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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-23- 41.82% |
$2.09K - $2.4K
|
32
$2.82K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
289+ 10.39% |
$26.3K - $30.1K
|
3.07K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-209- 1.94% |
$19K - $21.8K
|
10.6K
$930K
|
|
|
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 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-172K- 98.57% |
$15.6M - $17.9M
|
2.5K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 14.11% |
$92.7K - $106K
|
8.25K
$727K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 12.0% |
$1.36K - $1.56K
|
140
$12.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
408New |
$37.1K - $42.6K
|
408
$36K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 0.17% |
$545 - $626
|
3.55K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
494K+ 11.94% |
$44.9M - $51.6M
|
4.63M
$408M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
37.8K+ 3.43% |
$3.44M - $3.95M
|
1.14M
$101M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
27.6K+ 38.9% |
$2.51M - $2.88M
|
98.7K
$8.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.57K+ 88.21% |
$324K - $372K
|
7.61K
$671K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
75New |
$6.82K - $7.82K
|
75
$6.61K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
197+ 4.77% |
$17.9K - $20.5K
|
4.33K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
24.2KNew |
$2.2M - $2.52M
|
24.2K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.7K- 0.92% |
$427K - $491K
|
508K
$44.8M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
178+ 4.09% |
$16.2K - $18.6K
|
4.53K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-215- 2.72% |
$19.5K - $22.4K
|
7.68K
$677K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.26K- 2.0% |
$114K - $131K
|
61.8K
$5.45M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-416- 3.83% |
$37.8K - $43.4K
|
10.5K
$921K
|
|
|
Aug 07, 2025
Q2 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
88.2K+ 89.35% |
$8.02M - $9.2M
|
187K
$16.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.01K- 2.47% |
$92.2K - $106K
|
40.1K
$3.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
21+ 0.19% |
$1.91K - $2.19K
|
11.4K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.96K+ 7.13% |
$905K - $1.04M
|
150K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
3.4K+ 4.38% |
$309K - $355K
|
80.9K
$7.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
41+ 1.17% |
$3.73K - $4.28K
|
3.54K
$312K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-698- 5.68% |
$63.4K - $72.8K
|
11.6K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
396+ 1.28% |
$36K - $41.3K
|
31.2K
$2.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-10.8K- 6.07% |
$978K - $1.12M
|
167K
$14.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-98- 63.64% |
$8.91K - $10.2K
|
56
$4.94K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-202- 7.8% |
$18.4K - $21.1K
|
2.39K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-591- 5.62% |
$53.7K - $61.6K
|
9.92K
$875K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
273+ 12.88% |
$24.8K - $28.5K
|
2.39K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
98+ 1.61% |
$8.91K - $10.2K
|
6.17K
$544K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 4.04% |
$18.2K - $20.9K
|
4.75K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-443- 14.89% |
$40.3K - $46.2K
|
2.53K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
413+ 10.28% |
$37.5K - $43.1K
|
4.43K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
6.03K+ 7.98% |
$548K - $629K
|
81.6K
$7.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.3K+ 79.89% |
$209K - $240K
|
5.19K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 0.43% |
$1.36K - $1.56K
|
3.5K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.45K+ 4.47% |
$132K - $151K
|
33.8K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
24+ 0.69% |
$2.18K - $2.5K
|
3.49K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-45.6K- 24.31% |
$4.14M - $4.75M
|
142K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-15- 0.43% |
$1.36K - $1.56K
|
3.48K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-24- 48.98% |
$2.18K - $2.5K
|
25
$2.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 1.11% |
$3.18K - $3.65K
|
3.12K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
4.63K+ 0.76% |
$421K - $483K
|
618K
$54.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-127- 1.46% |
$11.5K - $13.2K
|
8.57K
$755K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18.9K+ 48.16% |
$1.72M - $1.97M
|
58.1K
$5.12M
|