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 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-87- 14.6% |
$7.9K - $9.05K
|
509
$44.9K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-108- 57.45% |
$9.8K - $11.2K
|
80
$7.05K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
62New |
$5.63K - $6.45K
|
62
$5.47K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-9- 0.26% |
$817 - $936
|
3.42K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20- 0.54% |
$1.82K - $2.08K
|
3.7K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.18M- 38.44% |
$107M - $123M
|
1.89M
$166M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 7.48% |
$2.72K - $3.12K
|
371
$32.7K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-17.9K- 10.34% |
$1.62M - $1.86M
|
155K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
727New |
$66K - $75.6K
|
727
$64.1K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.44K- 14.26% |
$221K - $253K
|
14.6K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
15.4KNew |
$1.39M - $1.6M
|
15.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$181K - $207K
|
2K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-347- 9.52% |
$31.5K - $36.1K
|
3.3K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.29KNew |
$117K - $134K
|
1.29K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
15+ 0.62% |
$1.36K - $1.56K
|
2.45K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-600- 20.78% |
$54.5K - $62.4K
|
2.29K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.94KNew |
$176K - $202K
|
1.94K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
43.3KNew |
$3.93M - $4.51M
|
43.3K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.25KNew |
$204K - $234K
|
2.25K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.36K- 47.22% |
$577K - $661K
|
7.11K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-343- 74.73% |
$31.1K - $35.7K
|
116
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-19K- 86.36% |
$1.72M - $1.98M
|
3K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.5K- 14.65% |
$1.04M - $1.2M
|
67K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.84K- 33.07% |
$258K - $296K
|
5.75K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-715- 26.63% |
$64.9K - $74.4K
|
1.97K
$174K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-9.24K- 6.69% |
$839K - $961K
|
129K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.46KNew |
$314K - $360K
|
3.46K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.15K- 5.21% |
$104K - $120K
|
20.9K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 0.98% |
$4.54K - $5.2K
|
5.07K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
4KNew |
$363K - $416K
|
4K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 4.15% |
$9.08K - $10.4K
|
2.31K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121+ 97.58% |
$11K - $12.6K
|
245
$21.6K
|
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-23- 0.62% |
$2.09K - $2.39K
|
3.68K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.28KNew |
$479K - $549K
|
5.28K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-5K- 0.44% |
$454K - $520K
|
1.13M
$99.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 18.1% |
$115K - $132K
|
8.3K
$731K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
8+ 0.16% |
$726 - $832
|
4.96K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.4M+ 6.75% |
$217M - $249M
|
37.9M
$3.34B
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-114- 2.93% |
$10.3K - $11.9K
|
3.78K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-6.11K- 16.14% |
$555K - $636K
|
31.7K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
405+ 3.62% |
$36.8K - $42.1K
|
11.6K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.87K- 8.56% |
$169K - $194K
|
19.9K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 3.5% |
$1.27K - $1.46K
|
414
$36.5K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-45.5K- 55.38% |
$4.13M - $4.74M
|
36.7K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-201- 19.98% |
$18.2K - $20.9K
|
805
$71K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-350- 4.31% |
$31.8K - $36.4K
|
7.77K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-24- 0.82% |
$2.18K - $2.5K
|
2.9K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-799- 25.59% |
$72.5K - $83.1K
|
2.32K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$190K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.12K- 2.47% |
$102K - $117K
|
44.4K
$3.91M
|