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 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.73K+ 1.42% |
$148K - $173K
|
123K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.67K+ 17.4% |
$143K - $168K
|
11.3K
$1.11M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.63K+ 2.07% |
$139K - $164K
|
80.4K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.62K+ 3.43% |
$139K - $163K
|
49K
$4.81M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.6K+ 14.06% |
$137K - $161K
|
13K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.6K+ 1.38% |
$137K - $161K
|
117K
$11.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 7.14% |
$133K - $156K
|
23.4K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.55K+ 4.31% |
$132K - $155K
|
37.5K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.5K+ 4.65% |
$128K - $150K
|
33.7K
$3.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.48K+ 8.29% |
$126K - $148K
|
19.3K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$123K - $145K
|
1.44K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.43K+ 3.42% |
$122K - $144K
|
43.3K
$4.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.42K+ 15.61% |
$122K - $143K
|
10.5K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41K+ 27.84% |
$120K - $141K
|
6.45K
$634K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.39K+ 3.69% |
$119K - $140K
|
39.2K
$3.85M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.37K+ 26.1% |
$117K - $137K
|
6.62K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.32KNew |
$113K - $132K
|
1.32K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 54.14% |
$109K - $128K
|
3.63K
$356K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.26K+ 0.69% |
$108K - $126K
|
185K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.26K+ 9.71% |
$107K - $126K
|
14.2K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
1.25K+ 13.68% |
$107K - $125K
|
10.4K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.24K+ 3.26% |
$106K - $124K
|
39.1K
$3.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.19K+ 1.05% |
$101K - $119K
|
114K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.19KNew |
$101K - $119K
|
1.19K
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.18K+ 6.62% |
$101K - $118K
|
19K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.16K+ 2.43% |
$99.1K - $116K
|
48.8K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 7.05% |
$94K - $110K
|
16.7K
$1.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.1K+ 0.74% |
$93.8K - $110K
|
149K
$14.6M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.09K+ 19.7% |
$93K - $109K
|
6.61K
$649K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 15.31% |
$91.3K - $107K
|
8.05K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.03KNew |
$87.6K - $103K
|
1.03K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
995New |
$85K - $99.7K
|
995
$97.7K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
936+ 11.39% |
$80K - $93.8K
|
9.16K
$899K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
923+ 0.62% |
$78.9K - $92.5K
|
150K
$14.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
921+ 30.08% |
$78.7K - $92.3K
|
3.98K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
920+ 15.82% |
$78.6K - $92.2K
|
6.74K
$661K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
896+ 38.89% |
$76.6K - $89.8K
|
3.2K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
849+ 912.9% |
$72.5K - $85.1K
|
942
$92.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
818+ 0.99% |
$69.9K - $82K
|
83.7K
$8.22M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
796+ 21.19% |
$68K - $79.8K
|
4.55K
$447K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
764+ 5.44% |
$65.3K - $76.6K
|
14.8K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
740+ 4.33% |
$63.2K - $74.2K
|
17.8K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
712New |
$60.8K - $71.4K
|
712
$69.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
702+ 172.48% |
$60K - $70.4K
|
1.11K
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
665+ 8.11% |
$56.8K - $66.6K
|
8.86K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
654+ 9.72% |
$55.9K - $65.5K
|
7.38K
$725K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
629+ 30.45% |
$53.7K - $63K
|
2.7K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
626+ 2.26% |
$53.5K - $62.7K
|
28.3K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
611+ 6.55% |
$52.2K - $61.2K
|
9.94K
$976K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
601+ 4.17% |
$51.4K - $60.2K
|
15K
$1.48M
|