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
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
96.7KNew |
$8.77M - $10.1M
|
96.7K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.67K+ 14.71% |
$242K - $277K
|
20.8K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 42.04% |
$97.1K - $111K
|
3.62K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-119- 4.15% |
$10.8K - $12.4K
|
2.75K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.05K+ 1.66% |
$368K - $422K
|
248K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.27K- 23.94% |
$750K - $860K
|
26.3K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
399+ 3.05% |
$36.2K - $41.5K
|
13.5K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-87- 14.6% |
$7.9K - $9.05K
|
509
$49.3K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-310- 0.4% |
$28.1K - $32.2K
|
76.4K
$7.39M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-108- 57.45% |
$9.8K - $11.2K
|
80
$7.74K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.8K- 10.44% |
$1.89M - $2.16M
|
178K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.04KNew |
$276K - $316K
|
3.04K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-280K- 6.67% |
$25.4M - $29.1M
|
3.92M
$379M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-382- 0.98% |
$34.7K - $39.7K
|
38.8K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
62New |
$5.63K - $6.45K
|
62
$6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.33K+ 21.92% |
$574K - $658K
|
35.2K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-250K- 66.81% |
$22.7M - $26M
|
124K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-16.5K- 5.77% |
$1.5M - $1.72M
|
270K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
213+ 8.44% |
$19.3K - $22.2K
|
2.74K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-182K- 84.13% |
$16.5M - $19M
|
34.4K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
30.5K+ 43.02% |
$2.77M - $3.17M
|
101K
$9.81M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 4.86% |
$8.9K - $10.2K
|
2.12K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-9- 0.26% |
$817 - $936
|
3.42K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20- 0.54% |
$1.82K - $2.08K
|
3.7K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
314+ 5.29% |
$28.5K - $32.7K
|
6.25K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.68K- 6.64% |
$607K - $695K
|
94K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.18M- 38.44% |
$107M - $123M
|
1.89M
$183M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.69K- 2.54% |
$244K - $279K
|
103K
$9.97M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-209- 35.01% |
$19K - $21.7K
|
388
$37.6K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-32- 1.11% |
$2.9K - $3.33K
|
2.86K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-28.7K- 93.53% |
$2.6M - $2.98M
|
1.98K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-133K- 68.22% |
$12.1M - $13.8M
|
61.9K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-396- 4.34% |
$35.9K - $41.2K
|
8.74K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 7.48% |
$2.72K - $3.12K
|
371
$35.9K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-22.4K- 94.12% |
$2.03M - $2.33M
|
1.4K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-34K- 90.19% |
$3.09M - $3.54M
|
3.7K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 5.66% |
$121K - $139K
|
24.9K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4.73KNew |
$429K - $492K
|
4.73K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
92+ 0.66% |
$8.35K - $9.57K
|
14.1K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-100- 0.46% |
$9.08K - $10.4K
|
21.7K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-17.9K- 10.34% |
$1.62M - $1.86M
|
155K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 33.81% |
$4.27K - $4.89K
|
92
$8.9K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-686- 7.22% |
$62.3K - $71.4K
|
8.81K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
15.4K+ 148.79% |
$1.4M - $1.6M
|
25.7K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-388- 3.42% |
$35.2K - $40.4K
|
10.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.08K- 41.66% |
$279K - $320K
|
4.31K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
727New |
$66K - $75.6K
|
727
$70.4K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.34KNew |
$484K - $555K
|
5.34K
$516K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.7K+ 3.05% |
$1.43M - $1.64M
|
532K
$51.5M
|