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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
600+ 3.86% |
$51.3K - $60.1K
|
16.2K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
592+ 37.26% |
$50.6K - $59.3K
|
2.18K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
580New |
$49.6K - $58.1K
|
580
$57K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
574+ 6.33% |
$49K - $57.5K
|
9.64K
$947K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
563+ 20.55% |
$48.1K - $56.4K
|
3.3K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
562+ 0.28% |
$48K - $56.3K
|
198K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
551+ 1.26% |
$47.1K - $55.2K
|
44.4K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
537+ 2.19% |
$45.9K - $53.8K
|
25.1K
$2.46M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
533New |
$45.5K - $53.4K
|
533
$52.3K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
525+ 2.94% |
$44.9K - $52.6K
|
18.4K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
506New |
$43.2K - $50.7K
|
506
$49.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
500+ 9.65% |
$42.7K - $50.1K
|
5.68K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
498+ 4.16% |
$42.6K - $49.9K
|
12.5K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
472+ 0.65% |
$40.3K - $47.3K
|
73.6K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
455+ 17.37% |
$38.9K - $45.6K
|
3.07K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
455+ 8.06% |
$38.9K - $45.6K
|
6.1K
$599K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
453+ 11.31% |
$38.7K - $45.4K
|
4.46K
$438K
|
|
|
May 06, 2024
Q1 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
443+ 0.52% |
$37.9K - $44.4K
|
85.8K
$8.43M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
429+ 2.53% |
$36.7K - $43K
|
17.4K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
429+ 327.48% |
$36.7K - $43K
|
560
$55K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
417+ 8.27% |
$35.6K - $41.8K
|
5.46K
$536K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
415+ 4.38% |
$35.5K - $41.6K
|
9.88K
$970K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
409+ 15.13% |
$34.9K - $41K
|
3.11K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
405New |
$34.6K - $40.6K
|
405
$39.8K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
379+ 3.72% |
$32.4K - $38K
|
10.6K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
378New |
$32.3K - $37.9K
|
378
$37.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 21.84% |
$30K - $35.2K
|
1.96K
$192K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
350+ 8.95% |
$29.9K - $35.1K
|
4.26K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
341+ 1.65% |
$29.1K - $34.2K
|
21K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
339+ 2.79% |
$29K - $34K
|
12.5K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
333+ 10.24% |
$28.5K - $33.4K
|
3.58K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
323+ 2.96% |
$27.6K - $32.4K
|
11.2K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
311New |
$26.6K - $31.2K
|
311
$30.5K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
302+ 7.05% |
$25.8K - $30.3K
|
4.58K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
292+ 0.62% |
$25K - $29.3K
|
47.7K
$4.68M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
278+ 8.71% |
$23.8K - $27.9K
|
3.47K
$341K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
278+ 1.54% |
$23.8K - $27.9K
|
18.3K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
262+ 2.24% |
$22.4K - $26.3K
|
12K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
256+ 1.33% |
$21.9K - $25.7K
|
19.5K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
254New |
$21.7K - $25.5K
|
254
$24.9K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
238+ 3.88% |
$20.3K - $23.9K
|
6.37K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
236+ 220.56% |
$20.2K - $23.7K
|
343
$33.7K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
235New |
$20.1K - $23.6K
|
235
$23.1K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
227+ 5.02% |
$19.4K - $22.7K
|
4.75K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
219+ 2.67% |
$18.7K - $21.9K
|
8.44K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
215+ 4.71% |
$18.4K - $21.5K
|
4.78K
$469K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
211+ 2.35% |
$18K - $21.1K
|
9.2K
$903K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
210+ 17.5% |
$17.9K - $21K
|
1.41K
$138K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
209+ 0.86% |
$17.9K - $20.9K
|
24.6K
$2.41M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
208New |
$17.8K - $20.8K
|
208
$20.4K
|