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 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 18.07% |
$2.56K - $3.01K
|
136
$13.5K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-30- 0.56% |
$2.56K - $3.01K
|
5.29K
$525K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-31- 0.18% |
$2.65K - $3.11K
|
17.7K
$1.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-32- 0.51% |
$2.73K - $3.21K
|
6.3K
$625K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-32- 1.05% |
$2.73K - $3.21K
|
3.02K
$300K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-33- 2.15% |
$2.82K - $3.31K
|
1.51K
$150K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-33- 1.09% |
$2.82K - $3.31K
|
3K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-34- 3.41% |
$2.91K - $3.41K
|
963
$95.7K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-34- 3.14% |
$2.91K - $3.41K
|
1.05K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-36- 0.47% |
$3.08K - $3.61K
|
7.7K
$765K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-37- 0.94% |
$3.16K - $3.71K
|
3.9K
$387K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.25K - $3.81K
|
38
$3.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-41- 1.09% |
$3.5K - $4.11K
|
3.73K
$370K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 10.62% |
$3.5K - $4.11K
|
345
$34.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-42- 8.08% |
$3.59K - $4.21K
|
478
$47.5K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-42- 7.53% |
$3.59K - $4.21K
|
516
$51.3K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-44- 1.45% |
$3.76K - $4.41K
|
2.98K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44- 46.81% |
$3.76K - $4.41K
|
50
$4.97K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-44- 1.65% |
$3.76K - $4.41K
|
2.62K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-44- 1.54% |
$3.76K - $4.41K
|
2.81K
$279K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-46- 0.81% |
$3.93K - $4.61K
|
5.63K
$559K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-50- 2.22% |
$4.27K - $5.01K
|
2.21K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-50- 74.63% |
$4.27K - $5.01K
|
17
$1.69K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 6.47% |
$4.27K - $5.01K
|
723
$71.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 2.77% |
$4.27K - $5.01K
|
1.75K
$174K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 13.51% |
$4.27K - $5.01K
|
320
$31.8K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 8.33% |
$4.27K - $5.01K
|
550
$54.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 2.69% |
$4.27K - $5.01K
|
1.81K
$180K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-51- 78.46% |
$4.36K - $5.11K
|
14
$1.39K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-53- 1.53% |
$4.53K - $5.31K
|
3.42K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-53- 1.18% |
$4.53K - $5.31K
|
4.44K
$441K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 13.27% |
$4.61K - $5.41K
|
353
$35.1K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-55- 0.4% |
$4.7K - $5.51K
|
13.6K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-56- 22.58% |
$4.79K - $5.61K
|
192
$19.1K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-57- 0.24% |
$4.87K - $5.71K
|
23.4K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-58- 1.61% |
$4.96K - $5.81K
|
3.54K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-59- 0.68% |
$5.04K - $5.91K
|
8.64K
$858K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-59- 15.69% |
$5.04K - $5.91K
|
317
$31.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-60- 1.12% |
$5.13K - $6.01K
|
5.31K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 1.5% |
$5.21K - $6.11K
|
4.01K
$398K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-62- 1.15% |
$5.3K - $6.21K
|
5.31K
$528K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-63- 1.29% |
$5.38K - $6.31K
|
4.82K
$479K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-64- 1.94% |
$5.47K - $6.41K
|
3.23K
$321K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-65- 0.44% |
$5.55K - $6.51K
|
14.8K
$1.47M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 2.5% |
$5.55K - $6.51K
|
2.54K
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-65- 2.63% |
$5.55K - $6.51K
|
2.41K
$239K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-65- 0.18% |
$5.55K - $6.51K
|
35.5K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-67- 2.64% |
$5.73K - $6.71K
|
2.47K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-70- 0.96% |
$5.98K - $7.02K
|
7.25K
$720K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-72- 1.26% |
$6.15K - $7.22K
|
5.65K
$561K
|