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 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.46KNew |
$314K - $360K
|
3.46K
$335K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-519K- 44.91% |
$47.1M - $54M
|
637K
$61.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-935- 0.99% |
$84.9K - $97.2K
|
93.8K
$9.08M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.15K- 5.21% |
$104K - $120K
|
20.9K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-435- 9.89% |
$39.5K - $45.2K
|
3.96K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.9K- 29.72% |
$445K - $510K
|
11.6K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.73MNew |
$339M - $388M
|
3.73M
$361M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-275- 3.06% |
$25K - $28.6K
|
8.72K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.8K- 6.0% |
$1.44M - $1.65M
|
248K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.12K- 1.42% |
$101K - $116K
|
77.3K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129+ 2.6% |
$11.7K - $13.4K
|
5.1K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-308K- 10.99% |
$28M - $32.1M
|
2.49M
$241M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10+ 0.19% |
$908 - $1.04K
|
5.31K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 0.98% |
$4.54K - $5.2K
|
5.07K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
260+ 0.46% |
$23.6K - $27K
|
56.4K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.22K+ 0.16% |
$655K - $751K
|
4.58M
$444M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.01K+ 86.34% |
$91.8K - $105K
|
2.18K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
9.74K+ 25.05% |
$884K - $1.01M
|
48.6K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
4KNew |
$363K - $416K
|
4K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-61.1K- 10.72% |
$5.55M - $6.36M
|
509K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.79K+ 12.01% |
$434K - $498K
|
44.6K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 4.15% |
$9.08K - $10.4K
|
2.31K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121+ 97.58% |
$11K - $12.6K
|
245
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.15K- 4.37% |
$376K - $431K
|
90.6K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 0.41% |
$998 - $1.14K
|
2.67K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-23- 0.62% |
$2.09K - $2.39K
|
3.68K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.28KNew |
$479K - $549K
|
5.28K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
11New |
$998 - $1.14K
|
11
$1.06K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
571K+ 16.02% |
$51.9M - $59.4M
|
4.14M
$400M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5.89K+ 0.53% |
$535K - $613K
|
1.11M
$108M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-4.26K- 9.03% |
$387K - $443K
|
42.9K
$4.16M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-5K- 0.44% |
$454K - $520K
|
1.13M
$109M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-374K- 45.87% |
$33.9M - $38.9M
|
441K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 18.1% |
$115K - $132K
|
8.3K
$803K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
77.8K+ 30.32% |
$7.06M - $8.09M
|
334K
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.2K- 0.91% |
$109K - $125K
|
131K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
71.1KNew |
$6.45M - $7.39M
|
71.1K
$6.88M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
8+ 0.16% |
$726 - $832
|
4.96K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.4M+ 6.75% |
$217M - $249M
|
37.9M
$3.67B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28+ 8.78% |
$2.54K - $2.91K
|
347
$33.6K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
125+ 4.21% |
$11.3K - $13K
|
3.09K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-126- 0.25% |
$11.4K - $13.1K
|
51K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
11.8K+ 394.03% |
$1.07M - $1.22M
|
14.7K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.29K- 34.11% |
$117K - $134K
|
2.49K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.14% |
$454 - $520
|
3.47K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.05K+ 443.64% |
$95K - $109K
|
1.28K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
8.86K+ 0.32% |
$804K - $922K
|
2.79M
$270M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
44.3K+ 37.26% |
$4.02M - $4.61M
|
163K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.07% |
$182 - $208
|
2.77K
$268K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10.3K- 2.38% |
$932K - $1.07M
|
422K
$40.8M
|