Latest Institutional Purchases of Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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 06, 2025 Q4 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
117
+ 1.84%
$10.8K - $12.4K
6.48K $622K
Feb 07, 2025 Q4 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
114
+ 1.67%
$10.6K - $12.1K
6.95K $667K
Feb 10, 2025 Q4 2024
Montis Financial, LLC

BUY
 -
110
+ 5.22%
$10.2K - $11.7K
2.22K $213K
Jan 24, 2025 Q4 2024
Resonant Capital Advisors, LLC

BUY
 -
105
+ 3.13%
$9.72K - $11.1K
3.46K $332K
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
102
+ 1.42%
$9.44K - $10.8K
7.26K $697K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
100
New
$9.26K - $10.6K
100 $9.61K
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
100
+ 3.26%
$9.26K - $10.6K
3.17K $305K
Jan 30, 2025 Q4 2024
Spinnaker Trust

BUY
 -
100
+ 4.18%
$9.26K - $10.6K
2.49K $239K
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
100
New
$9.26K - $10.6K
100 $9.61K
Jan 27, 2025 Q4 2024
Yankcom Partnership

Yankton, SD
BUY
 -
100
New
$9.26K - $10.6K
100 $9.61K
Feb 10, 2025 Q4 2024
Ironwood Investment Management LLC

Boston, MA
BUY
 -
99
+ 0.8%
$9.16K - $10.5K
12.5K $1.2M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
97
+ 2.59%
$8.98K - $10.3K
3.85K $369K
Jan 28, 2025 Q4 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
91
+ 0.21%
$8.42K - $9.65K
43.6K $4.18M
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
90
+ 1.47%
$8.33K - $9.54K
6.19K $595K
Feb 07, 2025 Q4 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
88
+ 88.0%
$8.15K - $9.33K
188 $18.1K
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
84
+ 0.93%
$7.78K - $8.9K
9.15K $879K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
79
New
$7.31K - $8.37K
79 $7.59K
Feb 10, 2025 Q4 2024
Avalon Trust CO

Santa Fe, NM
BUY
 -
77
New
$7.13K - $8.16K
77 $7.4K
Feb 06, 2025 Q4 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
75
+ 2.11%
$6.94K - $7.95K
3.63K $349K
Jan 30, 2025 Q4 2024
Sierra Ocean, LLC

Ripon, CA
BUY
 -
74
New
$6.85K - $7.84K
74 $7.11K
Jan 23, 2025 Q4 2024
First Affirmative Financial Network

BUY
 -
73
+ 2.13%
$6.76K - $7.74K
3.5K $336K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
72
New
$6.67K - $7.63K
72 $6.92K
Jan 31, 2025 Q4 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
72
New
$6.67K - $7.63K
72 $6.92K
Jan 13, 2025 Q4 2024
Trust CO Of Toledo Na

Holland, OH
BUY
 -
72
+ 0.74%
$6.67K - $7.63K
9.82K $943K
Feb 04, 2025 Q4 2024
Crestwood Advisors Group LLC

BUY
 -
71
+ 2.63%
$6.57K - $7.53K
2.77K $266K
Feb 11, 2025 Q4 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
70
+ 0.39%
$6.48K - $7.42K
18K $1.73M
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
65
+ 12.82%
$6.02K - $6.89K
572 $54.9K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
63
+ 0.88%
$5.83K - $6.68K
7.21K $692K
Jan 07, 2025 Q4 2024
Diversified Trust CO

BUY
 -
63
+ 0.93%
$5.83K - $6.68K
6.84K $657K
Jan 14, 2025 Q4 2024
First Community Trust Na

BUY
 -
61
+ 9.04%
$5.65K - $6.47K
736 $70.7K
Jan 14, 2025 Q4 2024
Burney CO

Reston, VA
BUY
 -
60
+ 0.61%
$5.55K - $6.36K
9.91K $952K
Feb 06, 2025 Q4 2024
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
59
+ 0.4%
$5.46K - $6.25K
14.9K $1.43M
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
55
New
$5.09K - $5.83K
55 $5.28K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
54
+ 26.87%
$5K - $5.72K
255 $24.5K
Feb 03, 2025 Q4 2024
Compass Planning Associates Inc

Greenfield, MA
BUY
 -
52
New
$4.81K - $5.51K
52 $5K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
52
+ 4.17%
$4.81K - $5.51K
1.3K $125K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
51
+ 14.57%
$4.72K - $5.41K
401 $38.5K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
50
New
$4.63K - $5.3K
50 $4.8K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
48
New
$4.44K - $5.09K
48 $4.61K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
47
+ 1.66%
$4.35K - $4.98K
2.88K $277K
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
44
+ 1.18%
$4.07K - $4.66K
3.78K $363K
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
42
+ 12.32%
$3.89K - $4.45K
383 $36.8K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
40
+ 1.19%
$3.7K - $4.24K
3.41K $328K
Jan 23, 2025 Q4 2024
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
40
+ 1.65%
$3.7K - $4.24K
2.46K $237K
Feb 05, 2025 Q4 2024
Fielder Capital Group LLC

Nashville, TN
BUY
 -
39
+ 1.37%
$3.61K - $4.13K
2.9K $278K
Feb 05, 2025 Q4 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
39
+ 169.57%
$3.61K - $4.13K
62 $5.96K
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
39
+ 2.08%
$3.61K - $4.13K
1.92K $184K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
38
New
$3.52K - $4.03K
38 $3.65K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
37
+ 5.29%
$3.43K - $3.92K
736 $70.7K

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