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 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.72K+ 13.68% |
$403K - $473K
|
39.2K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.67K+ 7.01% |
$399K - $468K
|
71.2K
$7M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.56K+ 0.96% |
$389K - $457K
|
477K
$46.9M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.47K+ 0.69% |
$382K - $448K
|
652K
$64M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.33KNew |
$370K - $434K
|
4.33K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.1K+ 21.91% |
$351K - $411K
|
22.8K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.07KNew |
$348K - $408K
|
4.07K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.82K+ 92.18% |
$326K - $383K
|
7.96K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.78KNew |
$323K - $379K
|
3.78K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
3.77KNew |
$322K - $378K
|
3.77K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.72K+ 53.64% |
$318K - $373K
|
10.6K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.64K+ 1.74% |
$311K - $365K
|
213K
$20.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.62K+ 5.8% |
$309K - $363K
|
66.1K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.59K+ 4.2% |
$307K - $360K
|
89.1K
$8.75M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.57K+ 2.26% |
$305K - $358K
|
162K
$15.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.48K+ 6.29% |
$297K - $349K
|
58.8K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.46K+ 30.88% |
$295K - $347K
|
14.7K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.44KNew |
$294K - $345K
|
3.44K
$338K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.44K+ 33.5% |
$294K - $345K
|
13.7K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.4KNew |
$291K - $341K
|
3.4K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.34KNew |
$286K - $335K
|
3.34K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$278K - $327K
|
3.26K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.24KNew |
$277K - $324K
|
3.24K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.2K+ 14.88% |
$273K - $321K
|
24.7K
$2.43M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.14K+ 64.82% |
$268K - $315K
|
7.98K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.12KNew |
$267K - $313K
|
3.12K
$307K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.05KNew |
$261K - $306K
|
3.05K
$300K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3K+ 5.26% |
$256K - $301K
|
60K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3KNew |
$256K - $301K
|
3K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.98K+ 20.93% |
$255K - $299K
|
17.2K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.96K+ 23.21% |
$253K - $297K
|
15.7K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.9KNew |
$248K - $291K
|
2.9K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.86K+ 5.1% |
$244K - $286K
|
58.8K
$5.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.85KNew |
$244K - $286K
|
2.85K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.79K+ 8.76% |
$239K - $280K
|
34.7K
$3.41M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.79K+ 21.79% |
$238K - $279K
|
15.6K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.78K+ 0.97% |
$237K - $278K
|
290K
$28.5M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.72K+ 1.58% |
$233K - $273K
|
175K
$17.1M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.71K+ 17.81% |
$232K - $272K
|
17.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.69K+ 10.49% |
$230K - $269K
|
28.3K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.69K+ 1.15% |
$230K - $269K
|
237K
$23.3M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.69K+ 76.33% |
$230K - $269K
|
6.21K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.69KNew |
$229K - $269K
|
2.69K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.67K+ 1.85% |
$228K - $267K
|
147K
$14.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.59KNew |
$221K - $259K
|
2.59K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.57KNew |
$219K - $257K
|
2.57K
$252K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.51K+ 37.91% |
$215K - $252K
|
9.15K
$898K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$213K - $250K
|
2.5K
$245K
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.41K+ 2.47% |
$206K - $242K
|
100K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.41K+ 23.9% |
$206K - $242K
|
12.5K
$1.23M
|