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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.61% |
$85.5 - $100
|
163
$16K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.04% |
$85.5 - $100
|
2.54K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.82% |
$256 - $301
|
162
$15.9K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 60.0% |
$256 - $301
|
2
$196
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-3- 0.1% |
$256 - $301
|
2.95K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.19% |
$427 - $501
|
2.56K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-5- 0.1% |
$427 - $501
|
4.99K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.3% |
$684 - $802
|
2.66K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10- 0.42% |
$855 - $1K
|
2.39K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10- 1.58% |
$855 - $1K
|
623
$61.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 2.69% |
$940 - $1.1K
|
398
$39.1K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13- 0.34% |
$1.11K - $1.3K
|
3.81K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.32% |
$1.2K - $1.4K
|
4.39K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-15- 0.22% |
$1.28K - $1.5K
|
6.86K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16- 0.58% |
$1.37K - $1.6K
|
2.73K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-17- 0.15% |
$1.45K - $1.7K
|
11.6K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 54.84% |
$1.45K - $1.7K
|
14
$1.37K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-17- 0.02% |
$1.45K - $1.7K
|
83.8K
$8.23M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-17- 0.81% |
$1.45K - $1.7K
|
2.09K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-18- 8.29% |
$1.54K - $1.8K
|
199
$19.5K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-18- 22.22% |
$1.54K - $1.8K
|
63
$6.19K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20- 0.66% |
$1.71K - $2K
|
3.03K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.54% |
$1.71K - $2K
|
3.69K
$362K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-21- 0.87% |
$1.79K - $2.1K
|
2.4K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-21- 7.98% |
$1.79K - $2.1K
|
242
$23.8K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.47% |
$1.79K - $2.1K
|
4.44K
$436K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-21- 0.76% |
$1.79K - $2.1K
|
2.75K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-22- 0.3% |
$1.88K - $2.2K
|
7.38K
$725K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-23- 0.57% |
$1.97K - $2.31K
|
3.99K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-24- 3.77% |
$2.05K - $2.41K
|
612
$60.1K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-24- 0.78% |
$2.05K - $2.41K
|
3.04K
$298K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-24- 72.73% |
$2.05K - $2.41K
|
9
$884
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-26- 0.26% |
$2.22K - $2.61K
|
9.79K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-26- 1.77% |
$2.22K - $2.61K
|
1.44K
$141K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 1.09% |
$2.31K - $2.71K
|
2.46K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-27- 0.27% |
$2.31K - $2.71K
|
9.81K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-28- 1.18% |
$2.39K - $2.81K
|
2.35K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-30- 0.56% |
$2.56K - $3.01K
|
5.29K
$519K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 18.07% |
$2.56K - $3.01K
|
136
$13.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-30- 0.05% |
$2.56K - $3.01K
|
58.9K
$5.78M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-31- 0.18% |
$2.65K - $3.11K
|
17.7K
$1.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-32- 0.51% |
$2.73K - $3.21K
|
6.3K
$618K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-32- 1.05% |
$2.73K - $3.21K
|
3.02K
$296K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-33- 1.09% |
$2.82K - $3.31K
|
3K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-33- 2.15% |
$2.82K - $3.31K
|
1.51K
$148K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-34- 3.14% |
$2.91K - $3.41K
|
1.05K
$103K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-34- 3.41% |
$2.91K - $3.41K
|
963
$94.6K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-36- 0.47% |
$3.08K - $3.61K
|
7.7K
$756K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-37- 0.94% |
$3.16K - $3.71K
|
3.9K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.25K - $3.81K
|
38
$3.73K
|