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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.81% |
$2.27K - $2.6K
|
295
$28.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-25- 0.72% |
$2.27K - $2.6K
|
3.44K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-26- 0.08% |
$2.36K - $2.7K
|
34.4K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-27- 1.59% |
$2.45K - $2.81K
|
1.68K
$164K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-27- 1.63% |
$2.45K - $2.81K
|
1.63K
$159K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-29- 0.1% |
$2.63K - $3.02K
|
29.1K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-30- 7.48% |
$2.72K - $3.12K
|
371
$36.2K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-30- 4.76% |
$2.72K - $3.12K
|
600
$58.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 0.93% |
$2.81K - $3.22K
|
3.3K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-32- 0.26% |
$2.9K - $3.33K
|
12.5K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 1.56% |
$2.9K - $3.33K
|
2.02K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-32- 1.11% |
$2.9K - $3.33K
|
2.86K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-32- 11.31% |
$2.9K - $3.33K
|
251
$24.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 28.95% |
$3K - $3.43K
|
81
$7.91K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-33- 1.35% |
$3K - $3.43K
|
2.42K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-33- 1.16% |
$3K - $3.43K
|
2.8K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-35- 1.05% |
$3.18K - $3.64K
|
3.31K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-38- 0.86% |
$3.45K - $3.95K
|
4.38K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-38- 1.53% |
$3.45K - $3.95K
|
2.45K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 1.39% |
$3.54K - $4.06K
|
2.77K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-41- 2.85% |
$3.72K - $4.26K
|
1.4K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-42- 9.59% |
$3.81K - $4.37K
|
396
$38.7K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-43- 1.22% |
$3.9K - $4.47K
|
3.49K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-44- 1.48% |
$3.99K - $4.58K
|
2.94K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45- 1.78% |
$4.08K - $4.68K
|
2.49K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-46- 0.88% |
$4.18K - $4.78K
|
5.19K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-46- 2.08% |
$4.18K - $4.78K
|
2.17K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46- 1.77% |
$4.18K - $4.78K
|
2.56K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 33.81% |
$4.27K - $4.89K
|
92
$8.98K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-48- 66.67% |
$4.36K - $4.99K
|
24
$2.34K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-49- 0.79% |
$4.45K - $5.1K
|
6.14K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-50- 1.6% |
$4.54K - $5.2K
|
3.07K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 16.67% |
$4.54K - $5.2K
|
250
$24.4K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 0.98% |
$4.54K - $5.2K
|
5.07K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.44% |
$4.54K - $5.2K
|
11.2K
$1.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-50- 2.53% |
$4.54K - $5.2K
|
1.92K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-55- 1.3% |
$4.99K - $5.72K
|
4.17K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 1.25% |
$4.99K - $5.72K
|
4.35K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-56- 2.12% |
$5.08K - $5.82K
|
2.59K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-57- 1.25% |
$5.17K - $5.93K
|
4.51K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-57- 1.43% |
$5.17K - $5.93K
|
3.93K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-57- 0.11% |
$5.17K - $5.93K
|
53.8K
$5.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-60- 1.01% |
$5.45K - $6.24K
|
5.86K
$572K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-60- 2.16% |
$5.45K - $6.24K
|
2.72K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-60- 2.71% |
$5.45K - $6.24K
|
2.16K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-61- 16.53% |
$5.54K - $6.34K
|
308
$30.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-61- 3.69% |
$5.54K - $6.34K
|
1.59K
$156K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-63- 1.43% |
$5.72K - $6.55K
|
4.35K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-65- 0.37% |
$5.9K - $6.76K
|
17.6K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-68- 5.23% |
$6.17K - $7.07K
|
1.23K
$120K
|