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 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
37+ 0.24% |
$2.93K - $3.22K
|
15.4K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
36+ 0.23% |
$2.85K - $3.13K
|
15.5K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
36+ 4.24% |
$2.85K - $3.13K
|
885
$86.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
35+ 0.78% |
$2.77K - $3.04K
|
4.53K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34+ 1.07% |
$2.69K - $2.96K
|
3.21K
$315K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
32+ 0.53% |
$2.53K - $2.78K
|
6.03K
$593K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 30.69% |
$2.45K - $2.69K
|
132
$13K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 1.34% |
$2.45K - $2.69K
|
2.34K
$230K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 44.12% |
$2.37K - $2.61K
|
98
$9.62K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 59.57% |
$2.22K - $2.43K
|
75
$7.37K
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
25+ 0.55% |
$1.98K - $2.17K
|
4.57K
$449K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.71% |
$1.9K - $2.09K
|
671
$65.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
24+ 0.07% |
$1.9K - $2.09K
|
34.2K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
23+ 121.05% |
$1.82K - $2K
|
42
$4.12K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20New |
$1.58K - $1.74K
|
20
$1.96K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 2000.0% |
$1.58K - $1.74K
|
21
$2.06K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18+ 0.22% |
$1.42K - $1.56K
|
8.17K
$803K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
17+ 0.28% |
$1.34K - $1.48K
|
5.99K
$588K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 6.59% |
$1.34K - $1.48K
|
275
$27K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15New |
$1.19K - $1.3K
|
15
$1.47K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.3% |
$1.19K - $1.3K
|
4.96K
$487K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 5.45% |
$1.19K - $1.3K
|
290
$28.5K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$1.19K - $1.3K
|
2.12K
$208K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
14New |
$1.11K - $1.22K
|
14
$1.37K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$1.11K - $1.22K
|
14
$1.37K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13+ 0.28% |
$1.03K - $1.13K
|
4.73K
$464K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
13+ 32.5% |
$1.03K - $1.13K
|
53
$5.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 2.21% |
$1.03K - $1.13K
|
602
$59.1K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12+ 0.08% |
$949 - $1.04K
|
15.2K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.34% |
$949 - $1.04K
|
3.56K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12+ 0.2% |
$949 - $1.04K
|
5.87K
$576K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.09% |
$949 - $1.04K
|
13.4K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11New |
$870 - $956
|
11
$1.08K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
11+ 0.36% |
$870 - $956
|
3.1K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10+ 0.3% |
$791 - $869
|
3.31K
$325K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7+ 0.24% |
$554 - $609
|
2.93K
$287K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 0.23% |
$554 - $609
|
3.05K
$300K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.68% |
$475 - $522
|
893
$87.7K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6+ 0.63% |
$475 - $522
|
966
$94.9K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5+ 0.12% |
$396 - $435
|
4.26K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.05% |
$396 - $435
|
11.1K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 1.25% |
$396 - $435
|
405
$39.8K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
5New |
$396 - $435
|
5
$491
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.31% |
$237 - $261
|
977
$95.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.05% |
$158 - $174
|
4.43K
$435K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$158 - $174
|
2
$196
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.33% |
$158 - $174
|
600
$58.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.04% |
$158 - $174
|
5.22K
$513K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 3.28% |
$158 - $174
|
63
$6.19K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$79.1 - $86.9
|
416
$40.9K
|