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 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.19K- 2.86% |
$272K - $319K
|
108K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 11.48% |
$273K - $320K
|
24.6K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 81.64% |
$277K - $325K
|
729
$71.6K
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-3.25K- 80.22% |
$277K - $325K
|
800
$78.6K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.29K- 4.66% |
$281K - $329K
|
67.3K
$6.61M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-3.36K- 17.31% |
$287K - $337K
|
16.1K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.38K- 8.08% |
$288K - $338K
|
38.4K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.63K- 2.14% |
$310K - $364K
|
166K
$16.3M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.68K- 3.67% |
$314K - $368K
|
96.5K
$9.47M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.89K- 10.99% |
$332K - $389K
|
31.5K
$3.09M
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-3.97K- 14.56% |
$340K - $398K
|
23.3K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.04K- 1.76% |
$345K - $405K
|
226K
$22.2M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.1K- 16.59% |
$350K - $411K
|
20.6K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.45K- 7.48% |
$381K - $446K
|
55.1K
$5.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-4.6K- 6.32% |
$393K - $461K
|
68.3K
$6.7M
|
|
|
May 14, 2024
Q1 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-4.63K- 4.87% |
$396K - $464K
|
90.4K
$8.88M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.65K- 9.39% |
$398K - $466K
|
44.9K
$4.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.81K- 17.33% |
$411K - $482K
|
22.9K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4.97K- 89.87% |
$425K - $498K
|
560
$55K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5.52K- 27.06% |
$472K - $553K
|
14.9K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.65K- 3.52% |
$483K - $567K
|
155K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.86K- 17.47% |
$500K - $587K
|
27.7K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.05K- 46.86% |
$517K - $606K
|
6.86K
$674K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.13K- 5.71% |
$524K - $614K
|
101K
$9.94M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.14K- 2.03% |
$525K - $616K
|
296K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-6.43K- 73.96% |
$550K - $645K
|
2.27K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.45K- 54.99% |
$551K - $647K
|
5.28K
$519K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.54K- 5.22% |
$559K - $656K
|
119K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.69K- 2.96% |
$571K - $670K
|
219K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.73K- 9.55% |
$575K - $675K
|
63.8K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.05K- 12.27% |
$603K - $707K
|
50.4K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-7.08K- 55.82% |
$605K - $709K
|
5.6K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7.32K- 42.12% |
$626K - $734K
|
10.1K
$988K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-7.47K- 34.16% |
$639K - $749K
|
14.4K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.54K- 5.17% |
$644K - $756K
|
138K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.86K- 0.32% |
$672K - $788K
|
2.42M
$238M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-9.35K- 12.24% |
$799K - $937K
|
67.1K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-9.43K- 66.66% |
$806K - $945K
|
4.72K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.45K- 1.83% |
$808K - $947K
|
506K
$49.7M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.9K- 47.6% |
$846K - $992K
|
10.9K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.1K- 5.08% |
$860K - $1.01M
|
188K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.2K- 19.82% |
$870K - $1.02M
|
41.2K
$4.05M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-11.2K- 12.82% |
$958K - $1.12M
|
76.3K
$7.49M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.4K- 46.91% |
$976K - $1.14M
|
12.9K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-11.5K- 25.16% |
$979K - $1.15M
|
34.1K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.7K- 11.93% |
$1M - $1.18M
|
86.7K
$8.52M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-11.8K- 5.6% |
$1.01M - $1.18M
|
199K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.9K- 22.59% |
$1.02M - $1.19M
|
40.8K
$4.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-12K- 10.55% |
$1.02M - $1.2M
|
102K
$9.98M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-12.6K- 43.68% |
$1.07M - $1.26M
|
16.2K
$1.59M
|