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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-150- 6.8% |
$13.6K - $15.6K
|
2.06K
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.1K+ 0.49% |
$100K - $115K
|
225K
$19.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
10.6K+ 121.7% |
$966K - $1.11M
|
19.4K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
638+ 2.17% |
$58K - $66.5K
|
30K
$2.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-62- 38.99% |
$5.63K - $6.47K
|
97
$8.55K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.35% |
$45.4K - $52.2K
|
20.8K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-346- 17.69% |
$31.4K - $36.1K
|
1.61K
$142K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-295- 1.53% |
$26.8K - $30.8K
|
19K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-856- 9.05% |
$77.8K - $89.3K
|
8.6K
$758K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
549+ 2.94% |
$49.9K - $57.3K
|
19.2K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-1.05K- 15.05% |
$95.2K - $109K
|
5.91K
$521K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 0.62% |
$2.27K - $2.61K
|
4.01K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.92K- 5.22% |
$901K - $1.03M
|
180K
$15.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
122+ 5.45% |
$11.1K - $12.7K
|
2.36K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.3K+ 5.27% |
$1.3M - $1.49M
|
285K
$25.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 125.0% |
$454 - $522
|
9
$793
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.54KNew |
$413K - $474K
|
4.54K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
54+ 1.98% |
$4.91K - $5.63K
|
2.78K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.82K+ 31.88% |
$256K - $294K
|
11.7K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10+ 0.25% |
$909 - $1.04K
|
4.03K
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 80.0% |
$727 - $834
|
18
$1.59K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
100+ 5.0% |
$9.09K - $10.4K
|
2.1K
$185K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
88+ 10.56% |
$8K - $9.18K
|
921
$81.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-597- 21.92% |
$54.3K - $62.3K
|
2.13K
$187K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33+ 0.73% |
$3K - $3.44K
|
4.58K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-225- 1.77% |
$20.4K - $23.5K
|
12.5K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7- 0.14% |
$636 - $730
|
4.99K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.9K+ 42.19% |
$627K - $720K
|
23.3K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-75- 2.32% |
$6.82K - $7.82K
|
3.15K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-260- 4.68% |
$23.6K - $27.1K
|
5.29K
$466K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
705+ 3.37% |
$64.1K - $73.5K
|
21.6K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59- 2.48% |
$5.36K - $6.15K
|
2.32K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8.08K+ 2.44% |
$734K - $843K
|
339K
$29.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
28.6KNew |
$2.6M - $2.99M
|
28.6K
$2.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.8K- 26.77% |
$1.62M - $1.85M
|
48.6K
$4.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
47+ 3.81% |
$4.27K - $4.9K
|
1.28K
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.44KNew |
$222K - $254K
|
2.44K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.09K- 14.82% |
$553K - $635K
|
35K
$3.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-15- 0.7% |
$1.36K - $1.56K
|
2.13K
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.67% |
$1.36K - $1.56K
|
2.27K
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
757New |
$68.8K - $79K
|
757
$66.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-376- 3.37% |
$34.2K - $39.2K
|
10.8K
$950K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
591+ 2037.93% |
$53.7K - $61.6K
|
620
$54.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-680- 20.31% |
$61.8K - $70.9K
|
2.67K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-422- 6.65% |
$38.4K - $44K
|
5.92K
$522K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-380- 14.07% |
$34.5K - $39.6K
|
2.32K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-483- 9.5% |
$43.9K - $50.4K
|
4.6K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-85- 1.19% |
$7.72K - $8.87K
|
7.07K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
7.71KNew |
$701K - $805K
|
7.71K
$680K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.11K- 6.43% |
$283K - $325K
|
45.3K
$3.99M
|