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 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-310- 0.4% |
$28.1K - $32.2K
|
76.4K
$7.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-314- 1.29% |
$28.5K - $32.7K
|
24K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-334- 6.68% |
$30.3K - $34.7K
|
4.67K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-343- 74.73% |
$31.1K - $35.7K
|
116
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-347- 9.52% |
$31.5K - $36.1K
|
3.3K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-350- 4.31% |
$31.8K - $36.4K
|
7.77K
$758K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-352- 10.06% |
$32K - $36.6K
|
3.15K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-360- 3.07% |
$32.7K - $37.4K
|
11.4K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-362- 4.37% |
$32.9K - $37.7K
|
7.91K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-364- 13.28% |
$33K - $37.9K
|
2.38K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-368- 1.54% |
$33.4K - $38.3K
|
23.5K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-370- 12.52% |
$33.6K - $38.5K
|
2.59K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-378- 2.82% |
$34.3K - $39.3K
|
13K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-382- 0.98% |
$34.7K - $39.7K
|
38.8K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-388- 3.42% |
$35.2K - $40.4K
|
10.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-396- 4.34% |
$35.9K - $41.2K
|
8.74K
$853K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.09% |
$36.3K - $41.6K
|
18.7K
$1.83M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-400- 3.46% |
$36.3K - $41.6K
|
11.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-403- 11.86% |
$36.6K - $41.9K
|
2.99K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-404- 1.47% |
$36.7K - $42K
|
27.1K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-411- 9.8% |
$37.3K - $42.7K
|
3.78K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-411- 5.38% |
$37.3K - $42.7K
|
7.23K
$706K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-415- 2.68% |
$37.7K - $43.2K
|
15.1K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-427- 11.17% |
$38.8K - $44.4K
|
3.4K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-433- 1.76% |
$39.3K - $45K
|
24.2K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-435- 9.89% |
$39.5K - $45.2K
|
3.96K
$387K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-446- 6.68% |
$40.5K - $46.4K
|
6.23K
$608K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-456- 4.69% |
$41.4K - $47.4K
|
9.27K
$905K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-472- 2.2% |
$42.8K - $49.1K
|
21K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-476- 4.62% |
$43.2K - $49.5K
|
9.83K
$960K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-480- 14.0% |
$43.6K - $49.9K
|
2.95K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-488- 5.58% |
$44.3K - $50.8K
|
8.26K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-496- 1.34% |
$45K - $51.6K
|
36.6K
$3.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-498- 3.9% |
$45.2K - $51.8K
|
12.3K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 11.91% |
$45.4K - $52K
|
3.7K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-539- 5.53% |
$48.9K - $56.1K
|
9.21K
$899K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-540- 14.61% |
$49K - $56.2K
|
3.16K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-549- 3.99% |
$49.8K - $57.1K
|
13.2K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-577- 17.48% |
$52.4K - $60K
|
2.72K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-583- 15.35% |
$52.9K - $60.6K
|
3.22K
$314K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-600- 29.78% |
$54.5K - $62.4K
|
1.42K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-600- 20.78% |
$54.5K - $62.4K
|
2.29K
$223K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-624- 1.05% |
$56.6K - $64.9K
|
58.6K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-625- 19.48% |
$56.7K - $65K
|
2.58K
$252K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-627- 6.5% |
$56.9K - $65.2K
|
9.03K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-646- 4.91% |
$58.6K - $67.2K
|
12.5K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-659- 23.46% |
$59.8K - $68.5K
|
2.15K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-664- 6.28% |
$60.3K - $69.1K
|
9.91K
$967K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-674- 19.08% |
$61.2K - $70.1K
|
2.86K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-686- 7.22% |
$62.3K - $71.4K
|
8.81K
$860K
|