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
|
Cx Institutional
|
SELL
|
- |
-41- 1.09% |
$3.5K - $4.11K
|
3.73K
$366K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 10.62% |
$3.5K - $4.11K
|
345
$33.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-42- 8.08% |
$3.59K - $4.21K
|
478
$46.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-42- 7.53% |
$3.59K - $4.21K
|
516
$50.7K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-44- 1.45% |
$3.76K - $4.41K
|
2.98K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-44- 1.54% |
$3.76K - $4.41K
|
2.81K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44- 46.81% |
$3.76K - $4.41K
|
50
$4.91K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-46- 0.81% |
$3.93K - $4.61K
|
5.63K
$553K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-50- 2.22% |
$4.27K - $5.01K
|
2.21K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 2.77% |
$4.27K - $5.01K
|
1.75K
$172K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 6.47% |
$4.27K - $5.01K
|
723
$71K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 2.69% |
$4.27K - $5.01K
|
1.81K
$177K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-50- 74.63% |
$4.27K - $5.01K
|
17
$1.67K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 8.33% |
$4.27K - $5.01K
|
550
$54K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 13.51% |
$4.27K - $5.01K
|
320
$31.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-51- 78.46% |
$4.36K - $5.11K
|
14
$1.37K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-53- 1.53% |
$4.53K - $5.31K
|
3.42K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-53- 1.18% |
$4.53K - $5.31K
|
4.44K
$436K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 13.27% |
$4.61K - $5.41K
|
353
$34.7K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-55- 0.4% |
$4.7K - $5.51K
|
13.6K
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-56- 22.58% |
$4.79K - $5.61K
|
192
$18.9K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-57- 0.24% |
$4.87K - $5.71K
|
23.4K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-58- 1.61% |
$4.96K - $5.81K
|
3.54K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-59- 0.68% |
$5.04K - $5.91K
|
8.64K
$848K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-59- 15.69% |
$5.04K - $5.91K
|
317
$31.1K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-60- 1.12% |
$5.13K - $6.01K
|
5.31K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 1.5% |
$5.21K - $6.11K
|
4.01K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-62- 1.15% |
$5.3K - $6.21K
|
5.31K
$522K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-63- 1.29% |
$5.38K - $6.31K
|
4.82K
$473K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-64- 1.94% |
$5.47K - $6.41K
|
3.23K
$317K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 2.5% |
$5.55K - $6.51K
|
2.54K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-65- 2.63% |
$5.55K - $6.51K
|
2.41K
$236K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-65- 0.44% |
$5.55K - $6.51K
|
14.8K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-67- 2.64% |
$5.73K - $6.71K
|
2.47K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-70- 0.96% |
$5.98K - $7.02K
|
7.25K
$712K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-72- 2.18% |
$6.15K - $7.22K
|
3.23K
$317K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-72- 2.64% |
$6.15K - $7.22K
|
2.66K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-72- 1.26% |
$6.15K - $7.22K
|
5.65K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-76- 3.36% |
$6.49K - $7.62K
|
2.18K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-78- 15.15% |
$6.67K - $7.82K
|
437
$42.9K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-79- 1.59% |
$6.75K - $7.92K
|
4.89K
$480K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 4.61% |
$6.84K - $8.02K
|
1.66K
$163K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-80- 3.24% |
$6.84K - $8.02K
|
2.39K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-82- 4.6% |
$7.01K - $8.22K
|
1.7K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-87- 1.43% |
$7.43K - $8.72K
|
6.01K
$590K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-89- 0.11% |
$7.61K - $8.92K
|
77.8K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-89- 0.69% |
$7.61K - $8.92K
|
12.9K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-90- 1.2% |
$7.69K - $9.02K
|
7.44K
$731K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-92- 22.12% |
$7.86K - $9.22K
|
324
$31.8K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-99- 20.5% |
$8.46K - $9.92K
|
384
$37.7K
|