Purchases and Sales Made in Q2 2025 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q2 2025. The information is specifically focused on institutions that hold shares of Otis Worldwide Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
275K+ 62.59% |
$25M - $28.7M
|
714K
$70.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
106K+ 334.84% |
$9.63M - $11.1M
|
138K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
18.7K+ 8.31% |
$1.7M - $1.95M
|
244K
$24.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.4K+ 5.93% |
$491K - $563K
|
96.5K
$9.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.2K+ 11.59% |
$473K - $542K
|
50.1K
$4.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.37K+ 58.43% |
$125K - $143K
|
3.72K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
893+ 1.19% |
$81.2K - $93.1K
|
76.2K
$7.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
367+ 0.64% |
$33.4K - $38.3K
|
58.2K
$5.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
353+ 0.48% |
$32.1K - $36.8K
|
73.7K
$7.32M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
240+ 7.47% |
$21.8K - $25K
|
3.46K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
157+ 6.23% |
$14.3K - $16.4K
|
2.68K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
151+ 5.31% |
$13.7K - $15.7K
|
3K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 8.53% |
$9.09K - $10.4K
|
1.27K
$126K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
79+ 2.66% |
$7.18K - $8.24K
|
3.04K
$302K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 10.01% |
$6.63K - $7.61K
|
802
$79.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
38+ 4.59% |
$3.45K - $3.96K
|
866
$86K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
25+ 1.6% |
$2.27K - $2.61K
|
1.59K
$158K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23+ 0.45% |
$2.09K - $2.4K
|
5.14K
$511K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9New |
$818 - $939
|
9
$894
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$727 - $834
|
3.36K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$364 - $417
|
4
$397
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2- -0.0% |
$182 - $209
|
50.7K
$5.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-2- 0.08% |
$182 - $209
|
2.43K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-4- 0.24% |
$364 - $417
|
1.67K
$166K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.27% |
$636 - $730
|
2.58K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 0.32% |
$1.18K - $1.36K
|
4.03K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 1.79% |
$1.36K - $1.56K
|
822
$81.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-19- 10.22% |
$1.73K - $1.98K
|
167
$16.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20- 0.78% |
$1.82K - $2.09K
|
2.56K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-20- 0.84% |
$1.82K - $2.09K
|
2.35K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.43% |
$2.27K - $2.61K
|
5.83K
$579K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-25- 5.42% |
$2.27K - $2.61K
|
436
$43.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-33- 0.14% |
$3K - $3.44K
|
22.8K
$2.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 20.16% |
$4.54K - $5.22K
|
198
$19.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-61- 0.72% |
$5.54K - $6.36K
|
8.47K
$841K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-82- 1.07% |
$7.45K - $8.55K
|
7.57K
$752K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-93- 0.28% |
$8.45K - $9.7K
|
33.5K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-99- 2.24% |
$9K - $10.3K
|
4.32K
$429K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-102- 25.37% |
$9.27K - $10.6K
|
300
$29.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-115- 4.26% |
$10.5K - $12K
|
2.58K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-126- 1.73% |
$11.5K - $13.1K
|
7.16K
$711K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-166- 6.03% |
$15.1K - $17.3K
|
2.59K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-169- 0.71% |
$15.4K - $17.6K
|
23.7K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-178- 4.42% |
$16.2K - $18.6K
|
3.85K
$382K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-182- 3.55% |
$16.5K - $19K
|
4.95K
$492K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-217- 0.63% |
$19.7K - $22.6K
|
34.1K
$3.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-225- 20.49% |
$20.4K - $23.5K
|
873
$86.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-235- 8.0% |
$21.4K - $24.5K
|
2.7K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-275- 17.26% |
$25K - $28.7K
|
1.32K
$131K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-280- 14.56% |
$25.4K - $29.2K
|
1.64K
$163K
|