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 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-285- 9.34% |
$25.9K - $29.7K
|
2.77K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-169- 0.71% |
$15.4K - $17.6K
|
23.7K
$2.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$364 - $417
|
4
$397
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-275- 17.26% |
$25K - $28.7K
|
1.32K
$131K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 10.01% |
$6.63K - $7.61K
|
802
$79.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-25- 5.42% |
$2.27K - $2.61K
|
436
$43.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-235- 8.0% |
$21.4K - $24.5K
|
2.7K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
79+ 2.66% |
$7.18K - $8.24K
|
3.04K
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-166- 6.03% |
$15.1K - $17.3K
|
2.59K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 8.53% |
$9.09K - $10.4K
|
1.27K
$126K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-82- 1.07% |
$7.45K - $8.55K
|
7.57K
$752K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
38+ 4.59% |
$3.45K - $3.96K
|
866
$86K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9New |
$818 - $939
|
9
$894
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 0.32% |
$1.18K - $1.36K
|
4.03K
$400K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-217- 0.63% |
$19.7K - $22.6K
|
34.1K
$3.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.18K- 12.78% |
$108K - $123K
|
8.08K
$803K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.3K- 21.68% |
$1.12M - $1.28M
|
44.6K
$4.43M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.5K- 15.15% |
$227K - $260K
|
14K
$1.39M
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-1.07K- 0.75% |
$97.3K - $111K
|
142K
$14.1M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
16KNew |
$1.45M - $1.67M
|
16K
$1.59M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 2.0% |
$454 - $520
|
255
$25.3K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-30- 85.71% |
$2.72K - $3.12K
|
5
$497
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
507New |
$46K - $52.7K
|
507
$50.4K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-628- 19.01% |
$57K - $65.3K
|
2.68K
$266K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.27KNew |
$206K - $236K
|
2.27K
$226K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9K+ 97.87% |
$817K - $936K
|
18.2K
$1.81M
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
6.73KNew |
$611K - $700K
|
6.73K
$668K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 63.7% |
$143K - $164K
|
4.05K
$402K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 43.86% |
$107K - $123K
|
1.51K
$150K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.81KNew |
$527K - $604K
|
5.81K
$577K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-979- 11.66% |
$88.9K - $102K
|
7.42K
$737K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.47KNew |
$587K - $673K
|
6.47K
$642K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-600- 29.78% |
$54.5K - $62.4K
|
1.42K
$141K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.36K- 33.24% |
$486K - $557K
|
10.8K
$1.07M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$33.8K - $38.7K
|
372
$37K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.81KNew |
$527K - $604K
|
5.81K
$577K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-59.6K- 1.65% |
$5.41M - $6.2M
|
3.54M
$352M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 11.05% |
$1.43M - $1.64M
|
127K
$12.6M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
857+ 10.54% |
$77.8K - $89.1K
|
8.99K
$893K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$363 - $416
|
4
$397
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.98% |
$90.8 - $104
|
103
$10.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 3.23% |
$182 - $208
|
60
$5.96K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
40New |
$3.63K - $4.16K
|
40
$3.97K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 6.76% |
$9.08K - $10.4K
|
1.38K
$137K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
107New |
$9.71K - $11.1K
|
107
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.6K+ 120.8% |
$2.14M - $2.45M
|
43.1K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-75- 1.57% |
$6.81K - $7.8K
|
4.69K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
983+ 3.89% |
$89.2K - $102K
|
26.3K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-4.6K- 18.33% |
$418K - $478K
|
20.5K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-13.9K- 14.55% |
$1.26M - $1.44M
|
81.5K
$8.09M
|
|