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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14K- 20.98% |
$1.27M - $1.46M
|
52.6K
$4.63M
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21- 0.92% |
$1.91K - $2.19K
|
2.27K
$200K
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$909 - $1.04K
|
10
$880
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-12- 6.63% |
$1.09K - $1.25K
|
169
$14.9K
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
115K+ 20.35% |
$10.4M - $12M
|
678K
$59.6M
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
7.41KNew |
$674K - $773K
|
7.41K
$653K
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80K+ 249.12% |
$7.27M - $8.34M
|
112K
$9.87M
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 1.09% |
$9.09K - $10.4K
|
9.11K
$802K
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-753- 6.49% |
$68.4K - $78.5K
|
10.9K
$955K
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.68K- 6.15% |
$152K - $175K
|
25.6K
$2.25M
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.14% |
$273 - $313
|
2.18K
$192K
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
110New |
$10K - $11.5K
|
110
$9.68K
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.01K- 13.6% |
$91.5K - $105K
|
6.4K
$563K
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-202- 14.28% |
$18.4K - $21.1K
|
1.21K
$107K
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 35.19% |
$100K - $115K
|
4.23K
$372K
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.29K- 25.62% |
$117K - $134K
|
3.73K
$328K
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
38+ 13.92% |
$3.45K - $3.96K
|
311
$27.4K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583+ 38.51% |
$53K - $60.8K
|
2.1K
$185K
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
13.5KNew |
$1.23M - $1.41M
|
13.5K
$1.19M
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.27K+ 74.46% |
$115K - $132K
|
2.97K
$261K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
584K+ 4.53% |
$53.1M - $60.9M
|
13.5M
$1.19B
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-61- 2.38% |
$5.54K - $6.36K
|
2.5K
$220K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 6.48% |
$1.05M - $1.21M
|
167K
$14.7M
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
31+ 281.82% |
$2.82K - $3.23K
|
42
$3.7K
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
94.1K+ 188.27% |
$8.56M - $9.82M
|
144K
$12.7M
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
400+ 14.03% |
$36.4K - $41.7K
|
3.25K
$286K
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.17KNew |
$106K - $122K
|
1.17K
$103K
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.06KNew |
$96.7K - $111K
|
1.06K
$93.6K
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
3.69KNew |
$335K - $385K
|
3.69K
$325K
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-1.54K- 2.57% |
$140K - $160K
|
58.1K
$5.12M
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
877K+ 443.97% |
$79.7M - $91.5M
|
1.07M
$94.6M
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.38K+ 23.55% |
$307K - $352K
|
17.7K
$1.56M
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
85New |
$7.72K - $8.87K
|
85
$7.48K
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-742- 0.07% |
$67.4K - $77.4K
|
1.11M
$97.9M
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
833+ 17.6% |
$75.7K - $86.9K
|
5.57K
$490K
|
|
Aug 14, 2025
Q2 2025
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
SELL
|
- |
-32K- 1.85% |
$2.91M - $3.33M
|
1.69M
$149M
|
|
Aug 14, 2025
Q2 2025
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-47.6K- 0.81% |
$4.32M - $4.96M
|
5.82M
$512M
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
376+ 1.43% |
$34.2K - $39.2K
|
26.6K
$2.34M
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
14.2K+ 25.06% |
$1.29M - $1.48M
|
70.6K
$6.22M
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-695- 8.26% |
$63.2K - $72.5K
|
7.72K
$679K
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
26.1K+ 0.16% |
$2.38M - $2.73M
|
16M
$1.41B
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
723+ 13.0% |
$65.7K - $75.4K
|
6.28K
$553K
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.48KNew |
$225K - $258K
|
2.48K
$218K
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
100+ 14.29% |
$9.09K - $10.4K
|
800
$70.4K
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.82K- 3.49% |
$620K - $711K
|
188K
$16.6M
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.6K- 14.15% |
$145K - $167K
|
9.71K
$854K
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.15MNew |
$105M - $120M
|
1.15M
$102M
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
9.23K+ 56.43% |
$839K - $963K
|
25.6K
$2.25M
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-11.4K- 64.95% |
$1.04M - $1.19M
|
6.17K
$543K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-792K- 31.76% |
$72M - $82.6M
|
1.7M
$150M
|