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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-24- 0.82% |
$2.18K - $2.5K
|
2.9K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-799- 25.59% |
$72.5K - $83.1K
|
2.32K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.12K- 2.47% |
$102K - $117K
|
44.4K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.05KNew |
$186K - $214K
|
2.05K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-90- 1.5% |
$8.17K - $9.36K
|
5.92K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-78- 2.69% |
$7.08K - $8.11K
|
2.82K
$248K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-258- 10.6% |
$23.4K - $26.8K
|
2.18K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-8K- 17.35% |
$726K - $832K
|
38.1K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Fractal Investments LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$174K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 21.69% |
$1.63K - $1.87K
|
65
$5.73K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.48K+ 159.33% |
$134K - $154K
|
2.4K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.44% |
$4.54K - $5.2K
|
11.2K
$990K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$190K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
8.72KNew |
$791K - $907K
|
8.72K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1+ 0.23% |
$90.8 - $104
|
443
$39.1K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.08KNew |
$188K - $216K
|
2.08K
$183K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-145- 4.61% |
$13.2K - $15.1K
|
3K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 0.84% |
$4.54K - $5.2K
|
6.01K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 31.43% |
$3K - $3.43K
|
138
$12.2K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.24KNew |
$203K - $233K
|
2.24K
$198K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.54KNew |
$231K - $264K
|
2.54K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
6.15K+ 78.63% |
$558K - $640K
|
14K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-60- 2.71% |
$5.45K - $6.24K
|
2.16K
$190K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.97KNew |
$178K - $204K
|
1.97K
$173K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$545 - $624
|
6
$529
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-38- 0.86% |
$3.45K - $3.95K
|
4.38K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.16KNew |
$378K - $433K
|
4.16K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1- 0.37% |
$90.8 - $104
|
266
$23.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$454 - $520
|
5
$441
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.56KNew |
$232K - $266K
|
2.56K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-29- 0.1% |
$2.63K - $3.02K
|
29.1K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-74- 10.04% |
$6.72K - $7.7K
|
663
$58.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.17KNew |
$197K - $225K
|
2.17K
$191K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.09% |
$36.3K - $41.6K
|
18.7K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
15+ 8.33% |
$1.36K - $1.56K
|
195
$17.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22+ 45.83% |
$2K - $2.29K
|
70
$6.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-461K- 81.15% |
$41.8M - $47.9M
|
107K
$9.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-31.7K- 93.01% |
$2.88M - $3.3M
|
2.39K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
111New |
$10.1K - $11.5K
|
111
$9.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
306New |
$27.8K - $31.8K
|
306
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
29+ 20.86% |
$2.63K - $3.02K
|
168
$14.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 11.71% |
$2.18K - $2.5K
|
229
$20.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
110New |
$9.98K - $11.4K
|
110
$9.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.61K- 4.35% |
$146K - $167K
|
35.4K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 9.29% |
$22.3K - $25.6K
|
2.9K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.26K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19New |
$1.72K - $1.98K
|
19
$1.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-7- 7.22% |
$635 - $728
|
90
$7.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
271+ 0.42% |
$24.6K - $28.2K
|
65K
$5.73M
|