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 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-297- 6.59% |
$27K - $31K
|
4.21K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-448- 4.93% |
$40.7K - $46.7K
|
8.65K
$771K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
785+ 11.93% |
$71.3K - $81.9K
|
7.37K
$657K
|
|
|
Jul 25, 2025
Q2 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
927+ 0.65% |
$84.2K - $96.7K
|
143K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
902+ 2.02% |
$82K - $94.1K
|
45.5K
$4.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.89K+ 47.91% |
$717K - $823K
|
24.4K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33- 0.18% |
$3K - $3.44K
|
18.4K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.29K+ 26.61% |
$117K - $135K
|
6.14K
$548K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.12K+ 14.42% |
$284K - $326K
|
24.8K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-50- 2.41% |
$4.54K - $5.22K
|
2.02K
$180K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.21K+ 152.98% |
$474K - $544K
|
8.62K
$769K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
61+ 12.92% |
$5.54K - $6.36K
|
533
$47.5K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-317- 1.2% |
$28.8K - $33.1K
|
26K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
BUY
|
- |
109KNew |
$9.9M - $11.4M
|
109K
$9.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
117KNew |
$10.7M - $12.2M
|
117K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.81K- 79.69% |
$801K - $919K
|
2.25K
$200K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-50- 1.63% |
$4.54K - $5.22K
|
3.02K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.65KNew |
$241K - $276K
|
2.65K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 4.03% |
$2.82K - $3.23K
|
800
$71.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-431- 1.84% |
$39.2K - $45K
|
23K
$2.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.02K- 41.71% |
$93.1K - $107K
|
1.43K
$128K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-102- 1.36% |
$9.27K - $10.6K
|
7.4K
$660K
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-32- 0.07% |
$2.91K - $3.34K
|
43K
$3.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
13.6K+ 4.26% |
$1.24M - $1.42M
|
333K
$29.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
68+ 3.47% |
$6.18K - $7.09K
|
2.03K
$181K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 4.96% |
$1.91K - $2.19K
|
402
$35.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-180- 1.85% |
$16.4K - $18.8K
|
9.52K
$850K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.35K- 9.84% |
$214K - $245K
|
21.5K
$1.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-619- 10.56% |
$56.3K - $64.6K
|
5.24K
$468K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 1.65% |
$636 - $730
|
432
$38.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.78K+ 47.8% |
$344K - $395K
|
11.7K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.34% |
$1.36K - $1.56K
|
4.4K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-150- 6.8% |
$13.6K - $15.6K
|
2.06K
$183K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.1K+ 0.49% |
$100K - $115K
|
225K
$20.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10.6K+ 121.7% |
$966K - $1.11M
|
19.4K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
638+ 2.17% |
$58K - $66.5K
|
30K
$2.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-62- 38.99% |
$5.63K - $6.47K
|
97
$8.65K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.35% |
$45.4K - $52.2K
|
20.8K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-346- 17.69% |
$31.4K - $36.1K
|
1.61K
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-295- 1.53% |
$26.8K - $30.8K
|
19K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-856- 9.05% |
$77.8K - $89.3K
|
8.6K
$767K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
549+ 2.94% |
$49.9K - $57.3K
|
19.2K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-1.05K- 15.05% |
$95.2K - $109K
|
5.91K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 0.62% |
$2.27K - $2.61K
|
4.01K
$358K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.92K- 5.22% |
$901K - $1.03M
|
180K
$16.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
122+ 5.45% |
$11.1K - $12.7K
|
2.36K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.3K+ 5.27% |
$1.3M - $1.49M
|
285K
$25.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 125.0% |
$454 - $522
|
9
$803
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.54KNew |
$413K - $474K
|
4.54K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
54+ 1.98% |
$4.91K - $5.63K
|
2.78K
$248K
|