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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.18K- 12.78% |
$108K - $123K
|
8.08K
$712K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
640New |
$58.1K - $66.6K
|
640
$56.4K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-22- 26.83% |
$2K - $2.29K
|
60
$5.29K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
47+ 2.23% |
$4.27K - $4.89K
|
2.15K
$190K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
3.56KNew |
$323K - $370K
|
3.56K
$314K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.5K- 15.15% |
$227K - $260K
|
14K
$1.23M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 2.0% |
$454 - $520
|
255
$22.5K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
507New |
$46K - $52.7K
|
507
$44.7K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.27KNew |
$206K - $236K
|
2.27K
$200K
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
6.73KNew |
$611K - $700K
|
6.73K
$593K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.81KNew |
$527K - $604K
|
5.81K
$512K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-600- 29.78% |
$54.5K - $62.4K
|
1.42K
$125K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$33.8K - $38.7K
|
372
$32.8K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.81KNew |
$527K - $604K
|
5.81K
$512K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.98% |
$90.8 - $104
|
103
$9.08K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 3.23% |
$182 - $208
|
60
$5.29K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
40New |
$3.63K - $4.16K
|
40
$3.53K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 6.76% |
$9.08K - $10.4K
|
1.38K
$122K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
107New |
$9.71K - $11.1K
|
107
$9.43K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
63.5KNew |
$5.76M - $6.61M
|
63.5K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6.44KNew |
$584K - $669K
|
6.44K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 50.0% |
$908 - $1.04K
|
30
$2.64K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-223- 5.89% |
$20.2K - $23.2K
|
3.56K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.14K- 4.62% |
$194K - $222K
|
44K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39+ 16.67% |
$3.54K - $4.06K
|
273
$24.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
79+ 2.59% |
$7.17K - $8.22K
|
3.13K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8+ 0.19% |
$726 - $832
|
4.16K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.25K- 1.8% |
$204K - $234K
|
123K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.31K+ 79.5% |
$664K - $760K
|
16.5K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
800+ 114.29% |
$72.6K - $83.2K
|
1.5K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.11K- 4.16% |
$101K - $115K
|
25.5K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-57K- 96.86% |
$5.17M - $5.93M
|
1.85K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
157New |
$14.3K - $16.3K
|
157
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 4.05% |
$545 - $624
|
154
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2KNew |
$181K - $208K
|
2K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.59KNew |
$235K - $269K
|
2.59K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$545 - $624
|
6
$529
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
4.72KNew |
$428K - $491K
|
4.72K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
7.16K+ 109.61% |
$650K - $745K
|
13.7K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
66.6KNew |
$6.05M - $6.93M
|
66.6K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
8.52KNew |
$773K - $886K
|
8.52K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.8KNew |
$254K - $291K
|
2.8K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
11.3K+ 5.36% |
$1.03M - $1.18M
|
223K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
4.66K+ 0.86% |
$423K - $485K
|
549K
$48.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 26.5% |
$18.8K - $21.5K
|
988
$87.1K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45- 1.78% |
$4.08K - $4.68K
|
2.49K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.31K- 18.73% |
$210K - $240K
|
10K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-87- 14.6% |
$7.9K - $9.05K
|
509
$44.9K
|
|