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 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.55KNew |
$504K - $579K
|
5.55K
$489K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
135+ 75.42% |
$12.3K - $14.1K
|
314
$27.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30.4K- 38.42% |
$2.76M - $3.17M
|
48.7K
$4.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
613+ 1.26% |
$55.7K - $63.9K
|
49.3K
$4.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.73K+ 24.62% |
$157K - $180K
|
8.75K
$771K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 1.61% |
$90.9 - $104
|
61
$5.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
81.4K+ 9.13% |
$7.4M - $8.49M
|
973K
$85.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
599New |
$54.4K - $62.5K
|
599
$52.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-189- 16.24% |
$17.2K - $19.7K
|
975
$85.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
611+ 70.96% |
$55.5K - $63.7K
|
1.47K
$130K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
450New |
$40.9K - $46.9K
|
450
$39.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$94K - $108K
|
1.03K
$91.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
26.5KNew |
$2.4M - $2.76M
|
26.5K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.45K+ 48.89% |
$314K - $360K
|
10.5K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-132- 0.71% |
$12K - $13.8K
|
18.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-256K- 6.52% |
$23.2M - $26.7M
|
3.66M
$323M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.04KNew |
$185K - $213K
|
2.04K
$180K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
64.8KNew |
$5.89M - $6.76M
|
64.8K
$5.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-27.2K- 8.84% |
$2.47M - $2.83M
|
280K
$24.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-232- 3.71% |
$21.1K - $24.2K
|
6.03K
$531K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
340K+ 77.15% |
$30.9M - $35.5M
|
781K
$68.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-32.8K- 20.11% |
$2.98M - $3.42M
|
130K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 0.64% |
$2.18K - $2.5K
|
3.75K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.02K- 1.49% |
$92.2K - $106K
|
67.2K
$5.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
155+ 3.04% |
$14.1K - $16.2K
|
5.26K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.81K- 36.72% |
$256K - $293K
|
4.85K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.55K+ 203.58% |
$414K - $475K
|
6.79K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
165+ 6.05% |
$15K - $17.2K
|
2.89K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10.3K- 16.18% |
$934K - $1.07M
|
53.2K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-5.85K- 7.54% |
$532K - $610K
|
71.7K
$6.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-218- 70.78% |
$19.8K - $22.7K
|
90
$7.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
546+ 2.74% |
$49.6K - $56.9K
|
20.5K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 80.0% |
$364 - $417
|
9
$793
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.06K+ 41.63% |
$187K - $215K
|
7.02K
$619K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.51K- 0.56% |
$409K - $470K
|
800K
$70.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 11.11% |
$2.36K - $2.71K
|
260
$22.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
393K+ 36.12% |
$35.7M - $41M
|
1.48M
$131M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-207- 0.5% |
$18.8K - $21.6K
|
41.3K
$3.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-261- 3.76% |
$23.7K - $27.2K
|
6.68K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-219- 0.43% |
$19.9K - $22.8K
|
50.8K
$4.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1New |
$90.9 - $104
|
1
$88.2
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.8K- 33.92% |
$436K - $501K
|
9.35K
$824K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-85- 14.17% |
$7.72K - $8.87K
|
515
$45.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.7K+ 68.34% |
$154K - $177K
|
4.19K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.46KNew |
$224K - $257K
|
2.46K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.38KNew |
$216K - $248K
|
2.38K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-201- 15.67% |
$18.3K - $21K
|
1.08K
$95.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
39K+ 264.29% |
$3.54M - $4.06M
|
53.7K
$4.73M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-5- 0.61% |
$454 - $522
|
814
$71.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
89+ 0.62% |
$8.09K - $9.28K
|
14.5K
$1.27M
|