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
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.28K- 14.31% |
$116K - $133K
|
7.65K
$760K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.28K- 1.48% |
$116K - $133K
|
85.2K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.29K- 34.11% |
$117K - $134K
|
2.49K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.31K- 11.39% |
$119K - $136K
|
10.2K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-1.39K- 21.79% |
$126K - $145K
|
5K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.4K- 14.39% |
$127K - $145K
|
8.3K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.44K- 11.54% |
$130K - $149K
|
11K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.45K- 10.24% |
$132K - $151K
|
12.7K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.45KClosed |
$132K - $151K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.46K- 6.8% |
$132K - $151K
|
19.9K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.47K- 6.04% |
$133K - $153K
|
22.8K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-1.48K- 64.33% |
$134K - $154K
|
819
$81.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.61K- 4.35% |
$146K - $167K
|
35.4K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.66K- 3.58% |
$151K - $173K
|
44.8K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.72K- 0.82% |
$156K - $179K
|
209K
$20.8M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.74K- 3.64% |
$158K - $181K
|
46.1K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.78K- 0.82% |
$161K - $185K
|
216K
$21.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.79K- 2.25% |
$162K - $186K
|
77.5K
$7.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.79K- 6.99% |
$163K - $187K
|
23.9K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.87K- 8.56% |
$169K - $194K
|
19.9K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.88K- 4.67% |
$171K - $196K
|
38.4K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.01K- 2.86% |
$182K - $209K
|
68.2K
$6.78M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 13.93% |
$192K - $221K
|
13.1K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.14K- 4.62% |
$194K - $222K
|
44K
$4.38M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.15K- 51.42% |
$195K - $224K
|
2.03K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-2.25K- 2.64% |
$204K - $234K
|
82.8K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.25K- 1.8% |
$204K - $234K
|
123K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.26K- 1.97% |
$205K - $235K
|
112K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.26K- 7.9% |
$205K - $235K
|
26.3K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.31K- 18.73% |
$210K - $240K
|
10K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.33K- 17.59% |
$212K - $242K
|
10.9K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.44K- 14.26% |
$221K - $253K
|
14.6K
$1.45M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2.5K- 15.15% |
$227K - $260K
|
14K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.51K- 3.84% |
$228K - $261K
|
63K
$6.26M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-2.56K- 3.37% |
$232K - $266K
|
73.3K
$7.29M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.65K- 12.45% |
$241K - $276K
|
18.7K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.69K- 2.54% |
$244K - $279K
|
103K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-2.82K- 2.67% |
$256K - $294K
|
103K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.84K- 33.07% |
$258K - $296K
|
5.75K
$571K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.97K- 6.75% |
$270K - $309K
|
41.1K
$4.08M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.02K- 2.66% |
$274K - $314K
|
110K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.08K- 41.66% |
$279K - $320K
|
4.31K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.41K- 19.21% |
$309K - $355K
|
14.3K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.43K- 33.31% |
$312K - $357K
|
6.87K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 20.75% |
$320K - $367K
|
13.5K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.72K- 11.24% |
$337K - $387K
|
29.4K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.84K- 6.7% |
$349K - $399K
|
53.5K
$5.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.96K- 1.73% |
$359K - $412K
|
225K
$22.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.1K- 8.75% |
$372K - $426K
|
42.7K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.14K- 4.69% |
$376K - $431K
|
84.2K
$8.36M
|