Purchases and Sales Made in Q1 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q1 2024. 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 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.03% |
$85.5 - $100
|
2.99K
$297K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$85.5 - $100
|
267
$26.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.09% |
$85.5 - $100
|
1.14K
$113K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.37% |
$85.5 - $100
|
270
$26.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.04% |
$85.5 - $100
|
2.34K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.38% |
$85.5 - $100
|
266
$26.4K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.04% |
$85.5 - $100
|
2.84K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.0% |
$85.5 - $100
|
24
$2.38K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.04% |
$85.5 - $100
|
2.54K
$253K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.07% |
$85.5 - $100
|
1.36K
$135K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.61% |
$85.5 - $100
|
163
$16.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.02% |
$85.5 - $100
|
4.8K
$477K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$256 - $301
|
2
$199
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-3- 0.1% |
$256 - $301
|
2.95K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.82% |
$256 - $301
|
162
$16.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.19% |
$427 - $501
|
2.56K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-5- 0.1% |
$427 - $501
|
4.99K
$496K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.3% |
$684 - $802
|
2.66K
$264K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10- 0.42% |
$855 - $1K
|
2.39K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10- 1.58% |
$855 - $1K
|
623
$61.9K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 0.21% |
$940 - $1.1K
|
5.29K
$525K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 2.69% |
$940 - $1.1K
|
398
$39.5K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13- 0.34% |
$1.11K - $1.3K
|
3.81K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.32% |
$1.2K - $1.4K
|
4.39K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-15- 0.22% |
$1.28K - $1.5K
|
6.86K
$681K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16- 0.58% |
$1.37K - $1.6K
|
2.73K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-17- 0.15% |
$1.45K - $1.7K
|
11.6K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 54.84% |
$1.45K - $1.7K
|
14
$1.39K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-17- 0.81% |
$1.45K - $1.7K
|
2.09K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-17- 0.02% |
$1.45K - $1.7K
|
83.8K
$8.32M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-18- 22.22% |
$1.54K - $1.8K
|
63
$6.26K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-18- 8.29% |
$1.54K - $1.8K
|
199
$19.8K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.54% |
$1.71K - $2K
|
3.69K
$366K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20- 0.66% |
$1.71K - $2K
|
3.03K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.47% |
$1.79K - $2.1K
|
4.44K
$441K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-21- 0.87% |
$1.79K - $2.1K
|
2.4K
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-21- 0.76% |
$1.79K - $2.1K
|
2.75K
$273K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-21- 7.98% |
$1.79K - $2.1K
|
242
$24K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-22- 0.3% |
$1.88K - $2.2K
|
7.38K
$734K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-23- 0.57% |
$1.97K - $2.31K
|
3.99K
$396K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-24- 72.73% |
$2.05K - $2.41K
|
9
$894
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-24- 3.77% |
$2.05K - $2.41K
|
612
$60.8K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-24- 0.78% |
$2.05K - $2.41K
|
3.04K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-26- 0.26% |
$2.22K - $2.61K
|
9.79K
$972K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-26- 1.77% |
$2.22K - $2.61K
|
1.44K
$143K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-27- 0.27% |
$2.31K - $2.71K
|
9.81K
$975K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 1.09% |
$2.31K - $2.71K
|
2.46K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-28- 1.18% |
$2.39K - $2.81K
|
2.35K
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-30- 0.05% |
$2.56K - $3.01K
|
58.9K
$5.85M
|