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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02K+ 5.61% |
$92.3K - $106K
|
19.1K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.4K- 39.61% |
$1.13M - $1.29M
|
19K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.1K- 8.75% |
$372K - $426K
|
42.7K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-17.1K- 27.0% |
$1.55M - $1.78M
|
46.2K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.57KNew |
$233K - $267K
|
2.57K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
43KNew |
$3.9M - $4.47M
|
43K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.44% |
$4.54K - $5.2K
|
11.2K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11K+ 5.86% |
$282K - $323K
|
56.1K
$5.45M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-231- 1.47% |
$21K - $24K
|
15.4K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
782+ 5.95% |
$71K - $81.3K
|
13.9K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
9.68K+ 15.69% |
$878K - $1.01M
|
71.4K
$6.93M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-272- 20.53% |
$24.7K - $28.3K
|
1.05K
$102K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-246K- 18.99% |
$22.4M - $25.6M
|
1.05M
$102M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.46K- 6.8% |
$132K - $151K
|
19.9K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-183- 0.77% |
$16.6K - $19K
|
23.5K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
38+ 0.92% |
$3.45K - $3.95K
|
4.16K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
8.72KNew |
$791K - $907K
|
8.72K
$846K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.26K- 13.74% |
$114K - $131K
|
7.89K
$766K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-63- 1.43% |
$5.72K - $6.55K
|
4.35K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1+ 0.23% |
$90.8 - $104
|
443
$43K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-185- 1.67% |
$16.8K - $19.2K
|
10.9K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
490+ 17.68% |
$44.5K - $51K
|
3.26K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.08KNew |
$188K - $216K
|
2.08K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
35New |
$3.18K - $3.64K
|
35
$3.4K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-145- 4.61% |
$13.2K - $15.1K
|
3K
$291K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.1K+ 112.38% |
$735K - $842K
|
15.3K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 15.84% |
$2.9K - $3.33K
|
234
$22.7K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-163- 0.41% |
$14.8K - $17K
|
39.2K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.38K+ 559.79% |
$852K - $976K
|
11.1K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-368- 1.54% |
$33.4K - $38.3K
|
23.5K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 0.84% |
$4.54K - $5.2K
|
6.01K
$583K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
70.4K+ 131.51% |
$6.39M - $7.32M
|
124K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.17K+ 3.95% |
$106K - $122K
|
30.9K
$3M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-138- 4.72% |
$12.5K - $14.4K
|
2.79K
$270K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
674+ 1.39% |
$61.2K - $70.1K
|
49.2K
$4.78M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-50.3K- 12.11% |
$4.56M - $5.23M
|
365K
$35.4M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
176+ 0.4% |
$16K - $18.3K
|
44.1K
$4.28M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.4KNew |
$1.94M - $2.23M
|
21.4K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-153- 1.03% |
$13.9K - $15.9K
|
14.7K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-241- 1.87% |
$21.9K - $25.1K
|
12.7K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-437K- 5.75% |
$39.7M - $45.5M
|
7.17M
$696M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
163+ 0.91% |
$14.8K - $17K
|
18.1K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-57- 0.11% |
$5.17K - $5.93K
|
53.8K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.68K+ 9.3% |
$334K - $383K
|
43.3K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-256- 3.79% |
$23.2K - $26.6K
|
6.51K
$632K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.02K- 2.66% |
$274K - $314K
|
110K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
7.99K+ 0.96% |
$725K - $831K
|
842K
$81.7M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 31.43% |
$3K - $3.43K
|
138
$13.4K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.24KNew |
$203K - $233K
|
2.24K
$218K
|