Latest Institutional Sells of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-50- 0.91% |
$4.54K - $5.22K
|
5.44K
$480K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 2.41% |
$4.54K - $5.22K
|
2.02K
$178K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-50- 1.63% |
$4.54K - $5.22K
|
3.02K
$266K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 20.16% |
$4.54K - $5.22K
|
198
$17.5K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-49- 27.68% |
$4.45K - $5.11K
|
128
$11.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.34% |
$4.18K - $4.8K
|
13.7K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 2.08% |
$4.18K - $4.8K
|
2.16K
$191K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-45- 2.11% |
$4.09K - $4.69K
|
2.09K
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-44- 1.45% |
$4K - $4.59K
|
2.98K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-44- 1.35% |
$4K - $4.59K
|
3.22K
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-44- 1.8% |
$4K - $4.59K
|
2.4K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43- 0.85% |
$3.91K - $4.48K
|
5.03K
$444K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-43- 0.71% |
$3.91K - $4.48K
|
6.01K
$530K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-42- 1.46% |
$3.82K - $4.38K
|
2.84K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42- 0.31% |
$3.82K - $4.38K
|
13.4K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-41- 10.35% |
$3.73K - $4.28K
|
355
$31.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-35- 0.88% |
$3.18K - $3.65K
|
3.93K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 1.11% |
$3.18K - $3.65K
|
3.12K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 2.56% |
$3.18K - $3.65K
|
1.33K
$118K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33- 0.18% |
$3K - $3.44K
|
18.4K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-33- 0.14% |
$3K - $3.44K
|
22.8K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32- 0.97% |
$2.91K - $3.34K
|
3.26K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-32- 0.07% |
$2.91K - $3.34K
|
43K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-30- 0.12% |
$2.73K - $3.13K
|
24.9K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-30- 4.05% |
$2.73K - $3.13K
|
710
$62.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-30- 0.92% |
$2.73K - $3.13K
|
3.22K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-29- 0.76% |
$2.64K - $3.02K
|
3.78K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-29- 0.98% |
$2.64K - $3.02K
|
2.92K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 0.76% |
$2.54K - $2.92K
|
3.65K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-28- 63.64% |
$2.54K - $2.92K
|
16
$1.41K
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-27- 30.34% |
$2.45K - $2.82K
|
62
$5.47K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-27- 75.0% |
$2.45K - $2.82K
|
9
$793
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-26- 0.01% |
$2.36K - $2.71K
|
289K
$25.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 0.62% |
$2.27K - $2.61K
|
4.01K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.43% |
$2.27K - $2.61K
|
5.83K
$514K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-25- 5.42% |
$2.27K - $2.61K
|
436
$38.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 0.64% |
$2.18K - $2.5K
|
3.75K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-24- 48.98% |
$2.18K - $2.5K
|
25
$2.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-23- 41.82% |
$2.09K - $2.4K
|
32
$2.82K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-23- 0.82% |
$2.09K - $2.4K
|
2.78K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22- 0.79% |
$2K - $2.29K
|
2.75K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22- 1.08% |
$2K - $2.29K
|
2.02K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-21- 0.17% |
$1.91K - $2.19K
|
12.6K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 4.96% |
$1.91K - $2.19K
|
402
$35.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 0.77% |
$1.82K - $2.09K
|
2.56K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.57% |
$1.82K - $2.09K
|
3.51K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20- 0.78% |
$1.82K - $2.09K
|
2.56K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-20- 0.84% |
$1.82K - $2.09K
|
2.35K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 10.22% |
$1.73K - $1.98K
|
167
$14.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-18- 1.75% |
$1.64K - $1.88K
|
1.01K
$89.1K
|