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 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.34KNew |
$212K - $243K
|
2.34K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.26KNew |
$205K - $235K
|
2.26K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.25KNew |
$204K - $234K
|
2.25K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.24KNew |
$203K - $233K
|
2.24K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.24KNew |
$203K - $233K
|
2.24K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.23K+ 26.39% |
$203K - $232K
|
10.7K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.18KNew |
$198K - $227K
|
2.18K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
2.18KNew |
$198K - $226K
|
2.18K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
2.17KNew |
$197K - $226K
|
2.17K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.17KNew |
$197K - $225K
|
2.17K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 1.45% |
$196K - $225K
|
151K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$195K - $224K
|
2.15K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.14KNew |
$194K - $223K
|
2.14K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
2.14K+ 2.91% |
$194K - $223K
|
75.6K
$7.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.14KNew |
$194K - $222K
|
2.14K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.12KNew |
$192K - $220K
|
2.12K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.11K+ 1.55% |
$191K - $219K
|
137K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
2.09KNew |
$190K - $217K
|
2.09K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.08KNew |
$188K - $216K
|
2.08K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.06KNew |
$187K - $215K
|
2.06K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.06K+ 63.96% |
$187K - $214K
|
5.28K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
2.06KNew |
$187K - $214K
|
2.06K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.05KNew |
$186K - $214K
|
2.05K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.04KNew |
$185K - $212K
|
2.04K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.01KNew |
$183K - $209K
|
2.01K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
2KNew |
$182K - $208K
|
2K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2KNew |
$182K - $208K
|
2K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2KNew |
$181K - $208K
|
2K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$181K - $207K
|
2K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$194K
|
|
|
May 06, 2025
Q1 2025
|
Fractal Investments LLC
|
BUY
|
- |
1.98KNew |
$180K - $206K
|
1.98K
$193K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.97KNew |
$179K - $205K
|
1.97K
$192K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.97KNew |
$178K - $204K
|
1.97K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.96KNew |
$178K - $204K
|
1.96K
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$177K - $203K
|
1.95K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.94KNew |
$176K - $202K
|
1.94K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89K+ 23.64% |
$171K - $196K
|
9.87K
$963K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.82K+ 5.53% |
$165K - $190K
|
34.8K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.82K+ 5.74% |
$165K - $189K
|
33.5K
$3.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 50.0% |
$163K - $186K
|
5.38K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.68K+ 2.5% |
$153K - $175K
|
69.1K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.68K+ 18.95% |
$152K - $174K
|
10.5K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
1.66K+ 0.15% |
$151K - $173K
|
1.1M
$108M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.62K+ 3.63% |
$147K - $168K
|
46.2K
$4.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.62K+ 13.73% |
$147K - $168K
|
13.4K
$1.31M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 63.7% |
$143K - $164K
|
4.05K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.56K+ 9.57% |
$141K - $162K
|
17.8K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 124.75% |
$136K - $156K
|
2.7K
$263K
|