Purchases and Sales Made in Q1 2023 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q1 2023. 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 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-29- 15.1% |
$2.29K - $2.52K
|
163
$16K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.15% |
$2.37K - $2.61K
|
20.1K
$1.97M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30- 7.25% |
$2.37K - $2.61K
|
384
$37.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 6.57% |
$2.45K - $2.69K
|
441
$43.3K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32- 0.18% |
$2.53K - $2.78K
|
17.8K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-32- 1.22% |
$2.53K - $2.78K
|
2.59K
$254K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-34- 0.87% |
$2.69K - $2.96K
|
3.86K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-36- 1.95% |
$2.85K - $3.13K
|
1.81K
$177K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-37- 0.77% |
$2.93K - $3.22K
|
4.77K
$469K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-37- 0.96% |
$2.93K - $3.22K
|
3.8K
$373K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-37- 0.72% |
$2.93K - $3.22K
|
5.1K
$501K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38Closed |
$3.01K - $3.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39- 0.48% |
$3.09K - $3.39K
|
8.07K
$792K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41- 1.39% |
$3.24K - $3.56K
|
2.9K
$285K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-41- 0.41% |
$3.24K - $3.56K
|
10K
$982K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-42- 0.82% |
$3.32K - $3.65K
|
5.09K
$500K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-43- 1.03% |
$3.4K - $3.74K
|
4.14K
$406K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 3.8% |
$3.48K - $3.82K
|
1.11K
$109K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-45- 10.79% |
$3.56K - $3.91K
|
372
$36.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-45- 0.55% |
$3.56K - $3.91K
|
8.14K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-46- 10.82% |
$3.64K - $4K
|
379
$37.2K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-46- 0.31% |
$3.64K - $4K
|
15K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-47- 0.93% |
$3.72K - $4.09K
|
5K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 0.95% |
$3.96K - $4.35K
|
5.21K
$511K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50- 43.86% |
$3.96K - $4.35K
|
64
$6.28K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 4.98% |
$3.96K - $4.35K
|
955
$93.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-50- 0.87% |
$3.96K - $4.35K
|
5.72K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 1.21% |
$3.96K - $4.35K
|
4.08K
$400K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-51- 1.35% |
$4.03K - $4.43K
|
3.74K
$367K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-51- 0.54% |
$4.03K - $4.43K
|
9.31K
$914K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-51- 0.17% |
$4.03K - $4.43K
|
30.3K
$2.97M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-57- 1.92% |
$4.51K - $4.96K
|
2.91K
$285K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-60- 1.54% |
$4.75K - $5.22K
|
3.83K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-61- 0.99% |
$4.83K - $5.3K
|
6.13K
$602K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-62- 21.09% |
$4.9K - $5.39K
|
232
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-62- 0.23% |
$4.9K - $5.39K
|
26.8K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-63- 1.56% |
$4.98K - $5.48K
|
3.97K
$390K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65- 3.83% |
$5.14K - $5.65K
|
1.63K
$160K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-65- 0.12% |
$5.14K - $5.65K
|
54.8K
$5.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-65- 1.56% |
$5.14K - $5.65K
|
4.09K
$402K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-65- 0.26% |
$5.14K - $5.65K
|
24.6K
$2.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-66- 1.73% |
$5.22K - $5.74K
|
3.74K
$367K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-67- 4.93% |
$5.3K - $5.82K
|
1.29K
$127K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-69- 2.57% |
$5.46K - $6K
|
2.62K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-69- 1.93% |
$5.46K - $6K
|
3.51K
$345K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-70- 2.63% |
$5.54K - $6.09K
|
2.59K
$254K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-71- 62.28% |
$5.62K - $6.17K
|
43
$4.22K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-75- 0.52% |
$5.93K - $6.52K
|
14.4K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 1.26% |
$5.93K - $6.52K
|
5.86K
$575K
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-75- 0.19% |
$5.93K - $6.52K
|
40K
$3.93M
|