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
|
North Rock Partners, LLC
|
BUY
|
- |
2.4KNew |
$205K - $241K
|
2.4K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.39K+ 3.81% |
$204K - $240K
|
65.2K
$6.4M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.39KNew |
$204K - $239K
|
2.39K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.36K+ 3.93% |
$202K - $237K
|
62.3K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 3.46% |
$196K - $230K
|
68.4K
$6.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.26K+ 0.48% |
$193K - $226K
|
469K
$46M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.25KNew |
$192K - $226K
|
2.25K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.23K+ 5.13% |
$191K - $224K
|
45.7K
$4.49M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.22KNew |
$190K - $222K
|
2.22K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
2.2K+ 0.12% |
$188K - $220K
|
1.88M
$185M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.19KNew |
$187K - $219K
|
2.19K
$215K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.18K+ 52.54% |
$186K - $218K
|
6.33K
$621K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.16K+ 8.02% |
$185K - $216K
|
29.1K
$2.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.16KNew |
$184K - $216K
|
2.16K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.15K+ 28.66% |
$184K - $216K
|
9.66K
$948K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.15KNew |
$184K - $216K
|
2.15K
$211K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.14K+ 1.71% |
$183K - $215K
|
128K
$12.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.14K+ 6.77% |
$183K - $214K
|
33.7K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.13KNew |
$182K - $214K
|
2.13K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.13KNew |
$182K - $213K
|
2.13K
$209K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.12K+ 121.16% |
$181K - $213K
|
3.88K
$381K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2.12KNew |
$181K - $213K
|
2.12K
$209K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.12KNew |
$181K - $213K
|
2.12K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.11KNew |
$180K - $212K
|
2.11K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$180K - $212K
|
2.11K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.1KNew |
$179K - $210K
|
2.1K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.1KNew |
$179K - $210K
|
2.1K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.09KNew |
$179K - $210K
|
2.09K
$206K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.08K+ 0.99% |
$178K - $209K
|
213K
$20.9M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.08KNew |
$177K - $208K
|
2.08K
$204K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.06K+ 18.3% |
$176K - $206K
|
13.3K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
2.06KNew |
$176K - $206K
|
2.06K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.05K+ 20.31% |
$176K - $206K
|
12.2K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.05K+ 1.14% |
$175K - $206K
|
183K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.04KNew |
$174K - $204K
|
2.04K
$200K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.03KNew |
$174K - $204K
|
2.03K
$199K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.02K+ 83.53% |
$173K - $203K
|
4.45K
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.02KNew |
$173K - $202K
|
2.02K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$173K - $202K
|
2.02K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.01K+ 19.05% |
$172K - $202K
|
12.6K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2KNew |
$171K - $200K
|
2K
$196K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.96K+ 13.81% |
$167K - $196K
|
16.1K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.94K+ 74.3% |
$166K - $195K
|
4.56K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.93K+ 31.63% |
$165K - $194K
|
8.05K
$790K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.93K+ 22.23% |
$165K - $194K
|
10.6K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.89K+ 388.91% |
$162K - $190K
|
2.38K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
1.84K+ 3.78% |
$157K - $184K
|
50.4K
$4.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 1.16% |
$149K - $175K
|
153K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.74K+ 8.11% |
$148K - $174K
|
23.1K
$2.27M
|