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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
507+ 193.51% |
$46K - $52.7K
|
769
$74.7K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-799- 25.59% |
$72.5K - $83.1K
|
2.32K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38+ 2.05% |
$3.45K - $3.95K
|
1.89K
$184K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
174+ 3.55% |
$15.8K - $18.1K
|
5.08K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-241- 9.78% |
$21.9K - $25.1K
|
2.22K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
169K+ 9.64% |
$15.3M - $17.5M
|
1.92M
$186M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 1.25% |
$4.99K - $5.72K
|
4.35K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.59M+ 3.54% |
$144M - $166M
|
46.6M
$4.52B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 10.97% |
$3.81K - $4.37K
|
425
$41.3K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
324+ 13.19% |
$29.4K - $33.7K
|
2.78K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-124K- 7.32% |
$11.3M - $12.9M
|
1.57M
$153M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-6.79K- 0.38% |
$616K - $706K
|
1.8M
$175M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.3K+ 1.27% |
$2.66M - $3.05M
|
2.33M
$227M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
20.9KNew |
$1.9M - $2.17M
|
20.9K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.71KNew |
$246K - $282K
|
2.71K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.65K- 12.45% |
$241K - $276K
|
18.7K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-181K- 59.6% |
$16.4M - $18.8M
|
122K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.66KNew |
$695K - $796K
|
7.66K
$743K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
17+ 0.22% |
$1.54K - $1.77K
|
7.88K
$765K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-496- 1.34% |
$45K - $51.6K
|
36.6K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-182- 7.32% |
$16.5K - $18.9K
|
2.31K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 8.19% |
$6.72K - $7.7K
|
829
$80.5K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.19K+ 106.31% |
$289K - $331K
|
6.18K
$600K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-274- 9.58% |
$24.9K - $28.5K
|
2.59K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-65- 0.37% |
$5.9K - $6.76K
|
17.6K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
351+ 5.42% |
$31.9K - $36.5K
|
6.83K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
324+ 1.42% |
$29.4K - $33.7K
|
23.2K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-364- 13.28% |
$33K - $37.9K
|
2.38K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-218- 5.15% |
$19.8K - $22.7K
|
4.02K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
2.14K+ 2.91% |
$194K - $223K
|
75.6K
$7.34M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
433+ 6.87% |
$39.3K - $45K
|
6.73K
$654K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-624- 1.05% |
$56.6K - $64.9K
|
58.6K
$5.69M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.33K- 17.59% |
$212K - $242K
|
10.9K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.11K+ 8.44% |
$464K - $531K
|
65.7K
$6.38M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
12+ 0.51% |
$1.09K - $1.25K
|
2.35K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-148- 3.96% |
$13.4K - $15.4K
|
3.59K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45K+ 16.0% |
$4.08M - $4.68M
|
326K
$31.6M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5+ 0.12% |
$454 - $520
|
4.13K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.12K- 2.47% |
$102K - $117K
|
44.4K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-32- 11.31% |
$2.9K - $3.33K
|
251
$24.4K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20.9K- 86.21% |
$1.9M - $2.18M
|
3.35K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.41% |
$817 - $936
|
2.21K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-433- 1.76% |
$39.3K - $45K
|
24.2K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75+ 1.52% |
$6.81K - $7.8K
|
5K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.05KNew |
$186K - $214K
|
2.05K
$199K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.7K- 8.1% |
$1.52M - $1.74M
|
190K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
174KNew |
$15.8M - $18.1M
|
174K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-117- 2.39% |
$10.6K - $12.2K
|
4.78K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.51K- 3.84% |
$228K - $261K
|
63K
$6.12M
|