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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$177K - $203K
|
1.95K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.94KNew |
$176K - $202K
|
1.94K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89K+ 23.64% |
$171K - $196K
|
9.87K
$980K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.82K+ 5.53% |
$165K - $190K
|
34.8K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.82K+ 5.74% |
$165K - $189K
|
33.5K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.68K+ 2.5% |
$153K - $175K
|
69.1K
$6.86M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.68K+ 18.95% |
$152K - $174K
|
10.5K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
1.66K+ 0.15% |
$151K - $173K
|
1.1M
$110M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.62K+ 3.63% |
$147K - $168K
|
46.2K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.62K+ 13.73% |
$147K - $168K
|
13.4K
$1.33M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 63.7% |
$143K - $164K
|
4.05K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.48K+ 159.33% |
$134K - $154K
|
2.4K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.35K+ 12.86% |
$122K - $140K
|
11.8K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 5.66% |
$121K - $139K
|
24.9K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.31K+ 8.49% |
$118K - $136K
|
16.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.29KNew |
$117K - $134K
|
1.29K
$128K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.28K+ 11.05% |
$116K - $133K
|
12.9K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 18.1% |
$115K - $132K
|
8.3K
$824K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.17K+ 3.95% |
$106K - $122K
|
30.9K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 22.09% |
$104K - $119K
|
6.35K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.13K+ 10.47% |
$103K - $118K
|
12K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.12K+ 19.01% |
$102K - $117K
|
7.02K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11K+ 178.51% |
$100K - $115K
|
1.72K
$171K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.08K+ 28.63% |
$98K - $112K
|
4.85K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 42.04% |
$97.1K - $111K
|
3.62K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.07K+ 18.17% |
$97.1K - $111K
|
6.96K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.05K+ 443.64% |
$95K - $109K
|
1.28K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 8.06% |
$92.9K - $106K
|
13.7K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02K+ 5.61% |
$92.3K - $106K
|
19.1K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.01K+ 86.34% |
$91.8K - $105K
|
2.18K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
988+ 39.69% |
$89.7K - $103K
|
3.48K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
983+ 3.89% |
$89.2K - $102K
|
26.3K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
938+ 1.62% |
$85.1K - $97.6K
|
58.9K
$5.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
896+ 6.25% |
$81.3K - $93.2K
|
15.2K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
884+ 5.02% |
$80.2K - $91.9K
|
18.5K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
880+ 1.93% |
$79.9K - $91.5K
|
46.4K
$4.61M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
857+ 10.54% |
$77.8K - $89.1K
|
8.99K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
800+ 114.29% |
$72.6K - $83.2K
|
1.5K
$149K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
799+ 0.41% |
$72.5K - $83.1K
|
193K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
794+ 11.98% |
$72.1K - $82.6K
|
7.42K
$737K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
793+ 19.05% |
$72K - $82.5K
|
4.96K
$492K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
788+ 9.99% |
$71.5K - $82K
|
8.67K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
782+ 5.95% |
$71K - $81.3K
|
13.9K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
743+ 1.12% |
$67.4K - $77.3K
|
67.3K
$6.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
734New |
$66.6K - $76.3K
|
734
$72.9K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
729+ 12.79% |
$66.2K - $75.8K
|
6.43K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
727New |
$66K - $75.6K
|
727
$72.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
720+ 29.51% |
$65.4K - $74.9K
|
3.16K
$314K
|