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 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-193- 0.41% |
$16.5K - $19.3K
|
46.9K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 5.31% |
$17.1K - $20K
|
3.57K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-201- 1.97% |
$17.2K - $20.1K
|
10K
$908K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-211- 0.27% |
$18K - $21.1K
|
77.5K
$7.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-211- 6.68% |
$18K - $21.1K
|
2.95K
$268K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-212- 8.0% |
$18.1K - $21.2K
|
2.44K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-215- 11.23% |
$18.4K - $21.5K
|
1.7K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-215- 5.39% |
$18.4K - $21.5K
|
3.78K
$343K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-216- 2.16% |
$18.5K - $21.6K
|
9.8K
$889K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-217- 1.62% |
$18.5K - $21.7K
|
13.2K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-219- 3.25% |
$18.7K - $21.9K
|
6.52K
$591K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-222- 1.29% |
$19K - $22.2K
|
17K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-236- 42.91% |
$20.2K - $23.7K
|
314
$28.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-239- 7.5% |
$20.4K - $24K
|
2.95K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-240- 7.97% |
$20.5K - $24.1K
|
2.77K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-241- 4.69% |
$20.6K - $24.2K
|
4.9K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-245- 5.36% |
$20.9K - $24.6K
|
4.33K
$393K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-248- 1.64% |
$21.2K - $24.9K
|
14.9K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-249- 4.68% |
$21.3K - $25K
|
5.07K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 33.56% |
$21.4K - $25.1K
|
495
$44.9K
|
|
|
Apr 01, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-250- 0.63% |
$21.4K - $25.1K
|
39.6K
$3.59M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-250- 7.14% |
$21.4K - $25.1K
|
3.25K
$295K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-253- 2.12% |
$21.6K - $25.4K
|
11.7K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-255- 6.95% |
$21.8K - $25.6K
|
3.42K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-255- 3.26% |
$21.8K - $25.6K
|
7.56K
$686K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-259- 71.35% |
$22.1K - $26K
|
104
$9.44K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-263- 0.99% |
$22.5K - $26.4K
|
26.3K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-265- 4.84% |
$22.6K - $26.6K
|
5.21K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-267- 9.47% |
$22.8K - $26.8K
|
2.55K
$232K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-275- 2.65% |
$23.5K - $27.6K
|
10.1K
$918K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-277- 8.45% |
$23.7K - $27.8K
|
3K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-282- 5.95% |
$24.1K - $28.3K
|
4.46K
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-289- 2.94% |
$24.7K - $29K
|
9.53K
$865K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-294- 6.51% |
$25.1K - $29.5K
|
4.22K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-299- 0.7% |
$25.5K - $30K
|
42.2K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-299- 8.92% |
$25.5K - $30K
|
3.05K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-300- 74.63% |
$25.6K - $30.1K
|
102
$9.26K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 6.02% |
$25.6K - $30.1K
|
4.69K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-304- 1.83% |
$26K - $30.5K
|
16.4K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-305- 7.94% |
$26.1K - $30.6K
|
3.54K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-316- 10.13% |
$27K - $31.7K
|
2.8K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-319- 2.2% |
$27.3K - $32K
|
14.2K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-319- 91.14% |
$27.3K - $32K
|
31
$2.81K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-325- 21.68% |
$27.8K - $32.6K
|
1.17K
$107K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-333- 10.27% |
$28.5K - $33.4K
|
2.91K
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-334- 6.87% |
$28.5K - $33.5K
|
4.53K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-335- 9.72% |
$28.6K - $33.6K
|
3.11K
$283K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-340- 0.47% |
$29.1K - $34.1K
|
71.3K
$6.48M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-340- 49.71% |
$29.1K - $34.1K
|
344
$31.2K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-349- 5.05% |
$29.8K - $35K
|
6.57K
$596K
|