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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.02% |
$90.9 - $104
|
5.24K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-183- 2.79% |
$16.6K - $19.1K
|
6.37K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137New |
$12.5K - $14.3K
|
137
$12.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-13- 18.06% |
$1.18K - $1.36K
|
59
$5.19K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43- 0.85% |
$3.91K - $4.48K
|
5.03K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-8.35K- 6.34% |
$759K - $871K
|
123K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-443K- 19.5% |
$40.3M - $46.2M
|
1.83M
$161M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.15K- 1.23% |
$105K - $120K
|
92.9K
$8.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42+ 21.11% |
$3.82K - $4.38K
|
241
$21.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
565+ 18.83% |
$51.3K - $58.9K
|
3.57K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.33K- 13.88% |
$484K - $556K
|
33.1K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
500+ 6.68% |
$45.4K - $52.2K
|
7.99K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
623New |
$56.6K - $65K
|
623
$54.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-107- 97.27% |
$9.72K - $11.2K
|
3
$264
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1.02KNew |
$93.1K - $107K
|
1.02K
$90.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
4.5KNew |
$409K - $469K
|
4.5K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
120K+ 55.76% |
$10.9M - $12.5M
|
336K
$29.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-294- 1.96% |
$26.7K - $30.7K
|
14.7K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-698K- 8.96% |
$63.5M - $72.8M
|
7.1M
$625M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-641- 0.83% |
$58.3K - $66.9K
|
76.7K
$6.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 0.76% |
$2.54K - $2.92K
|
3.65K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-5- 0.17% |
$454 - $522
|
2.95K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.39K+ 22.13% |
$308K - $353K
|
18.7K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-30- 0.12% |
$2.73K - $3.13K
|
24.9K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
265New |
$24.1K - $27.6K
|
265
$23.3K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
27+ 0.88% |
$2.45K - $2.82K
|
3.11K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-21- 0.17% |
$1.91K - $2.19K
|
12.6K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
174+ 0.82% |
$15.8K - $18.1K
|
21.4K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-53- 1.85% |
$4.82K - $5.53K
|
2.81K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-15.6K- 12.58% |
$1.42M - $1.63M
|
109K
$9.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.55K+ 5.09% |
$232K - $266K
|
52.6K
$4.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
49+ 1.71% |
$4.45K - $5.11K
|
2.91K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.46K+ 14.2% |
$133K - $152K
|
11.7K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.68KNew |
$607K - $696K
|
6.68K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.46K+ 29.74% |
$223K - $256K
|
10.7K
$943K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 0.77% |
$1.82K - $2.09K
|
2.56K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
268+ 8.49% |
$24.4K - $28K
|
3.42K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
525K+ 33.42% |
$47.7M - $54.8M
|
2.1M
$185M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.21K- 19.22% |
$291K - $334K
|
13.5K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-152- 7.53% |
$13.8K - $15.9K
|
1.87K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.55K- 3.2% |
$687K - $788K
|
228K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-206- 4.78% |
$18.7K - $21.5K
|
4.11K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-33K- 2.5% |
$3M - $3.45M
|
1.29M
$113M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.2K- 9.08% |
$472K - $542K
|
52.1K
$4.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
44K+ 5.7% |
$4M - $4.59M
|
816K
$71.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
134K+ 2511.7% |
$12.2M - $14M
|
139K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-8.58K- 2.49% |
$780K - $895K
|
336K
$29.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
8.4K+ 3.11% |
$764K - $877K
|
278K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.64KNew |
$240K - $276K
|
2.64K
$233K
|