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 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-159- 47.46% |
$12.6K - $13.8K
|
176
$17K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-160- 5.14% |
$12.7K - $13.9K
|
2.95K
$285K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$336K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-165- 3.18% |
$13.1K - $14.3K
|
5.02K
$485K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-170- 0.53% |
$13.4K - $14.8K
|
32.2K
$3.11M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-177- 5.73% |
$14K - $15.4K
|
2.91K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-185- 4.72% |
$14.6K - $16.1K
|
3.74K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-191- 4.42% |
$15.1K - $16.6K
|
4.13K
$400K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-193- 3.8% |
$15.3K - $16.8K
|
4.89K
$473K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-195- 2.87% |
$15.4K - $17K
|
6.6K
$638K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-195- 4.35% |
$15.4K - $17K
|
4.29K
$415K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-198- 5.64% |
$15.7K - $17.2K
|
3.31K
$320K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-200- 34.13% |
$15.8K - $17.4K
|
386
$37.3K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 7.42% |
$15.8K - $17.4K
|
2.5K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-200- 8.44% |
$15.8K - $17.4K
|
2.17K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-200- 4.32% |
$15.8K - $17.4K
|
4.43K
$429K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-205- 4.26% |
$16.2K - $17.8K
|
4.61K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-208- 1.55% |
$16.5K - $18.1K
|
13.2K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-212- 8.0% |
$16.8K - $18.4K
|
2.44K
$236K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-213- 3.81% |
$16.9K - $18.5K
|
5.37K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-214- 4.49% |
$16.9K - $18.6K
|
4.56K
$440K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-223- 0.11% |
$17.6K - $19.4K
|
204K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-224- 5.65% |
$17.7K - $19.5K
|
3.74K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-232- 4.58% |
$18.4K - $20.2K
|
4.84K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-236- 0.71% |
$18.7K - $20.5K
|
32.8K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-241- 5.4% |
$19.1K - $21K
|
4.22K
$408K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-241- 5.27% |
$19.1K - $21K
|
4.34K
$419K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-247- 3.66% |
$19.5K - $21.5K
|
6.5K
$628K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-250- 8.34% |
$19.8K - $21.7K
|
2.75K
$266K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-251- 0.53% |
$19.9K - $21.8K
|
47.4K
$4.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-254- 1.44% |
$20.1K - $22.1K
|
17.3K
$1.67M
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-256- 7.54% |
$20.3K - $22.3K
|
3.14K
$303K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-257- 49.14% |
$20.3K - $22.3K
|
266
$25.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
SELL
|
- |
-282- 0.97% |
$22.3K - $24.5K
|
28.9K
$2.79M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-285- 4.24% |
$22.5K - $24.8K
|
6.43K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-285- 6.5% |
$22.5K - $24.8K
|
4.1K
$396K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-288- 6.02% |
$22.8K - $25K
|
4.5K
$435K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-290- 0.26% |
$22.9K - $25.2K
|
111K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-298- 1.98% |
$23.6K - $25.9K
|
14.8K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-300- 36.28% |
$23.7K - $26.1K
|
527
$50.9K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-300- 49.42% |
$23.7K - $26.1K
|
307
$29.7K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-300- 5.27% |
$23.7K - $26.1K
|
5.4K
$522K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-300- 3.86% |
$23.7K - $26.1K
|
7.48K
$723K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-300- 66.37% |
$23.7K - $26.1K
|
152
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-302- 7.55% |
$23.9K - $26.3K
|
3.7K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-304- 6.1% |
$24K - $26.4K
|
4.68K
$452K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-307- 7.4% |
$24.3K - $26.7K
|
3.84K
$372K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-312- 2.08% |
$24.7K - $27.1K
|
14.7K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-318- 7.05% |
$25.2K - $27.6K
|
4.19K
$405K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-319- 0.84% |
$25.2K - $27.7K
|
37.5K
$3.62M
|