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
|
Covestor LTD
Boston, MA |
BUY
|
- |
80+ 7.92% |
$6.84K - $8.02K
|
1.09K
$106K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 3.38% |
$6.84K - $8.02K
|
2.44K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
78+ 1.32% |
$6.67K - $7.82K
|
5.97K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 42.61% |
$6.41K - $7.52K
|
251
$24.5K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$6.41K - $7.52K
|
75
$7.32K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
75+ 0.94% |
$6.41K - $7.52K
|
8.07K
$787K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
75+ 3.06% |
$6.41K - $7.52K
|
2.53K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
74New |
$6.32K - $7.42K
|
74
$7.22K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
72New |
$6.15K - $7.22K
|
72
$7.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
71+ 1.06% |
$6.07K - $7.12K
|
6.77K
$661K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70+ 0.63% |
$5.98K - $7.02K
|
11.2K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 44.16% |
$5.81K - $6.81K
|
222
$21.7K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
63+ 1.96% |
$5.38K - $6.31K
|
3.28K
$320K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
63New |
$5.38K - $6.31K
|
63
$6.15K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
63+ 1.03% |
$5.38K - $6.31K
|
6.18K
$603K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
62+ 1.83% |
$5.3K - $6.21K
|
3.45K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60+ 171.43% |
$5.13K - $6.01K
|
95
$9.27K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
60+ 6.44% |
$5.13K - $6.01K
|
992
$96.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 1.55% |
$5.13K - $6.01K
|
3.93K
$384K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$4.96K - $5.81K
|
58
$5.66K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 6.38% |
$4.79K - $5.61K
|
934
$91.2K
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
55+ 0.12% |
$4.7K - $5.51K
|
46.9K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
53+ 0.37% |
$4.53K - $5.31K
|
14.6K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
52New |
$4.44K - $5.21K
|
52
$5.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$4.88K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
50+ 1.13% |
$4.27K - $5.01K
|
4.48K
$437K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
50+ 13.66% |
$4.27K - $5.01K
|
416
$40.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$4.27K - $5.01K
|
50
$4.88K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
48+ 0.38% |
$4.1K - $4.81K
|
12.6K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
48+ 1.42% |
$4.1K - $4.81K
|
3.42K
$334K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47+ 10.49% |
$4.02K - $4.71K
|
495
$48.3K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
46+ 10.34% |
$3.93K - $4.61K
|
491
$47.9K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
46+ 5.57% |
$3.93K - $4.61K
|
872
$85.1K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
41+ 1.17% |
$3.5K - $4.11K
|
3.54K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
40+ 0.81% |
$3.42K - $4.01K
|
4.96K
$484K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
40+ 0.95% |
$3.42K - $4.01K
|
4.26K
$416K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
39+ 1.47% |
$3.33K - $3.91K
|
2.7K
$263K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.03% |
$3.25K - $3.81K
|
113K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
36+ 2.19% |
$3.08K - $3.61K
|
1.68K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
35+ 1.13% |
$2.99K - $3.51K
|
3.13K
$306K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
35+ 3.74% |
$2.99K - $3.51K
|
971
$94.8K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
32+ 1.36% |
$2.73K - $3.21K
|
2.38K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
29+ 0.98% |
$2.48K - $2.91K
|
2.99K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
27+ 0.07% |
$2.31K - $2.71K
|
37K
$3.61M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27+ 0.68% |
$2.31K - $2.71K
|
3.97K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
25+ 0.28% |
$2.14K - $2.51K
|
8.85K
$864K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
25+ 0.94% |
$2.14K - $2.51K
|
2.68K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
24+ 0.51% |
$2.05K - $2.41K
|
4.76K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
23+ 0.21% |
$1.97K - $2.31K
|
11.2K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
21+ 0.36% |
$1.79K - $2.1K
|
5.94K
$580K
|