Latest Institutional Purchases of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
47+ 3.81% |
$4.27K - $4.9K
|
1.28K
$113K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 14.29% |
$4.18K - $4.8K
|
368
$32.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
45+ 2.1% |
$4.09K - $4.69K
|
2.18K
$192K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
43+ 0.99% |
$3.91K - $4.48K
|
4.4K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42+ 21.11% |
$3.82K - $4.38K
|
241
$21.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
41+ 1.17% |
$3.73K - $4.28K
|
3.54K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.17% |
$3.64K - $4.17K
|
23.6K
$2.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
38+ 4.59% |
$3.45K - $3.96K
|
866
$76.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 1.34% |
$3.36K - $3.86K
|
2.81K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
37+ 0.14% |
$3.36K - $3.86K
|
27.2K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35+ 1.03% |
$3.18K - $3.65K
|
3.43K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33+ 0.73% |
$3K - $3.44K
|
4.58K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
32New |
$2.91K - $3.34K
|
32
$2.82K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
31+ 281.82% |
$2.82K - $3.23K
|
42
$3.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31+ 0.28% |
$2.82K - $3.23K
|
11K
$967K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
31+ 0.26% |
$2.82K - $3.23K
|
12K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 4.03% |
$2.82K - $3.23K
|
800
$70.5K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
27+ 0.88% |
$2.45K - $2.82K
|
3.11K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
26New |
$2.36K - $2.71K
|
26
$2.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 11.11% |
$2.36K - $2.71K
|
260
$22.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
25+ 0.53% |
$2.27K - $2.61K
|
4.74K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
25+ 1.6% |
$2.27K - $2.61K
|
1.59K
$140K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
24+ 0.69% |
$2.18K - $2.5K
|
3.49K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.45% |
$2.09K - $2.4K
|
5.14K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 0.85% |
$2K - $2.29K
|
2.61K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
21+ 0.19% |
$1.91K - $2.19K
|
11.4K
$1M
|
|
|
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 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19+ 0.22% |
$1.73K - $1.98K
|
8.77K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18+ 40.0% |
$1.64K - $1.88K
|
63
$5.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17+ 0.29% |
$1.54K - $1.77K
|
5.95K
$524K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16+ 0.3% |
$1.45K - $1.67K
|
5.33K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15New |
$1.36K - $1.56K
|
15
$1.32K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 12.0% |
$1.36K - $1.56K
|
140
$12.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 0.43% |
$1.36K - $1.56K
|
3.5K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15+ 0.49% |
$1.36K - $1.56K
|
3.11K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.67% |
$1.36K - $1.56K
|
2.27K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14+ 0.36% |
$1.27K - $1.46K
|
3.92K
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13New |
$1.18K - $1.36K
|
13
$1.15K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11+ 3.77% |
$1K - $1.15K
|
303
$26.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10+ 0.25% |
$909 - $1.04K
|
4.03K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 9.28% |
$818 - $939
|
106
$9.34K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 2.65% |
$818 - $939
|
349
$30.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9New |
$818 - $939
|
9
$793
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.29% |
$727 - $834
|
2.79K
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8+ 20.0% |
$727 - $834
|
48
$4.23K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 80.0% |
$727 - $834
|
18
$1.59K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$727 - $834
|
3.36K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 1.65% |
$636 - $730
|
432
$38.1K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 13.33% |
$545 - $626
|
51
$4.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6New |
$545 - $626
|
6
$529
|