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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-463- 6.83% |
$42.9K - $49.1K
|
6.32K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.86K+ 24.35% |
$635K - $727K
|
35K
$3.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.44KNew |
$226K - $259K
|
2.44K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
61New |
$5.65K - $6.47K
|
61
$6.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 5.29% |
$3.43K - $3.92K
|
736
$73.3K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-18- 0.41% |
$1.67K - $1.91K
|
4.41K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-738- 3.92% |
$68.3K - $78.2K
|
18.1K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-684- 3.09% |
$63.3K - $72.5K
|
21.5K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
29+ 11.6% |
$2.68K - $3.07K
|
279
$27.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-68.5K- 5.71% |
$6.34M - $7.26M
|
1.13M
$113M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-9- 0.11% |
$833 - $954
|
7.87K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-312- 0.57% |
$28.9K - $33.1K
|
54K
$5.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-562- 0.41% |
$52K - $59.6K
|
135K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-6.14K- 9.05% |
$568K - $650K
|
61.7K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
84.7K+ 8.3% |
$7.84M - $8.98M
|
1.1M
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.47% |
$1.67K - $1.91K
|
3.82K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 1.93% |
$272K - $312K
|
149K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
231+ 8.44% |
$21.4K - $24.5K
|
2.97K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-51.7K- 6.28% |
$4.78M - $5.48M
|
771K
$76.8M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-27.5K- 5.98% |
$2.54M - $2.91M
|
432K
$43M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
458+ 7.38% |
$42.4K - $48.6K
|
6.66K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 4.81% |
$182K - $209K
|
38.9K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-114- 4.38% |
$10.6K - $12.1K
|
2.49K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
8.47K+ 19.38% |
$784K - $898K
|
52.2K
$5.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
110+ 5.22% |
$10.2K - $11.7K
|
2.22K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.39% |
$1.11K - $1.27K
|
3.07K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.12K- 10.36% |
$103K - $119K
|
9.67K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.82K+ 61.59% |
$261K - $299K
|
7.39K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
372+ 531.43% |
$34.4K - $39.4K
|
442
$44K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
99+ 0.8% |
$9.16K - $10.5K
|
12.5K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.3% |
$278 - $318
|
1.01K
$100K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.9K+ 9.29% |
$2.21M - $2.53M
|
281K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.77KNew |
$349K - $400K
|
3.77K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.18K+ 8.67% |
$294K - $337K
|
39.8K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
77New |
$7.13K - $8.16K
|
77
$7.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.28% |
$926 - $1.06K
|
3.53K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.24% |
$2.5K - $2.86K
|
2.2K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.41K- 4.05% |
$779K - $892K
|
199K
$19.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.24K+ 5.32% |
$115K - $132K
|
24.6K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.73KNew |
$437K - $501K
|
4.73K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.22% |
$92.6 - $106
|
447
$44.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.26K- 4.68% |
$209K - $240K
|
46K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-428- 4.67% |
$39.6K - $45.4K
|
8.75K
$871K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.42% |
$9.44K - $10.8K
|
7.26K
$723K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.38K- 11.96% |
$405K - $464K
|
32.2K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
16.3KNew |
$1.5M - $1.72M
|
16.3K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.59KNew |
$425K - $487K
|
4.59K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.96K- 0.22% |
$366K - $420K
|
1.81M
$180M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.51K+ 15.59% |
$787K - $902K
|
63.1K
$6.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.52KNew |
$233K - $267K
|
2.52K
$251K
|