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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.59KNew |
$235K - $269K
|
2.59K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.56KNew |
$232K - $266K
|
2.56K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.54KNew |
$231K - $264K
|
2.54K
$224K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.27KNew |
$206K - $236K
|
2.27K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.25KNew |
$204K - $234K
|
2.25K
$198K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.24KNew |
$203K - $233K
|
2.24K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.17KNew |
$197K - $225K
|
2.17K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$190K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
2.09KNew |
$190K - $217K
|
2.09K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.08KNew |
$188K - $216K
|
2.08K
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.06KNew |
$187K - $215K
|
2.06K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.05KNew |
$186K - $214K
|
2.05K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
2KNew |
$182K - $208K
|
2K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2KNew |
$181K - $208K
|
2K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$181K - $207K
|
2K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$175K
|
|
|
May 06, 2025
Q1 2025
|
Fractal Investments LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$174K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.97KNew |
$179K - $205K
|
1.97K
$173K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.97KNew |
$178K - $204K
|
1.97K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.94KNew |
$176K - $202K
|
1.94K
$171K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.48K+ 159.33% |
$134K - $154K
|
2.4K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.29KNew |
$117K - $134K
|
1.29K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 18.1% |
$115K - $132K
|
8.3K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
800+ 114.29% |
$72.6K - $83.2K
|
1.5K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
743+ 1.12% |
$67.4K - $77.3K
|
67.3K
$5.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
734New |
$66.6K - $76.3K
|
734
$64.7K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
727New |
$66K - $75.6K
|
727
$64.1K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
640New |
$58.1K - $66.6K
|
640
$56.4K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
507New |
$46K - $52.7K
|
507
$44.7K
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
405+ 3.62% |
$36.8K - $42.1K
|
11.6K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$33.8K - $38.7K
|
372
$32.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
306New |
$27.8K - $31.8K
|
306
$27K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
271+ 0.42% |
$24.6K - $28.2K
|
65K
$5.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 9.29% |
$22.3K - $25.6K
|
2.9K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 26.5% |
$18.8K - $21.5K
|
988
$87.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
200+ 8.03% |
$18.2K - $20.8K
|
2.69K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200+ 1.0% |
$18.2K - $20.8K
|
20.2K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
157New |
$14.3K - $16.3K
|
157
$13.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
150+ 6.21% |
$13.6K - $15.6K
|
2.57K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121+ 97.58% |
$11K - $12.6K
|
245
$21.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
111New |
$10.1K - $11.5K
|
111
$9.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
110New |
$9.98K - $11.4K
|
110
$9.7K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
107New |
$9.71K - $11.1K
|
107
$9.43K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 15.22% |
$9.08K - $10.4K
|
757
$66.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100New |
$9.08K - $10.4K
|
100
$8.82K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
97+ 5.94% |
$8.8K - $10.1K
|
1.73K
$152K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
63+ 0.85% |
$5.72K - $6.55K
|
7.51K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
62New |
$5.63K - $6.45K
|
62
$5.47K
|