Latest Institutional Transactions on Otis Worldwide Corp (OTIS)
This table provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-552- 12.15% |
$50.2K - $57.6K
|
3.99K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-308- 8.95% |
$28K - $32.1K
|
3.14K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20- 0.78% |
$1.82K - $2.09K
|
2.56K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-126- 1.73% |
$11.5K - $13.1K
|
7.16K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
275K+ 62.59% |
$25M - $28.7M
|
714K
$70.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-102- 25.37% |
$9.27K - $10.6K
|
300
$29.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.63K- 9.83% |
$239K - $275K
|
24.2K
$2.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-280- 14.56% |
$25.4K - $29.2K
|
1.64K
$163K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-806- 16.88% |
$73.2K - $84.1K
|
3.97K
$394K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-99- 2.24% |
$9K - $10.3K
|
4.32K
$429K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-178- 4.42% |
$16.2K - $18.6K
|
3.85K
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.45% |
$2.09K - $2.4K
|
5.14K
$511K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.2K+ 11.59% |
$473K - $542K
|
50.1K
$4.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.37K+ 58.43% |
$125K - $143K
|
3.72K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-676- 8.89% |
$61.4K - $70.5K
|
6.93K
$688K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 10.22% |
$1.73K - $1.98K
|
167
$16.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
18.7K+ 8.31% |
$1.7M - $1.95M
|
244K
$24.2M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
240+ 7.47% |
$21.8K - $25K
|
3.46K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
106K+ 334.84% |
$9.63M - $11.1M
|
138K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.99K- 9.42% |
$181K - $208K
|
19.2K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-33- 0.14% |
$3K - $3.44K
|
22.8K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-225- 20.49% |
$20.4K - $23.5K
|
873
$86.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-742- 15.11% |
$67.4K - $77.4K
|
4.17K
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-182- 3.55% |
$16.5K - $19K
|
4.95K
$492K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
157+ 6.23% |
$14.3K - $16.4K
|
2.68K
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 1.79% |
$1.36K - $1.56K
|
822
$81.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-882- 6.67% |
$80.2K - $92K
|
12.3K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.43% |
$2.27K - $2.61K
|
5.83K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-2- 0.08% |
$182 - $209
|
2.43K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-32.3K- 2.15% |
$2.93M - $3.37M
|
1.47M
$146M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
893+ 1.19% |
$81.2K - $93.1K
|
76.2K
$7.57M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-4- 0.24% |
$364 - $417
|
1.67K
$166K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.4K+ 5.93% |
$491K - $563K
|
96.5K
$9.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.25K- 11.06% |
$113K - $130K
|
10K
$995K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
25+ 1.6% |
$2.27K - $2.61K
|
1.59K
$158K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2- -0.0% |
$182 - $209
|
50.7K
$5.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-60.8K- 1.67% |
$5.53M - $6.34M
|
3.58M
$356M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-984- 18.3% |
$89.4K - $103K
|
4.39K
$436K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-115- 4.26% |
$10.5K - $12K
|
2.58K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-3.63K- 6.26% |
$329K - $378K
|
54.3K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$727 - $834
|
3.36K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-61- 0.72% |
$5.54K - $6.36K
|
8.47K
$841K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.27% |
$636 - $730
|
2.58K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-93- 0.28% |
$8.45K - $9.7K
|
33.5K
$3.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 20.16% |
$4.54K - $5.22K
|
198
$19.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-28.2K- 9.73% |
$2.56M - $2.94M
|
262K
$26M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-285- 9.34% |
$25.9K - $29.7K
|
2.77K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-169- 0.71% |
$15.4K - $17.6K
|
23.7K
$2.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$364 - $417
|
4
$397
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-275- 17.26% |
$25K - $28.7K
|
1.32K
$131K
|