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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.63K+ 45.17% |
$148K - $170K
|
5.25K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
356+ 3.15% |
$32.4K - $37.1K
|
11.6K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-31.7K- 5.95% |
$2.88M - $3.31M
|
501K
$44.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
605+ 141.36% |
$55K - $63.1K
|
1.03K
$91.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
291K+ 6.86% |
$26.4M - $30.3M
|
4.53M
$399M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-35- 0.88% |
$3.18K - $3.65K
|
3.93K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-53.6K- 43.8% |
$4.87M - $5.59M
|
68.8K
$6.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.91K- 27.78% |
$173K - $199K
|
4.96K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 100.0% |
$454 - $522
|
10
$882
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
26New |
$2.36K - $2.71K
|
26
$2.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.15KNew |
$286K - $328K
|
3.15K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.83K+ 87.41% |
$439K - $504K
|
10.4K
$913K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.89K- 5.73% |
$717K - $823K
|
130K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-321- 6.71% |
$29.2K - $33.5K
|
4.46K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-272- 84.47% |
$24.7K - $28.4K
|
50
$4.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.46K- 2.39% |
$224K - $257K
|
101K
$8.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
710+ 1.59% |
$64.5K - $74.1K
|
45.3K
$3.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
17.6K+ 3684.52% |
$1.6M - $1.84M
|
18.1K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
165K+ 8337.27% |
$15M - $17.2M
|
167K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 7.08% |
$194K - $222K
|
32.2K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.95K+ 73.87% |
$904K - $1.04M
|
23.4K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
11K+ 232.99% |
$1M - $1.15M
|
15.7K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
511KNew |
$46.5M - $53.3M
|
511K
$45.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-2.39K- 11.01% |
$217K - $249K
|
19.3K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 4.35% |
$364 - $417
|
96
$8.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-166- 1.88% |
$15.1K - $17.3K
|
8.65K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
58.3K+ 226.44% |
$5.3M - $6.08M
|
84K
$7.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-192K- 4.19% |
$17.4M - $20M
|
4.39M
$387M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-200- 4.89% |
$18.2K - $20.9K
|
3.89K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.01K+ 49.2% |
$91.8K - $105K
|
3.06K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.3K+ 5.3% |
$1.57M - $1.8M
|
343K
$30.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
16.3K+ 377.82% |
$1.48M - $1.7M
|
20.6K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
767+ 6.61% |
$69.7K - $80K
|
12.4K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
474K+ 39.86% |
$43.1M - $49.4M
|
1.66M
$147M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 1.0% |
$1.73K - $1.98K
|
1.91K
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.79M+ 5291.54% |
$254M - $291M
|
2.84M
$251M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.02% |
$90.9 - $104
|
5.24K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-183- 2.79% |
$16.6K - $19.1K
|
6.37K
$562K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137New |
$12.5K - $14.3K
|
137
$12.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-13- 18.06% |
$1.18K - $1.36K
|
59
$5.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43- 0.85% |
$3.91K - $4.48K
|
5.03K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-8.35K- 6.34% |
$759K - $871K
|
123K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-443K- 19.5% |
$40.3M - $46.2M
|
1.83M
$161M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.15K- 1.23% |
$105K - $120K
|
92.9K
$8.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42+ 21.11% |
$3.82K - $4.38K
|
241
$21.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
565+ 18.83% |
$51.3K - $58.9K
|
3.57K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.33K- 13.88% |
$484K - $556K
|
33.1K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
500+ 6.68% |
$45.4K - $52.2K
|
7.99K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
623New |
$56.6K - $65K
|
623
$54.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-107- 97.27% |
$9.72K - $11.2K
|
3
$264
|