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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
405+ 5.66% |
$34.4K - $40.9K
|
7.56K
$671K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
405+ 11.83% |
$34.4K - $40.9K
|
3.83K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400+ 6.75% |
$34K - $40.4K
|
6.32K
$561K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
393+ 2.58% |
$33.4K - $39.7K
|
15.6K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
387+ 0.79% |
$32.9K - $39.1K
|
49.7K
$4.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
385+ 85.56% |
$32.7K - $38.9K
|
835
$74.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
378+ 0.21% |
$32.1K - $38.2K
|
178K
$15.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
371+ 8.21% |
$31.5K - $37.5K
|
4.89K
$434K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
361+ 41.35% |
$30.7K - $36.5K
|
1.23K
$110K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
355+ 7.5% |
$30.2K - $35.9K
|
5.09K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
349+ 12.56% |
$29.6K - $35.3K
|
3.13K
$278K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
341+ 1.05% |
$29K - $34.5K
|
32.9K
$2.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
336+ 1.46% |
$28.5K - $34K
|
23.3K
$2.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
336New |
$28.5K - $34K
|
336
$29.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
331+ 12.05% |
$28.1K - $33.5K
|
3.08K
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
330+ 6.82% |
$28K - $33.4K
|
5.17K
$459K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
305+ 9.95% |
$25.9K - $30.8K
|
3.37K
$299K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
305+ 13.26% |
$25.9K - $30.8K
|
2.61K
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
302+ 27.91% |
$25.6K - $30.5K
|
1.38K
$123K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
300+ 10.34% |
$25.5K - $30.3K
|
3.2K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
300+ 9.53% |
$25.5K - $30.3K
|
3.45K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
299+ 151.01% |
$25.4K - $30.2K
|
497
$44.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
295New |
$25.1K - $29.8K
|
295
$26.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
289+ 3.82% |
$24.5K - $29.2K
|
7.86K
$697K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
285New |
$24.2K - $28.8K
|
285
$25.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
282+ 4.38% |
$24K - $28.5K
|
6.73K
$597K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
274+ 19.15% |
$23.3K - $27.7K
|
1.71K
$151K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
253New |
$21.5K - $25.6K
|
253
$22.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
251New |
$21.3K - $25.4K
|
251
$22.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 5.26% |
$19.9K - $23.7K
|
4.69K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
231+ 4.4% |
$19.6K - $23.3K
|
5.49K
$487K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
229+ 1.06% |
$19.4K - $23.1K
|
21.8K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
216New |
$18.3K - $21.8K
|
216
$19.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
206New |
$17.5K - $20.8K
|
206
$18.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
202New |
$17.2K - $20.4K
|
202
$17.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
200New |
$17K - $20.2K
|
200
$17.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
192+ 3.06% |
$16.3K - $19.4K
|
6.48K
$575K
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
191+ 0.08% |
$16.2K - $19.3K
|
225K
$20M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
173+ 1922.22% |
$14.7K - $17.5K
|
182
$16.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
168+ 100.0% |
$14.3K - $17K
|
336
$29.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
167+ 0.88% |
$14.2K - $16.9K
|
19.2K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
156+ 458.82% |
$13.2K - $15.8K
|
190
$16.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
147+ 1.29% |
$12.5K - $14.9K
|
11.5K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
142+ 2.39% |
$12.1K - $14.4K
|
6.09K
$541K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
141+ 3.82% |
$12K - $14.3K
|
3.83K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
138New |
$11.7K - $13.9K
|
138
$12.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
134+ 0.93% |
$11.4K - $13.5K
|
14.6K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
132+ 2.62% |
$11.2K - $13.3K
|
5.17K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
124+ 57.67% |
$10.5K - $12.5K
|
339
$30.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
123New |
$10.4K - $12.4K
|
123
$10.9K
|
|