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 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-137- 2.01% |
$12.4K - $14.2K
|
6.69K
$664K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-138- 4.72% |
$12.5K - $14.4K
|
2.79K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-139- 5.3% |
$12.6K - $14.5K
|
2.48K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-144- 5.01% |
$13.1K - $15K
|
2.73K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-145- 4.61% |
$13.2K - $15.1K
|
3K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-148- 4.07% |
$13.4K - $15.4K
|
3.49K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-148- 3.96% |
$13.4K - $15.4K
|
3.59K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-148- 5.07% |
$13.4K - $15.4K
|
2.77K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-153- 1.03% |
$13.9K - $15.9K
|
14.7K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-153- 3.1% |
$13.9K - $15.9K
|
4.78K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-158- 0.81% |
$14.3K - $16.4K
|
19.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-159- 6.73% |
$14.4K - $16.5K
|
2.2K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-162- 2.88% |
$14.7K - $16.8K
|
5.47K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-163- 0.41% |
$14.8K - $17K
|
39.2K
$3.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-166- 12.41% |
$15.1K - $17.3K
|
1.17K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-168- 4.7% |
$15.2K - $17.5K
|
3.41K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-169- 1.7% |
$15.3K - $17.6K
|
9.75K
$968K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-170- 1.92% |
$15.4K - $17.7K
|
8.7K
$864K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-170- 29.72% |
$15.4K - $17.7K
|
402
$39.9K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-174- 2.59% |
$15.8K - $18.1K
|
6.56K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-180- 0.53% |
$16.3K - $18.7K
|
34.1K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-182- 0.79% |
$16.5K - $18.9K
|
22.8K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-182- 7.32% |
$16.5K - $18.9K
|
2.31K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-183- 0.12% |
$16.6K - $19K
|
155K
$15.4M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-183- 0.77% |
$16.6K - $19K
|
23.5K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-185- 1.67% |
$16.8K - $19.2K
|
10.9K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-195- 3.11% |
$17.7K - $20.3K
|
6.08K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-196- 0.78% |
$17.8K - $20.4K
|
25K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 0.35% |
$18.2K - $20.8K
|
56.2K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-200- 3.04% |
$18.2K - $20.8K
|
6.39K
$634K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.93% |
$18.2K - $20.8K
|
21.3K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-201- 19.98% |
$18.2K - $20.9K
|
805
$80K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-202- 7.27% |
$18.3K - $21K
|
2.58K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-207- 1.36% |
$18.8K - $21.5K
|
15K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-208- 40.94% |
$18.9K - $21.6K
|
300
$29.8K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-209- 35.01% |
$19K - $21.7K
|
388
$38.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-211- 6.62% |
$19.2K - $21.9K
|
2.97K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-218- 5.15% |
$19.8K - $22.7K
|
4.02K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-223- 5.89% |
$20.2K - $23.2K
|
3.56K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-231- 1.47% |
$21K - $24K
|
15.4K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-233- 0.69% |
$21.1K - $24.2K
|
33.6K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-237- 5.56% |
$21.5K - $24.7K
|
4.03K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-241- 1.87% |
$21.9K - $25.1K
|
12.7K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-241- 9.78% |
$21.9K - $25.1K
|
2.22K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-246- 4.77% |
$22.3K - $25.6K
|
4.91K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-248- 0.59% |
$22.5K - $25.8K
|
41.5K
$4.12M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-256- 3.79% |
$23.2K - $26.6K
|
6.51K
$646K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-258- 10.6% |
$23.4K - $26.8K
|
2.18K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 4.27% |
$24.5K - $28.1K
|
6.05K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-272- 20.53% |
$24.7K - $28.3K
|
1.05K
$105K
|