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 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
13.7K+ 203.99% |
$1.17M - $1.37M
|
20.4K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.6K+ 250.39% |
$1.17M - $1.37M
|
19.1K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.1KNew |
$1.12M - $1.31M
|
13.1K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
13.1K+ 68.92% |
$1.12M - $1.31M
|
32K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
12.7K+ 173.66% |
$1.09M - $1.27M
|
20K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
12.7K+ 8.14% |
$1.09M - $1.27M
|
169K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.8KNew |
$1.01M - $1.18M
|
11.8K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
11.6K+ 1.1% |
$987K - $1.16M
|
1.06M
$105M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
11.3K+ 0.52% |
$967K - $1.13M
|
2.2M
$216M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11.3K+ 2.73% |
$966K - $1.13M
|
426K
$41.8M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
11.1K+ 294.55% |
$946K - $1.11M
|
14.8K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11K+ 60.03% |
$938K - $1.1M
|
29.3K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.8K+ 42.5% |
$919K - $1.08M
|
36K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
10.3K+ 1.09% |
$879K - $1.03M
|
955K
$93.8M
|
|
|
May 15, 2024
Q1 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$871K - $1.02M
|
10.2K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10KNew |
$858K - $1.01M
|
10K
$986K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
9.88KNew |
$844K - $990K
|
9.88K
$970K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.71KNew |
$830K - $973K
|
9.71K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.21K+ 12.74% |
$787K - $923K
|
81.5K
$8M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.15K+ 0.91% |
$781K - $917K
|
1.01M
$99.1M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.12K+ 35.44% |
$779K - $914K
|
34.9K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.06KNew |
$775K - $908K
|
9.06K
$890K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.97K+ 15.3% |
$766K - $899K
|
67.6K
$6.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.78K+ 94.94% |
$750K - $880K
|
18K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.6KNew |
$735K - $862K
|
8.6K
$844K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.57KNew |
$732K - $859K
|
8.57K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.36K+ 49.46% |
$714K - $837K
|
25.3K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
8.33K+ 360.34% |
$712K - $835K
|
10.6K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.81K+ 21.0% |
$667K - $782K
|
45K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
7.5K+ 0.76% |
$641K - $751K
|
991K
$97.3M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
7.43K+ 15.44% |
$635K - $745K
|
55.6K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.41K+ 33.41% |
$633K - $743K
|
29.6K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.17K+ 14.4% |
$613K - $718K
|
57K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
6.87K+ 0.41% |
$587K - $689K
|
1.7M
$167M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.68K+ 25.56% |
$571K - $669K
|
32.8K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
6.62K+ 3.12% |
$565K - $663K
|
218K
$21.4M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
6.49K+ 15.44% |
$555K - $651K
|
48.5K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.17KNew |
$527K - $618K
|
6.17K
$606K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.15K+ 2.2% |
$526K - $616K
|
286K
$28.1M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.09K+ 3.75% |
$520K - $610K
|
169K
$16.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.06KNew |
$517K - $607K
|
6.06K
$595K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.94K+ 11.44% |
$508K - $596K
|
57.9K
$5.69M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.76KNew |
$493K - $578K
|
5.76K
$566K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
5.52K+ 25.54% |
$472K - $553K
|
27.1K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.4K+ 41.28% |
$461K - $541K
|
18.5K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.19K+ 321.97% |
$443K - $520K
|
6.8K
$668K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.01K+ 24.97% |
$428K - $502K
|
25.1K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.91K+ 19.22% |
$419K - $492K
|
30.5K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
4.8K+ 5.23% |
$410K - $481K
|
96.5K
$9.48M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.76K+ 1.67% |
$407K - $477K
|
290K
$28.5M
|