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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.16K+ 1.16% |
$200K - $229K
|
187K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.12K+ 23.38% |
$196K - $225K
|
11.2K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.11KNew |
$195K - $223K
|
2.11K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.88KNew |
$174K - $199K
|
1.88K
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 347.63% |
$163K - $186K
|
2.27K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
1.75K+ 5.47% |
$162K - $186K
|
33.8K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.73K+ 104.41% |
$160K - $183K
|
3.38K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.71K+ 25.97% |
$158K - $181K
|
8.28K
$795K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.6K+ 10.19% |
$148K - $170K
|
17.3K
$1.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.56K+ 43.69% |
$144K - $165K
|
5.12K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1.5K+ 7.32% |
$139K - $159K
|
22K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.46KNew |
$135K - $155K
|
1.46K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.41K+ 17.84% |
$131K - $150K
|
9.33K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.34KNew |
$124K - $142K
|
1.34K
$128K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.3K+ 24.17% |
$121K - $138K
|
6.69K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 6.05% |
$117K - $133K
|
22.1K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.22K+ 15.75% |
$113K - $130K
|
8.99K
$864K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 4.59% |
$113K - $129K
|
27.8K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
1.2K+ 2.53% |
$111K - $127K
|
48.5K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.04K+ 2.41% |
$96.1K - $110K
|
44.2K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
971+ 13.68% |
$89.9K - $103K
|
8.07K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
933+ 0.6% |
$86.4K - $98.9K
|
156K
$14.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
896+ 32.89% |
$82.9K - $95K
|
3.62K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
849+ 178.36% |
$78.6K - $90K
|
1.33K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
845+ 11.6% |
$78.2K - $89.6K
|
8.13K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
843+ 1.49% |
$78K - $89.4K
|
57.3K
$5.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
791New |
$73.2K - $83.9K
|
791
$76K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
778+ 38.86% |
$72K - $82.5K
|
2.78K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
776New |
$71.8K - $82.3K
|
776
$74.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
750New |
$69.4K - $79.5K
|
750
$72K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
750+ 28.01% |
$69.4K - $79.5K
|
3.43K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
737New |
$68.2K - $78.1K
|
737
$70.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
698+ 0.62% |
$64.6K - $74K
|
113K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
694+ 6.87% |
$64.2K - $73.6K
|
10.8K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
691+ 4.45% |
$64K - $73.3K
|
16.2K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
642+ 5.0% |
$59.4K - $68.1K
|
13.5K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640+ 223.0% |
$59.2K - $67.8K
|
927
$89K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
591+ 2.84% |
$54.7K - $62.7K
|
21.4K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
536+ 7.55% |
$49.6K - $56.8K
|
7.64K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
530New |
$49.1K - $56.2K
|
530
$50.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
511+ 33.93% |
$47.3K - $54.2K
|
2.02K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
499+ 19.98% |
$46.2K - $52.9K
|
3K
$288K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
478+ 310.39% |
$44.2K - $50.7K
|
632
$60.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
472+ 4.4% |
$43.7K - $50K
|
11.2K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
432New |
$40K - $45.8K
|
432
$41.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
428+ 0.19% |
$39.6K - $45.4K
|
229K
$22M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
423+ 3.34% |
$39.2K - $44.8K
|
13.1K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
392+ 43.22% |
$36.3K - $41.6K
|
1.3K
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
385+ 3.47% |
$35.6K - $40.8K
|
11.5K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
383+ 15.51% |
$35.5K - $40.6K
|
2.85K
$274K
|