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
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
271+ 0.42% |
$24.6K - $28.2K
|
65K
$6.34M
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
260+ 0.46% |
$23.6K - $27K
|
56.4K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
249+ 0.08% |
$22.6K - $25.9K
|
331K
$32.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
248New |
$22.5K - $25.8K
|
248
$24.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
247+ 1.23% |
$22.4K - $25.7K
|
20.4K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
246+ 7.12% |
$22.3K - $25.6K
|
3.7K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 9.29% |
$22.3K - $25.6K
|
2.9K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
239+ 0.89% |
$21.7K - $24.9K
|
27.2K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
225+ 3.1% |
$20.4K - $23.4K
|
7.49K
$731K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
221+ 0.44% |
$20.1K - $23K
|
50.7K
$4.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
220+ 2.98% |
$20K - $22.9K
|
7.61K
$743K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
220+ 9.84% |
$20K - $22.9K
|
2.46K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
214+ 3.86% |
$19.4K - $22.3K
|
5.76K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
213+ 8.44% |
$19.3K - $22.2K
|
2.74K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
209+ 2.26% |
$19K - $21.7K
|
9.45K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 26.5% |
$18.8K - $21.5K
|
988
$96.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
200+ 8.03% |
$18.2K - $20.8K
|
2.69K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
200+ 1.8% |
$18.2K - $20.8K
|
11.3K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200+ 1.0% |
$18.2K - $20.8K
|
20.2K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
178+ 6.62% |
$16.2K - $18.5K
|
2.87K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
176+ 0.4% |
$16K - $18.3K
|
44.1K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
174+ 3.55% |
$15.8K - $18.1K
|
5.08K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
169+ 5.87% |
$15.3K - $17.6K
|
3.05K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
163+ 0.91% |
$14.8K - $17K
|
18.1K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
161+ 1006.25% |
$14.6K - $16.7K
|
177
$17.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
160+ 1.79% |
$14.5K - $16.6K
|
9.1K
$888K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
158+ 16.81% |
$14.3K - $16.4K
|
1.1K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
157New |
$14.3K - $16.3K
|
157
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
155+ 0.7% |
$14.1K - $16.1K
|
22.3K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
150+ 6.21% |
$13.6K - $15.6K
|
2.57K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
147+ 3.45% |
$13.3K - $15.3K
|
4.41K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129+ 2.6% |
$11.7K - $13.4K
|
5.1K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
125+ 4.21% |
$11.3K - $13K
|
3.09K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
121+ 97.58% |
$11K - $12.6K
|
245
$23.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
111New |
$10.1K - $11.5K
|
111
$10.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
110+ 15.32% |
$9.98K - $11.4K
|
828
$80.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
110New |
$9.98K - $11.4K
|
110
$10.7K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
107New |
$9.71K - $11.1K
|
107
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
100+ 2500.0% |
$9.08K - $10.4K
|
104
$10.2K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100New |
$9.08K - $10.4K
|
100
$9.76K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 15.22% |
$9.08K - $10.4K
|
757
$73.9K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
100+ 1.16% |
$9.08K - $10.4K
|
8.75K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 4.86% |
$8.9K - $10.2K
|
2.12K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
98+ 0.16% |
$8.9K - $10.2K
|
60.7K
$5.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
97+ 5.94% |
$8.8K - $10.1K
|
1.73K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
92+ 0.66% |
$8.35K - $9.57K
|
14.1K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
91+ 3.26% |
$8.26K - $9.46K
|
2.89K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
88+ 22.06% |
$7.99K - $9.15K
|
487
$47.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
85+ 708.33% |
$7.72K - $8.84K
|
97
$9.47K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
79+ 2.59% |
$7.17K - $8.22K
|
3.13K
$305K
|