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 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
73+ 2.13% |
$6.76K - $7.74K
|
3.5K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
72New |
$6.67K - $7.63K
|
72
$6.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$6.67K - $7.63K
|
72
$6.97K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
72+ 0.74% |
$6.67K - $7.63K
|
9.82K
$950K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
71+ 2.63% |
$6.57K - $7.53K
|
2.77K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70+ 0.39% |
$6.48K - $7.42K
|
18K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69+ 11.52% |
$6.39K - $7.31K
|
668
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
69New |
$6.39K - $7.31K
|
69
$6.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
65+ 2.18% |
$6.02K - $6.89K
|
3.05K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 12.82% |
$6.02K - $6.89K
|
572
$55.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64+ 8.93% |
$5.92K - $6.78K
|
781
$75.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63+ 0.88% |
$5.83K - $6.68K
|
7.21K
$697K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
63+ 0.93% |
$5.83K - $6.68K
|
6.84K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
61+ 1.26% |
$5.65K - $6.47K
|
4.92K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
61New |
$5.65K - $6.47K
|
61
$5.9K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
61+ 9.04% |
$5.65K - $6.47K
|
736
$71.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
60+ 0.61% |
$5.55K - $6.36K
|
9.91K
$959K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
59+ 0.4% |
$5.46K - $6.25K
|
14.9K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
55New |
$5.09K - $5.83K
|
55
$5.32K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 26.87% |
$5K - $5.72K
|
255
$24.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
53+ 0.87% |
$4.91K - $5.62K
|
6.16K
$596K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
52New |
$4.81K - $5.51K
|
52
$5.03K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 4.17% |
$4.81K - $5.51K
|
1.3K
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
51+ 14.57% |
$4.72K - $5.41K
|
401
$38.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.63K - $5.3K
|
50
$4.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
48New |
$4.44K - $5.09K
|
48
$4.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47+ 1.66% |
$4.35K - $4.98K
|
2.88K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
45New |
$4.17K - $4.77K
|
45
$4.35K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 1.18% |
$4.07K - $4.66K
|
3.78K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
42+ 12.32% |
$3.89K - $4.45K
|
383
$37.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 1.19% |
$3.7K - $4.24K
|
3.41K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40+ 1.65% |
$3.7K - $4.24K
|
2.46K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 39.0% |
$3.61K - $4.13K
|
139
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
39+ 1.37% |
$3.61K - $4.13K
|
2.9K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 169.57% |
$3.61K - $4.13K
|
62
$6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
39+ 2.08% |
$3.61K - $4.13K
|
1.92K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38New |
$3.52K - $4.03K
|
38
$3.68K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 5.29% |
$3.43K - $3.92K
|
736
$71.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 0.62% |
$3.43K - $3.92K
|
5.96K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36+ 0.24% |
$3.33K - $3.82K
|
15K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 1.36% |
$3.24K - $3.71K
|
2.61K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 0.62% |
$2.87K - $3.29K
|
5.07K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
29+ 11.6% |
$2.68K - $3.07K
|
279
$27K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
29+ 26.85% |
$2.68K - $3.07K
|
137
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 1.01% |
$2.59K - $2.97K
|
2.81K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.24% |
$2.5K - $2.86K
|
2.2K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
26New |
$2.41K - $2.76K
|
26
$2.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 4.0% |
$2.41K - $2.76K
|
676
$65.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.22% |
$2.31K - $2.65K
|
11.3K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.42K
|