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 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.46K+ 5.15% |
$405K - $464K
|
91.1K
$8.89M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.45K+ 5.83% |
$403K - $462K
|
80.7K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.32KNew |
$392K - $449K
|
4.32K
$422K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.31K+ 813.21% |
$391K - $448K
|
4.84K
$473K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.3KNew |
$390K - $447K
|
4.3K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.23K+ 15.05% |
$384K - $440K
|
32.4K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.16KNew |
$378K - $433K
|
4.16K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.16K+ 2.62% |
$377K - $432K
|
163K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.11K+ 25.33% |
$373K - $427K
|
20.3K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.05K+ 1.66% |
$368K - $422K
|
248K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.05K+ 4.01% |
$367K - $421K
|
105K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
4KNew |
$363K - $416K
|
4K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.82K+ 7.26% |
$347K - $398K
|
56.5K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.72K+ 7.46% |
$337K - $387K
|
53.6K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.68K+ 9.3% |
$334K - $383K
|
43.3K
$4.23M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.63K+ 2.06% |
$330K - $378K
|
180K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.56KNew |
$323K - $370K
|
3.56K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.53K+ 2.03% |
$320K - $367K
|
177K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.46KNew |
$314K - $360K
|
3.46K
$338K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.41K+ 538.92% |
$309K - $354K
|
4.04K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.41K+ 134.84% |
$309K - $354K
|
5.93K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
3.4KNew |
$309K - $354K
|
3.4K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.35K+ 115.09% |
$304K - $348K
|
6.26K
$611K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.32K+ 0.97% |
$301K - $345K
|
345K
$33.7M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.28K+ 71.53% |
$298K - $342K
|
7.88K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.19K+ 106.31% |
$289K - $331K
|
6.18K
$603K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.15K+ 2.76% |
$286K - $327K
|
117K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.12K+ 53.83% |
$283K - $325K
|
8.92K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.11KNew |
$283K - $324K
|
3.11K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11K+ 5.86% |
$282K - $323K
|
56.1K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.08K+ 77.22% |
$279K - $320K
|
7.06K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.04KNew |
$276K - $316K
|
3.04K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
3KNew |
$272K - $312K
|
3K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3K+ 17.77% |
$272K - $312K
|
19.9K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.97KNew |
$269K - $308K
|
2.97K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.94K+ 80.85% |
$267K - $306K
|
6.58K
$643K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.82KNew |
$256K - $294K
|
2.82K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.8KNew |
$254K - $291K
|
2.8K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.72KNew |
$247K - $283K
|
2.72K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.71KNew |
$246K - $282K
|
2.71K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.67K+ 14.71% |
$242K - $277K
|
20.8K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Arlington Partners LLC
|
BUY
|
- |
2.61K+ 6.22% |
$236K - $271K
|
44.5K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.59KNew |
$235K - $269K
|
2.59K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.58K+ 19.11% |
$234K - $268K
|
16.1K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.57KNew |
$233K - $267K
|
2.57K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.56KNew |
$232K - $266K
|
2.56K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.54KNew |
$231K - $264K
|
2.54K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.54KNew |
$230K - $264K
|
2.54K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.51KNew |
$228K - $261K
|
2.51K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.4K+ 1.33% |
$218K - $250K
|
183K
$17.8M
|