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 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
541New |
$42.8K - $47K
|
541
$53.1K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
536+ 11.33% |
$42.4K - $46.6K
|
5.27K
$517K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
523+ 0.47% |
$41.4K - $45.5K
|
112K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
477+ 1.89% |
$37.7K - $41.5K
|
25.7K
$2.52M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
473+ 57.75% |
$37.4K - $41.1K
|
1.29K
$127K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
467+ 13.07% |
$36.9K - $40.6K
|
4.04K
$397K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
463+ 7.5% |
$36.6K - $40.2K
|
6.64K
$652K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
463+ 13.62% |
$36.6K - $40.2K
|
3.86K
$379K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
453+ 8.06% |
$35.8K - $39.4K
|
6.07K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
449+ 299.33% |
$35.5K - $39K
|
599
$58.8K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
447+ 9.75% |
$35.4K - $38.9K
|
5.03K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
437+ 0.28% |
$34.6K - $38K
|
159K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
427+ 10.99% |
$33.8K - $37.1K
|
4.31K
$424K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
425+ 0.78% |
$33.6K - $36.9K
|
55.1K
$5.41M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
420+ 120.69% |
$33.2K - $36.5K
|
768
$75.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
419+ 5.09% |
$33.1K - $36.4K
|
8.64K
$849K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
404+ 77.1% |
$32K - $35.1K
|
928
$91.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
404+ 392.23% |
$32K - $35.1K
|
507
$49.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
392+ 11.3% |
$31K - $34.1K
|
3.86K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
392+ 93.11% |
$31K - $34.1K
|
813
$79.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
384+ 7.28% |
$30.4K - $33.4K
|
5.66K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
380+ 3.99% |
$30.1K - $33K
|
9.91K
$974K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
362+ 8.67% |
$28.6K - $31.5K
|
4.54K
$445K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
341+ 5.18% |
$27K - $29.6K
|
6.92K
$680K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
322+ 1073.33% |
$25.5K - $28K
|
352
$34.6K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
320+ 1.62% |
$25.3K - $27.8K
|
20K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
312+ 2.91% |
$24.7K - $27.1K
|
11K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
311+ 8.91% |
$24.6K - $27K
|
3.8K
$373K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
284+ 0.84% |
$22.5K - $24.7K
|
34.3K
$3.37M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
282+ 1.33% |
$22.3K - $24.5K
|
21.5K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
262+ 2.86% |
$20.7K - $22.8K
|
9.42K
$925K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
259+ 6.79% |
$20.5K - $22.5K
|
4.07K
$400K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
247+ 202.46% |
$19.5K - $21.5K
|
369
$36.2K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
246+ 6.05% |
$19.5K - $21.4K
|
4.32K
$424K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
233+ 2.11% |
$18.4K - $20.3K
|
11.3K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
226+ 1.07% |
$17.9K - $19.6K
|
21.3K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
222+ 6.58% |
$17.6K - $19.3K
|
3.6K
$353K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
219+ 0.15% |
$17.3K - $19K
|
145K
$14.2M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
215+ 4.47% |
$17K - $18.7K
|
5.02K
$493K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
215+ 0.03% |
$17K - $18.7K
|
826K
$81.1M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
210+ 7.9% |
$16.6K - $18.3K
|
2.87K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.27% |
$15.8K - $17.4K
|
74.2K
$7.28M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200+ 44.44% |
$15.8K - $17.4K
|
650
$63.8K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$15.8K - $17.4K
|
200
$19.6K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
198+ 0.27% |
$15.7K - $17.2K
|
74.3K
$7.3M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
190+ 95.48% |
$15K - $16.5K
|
389
$38.2K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
170+ 2.73% |
$13.4K - $14.8K
|
6.39K
$627K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
168+ 2.2% |
$13.3K - $14.6K
|
7.82K
$768K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
164+ 3.98% |
$13K - $14.3K
|
4.29K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
163+ 11.92% |
$12.9K - $14.2K
|
1.53K
$150K
|