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
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
651New |
$59.1K - $67.7K
|
651
$63.6K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
651+ 1.41% |
$59.1K - $67.7K
|
46.8K
$4.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
644+ 340.74% |
$58.5K - $67K
|
833
$81.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
640+ 14.99% |
$58.1K - $66.6K
|
4.91K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
632+ 12.85% |
$57.4K - $65.7K
|
5.55K
$542K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
592New |
$53.7K - $61.6K
|
592
$57.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
576+ 14.98% |
$52.3K - $59.9K
|
4.42K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
555+ 16.26% |
$50.4K - $57.7K
|
3.97K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
542+ 10.58% |
$49.2K - $56.4K
|
5.67K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
523+ 0.66% |
$47.5K - $54.4K
|
79.4K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
515+ 715.28% |
$46.7K - $53.6K
|
587
$57.3K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
507+ 193.51% |
$46K - $52.7K
|
769
$75.1K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
490+ 17.68% |
$44.5K - $51K
|
3.26K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
486+ 1.01% |
$44.1K - $50.5K
|
48.5K
$4.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
466+ 0.81% |
$42.3K - $48.5K
|
57.8K
$5.64M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
461New |
$41.8K - $47.9K
|
461
$45K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
458+ 2.48% |
$41.6K - $47.6K
|
18.9K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
449+ 6.57% |
$40.8K - $46.7K
|
7.29K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
437+ 5.32% |
$39.7K - $45.5K
|
8.65K
$845K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
434+ 14.57% |
$39.4K - $45.1K
|
3.41K
$333K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
433+ 6.87% |
$39.3K - $45K
|
6.73K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
429+ 1.04% |
$38.9K - $44.6K
|
41.5K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
405+ 3.62% |
$36.8K - $42.1K
|
11.6K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
404+ 0.32% |
$36.7K - $42K
|
128K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
402+ 15.59% |
$36.5K - $41.8K
|
2.98K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
399+ 3.05% |
$36.2K - $41.5K
|
13.5K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
380+ 16.18% |
$34.5K - $39.5K
|
2.73K
$266K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$33.8K - $38.7K
|
372
$36.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
372+ 16.0% |
$33.8K - $38.7K
|
2.7K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
371+ 1.19% |
$33.7K - $38.6K
|
31.7K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
369+ 0.75% |
$33.5K - $38.4K
|
49.7K
$4.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
369+ 7.98% |
$33.5K - $38.4K
|
4.99K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
362+ 1.7% |
$32.9K - $37.7K
|
21.6K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
352+ 12.17% |
$32K - $36.6K
|
3.24K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
351+ 5.42% |
$31.9K - $36.5K
|
6.83K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
335+ 1.85% |
$30.4K - $34.8K
|
18.4K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
333+ 2.37% |
$30.2K - $34.6K
|
14.4K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
324+ 1.42% |
$29.4K - $33.7K
|
23.2K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
324+ 13.19% |
$29.4K - $33.7K
|
2.78K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
322New |
$29.2K - $33.5K
|
322
$31.4K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
316+ 8.73% |
$28.7K - $32.9K
|
3.94K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
314+ 5.29% |
$28.5K - $32.7K
|
6.25K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
307+ 5.26% |
$27.9K - $31.9K
|
6.15K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
306New |
$27.8K - $31.8K
|
306
$29.9K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
304+ 3.42% |
$27.6K - $31.6K
|
9.2K
$898K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
301+ 3.11% |
$27.3K - $31.3K
|
10K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
296+ 6.67% |
$26.9K - $30.8K
|
4.73K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
292+ 2.92% |
$26.5K - $30.4K
|
10.3K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
285+ 4.69% |
$25.9K - $29.6K
|
6.36K
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
273+ 1.92% |
$24.8K - $28.4K
|
14.5K
$1.41M
|