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 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
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
908+ 10.1% |
$82.5K - $94.7K
|
9.9K
$872K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-960- 1.02% |
$87.2K - $100K
|
92.9K
$8.19M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.74K+ 13.61% |
$431K - $494K
|
39.5K
$3.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.99M+ 4.27% |
$181M - $208M
|
48.6M
$4.28B
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43+ 0.99% |
$3.91K - $4.48K
|
4.4K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 40.88% |
$293K - $336K
|
4.66K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-50- 1.72% |
$4.54K - $5.22K
|
2.85K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.19KNew |
$381K - $437K
|
4.19K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19+ 0.22% |
$1.73K - $1.98K
|
8.77K
$773K
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
511K+ 28.35% |
$46.5M - $53.3M
|
2.31M
$204M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
201+ 9.04% |
$18.3K - $21K
|
2.43K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Clean Energy Transition LLP
London, X0 |
BUY
|
- |
329KNew |
$29.9M - $34.3M
|
329K
$29M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
111New |
$10.1K - $11.6K
|
111
$9.78K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
40.3K+ 16.47% |
$3.66M - $4.2M
|
285K
$25.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-5.04K- 1.76% |
$458K - $526K
|
281K
$24.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 0.38% |
$45.4K - $52.2K
|
131K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19K- 4.62% |
$1.73M - $1.99M
|
393K
$34.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-449- 9.04% |
$40.8K - $46.8K
|
4.52K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
19.7KNew |
$1.79M - $2.05M
|
19.7K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
129K+ 1.23% |
$11.8M - $13.5M
|
10.7M
$941M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
215+ 1075.0% |
$19.5K - $22.4K
|
235
$20.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
2.41KNew |
$219K - $252K
|
2.41K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
13.2K+ 13.63% |
$1.2M - $1.38M
|
110K
$9.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-98K- 21.77% |
$8.91M - $10.2M
|
352K
$31M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.73K+ 2.96% |
$157K - $180K
|
60K
$5.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
647+ 9.94% |
$58.8K - $67.5K
|
7.15K
$631K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
30.1KNew |
$2.74M - $3.14M
|
30.1K
$2.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-55.3K- 1.02% |
$5.02M - $5.76M
|
5.34M
$471M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-293- 10.95% |
$26.6K - $30.6K
|
2.38K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$90.9 - $104
|
971
$85.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-502- 17.56% |
$45.6K - $52.4K
|
2.36K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 11.12% |
$97.1K - $111K
|
10.7K
$940K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.98KNew |
$452K - $519K
|
4.98K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-38.3K- 8.03% |
$3.48M - $4M
|
439K
$38.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.05K- 11.14% |
$95.6K - $110K
|
8.4K
$740K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-150- 1.55% |
$13.6K - $15.6K
|
9.52K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-563- 4.3% |
$51.2K - $58.7K
|
12.5K
$1.1M
|