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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9+ 18.0% |
$817 - $936
|
59
$5.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$545 - $624
|
6
$529
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
200+ 8.03% |
$18.2K - $20.8K
|
2.69K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.53% |
$9.08K - $10.4K
|
1.43K
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
97+ 5.94% |
$8.8K - $10.1K
|
1.73K
$152K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.97KNew |
$179K - $205K
|
1.97K
$173K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-99- 17.9% |
$8.99K - $10.3K
|
454
$40K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.5% |
$182 - $208
|
399
$35.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-24.3K- 55.85% |
$2.21M - $2.53M
|
19.2K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-162- 2.88% |
$14.7K - $16.8K
|
5.47K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33New |
$3K - $3.43K
|
33
$2.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 0.35% |
$18.2K - $20.8K
|
56.2K
$4.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12New |
$1.09K - $1.25K
|
12
$1.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 7.61% |
$3.09K - $3.54K
|
481
$42.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5+ 0.37% |
$454 - $520
|
1.34K
$118K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
2KNew |
$182K - $208K
|
2K
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.63K - $4.16K
|
40
$3.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-276- 1.0% |
$25.1K - $28.7K
|
27.3K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
11.6KNew |
$1.05M - $1.21M
|
11.6K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-131- 57.46% |
$11.9K - $13.6K
|
97
$8.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-28.9K- 35.48% |
$2.62M - $3M
|
52.5K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 18.23% |
$6.35K - $7.28K
|
314
$27.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$1.82K - $2.08K
|
20
$1.76K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 11.91% |
$45.4K - $52K
|
3.7K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-208- 40.94% |
$18.9K - $21.6K
|
300
$26.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-49- 0.79% |
$4.45K - $5.1K
|
6.14K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.1K- 1.45% |
$100K - $115K
|
75.1K
$6.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$90.8 - $104
|
1
$88.2
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-48- 66.67% |
$4.36K - $4.99K
|
24
$2.12K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$90.8 - $104
|
1.83K
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.5K- 7.21% |
$1.04M - $1.2M
|
148K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-41- 2.85% |
$3.72K - $4.26K
|
1.4K
$123K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-60- 2.16% |
$5.45K - $6.24K
|
2.72K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.82KNew |
$256K - $294K
|
2.82K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$454 - $520
|
5
$441
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-959- 50.03% |
$87K - $99.7K
|
958
$84.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 7.32% |
$9.08K - $10.4K
|
1.27K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
734New |
$66.6K - $76.3K
|
734
$64.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.81% |
$2.27K - $2.6K
|
295
$26K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
63+ 0.85% |
$5.72K - $6.55K
|
7.51K
$662K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.06KNew |
$187K - $215K
|
2.06K
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5- 0.05% |
$454 - $520
|
9.23K
$813K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-8K- 18.72% |
$726K - $832K
|
34.7K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-57- 1.43% |
$5.17K - $5.93K
|
3.93K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.96K- 1.73% |
$359K - $412K
|
225K
$19.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 11.39% |
$119K - $136K
|
10.2K
$896K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-539- 5.53% |
$48.9K - $56.1K
|
9.21K
$812K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.19K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 8.33% |
$2.27K - $2.6K
|
275
$24.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 20.15% |
$2.45K - $2.81K
|
161
$14.2K
|