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 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41.4K+ 307.53% |
$3.75M - $4.3M
|
54.8K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
40.5K+ 548.63% |
$3.68M - $4.21M
|
47.9K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
40.3KNew |
$3.66M - $4.19M
|
40.3K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
37.5KNew |
$3.4M - $3.9M
|
37.5K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
36.3KNew |
$3.3M - $3.78M
|
36.3K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.1K+ 68.31% |
$2.91M - $3.34M
|
79.1K
$7.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
31.8K+ 38.62% |
$2.88M - $3.31M
|
114K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.3K+ 1.27% |
$2.66M - $3.05M
|
2.33M
$228M
|
|
|
May 14, 2025
Q1 2025
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
29.3K+ 7.07% |
$2.66M - $3.05M
|
444K
$43.3M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
28.3K+ 5.85% |
$2.57M - $2.95M
|
513K
$50.1M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
26.6K+ 9.81% |
$2.41M - $2.76M
|
297K
$29M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 12.32% |
$2.35M - $2.69M
|
236K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.5KNew |
$2.23M - $2.55M
|
24.5K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
24.2K+ 46.38% |
$2.2M - $2.52M
|
76.4K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23.7K+ 253.47% |
$2.15M - $2.46M
|
33K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.6K+ 120.8% |
$2.14M - $2.45M
|
43.1K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
23.4K+ 1.8% |
$2.12M - $2.43M
|
1.32M
$129M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
22.2K+ 59.93% |
$2.02M - $2.31M
|
59.3K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
22K+ 15.07% |
$2M - $2.29M
|
168K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.4KNew |
$1.94M - $2.23M
|
21.4K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
20.9KNew |
$1.9M - $2.17M
|
20.9K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
20.8K+ 9.98% |
$1.89M - $2.16M
|
229K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.4K+ 10.45% |
$1.76M - $2.02M
|
205K
$20M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.3K+ 50.67% |
$1.75M - $2M
|
57.3K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
18.9K+ 52.1% |
$1.71M - $1.96M
|
55.1K
$5.38M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.4K+ 208.13% |
$1.67M - $1.91M
|
27.3K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17.4K+ 1.29% |
$1.58M - $1.81M
|
1.36M
$133M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 15.96% |
$1.46M - $1.67M
|
117K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.7K+ 3.05% |
$1.43M - $1.64M
|
532K
$52M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
15.4K+ 148.79% |
$1.4M - $1.6M
|
25.7K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
15.4KNew |
$1.39M - $1.6M
|
15.4K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
15.2K+ 28.05% |
$1.38M - $1.58M
|
69.2K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
15.1KNew |
$1.37M - $1.57M
|
15.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
14.7KNew |
$1.34M - $1.53M
|
14.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
14.7K+ 10.64% |
$1.34M - $1.53M
|
153K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.4K+ 3.12% |
$1.31M - $1.5M
|
477K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
13.7KNew |
$1.24M - $1.42M
|
13.7K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 7.95% |
$1.12M - $1.28M
|
167K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
11.9K+ 24.94% |
$1.08M - $1.24M
|
59.7K
$5.82M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
11.8K+ 394.03% |
$1.07M - $1.22M
|
14.7K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
11.6KNew |
$1.05M - $1.21M
|
11.6K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
11.3K+ 5.36% |
$1.03M - $1.18M
|
223K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.7K+ 0.14% |
$970K - $1.11M
|
7.8M
$761M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.82K+ 6.52% |
$891K - $1.02M
|
160K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.77K+ 8.39% |
$887K - $1.02M
|
126K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
9.74K+ 25.05% |
$884K - $1.01M
|
48.6K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
9.68K+ 15.69% |
$878K - $1.01M
|
71.4K
$6.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
9.47K+ 3.38% |
$859K - $985K
|
290K
$28.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.38K+ 559.79% |
$852K - $976K
|
11.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
8.86K+ 0.32% |
$804K - $922K
|
2.79M
$273M
|