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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
157+ 2.18% |
$12.4K - $13.6K
|
7.37K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
153+ 153.0% |
$12.1K - $13.3K
|
253
$24.8K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
150New |
$11.9K - $13K
|
150
$14.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
144New |
$11.4K - $12.5K
|
144
$14.1K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
142+ 1.7% |
$11.2K - $12.3K
|
8.48K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 5.23% |
$11.2K - $12.3K
|
2.86K
$281K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
137+ 1.92% |
$10.8K - $11.9K
|
7.26K
$712K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
136New |
$10.8K - $11.8K
|
136
$13.4K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
133+ 34.37% |
$10.5K - $11.6K
|
520
$51.1K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
132+ 0.12% |
$10.4K - $11.5K
|
114K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
116+ 0.34% |
$9.18K - $10.1K
|
34.1K
$3.35M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116+ 0.92% |
$9.18K - $10.1K
|
12.7K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
113+ 0.15% |
$8.94K - $9.82K
|
76.7K
$7.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
112+ 0.23% |
$8.86K - $9.74K
|
48.9K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
109+ 2.12% |
$8.62K - $9.48K
|
5.25K
$515K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
105+ 3.95% |
$8.31K - $9.13K
|
2.76K
$271K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
104+ 5.01% |
$8.23K - $9.04K
|
2.18K
$214K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
101+ 2.74% |
$7.99K - $8.78K
|
3.78K
$371K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
100+ 1.11% |
$7.91K - $8.69K
|
9.07K
$891K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$7.91K - $8.69K
|
100
$9.82K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.37% |
$7.91K - $8.69K
|
27K
$2.65M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
99+ 0.93% |
$7.83K - $8.61K
|
10.7K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
97+ 485.0% |
$7.67K - $8.43K
|
117
$11.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
88+ 3.26% |
$6.96K - $7.65K
|
2.79K
$274K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
85+ 3.23% |
$6.72K - $7.39K
|
2.72K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
85+ 0.31% |
$6.72K - $7.39K
|
27.8K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85New |
$6.72K - $7.39K
|
85
$8.35K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
77+ 2.79% |
$6.09K - $6.69K
|
2.83K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
73+ 0.64% |
$5.78K - $6.35K
|
11.4K
$1.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
71+ 157.78% |
$5.62K - $6.17K
|
116
$11.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
70+ 58.82% |
$5.54K - $6.09K
|
189
$18.6K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
69+ 156.82% |
$5.46K - $6K
|
113
$11.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67New |
$5.3K - $5.82K
|
67
$6.58K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
67New |
$5.3K - $5.82K
|
67
$6.58K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
66+ 1.34% |
$5.22K - $5.74K
|
5K
$491K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
66+ 0.48% |
$5.22K - $5.74K
|
13.8K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
64+ 0.73% |
$5.06K - $5.56K
|
8.88K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
61+ 1.09% |
$4.83K - $5.3K
|
5.63K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
60+ 1.39% |
$4.75K - $5.22K
|
4.38K
$430K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
60+ 2.13% |
$4.75K - $5.22K
|
2.88K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 1.88% |
$4.59K - $5.04K
|
3.14K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56+ 0.46% |
$4.43K - $4.87K
|
12.4K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
54+ 12.39% |
$4.27K - $4.69K
|
490
$48.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52New |
$4.11K - $4.52K
|
52
$5.11K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
46New |
$3.64K - $4K
|
46
$4.52K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 2.57% |
$3.32K - $3.65K
|
1.68K
$165K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
42+ 36.21% |
$3.32K - $3.65K
|
158
$15.5K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
41+ 11.88% |
$3.24K - $3.56K
|
386
$37.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
40+ 0.29% |
$3.16K - $3.48K
|
13.7K
$1.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 3.87% |
$3.09K - $3.39K
|
1.05K
$103K
|