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
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39+ 16.67% |
$3.54K - $4.06K
|
273
$24.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 7.61% |
$3.09K - $3.54K
|
481
$42.4K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 31.43% |
$3K - $3.43K
|
138
$12.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33New |
$3K - $3.43K
|
33
$2.91K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
29+ 20.86% |
$2.63K - $3.02K
|
168
$14.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 20.15% |
$2.45K - $2.81K
|
161
$14.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 11.71% |
$2.18K - $2.5K
|
229
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22+ 45.83% |
$2K - $2.29K
|
70
$6.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$1.82K - $2.08K
|
20
$1.76K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19New |
$1.72K - $1.98K
|
19
$1.67K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
15+ 0.62% |
$1.36K - $1.56K
|
2.45K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
15+ 8.33% |
$1.36K - $1.56K
|
195
$17.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 250.0% |
$1.36K - $1.56K
|
21
$1.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 214.29% |
$1.36K - $1.56K
|
22
$1.94K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 3.5% |
$1.27K - $1.46K
|
414
$36.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12New |
$1.09K - $1.25K
|
12
$1.06K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 50.0% |
$908 - $1.04K
|
30
$2.64K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9+ 18.0% |
$817 - $936
|
59
$5.2K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8+ 0.19% |
$726 - $832
|
4.16K
$367K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
8+ 0.16% |
$726 - $832
|
4.96K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 4.05% |
$545 - $624
|
154
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$545 - $624
|
6
$529
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$545 - $624
|
6
$529
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$545 - $624
|
6
$529
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 2.0% |
$454 - $520
|
255
$22.5K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$454 - $520
|
5
$441
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5+ 0.37% |
$454 - $520
|
1.34K
$118K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$454 - $520
|
5
$441
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 1.9% |
$182 - $208
|
107
$9.43K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.5% |
$182 - $208
|
399
$35.2K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.98% |
$90.8 - $104
|
103
$9.08K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1+ 0.23% |
$90.8 - $104
|
443
$39.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$90.8 - $104
|
1
$88.2
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$90.8 - $104
|
1.83K
$161K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 3.85% |
$90.8 - $104
|
27
$2.38K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
49.9KNew |
$4.62M - $5.29M
|
49.9K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
39.1KNew |
$3.62M - $4.14M
|
39.1K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
26.3KNew |
$2.44M - $2.79M
|
26.3K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
24.3K+ 511.83% |
$2.25M - $2.58M
|
29.1K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
22.5KNew |
$2.08M - $2.39M
|
22.5K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
15.5K+ 43.44% |
$1.43M - $1.64M
|
51K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
13.1KNew |
$1.21M - $1.39M
|
13.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
12.6K+ 55.51% |
$1.17M - $1.34M
|
35.3K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.9KNew |
$824K - $943K
|
8.9K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
8.15KNew |
$754K - $863K
|
8.15K
$718K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
7.35KNew |
$680K - $779K
|
7.35K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$537K - $615K
|
5.8K
$511K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.63KNew |
$521K - $597K
|
5.63K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5K+ 127.23% |
$463K - $530K
|
8.93K
$787K
|
|