2.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
BUY
|
- |
109KNew |
$9.9M - $11.4M
|
109K
$9.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
117KNew |
$10.7M - $12.2M
|
117K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.81K- 79.69% |
$801K - $919K
|
2.25K
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-50- 1.63% |
$4.54K - $5.22K
|
3.02K
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.65KNew |
$241K - $276K
|
2.65K
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 4.03% |
$2.82K - $3.23K
|
800
$70.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-431- 1.84% |
$39.2K - $45K
|
23K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.02K- 41.71% |
$93.1K - $107K
|
1.43K
$126K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-102- 1.36% |
$9.27K - $10.6K
|
7.4K
$652K
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-32- 0.07% |
$2.91K - $3.34K
|
43K
$3.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
13.6K+ 4.26% |
$1.24M - $1.42M
|
333K
$29.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
68+ 3.47% |
$6.18K - $7.09K
|
2.03K
$179K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 4.96% |
$1.91K - $2.19K
|
402
$35.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-180- 1.85% |
$16.4K - $18.8K
|
9.52K
$840K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.35K- 9.84% |
$214K - $245K
|
21.5K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-619- 10.56% |
$56.3K - $64.6K
|
5.24K
$462K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 1.65% |
$636 - $730
|
432
$38.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.78K+ 47.8% |
$344K - $395K
|
11.7K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.34% |
$1.36K - $1.56K
|
4.4K
$388K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-150- 6.8% |
$13.6K - $15.6K
|
2.06K
$181K
|