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 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
49.5K+ 231.13% |
$4.5M - $5.16M
|
70.9K
$6.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
189+ 7.61% |
$17.2K - $19.7K
|
2.67K
$236K
|
|
|
Aug 01, 2025
Q2 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.93MNew |
$175M - $201M
|
1.93M
$170M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
24.6K+ 42.25% |
$2.24M - $2.57M
|
82.8K
$7.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8+ 20.0% |
$727 - $834
|
48
$4.23K
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
1.39K+ 27.86% |
$127K - $145K
|
6.39K
$564K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5+ 0.09% |
$454 - $522
|
5.36K
$472K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-51- 1.64% |
$4.63K - $5.32K
|
3.05K
$269K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
285+ 11.99% |
$25.9K - $29.7K
|
2.66K
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 90.84% |
$91.1K - $105K
|
101
$8.9K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
429+ 0.73% |
$39K - $44.7K
|
59K
$5.2M
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
BUY
|
- |
225+ 0.46% |
$20.4K - $23.5K
|
49.4K
$4.36M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-83- 3.6% |
$7.54K - $8.66K
|
2.22K
$196K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-109- 22.38% |
$9.91K - $11.4K
|
378
$33.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
505New |
$45.9K - $52.7K
|
505
$44.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
133K+ 17.11% |
$12.1M - $13.9M
|
914K
$80.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.01K+ 2.5% |
$364K - $418K
|
164K
$14.5M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.34K+ 130.95% |
$576K - $661K
|
11.2K
$985K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 6.42% |
$185K - $212K
|
29.6K
$2.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
12.4K+ 28.83% |
$1.13M - $1.29M
|
55.3K
$4.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
6.66KNew |
$605K - $694K
|
6.66K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
669+ 4.18% |
$60.8K - $69.8K
|
16.7K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.98KNew |
$271K - $311K
|
2.98K
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11+ 3.77% |
$1K - $1.15K
|
303
$26.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-573- 7.18% |
$52.1K - $59.8K
|
7.41K
$653K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.1K+ 1.09% |
$914K - $1.05M
|
937K
$82.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.56K- 13.83% |
$415K - $476K
|
28.4K
$2.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.54KNew |
$231K - $265K
|
2.54K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 2.43% |
$242K - $278K
|
112K
$9.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.13K+ 67.5% |
$194K - $222K
|
5.29K
$467K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.34K+ 38950.0% |
$212K - $244K
|
2.34K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5- 0.06% |
$454 - $522
|
8.3K
$732K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-71- 23.91% |
$6.45K - $7.41K
|
226
$19.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.57K- 46.78% |
$506K - $581K
|
6.33K
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.18K+ 2.19% |
$107K - $123K
|
55K
$4.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2- 0.07% |
$182 - $209
|
2.75K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 2.56% |
$3.18K - $3.65K
|
1.33K
$118K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-44- 1.8% |
$4K - $4.59K
|
2.4K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
9.68KNew |
$880K - $1.01M
|
9.68K
$854K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-64- 2.83% |
$5.82K - $6.68K
|
2.2K
$194K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
231+ 4.14% |
$21K - $24.1K
|
5.8K
$512K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
318+ 8.59% |
$28.9K - $33.2K
|
4.02K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.17K- 16.56% |
$652K - $748K
|
36.1K
$3.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.62K+ 3.1% |
$329K - $377K
|
120K
$10.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.3K- 15.65% |
$6.84M - $7.86M
|
406K
$35.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-42- 1.46% |
$3.82K - $4.38K
|
2.84K
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
313New |
$28.4K - $32.6K
|
313
$27.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-651- 3.59% |
$59.2K - $67.9K
|
17.5K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.16K- 2.56% |
$378K - $434K
|
159K
$14M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-443- 2.11% |
$40.3K - $46.2K
|
20.6K
$1.81M
|