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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-75- 2.3% |
$5.93K - $6.52K
|
3.19K
$313K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-76- 1.62% |
$6.01K - $6.61K
|
4.61K
$453K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-77- 2.7% |
$6.09K - $6.69K
|
2.78K
$273K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-77- 12.09% |
$6.09K - $6.69K
|
560
$55K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-78- 24.0% |
$6.17K - $6.78K
|
247
$24.3K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-79- 6.68% |
$6.25K - $6.87K
|
1.1K
$108K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-82- 2.28% |
$6.49K - $7.13K
|
3.51K
$344K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-85- 2.48% |
$6.72K - $7.39K
|
3.34K
$328K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-85- 2.51% |
$6.72K - $7.39K
|
3.3K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-86- 0.12% |
$6.8K - $7.48K
|
70.3K
$6.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-87- 3.13% |
$6.88K - $7.56K
|
2.7K
$265K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-87- 3.36% |
$6.88K - $7.56K
|
2.5K
$246K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-88- 18.57% |
$6.96K - $7.65K
|
386
$37.9K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-90- 1.92% |
$7.12K - $7.82K
|
4.59K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-96- 1.77% |
$7.59K - $8.35K
|
5.34K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-100- 3.88% |
$7.91K - $8.69K
|
2.48K
$243K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-100- 0.69% |
$7.91K - $8.69K
|
14.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 1.36% |
$7.91K - $8.69K
|
7.26K
$713K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-102- 93.58% |
$8.07K - $8.87K
|
7
$687
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-105- 1.86% |
$8.31K - $9.13K
|
5.54K
$544K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-107- 24.83% |
$8.46K - $9.3K
|
324
$31.8K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-109- 3.09% |
$8.62K - $9.48K
|
3.42K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-110- 10.79% |
$8.7K - $9.56K
|
909
$89.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-117- 34.51% |
$9.26K - $10.2K
|
222
$21.8K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-118- 0.24% |
$9.33K - $10.3K
|
49.4K
$4.86M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-121- 4.04% |
$9.57K - $10.5K
|
2.88K
$283K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-121- 4.04% |
$9.57K - $10.5K
|
2.88K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-125- 3.18% |
$9.89K - $10.9K
|
3.81K
$374K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-128- 0.65% |
$10.1K - $11.1K
|
19.6K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-132- 3.67% |
$10.4K - $11.5K
|
3.46K
$340K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-136- 10.63% |
$10.8K - $11.8K
|
1.14K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-136- 14.9% |
$10.8K - $11.8K
|
777
$76.3K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-140- 2.14% |
$11.1K - $12.2K
|
6.4K
$628K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-141- 4.66% |
$11.2K - $12.3K
|
2.89K
$284K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-141- 23.31% |
$11.2K - $12.3K
|
464
$45.6K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-146- 2.81% |
$11.6K - $12.7K
|
5.04K
$495K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-146- 0.24% |
$11.6K - $12.7K
|
59.5K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-146- 0.13% |
$11.6K - $12.7K
|
116K
$11.4M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-147- 4.69% |
$11.6K - $12.8K
|
2.99K
$293K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 11.48% |
$11.6K - $12.8K
|
1.13K
$111K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-148- 12.89% |
$11.7K - $12.9K
|
1K
$98.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 8.32% |
$11.8K - $13K
|
1.64K
$161K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-150- 5.1% |
$11.9K - $13K
|
2.79K
$274K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-150- 7.21% |
$11.9K - $13K
|
1.93K
$190K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-150- 2.45% |
$11.9K - $13K
|
5.98K
$587K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-158- 2.71% |
$12.5K - $13.7K
|
5.66K
$556K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-159- 47.46% |
$12.6K - $13.8K
|
176
$17.3K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-160- 5.14% |
$12.7K - $13.9K
|
2.95K
$290K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-165- 3.18% |
$13.1K - $14.3K
|
5.02K
$493K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$341K
|