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
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
79+ 36.24% |
$7.17K - $8.22K
|
297
$29K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
78+ 1.2% |
$7.08K - $8.11K
|
6.6K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
77+ 0.63% |
$6.99K - $8.01K
|
12.3K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75+ 1.52% |
$6.81K - $7.8K
|
5K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
70+ 5.39% |
$6.35K - $7.28K
|
1.37K
$134K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
69+ 2.43% |
$6.26K - $7.18K
|
2.91K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
67+ 1.49% |
$6.08K - $6.97K
|
4.55K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63+ 0.91% |
$5.72K - $6.55K
|
7K
$683K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
63+ 0.85% |
$5.72K - $6.55K
|
7.51K
$734K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62+ 2.14% |
$5.63K - $6.45K
|
2.96K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
62New |
$5.63K - $6.45K
|
62
$6.05K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 0.84% |
$4.54K - $5.2K
|
6.01K
$587K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
49New |
$4.45K - $5.1K
|
49
$4.78K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 10.97% |
$3.81K - $4.37K
|
425
$41.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
40+ 0.5% |
$3.63K - $4.16K
|
8.12K
$792K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
40New |
$3.63K - $4.16K
|
40
$3.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.63K - $4.16K
|
40
$3.91K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
40New |
$3.63K - $4.16K
|
40
$3.91K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39+ 16.67% |
$3.54K - $4.06K
|
273
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38+ 2.05% |
$3.45K - $3.95K
|
1.89K
$185K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
38+ 0.92% |
$3.45K - $3.95K
|
4.16K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.61K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 1.04% |
$3.27K - $3.74K
|
3.5K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
35+ 1.1% |
$3.18K - $3.64K
|
3.21K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
35New |
$3.18K - $3.64K
|
35
$3.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 7.61% |
$3.09K - $3.54K
|
481
$47K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34+ 1.14% |
$3.09K - $3.54K
|
3.03K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 31.43% |
$3K - $3.43K
|
138
$13.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33New |
$3K - $3.43K
|
33
$3.22K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
32+ 139.13% |
$2.9K - $3.33K
|
55
$5.37K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
32+ 0.56% |
$2.9K - $3.33K
|
5.75K
$561K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 15.84% |
$2.9K - $3.33K
|
234
$22.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
29+ 20.86% |
$2.63K - $3.02K
|
168
$16.4K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
29+ 0.77% |
$2.63K - $3.02K
|
3.81K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
28+ 175.0% |
$2.54K - $2.91K
|
44
$4.3K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28+ 8.78% |
$2.54K - $2.91K
|
347
$33.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 20.15% |
$2.45K - $2.81K
|
161
$15.7K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27+ 3.77% |
$2.45K - $2.81K
|
743
$72.5K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.21% |
$2.18K - $2.5K
|
11.3K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 11.71% |
$2.18K - $2.5K
|
229
$22.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23+ 0.64% |
$2.09K - $2.39K
|
3.61K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
22+ 0.66% |
$2K - $2.29K
|
3.34K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22+ 45.83% |
$2K - $2.29K
|
70
$6.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$1.82K - $2.08K
|
20
$1.95K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20+ 0.39% |
$1.82K - $2.08K
|
5.12K
$500K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
19+ 1.56% |
$1.72K - $1.98K
|
1.24K
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19New |
$1.72K - $1.98K
|
19
$1.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
19+ 11.38% |
$1.72K - $1.98K
|
186
$18.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.36% |
$1.63K - $1.87K
|
5.08K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
17+ 0.22% |
$1.54K - $1.77K
|
7.88K
$770K
|