Purchases and Sales Made in Q1 2025 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5+ 0.09% |
$454 - $520
|
5.35K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5+ 0.12% |
$454 - $520
|
4.13K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 6.45% |
$363 - $416
|
66
$6.56K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 1.19% |
$363 - $416
|
340
$33.8K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4+ 0.15% |
$363 - $416
|
2.75K
$274K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$363 - $416
|
4
$397
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3+ 0.01% |
$272 - $312
|
24.1K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.5% |
$182 - $208
|
399
$39.6K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.07% |
$182 - $208
|
2.77K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 1.9% |
$182 - $208
|
107
$10.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.06% |
$182 - $208
|
3.58K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.4% |
$182 - $208
|
502
$49.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.05% |
$182 - $208
|
4.42K
$439K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2+ 0.08% |
$182 - $208
|
2.66K
$264K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$90.8 - $104
|
1
$99.3
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$90.8 - $104
|
1.83K
$182K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.25% |
$90.8 - $104
|
81
$8.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.23% |
$90.8 - $104
|
32
$3.18K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1+ 0.23% |
$90.8 - $104
|
443
$44K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.01% |
$90.8 - $104
|
14.1K
$1.41M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.98% |
$90.8 - $104
|
103
$10.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 3.85% |
$90.8 - $104
|
27
$2.68K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.21% |
$90.8 - $104
|
472
$46.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1- 0.37% |
$90.8 - $104
|
266
$26.4K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.06% |
$182 - $208
|
3.53K
$350K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 3.23% |
$182 - $208
|
60
$5.96K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.19K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.71% |
$182 - $208
|
281
$27.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 0.05% |
$182 - $208
|
3.78K
$375K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$182 - $208
|
26.9K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.34K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2- 0.09% |
$182 - $208
|
2.21K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-4- 6.06% |
$363 - $416
|
62
$6.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.25% |
$454 - $520
|
1.96K
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5- 0.2% |
$454 - $520
|
2.52K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5- 0.05% |
$454 - $520
|
9.23K
$917K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.11% |
$454 - $520
|
4.52K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-5- 0.2% |
$454 - $520
|
2.44K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-7- 7.22% |
$635 - $728
|
90
$8.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7- 3.4% |
$635 - $728
|
199
$19.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9- 8.65% |
$817 - $936
|
95
$9.44K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-9- 0.31% |
$817 - $936
|
2.88K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-9- 0.26% |
$817 - $936
|
3.42K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 20.0% |
$817 - $936
|
36
$3.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-9- 1.2% |
$817 - $936
|
740
$73.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 0.41% |
$998 - $1.14K
|
2.67K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 4.96% |
$1.09K - $1.25K
|
230
$22.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-15- 0.58% |
$1.36K - $1.56K
|
2.59K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-15- 0.32% |
$1.36K - $1.56K
|
4.71K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18- 21.69% |
$1.63K - $1.87K
|
65
$6.46K
|