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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
757New |
$68.8K - $79K
|
757
$66.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-376- 3.37% |
$34.2K - $39.2K
|
10.8K
$950K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
591+ 2037.93% |
$53.7K - $61.6K
|
620
$54.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-680- 20.31% |
$61.8K - $70.9K
|
2.67K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-422- 6.65% |
$38.4K - $44K
|
5.92K
$522K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-380- 14.07% |
$34.5K - $39.6K
|
2.32K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-483- 9.5% |
$43.9K - $50.4K
|
4.6K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-85- 1.19% |
$7.72K - $8.87K
|
7.07K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
7.71KNew |
$701K - $805K
|
7.71K
$680K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.11K- 6.43% |
$283K - $325K
|
45.3K
$3.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22- 1.08% |
$2K - $2.29K
|
2.02K
$178K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-162- 2.54% |
$14.7K - $16.9K
|
6.23K
$549K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-645- 1.46% |
$58.6K - $67.3K
|
43.5K
$3.84M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.04K- 10.13% |
$94.7K - $109K
|
9.25K
$815K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.99K+ 14.7% |
$363K - $416K
|
31.1K
$2.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
77+ 3.41% |
$7K - $8.03K
|
2.33K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-996- 15.35% |
$90.5K - $104K
|
5.49K
$484K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
320+ 3.23% |
$29.1K - $33.4K
|
10.2K
$902K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 1.37% |
$16.3K - $18.7K
|
12.9K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-23- 0.82% |
$2.09K - $2.4K
|
2.78K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-28- 63.64% |
$2.54K - $2.92K
|
16
$1.41K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-235- 8.74% |
$21.4K - $24.5K
|
2.46K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
181+ 9.28% |
$16.4K - $18.9K
|
2.13K
$188K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.66K- 54.37% |
$606K - $695K
|
5.59K
$493K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-107- 4.69% |
$9.72K - $11.2K
|
2.18K
$192K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-11.6K- 10.32% |
$1.05M - $1.21M
|
101K
$8.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-580- 15.34% |
$52.7K - $60.5K
|
3.2K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.96K+ 9.62% |
$178K - $204K
|
22.3K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
252+ 9.93% |
$22.9K - $26.3K
|
2.79K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.19% |
$90.9 - $104
|
517
$45.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-198- 6.1% |
$18K - $20.7K
|
3.05K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-62- 1.33% |
$5.63K - $6.47K
|
4.61K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-17- 0.15% |
$1.54K - $1.77K
|
11.5K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.05K+ 5.27% |
$95.2K - $109K
|
20.9K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
320+ 6.16% |
$29.1K - $33.4K
|
5.51K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 3.11% |
$454 - $522
|
166
$14.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.4% |
$182 - $209
|
504
$44.4K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-3.87K- 44.41% |
$352K - $404K
|
4.85K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 30.3% |
$9.09K - $10.4K
|
230
$20.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-30- 0.92% |
$2.73K - $3.13K
|
3.22K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
130+ 5.99% |
$11.8K - $13.6K
|
2.3K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
15.8KNew |
$1.44M - $1.65M
|
15.8K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-296- 1.33% |
$26.9K - $30.9K
|
22K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.36K- 26.39% |
$487K - $559K
|
15K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.19K- 11.56% |
$562K - $645K
|
47.3K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.9K- 24.55% |
$264K - $303K
|
8.93K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.92K+ 21.07% |
$265K - $305K
|
16.8K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 6.25% |
$182 - $209
|
30
$2.64K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-122- 1.68% |
$11.1K - $12.7K
|
7.16K
$631K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
121+ 3.66% |
$11K - $12.6K
|
3.43K
$302K
|