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 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
206New |
$17.6K - $20.6K
|
206
$20.2K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
200+ 8.8% |
$17.1K - $20K
|
2.47K
$243K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
199+ 0.59% |
$17K - $19.9K
|
34.1K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
194+ 5.8% |
$16.6K - $19.4K
|
3.54K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
189+ 9.87% |
$16.2K - $18.9K
|
2.1K
$207K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
189+ 9.87% |
$16.2K - $18.9K
|
2.1K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
183+ 3.56% |
$15.6K - $18.3K
|
5.33K
$523K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
178+ 29.42% |
$15.2K - $17.8K
|
783
$76.9K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
175+ 3.38% |
$15K - $17.5K
|
5.35K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
174+ 217.5% |
$14.9K - $17.4K
|
254
$24.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
172+ 5.28% |
$14.7K - $17.2K
|
3.43K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
170+ 5.62% |
$14.5K - $17K
|
3.19K
$314K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
170+ 4.65% |
$14.5K - $17K
|
3.82K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 1.04% |
$14.5K - $17K
|
16.6K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
163+ 3.7% |
$13.9K - $16.3K
|
4.57K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
157+ 5.48% |
$13.4K - $15.7K
|
3.02K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
157+ 3.13% |
$13.4K - $15.7K
|
5.17K
$508K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
156+ 0.56% |
$13.3K - $15.6K
|
27.9K
$2.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
155+ 2214.29% |
$13.2K - $15.5K
|
162
$15.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
153+ 6.64% |
$13.1K - $15.3K
|
2.46K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
151+ 83.89% |
$12.9K - $15.1K
|
331
$32.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
140+ 0.43% |
$12K - $14K
|
32.9K
$3.24M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
136+ 6.07% |
$11.6K - $13.6K
|
2.38K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
135+ 15.29% |
$11.5K - $13.5K
|
1.02K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
134+ 20.21% |
$11.5K - $13.4K
|
797
$78.3K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
133New |
$11.4K - $13.3K
|
133
$13.1K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
125+ 3.16% |
$10.7K - $12.5K
|
4.09K
$401K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
124+ 7.11% |
$10.6K - $12.4K
|
1.87K
$183K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
123+ 1.27% |
$10.5K - $12.3K
|
9.78K
$961K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
118+ 0.92% |
$10.1K - $11.8K
|
12.9K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
117+ 1.22% |
$10K - $11.7K
|
9.73K
$955K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
113+ 4.1% |
$9.66K - $11.3K
|
2.87K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
112+ 2.33% |
$9.57K - $11.2K
|
4.92K
$483K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
111+ 4.55% |
$9.48K - $11.1K
|
2.55K
$250K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110+ 0.34% |
$9.4K - $11K
|
32K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
106New |
$9.06K - $10.6K
|
106
$10.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
102+ 1.3% |
$8.72K - $10.2K
|
7.97K
$783K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
100+ 1.97% |
$8.55K - $10K
|
5.17K
$507K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
98+ 7.77% |
$8.37K - $9.82K
|
1.36K
$133K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
97+ 0.25% |
$8.29K - $9.72K
|
38.4K
$3.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
87+ 483.33% |
$7.43K - $8.72K
|
105
$10.3K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
80+ 7.92% |
$6.84K - $8.02K
|
1.09K
$107K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 3.38% |
$6.84K - $8.02K
|
2.44K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
78+ 1.32% |
$6.67K - $7.82K
|
5.97K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$6.41K - $7.52K
|
75
$7.37K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 42.61% |
$6.41K - $7.52K
|
251
$24.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
75+ 3.06% |
$6.41K - $7.52K
|
2.53K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
75+ 0.94% |
$6.41K - $7.52K
|
8.07K
$792K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
74New |
$6.32K - $7.42K
|
74
$7.27K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
72New |
$6.15K - $7.22K
|
72
$7.07K
|