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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-706- 4.54% |
$64.1K - $73.4K
|
14.8K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-715- 26.63% |
$64.9K - $74.4K
|
1.97K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-716- 3.58% |
$65K - $74.5K
|
19.3K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-731- 18.35% |
$66.4K - $76K
|
3.25K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-736- 7.8% |
$66.8K - $76.6K
|
8.7K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-768- 3.84% |
$69.7K - $79.9K
|
19.2K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-780- 6.97% |
$70.8K - $81.1K
|
10.4K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-799- 25.59% |
$72.5K - $83.1K
|
2.32K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 0.74% |
$72.6K - $83.2K
|
108K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-811- 3.68% |
$73.6K - $84.4K
|
21.2K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-840- 1.67% |
$76.2K - $87.4K
|
49.5K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-879- 13.65% |
$79.8K - $91.4K
|
5.56K
$543K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-935- 0.99% |
$84.9K - $97.2K
|
93.8K
$9.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-942- 60.58% |
$85.5K - $98K
|
613
$59.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-947- 9.1% |
$86K - $98.5K
|
9.45K
$923K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-959- 50.03% |
$87K - $99.7K
|
958
$93.5K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-962- 6.42% |
$87.3K - $100K
|
14K
$1.37M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-979- 11.66% |
$88.9K - $102K
|
7.42K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-989- 0.75% |
$89.8K - $103K
|
132K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-995- 69.92% |
$90.3K - $103K
|
428
$41.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.02K- 4.6% |
$92.6K - $106K
|
21.2K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-1.04K- 13.75% |
$93.9K - $108K
|
6.49K
$634K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 5.98% |
$95K - $109K
|
16.5K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.05K- 4.31% |
$95.6K - $110K
|
23.4K
$2.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.09K- 8.93% |
$99.3K - $114K
|
11.2K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.1K- 1.45% |
$100K - $115K
|
75.1K
$7.33M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.11K- 4.16% |
$101K - $115K
|
25.5K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.12K- 1.42% |
$101K - $116K
|
77.3K
$7.55M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.12K- 2.47% |
$102K - $117K
|
44.4K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.14K- 1.76% |
$103K - $118K
|
63.5K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.15K- 5.21% |
$104K - $120K
|
20.9K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-1.16K- 9.32% |
$105K - $120K
|
11.3K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.16K- 9.19% |
$106K - $121K
|
11.5K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.17K- 17.83% |
$107K - $122K
|
5.41K
$528K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 43.86% |
$107K - $123K
|
1.51K
$148K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.2K- 0.91% |
$109K - $125K
|
131K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.21K- 2.66% |
$110K - $126K
|
44.2K
$4.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.22K- 2.06% |
$111K - $127K
|
57.9K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.24K- 2.96% |
$112K - $129K
|
40.5K
$3.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.25K- 23.0% |
$113K - $130K
|
4.17K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.26K- 13.74% |
$114K - $131K
|
7.89K
$770K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.28K- 14.31% |
$116K - $133K
|
7.65K
$747K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.28K- 1.48% |
$116K - $133K
|
85.2K
$8.32M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.29K- 34.11% |
$117K - $134K
|
2.49K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 11.39% |
$119K - $136K
|
10.2K
$992K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.39K- 21.79% |
$126K - $145K
|
5K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.4K- 14.39% |
$127K - $145K
|
8.3K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.44K- 11.54% |
$130K - $149K
|
11K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.45K- 10.24% |
$132K - $151K
|
12.7K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.45KClosed |
$132K - $151K
|
0
$0
|