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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-69- 14.02% |
$6.26K - $7.18K
|
423
$41.3K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-70- 2.74% |
$6.35K - $7.28K
|
2.49K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-70- 18.23% |
$6.35K - $7.28K
|
314
$30.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-70- 1.35% |
$6.35K - $7.28K
|
5.13K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-71- 2.51% |
$6.44K - $7.38K
|
2.75K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-73- 0.58% |
$6.63K - $7.59K
|
12.6K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 0.75% |
$6.63K - $7.59K
|
9.6K
$937K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 8.19% |
$6.72K - $7.7K
|
829
$80.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-74- 0.4% |
$6.72K - $7.7K
|
18.4K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-74- 10.04% |
$6.72K - $7.7K
|
663
$64.7K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-75- 1.68% |
$6.81K - $7.8K
|
4.4K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-75- 1.57% |
$6.81K - $7.8K
|
4.69K
$458K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-78- 2.69% |
$7.08K - $8.11K
|
2.82K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-80- 22.54% |
$7.26K - $8.32K
|
275
$26.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-87- 3.84% |
$7.9K - $9.05K
|
2.18K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-87- 14.6% |
$7.9K - $9.05K
|
509
$49.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-88- 1.21% |
$7.99K - $9.15K
|
7.16K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-90- 1.5% |
$8.17K - $9.36K
|
5.92K
$578K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 9.99% |
$8.17K - $9.36K
|
811
$79.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-94- 0.78% |
$8.53K - $9.78K
|
11.9K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-95- 38.15% |
$8.62K - $9.88K
|
154
$15K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-99- 17.9% |
$8.99K - $10.3K
|
454
$44.3K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 4.15% |
$9.08K - $10.4K
|
2.31K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-100- 0.46% |
$9.08K - $10.4K
|
21.7K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-100- 2.43% |
$9.08K - $10.4K
|
4.02K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 7.32% |
$9.08K - $10.4K
|
1.27K
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.53% |
$9.08K - $10.4K
|
1.43K
$140K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 6.76% |
$9.08K - $10.4K
|
1.38K
$135K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100- 3.58% |
$9.08K - $10.4K
|
2.69K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-103- 2.22% |
$9.35K - $10.7K
|
4.54K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-107- 3.34% |
$9.71K - $11.1K
|
3.1K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-107- 1.74% |
$9.71K - $11.1K
|
6.05K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-108- 57.45% |
$9.8K - $11.2K
|
80
$7.81K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-112- 1.14% |
$10.2K - $11.6K
|
9.7K
$947K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-114- 2.93% |
$10.3K - $11.9K
|
3.78K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-117- 2.39% |
$10.6K - $12.2K
|
4.78K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-119- 4.15% |
$10.8K - $12.4K
|
2.75K
$268K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-122- 1.97% |
$11.1K - $12.7K
|
6.07K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-125- 5.74% |
$11.3K - $13K
|
2.05K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-125- 5.26% |
$11.3K - $13K
|
2.25K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-126- 0.25% |
$11.4K - $13.1K
|
51K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-131- 57.46% |
$11.9K - $13.6K
|
97
$9.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-134- 6.07% |
$12.2K - $13.9K
|
2.07K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-137- 2.01% |
$12.4K - $14.2K
|
6.69K
$653K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-138- 4.72% |
$12.5K - $14.4K
|
2.79K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-139- 5.3% |
$12.6K - $14.5K
|
2.48K
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-144- 5.01% |
$13.1K - $15K
|
2.73K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-145- 4.61% |
$13.2K - $15.1K
|
3K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-148- 5.07% |
$13.4K - $15.4K
|
2.77K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-148- 4.07% |
$13.4K - $15.4K
|
3.49K
$340K
|