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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.48K+ 159.33% |
$134K - $154K
|
2.4K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 106.31% |
$133K - $152K
|
2.85K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.35K+ 12.86% |
$122K - $140K
|
11.8K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 5.66% |
$121K - $139K
|
24.9K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.31K+ 8.49% |
$118K - $136K
|
16.7K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.3K+ 4.29% |
$118K - $136K
|
31.6K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.29KNew |
$117K - $134K
|
1.29K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.28K+ 11.05% |
$116K - $133K
|
12.9K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 18.1% |
$115K - $132K
|
8.3K
$810K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.21K+ 18.84% |
$109K - $125K
|
7.61K
$743K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.18K+ 318.01% |
$107K - $123K
|
1.56K
$152K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.17K+ 3.95% |
$106K - $122K
|
30.9K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 22.09% |
$104K - $119K
|
6.35K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.13K+ 10.47% |
$103K - $118K
|
12K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.12K+ 19.01% |
$102K - $117K
|
7.02K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11K+ 178.51% |
$100K - $115K
|
1.72K
$168K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.08K+ 28.63% |
$98K - $112K
|
4.85K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 42.04% |
$97.1K - $111K
|
3.62K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.07K+ 18.17% |
$97.1K - $111K
|
6.96K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.05K+ 443.64% |
$95K - $109K
|
1.28K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 8.06% |
$92.9K - $106K
|
13.7K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02K+ 5.61% |
$92.3K - $106K
|
19.1K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.01K+ 86.34% |
$91.8K - $105K
|
2.18K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
988+ 39.69% |
$89.7K - $103K
|
3.48K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
983+ 3.89% |
$89.2K - $102K
|
26.3K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
938+ 1.62% |
$85.1K - $97.6K
|
58.9K
$5.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
896+ 6.25% |
$81.3K - $93.2K
|
15.2K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
884+ 5.02% |
$80.2K - $91.9K
|
18.5K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
880+ 1.93% |
$79.9K - $91.5K
|
46.4K
$4.53M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
857+ 10.54% |
$77.8K - $89.1K
|
8.99K
$877K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
799+ 0.41% |
$72.5K - $83.1K
|
193K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
794+ 11.98% |
$72.1K - $82.6K
|
7.42K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
793+ 19.05% |
$72K - $82.5K
|
4.96K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
788+ 9.99% |
$71.5K - $82K
|
8.67K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
782+ 5.95% |
$71K - $81.3K
|
13.9K
$1.36M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
758+ 34.35% |
$68.8K - $78.8K
|
2.97K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
743+ 1.12% |
$67.4K - $77.3K
|
67.3K
$6.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
734New |
$66.6K - $76.3K
|
734
$71.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
729+ 12.79% |
$66.2K - $75.8K
|
6.43K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
727New |
$66K - $75.6K
|
727
$71K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
720+ 29.51% |
$65.4K - $74.9K
|
3.16K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
719+ 7.8% |
$65.3K - $74.8K
|
9.94K
$970K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
719+ 11.19% |
$65.3K - $74.8K
|
7.15K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
717+ 0.98% |
$65.1K - $74.6K
|
73.8K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
701+ 6.88% |
$63.6K - $72.9K
|
10.9K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
701+ 1.59% |
$63.6K - $72.9K
|
44.9K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
700New |
$63.5K - $72.8K
|
700
$68.3K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
674+ 1.39% |
$61.2K - $70.1K
|
49.2K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
666+ 10.07% |
$60.5K - $69.3K
|
7.28K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
663+ 15.28% |
$60.2K - $69K
|
5K
$488K
|