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 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-352- 2.9% |
$27.8K - $30.6K
|
11.8K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-361- 66.24% |
$28.6K - $31.4K
|
184
$18.1K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-362Closed |
$28.6K - $31.5K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-365- 8.74% |
$28.9K - $31.7K
|
3.81K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-381- 1.43% |
$30.1K - $33.1K
|
26.3K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-397- 4.36% |
$31.4K - $34.5K
|
8.72K
$856K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-400- 2.34% |
$31.6K - $34.8K
|
16.7K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-400- 3.47% |
$31.6K - $34.8K
|
11.1K
$1.09M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-421- 45.37% |
$33.3K - $36.6K
|
507
$49.8K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-421- 7.0% |
$33.3K - $36.6K
|
5.59K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-423- 0.9% |
$33.5K - $36.8K
|
46.7K
$4.59M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-425- 8.12% |
$33.6K - $36.9K
|
4.81K
$472K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-426- 10.68% |
$33.7K - $37K
|
3.56K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-432- 9.41% |
$34.2K - $37.6K
|
4.16K
$408K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-438- 7.48% |
$34.7K - $38.1K
|
5.42K
$532K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-445- 10.19% |
$35.2K - $38.7K
|
3.92K
$385K
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-445- 1.22% |
$35.2K - $38.7K
|
36.2K
$3.55M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-450- 50.11% |
$35.6K - $39.1K
|
448
$44K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-450- 50.11% |
$35.6K - $39.1K
|
448
$44K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-450- 7.16% |
$35.6K - $39.1K
|
5.83K
$573K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-450- 12.77% |
$35.6K - $39.1K
|
3.07K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-455- 1.76% |
$36K - $39.6K
|
25.4K
$2.49M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-469- 2.58% |
$37.1K - $40.8K
|
17.7K
$1.74M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-480- 13.79% |
$38K - $41.7K
|
3K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-487- 60.95% |
$38.5K - $42.3K
|
312
$30.6K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-492- 7.39% |
$38.9K - $42.8K
|
6.17K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-493- 1.4% |
$39K - $42.9K
|
34.8K
$3.42M
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-500- 6.39% |
$39.6K - $43.5K
|
7.33K
$719K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 8.3% |
$39.6K - $43.5K
|
5.52K
$542K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-500- 27.32% |
$39.6K - $43.5K
|
1.33K
$131K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-503- 12.01% |
$39.8K - $43.7K
|
3.69K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-513- 11.48% |
$40.6K - $44.6K
|
3.96K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-514- 9.55% |
$40.7K - $44.7K
|
4.87K
$478K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-520- 38.81% |
$41.1K - $45.2K
|
820
$80.5K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-521- 4.3% |
$41.2K - $45.3K
|
11.6K
$1.14M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-525- 55.44% |
$41.5K - $45.6K
|
422
$41.4K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-529- 4.19% |
$41.8K - $46K
|
12.1K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-534- 10.67% |
$42.2K - $46.4K
|
4.47K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-540- 13.94% |
$42.7K - $46.9K
|
3.33K
$327K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-562- 7.21% |
$44.5K - $48.9K
|
7.24K
$711K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-581- 4.6% |
$46K - $50.5K
|
12.1K
$1.18M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-581- 4.6% |
$46K - $50.5K
|
12.1K
$1.18M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-587- 10.93% |
$46.4K - $51K
|
4.78K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-589- 1.64% |
$46.6K - $51.2K
|
35.2K
$3.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-592- 8.35% |
$46.8K - $51.5K
|
6.5K
$638K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-594- 10.95% |
$47K - $51.6K
|
4.83K
$474K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 51.06% |
$47.5K - $52.2K
|
575
$56.5K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-600- 7.93% |
$47.5K - $52.2K
|
6.97K
$684K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 3.01% |
$47.5K - $52.2K
|
19.3K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-601- 2.02% |
$47.5K - $52.2K
|
29.1K
$2.86M
|