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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
118+ 5.55% |
$10K - $11.9K
|
2.25K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
117+ 2.25% |
$9.94K - $11.8K
|
5.31K
$472K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
115+ 1.77% |
$9.77K - $11.6K
|
6.62K
$587K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
113+ 49.13% |
$9.6K - $11.4K
|
343
$30.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108+ 93.91% |
$9.17K - $10.9K
|
223
$19.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
103New |
$8.75K - $10.4K
|
103
$9.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
101+ 0.45% |
$8.58K - $10.2K
|
22.7K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 0.35% |
$8.58K - $10.2K
|
29.2K
$2.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
100+ 4.06% |
$8.49K - $10.1K
|
2.56K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 2.19% |
$8.49K - $10.1K
|
4.67K
$415K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 4.16% |
$8.49K - $10.1K
|
2.5K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
100+ 2.54% |
$8.49K - $10.1K
|
4.03K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$8.49K - $10.1K
|
100
$8.88K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
96+ 3.68% |
$8.15K - $9.7K
|
2.7K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96+ 106.67% |
$8.15K - $9.7K
|
186
$16.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
94New |
$7.98K - $9.5K
|
94
$8.34K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
91+ 1.33% |
$7.73K - $9.2K
|
6.93K
$615K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
90+ 3.4% |
$7.64K - $9.1K
|
2.73K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
89New |
$7.56K - $9K
|
89
$7.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
88+ 2.57% |
$7.47K - $8.89K
|
3.52K
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
87New |
$7.39K - $8.79K
|
87
$7.72K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
87+ 0.68% |
$7.39K - $8.79K
|
13K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 0.42% |
$7.3K - $8.69K
|
20.6K
$1.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
84+ 3.16% |
$7.13K - $8.49K
|
2.75K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
81New |
$6.88K - $8.19K
|
81
$7.19K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
73+ 1.82% |
$6.2K - $7.38K
|
4.08K
$362K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
67+ 25.28% |
$5.69K - $6.77K
|
332
$29.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
62New |
$5.27K - $6.27K
|
62
$5.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
58+ 2.17% |
$4.93K - $5.86K
|
2.73K
$243K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
55New |
$4.67K - $5.56K
|
55
$4.88K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
53+ 2.16% |
$4.5K - $5.36K
|
2.51K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
49+ 0.26% |
$4.16K - $4.95K
|
19.1K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
46+ 0.13% |
$3.91K - $4.65K
|
36.2K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
43+ 1.41% |
$3.65K - $4.35K
|
3.09K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
42+ 3.92% |
$3.57K - $4.24K
|
1.11K
$98.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40+ 0.6% |
$3.4K - $4.04K
|
6.72K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
38+ 3.57% |
$3.23K - $3.84K
|
1.1K
$97.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37+ 1.24% |
$3.14K - $3.74K
|
3.02K
$268K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
37New |
$3.14K - $3.74K
|
37
$3.28K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37New |
$3.14K - $3.74K
|
37
$3.28K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
35New |
$2.97K - $3.54K
|
35
$3.11K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
34New |
$2.89K - $3.44K
|
34
$3.02K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
31New |
$2.63K - $3.13K
|
31
$2.75K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
29+ 1.04% |
$2.46K - $2.93K
|
2.81K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
27+ 0.91% |
$2.29K - $2.73K
|
3K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 1.04% |
$2.21K - $2.63K
|
2.53K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$2.21K - $2.63K
|
26
$2.31K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
26+ 0.32% |
$2.21K - $2.63K
|
8.19K
$727K
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
25New |
$2.12K - $2.53K
|
25
$2.22K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 1.1% |
$2.04K - $2.43K
|
2.2K
$195K
|
|