Latest Institutional Purchases of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
74New |
$6.85K - $7.84K
|
74
$7.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
72New |
$6.67K - $7.63K
|
72
$7.15K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
69New |
$6.39K - $7.31K
|
69
$6.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69+ 11.52% |
$6.39K - $7.31K
|
668
$66.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
69New |
$6.39K - $7.31K
|
69
$6.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
61New |
$5.65K - $6.47K
|
61
$6.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
55New |
$5.09K - $5.83K
|
55
$5.46K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 26.87% |
$5K - $5.72K
|
255
$25.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
52New |
$4.81K - $5.51K
|
52
$5.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
48New |
$4.44K - $5.09K
|
48
$4.77K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
45New |
$4.17K - $4.77K
|
45
$4.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40+ 1.65% |
$3.7K - $4.24K
|
2.46K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38New |
$3.52K - $4.03K
|
38
$3.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 5.29% |
$3.43K - $3.92K
|
736
$73.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
29+ 11.6% |
$2.68K - $3.07K
|
279
$27.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
29+ 26.85% |
$2.68K - $3.07K
|
137
$13.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
27New |
$2.5K - $2.86K
|
27
$2.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
26New |
$2.41K - $2.76K
|
26
$2.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 4.0% |
$2.41K - $2.76K
|
676
$67.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.48K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 45.83% |
$2.04K - $2.33K
|
70
$6.95K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
19New |
$1.76K - $2.01K
|
19
$1.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.2K - $1.38K
|
2.51K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 18.18% |
$926 - $1.06K
|
65
$6.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 50.0% |
$833 - $954
|
27
$2.68K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8New |
$741 - $848
|
8
$795
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5New |
$463 - $530
|
5
$497
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$463 - $530
|
5
$497
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 5.71% |
$370 - $424
|
74
$7.35K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$92.6 - $106
|
1
$99.3
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 1.82% |
$92.6 - $106
|
56
$5.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.72% |
$92.6 - $106
|
139
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.51% |
$92.6 - $106
|
198
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
205K+ 11799.37% |
$18.8M - $21.5M
|
207K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bornite Capital Management LP
|
BUY
|
- |
125KNew |
$11.4M - $13.1M
|
125K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
100KNew |
$9.14M - $10.4M
|
100K
$9.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
75KNew |
$6.86M - $7.83M
|
75K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
52.9KNew |
$4.84M - $5.52M
|
52.9K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
43.5KNew |
$3.98M - $4.54M
|
43.5K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
39.9KNew |
$3.65M - $4.17M
|
39.9K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
31.5K+ 15.78% |
$2.88M - $3.28M
|
231K
$22.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.7KNew |
$2.62M - $2.99M
|
28.7K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
24.9KNew |
$2.28M - $2.6M
|
24.9K
$2.48M
|
|
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
22.5KNew |
$2.05M - $2.35M
|
22.5K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
20.6KNew |
$1.88M - $2.15M
|
20.6K
$2.05M
|
|