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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-962- 6.42% |
$87.3K - $100K
|
14K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
322New |
$29.2K - $33.5K
|
322
$31.3K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-16.9K- 8.45% |
$1.53M - $1.75M
|
183K
$17.7M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
301+ 3.11% |
$27.3K - $31.3K
|
10K
$970K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.11K+ 1.55% |
$191K - $219K
|
137K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$182 - $208
|
26.9K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$454 - $520
|
10
$971
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.11K+ 25.33% |
$373K - $427K
|
20.3K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-10.4K- 5.11% |
$941K - $1.08M
|
192K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
88+ 22.06% |
$7.99K - $9.15K
|
487
$47.3K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.89K- 4.04% |
$534K - $612K
|
140K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
333+ 2.37% |
$30.2K - $34.6K
|
14.4K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-324K- 29.37% |
$29.5M - $33.8M
|
780K
$75.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 12.32% |
$2.35M - $2.69M
|
236K
$22.9M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-107- 1.74% |
$9.71K - $11.1K
|
6.05K
$587K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
542+ 10.58% |
$49.2K - $56.4K
|
5.67K
$550K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.58K+ 19.11% |
$234K - $268K
|
16.1K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-90- 1.5% |
$8.17K - $9.36K
|
5.92K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.63K+ 2.06% |
$330K - $378K
|
180K
$17.5M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.2M- 18.23% |
$109M - $125M
|
5.39M
$524M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-50- 1.6% |
$4.54K - $5.2K
|
3.07K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.08K+ 28.63% |
$98K - $112K
|
4.85K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 1.04% |
$3.27K - $3.74K
|
3.5K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.06% |
$182 - $208
|
3.53K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-78- 2.69% |
$7.08K - $8.11K
|
2.82K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-95- 38.15% |
$8.62K - $9.88K
|
154
$15K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.68K+ 18.95% |
$152K - $174K
|
10.5K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-258- 10.6% |
$23.4K - $26.8K
|
2.18K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.4K+ 208.13% |
$1.67M - $1.91M
|
27.3K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
884+ 5.02% |
$80.2K - $91.9K
|
18.5K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-10.6K- 3.32% |
$959K - $1.1M
|
307K
$29.8M
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-8K- 17.35% |
$726K - $832K
|
38.1K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
70.3K+ 1867.97% |
$6.38M - $7.31M
|
74K
$7.19M
|
|
|
May 06, 2025
Q1 2025
|
Fractal Investments LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.4% |
$182 - $208
|
502
$48.7K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 21.69% |
$1.63K - $1.87K
|
65
$6.31K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.12KNew |
$192K - $220K
|
2.12K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.7K+ 4.04% |
$790K - $905K
|
224K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5+ 0.09% |
$454 - $520
|
5.35K
$520K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-196- 0.78% |
$17.8K - $20.4K
|
25K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.72K- 11.24% |
$337K - $387K
|
29.4K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.39K- 21.79% |
$126K - $145K
|
5K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.48K+ 159.33% |
$134K - $154K
|
2.4K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
434+ 14.57% |
$39.4K - $45.1K
|
3.41K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-169- 1.7% |
$15.3K - $17.6K
|
9.75K
$946K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
719+ 11.19% |
$65.3K - $74.8K
|
7.15K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-107- 3.34% |
$9.71K - $11.1K
|
3.1K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-736- 7.8% |
$66.8K - $76.6K
|
8.7K
$844K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
799+ 0.41% |
$72.5K - $83.1K
|
193K
$18.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
35+ 1.1% |
$3.18K - $3.64K
|
3.21K
$311K
|