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 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-392- 2.73% |
$33.5K - $39.3K
|
13.9K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-394- 16.16% |
$33.7K - $39.5K
|
2.04K
$201K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-409- 4.43% |
$34.9K - $41K
|
8.83K
$867K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-410- 2.37% |
$35K - $41.1K
|
16.9K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-418- 99.52% |
$35.7K - $41.9K
|
2
$196
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-420- 3.15% |
$35.9K - $42.1K
|
12.9K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-432- 4.24% |
$36.9K - $43.3K
|
9.75K
$958K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-434- 13.62% |
$37.1K - $43.5K
|
2.75K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-448- 14.82% |
$38.3K - $44.9K
|
2.58K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-450- 16.36% |
$38.5K - $45.1K
|
2.3K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-474- 15.1% |
$40.5K - $47.5K
|
2.67K
$262K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-475- 8.82% |
$40.6K - $47.6K
|
4.91K
$482K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-477- 13.89% |
$40.8K - $47.8K
|
2.96K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-482- 8.61% |
$41.2K - $48.3K
|
5.12K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-483- 1.35% |
$41.3K - $48.4K
|
35.2K
$3.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-519- 4.32% |
$44.3K - $52K
|
11.5K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-522- 1.79% |
$44.6K - $52.3K
|
28.6K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-546- 18.19% |
$46.7K - $54.7K
|
2.46K
$241K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-548- 5.03% |
$46.8K - $54.9K
|
10.3K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-565- 2.0% |
$48.3K - $56.6K
|
27.7K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-593- 7.8% |
$50.7K - $59.4K
|
7.01K
$688K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-613- 0.68% |
$52.4K - $61.4K
|
89K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-624- 9.48% |
$53.3K - $62.5K
|
5.96K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-625- 1.82% |
$53.4K - $62.6K
|
33.7K
$3.31M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-628- 6.24% |
$53.7K - $62.9K
|
9.44K
$927K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-650- 22.03% |
$55.5K - $65.1K
|
2.3K
$226K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-703- 3.49% |
$60.1K - $70.5K
|
19.4K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-707- 0.78% |
$60.4K - $70.9K
|
89.5K
$8.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-724- 19.36% |
$61.9K - $72.6K
|
3.02K
$296K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-748- 48.76% |
$63.9K - $75K
|
786
$77.2K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-764- 1.71% |
$65.3K - $76.6K
|
43.9K
$4.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-779- 9.27% |
$66.6K - $78.1K
|
7.63K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-800- 13.33% |
$68.4K - $80.2K
|
5.2K
$511K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-817- 9.0% |
$69.8K - $81.9K
|
8.26K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-849- 0.27% |
$72.5K - $85.1K
|
319K
$31.3M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-888- 3.04% |
$75.9K - $89K
|
28.3K
$2.78M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-891- 58.58% |
$76.1K - $89.3K
|
630
$61.9K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.8% |
$76.9K - $90.2K
|
111K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-911- 48.0% |
$77.8K - $91.3K
|
987
$96.9K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-934- 16.43% |
$79.8K - $93.6K
|
4.75K
$466K
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-945- 1.66% |
$80.8K - $94.7K
|
55.8K
$5.48M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-947- 1.35% |
$80.9K - $94.9K
|
69K
$6.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-969- 18.91% |
$82.8K - $97.1K
|
4.16K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-976- 11.03% |
$83.4K - $97.8K
|
7.88K
$773K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-983- 10.94% |
$84K - $98.5K
|
8K
$786K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-994- 3.8% |
$84.9K - $99.6K
|
25.2K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.05K- 46.56% |
$89.7K - $105K
|
1.21K
$118K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.07K- 18.82% |
$91.4K - $107K
|
4.62K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.1K- 19.89% |
$94K - $110K
|
4.43K
$435K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 4.45% |
$94K - $110K
|
23.6K
$2.32M
|