Purchases and Sales Made in Q4 2023 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-13- 0.21% |
$981 - $1.18K
|
6.11K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13- 0.04% |
$981 - $1.18K
|
32.8K
$3.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14- 0.4% |
$1.06K - $1.27K
|
3.45K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-14- 0.47% |
$1.06K - $1.27K
|
2.95K
$284K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-17- 2.82% |
$1.28K - $1.54K
|
585
$56.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-17- 9.39% |
$1.28K - $1.54K
|
164
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-17- 2.35% |
$1.28K - $1.54K
|
705
$67.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17- 0.06% |
$1.28K - $1.54K
|
27.7K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-17- 0.65% |
$1.28K - $1.54K
|
2.59K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19- 16.96% |
$1.43K - $1.72K
|
93
$8.96K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-21- 11.29% |
$1.58K - $1.9K
|
165
$15.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-21- 0.07% |
$1.58K - $1.9K
|
29.9K
$2.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-23- 1.55% |
$1.74K - $2.09K
|
1.47K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-23- 0.25% |
$1.74K - $2.09K
|
9.26K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23- 0.46% |
$1.74K - $2.09K
|
4.97K
$479K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24- 0.36% |
$1.81K - $2.18K
|
6.74K
$649K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.66% |
$1.89K - $2.27K
|
3.74K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-25- 0.7% |
$1.89K - $2.27K
|
3.55K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 4.0% |
$1.89K - $2.27K
|
600
$57.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-26- 0.2% |
$1.96K - $2.36K
|
12.8K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-27- 0.46% |
$2.04K - $2.45K
|
5.9K
$569K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-27- 12.0% |
$2.04K - $2.45K
|
198
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-27- 8.94% |
$2.04K - $2.45K
|
275
$26.5K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-30- 0.97% |
$2.26K - $2.72K
|
3.05K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 21.9% |
$2.26K - $2.72K
|
107
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-32- 0.89% |
$2.42K - $2.9K
|
3.58K
$345K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 3.13% |
$2.64K - $3.17K
|
1.08K
$104K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-35- 0.94% |
$2.64K - $3.17K
|
3.67K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-36- 8.96% |
$2.72K - $3.26K
|
366
$35.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 8.92% |
$2.79K - $3.35K
|
378
$36.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.27% |
$3.02K - $3.63K
|
14.8K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-41- 0.82% |
$3.09K - $3.72K
|
4.94K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-42- 0.32% |
$3.17K - $3.81K
|
13K
$1.25M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 16.8% |
$3.17K - $3.81K
|
208
$20K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-42- 1.58% |
$3.17K - $3.81K
|
2.62K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-43- 9.37% |
$3.25K - $3.9K
|
416
$40.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-48- 0.5% |
$3.62K - $4.35K
|
9.61K
$926K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-48- 12.53% |
$3.62K - $4.35K
|
335
$32.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48- 0.5% |
$3.62K - $4.35K
|
9.61K
$926K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-49- 0.86% |
$3.7K - $4.44K
|
5.67K
$547K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-49- 1.68% |
$3.7K - $4.44K
|
2.87K
$277K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-50- 1.37% |
$3.77K - $4.53K
|
3.6K
$346K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-50- 2.55% |
$3.77K - $4.53K
|
1.91K
$184K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 1.18% |
$3.77K - $4.53K
|
4.2K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-51- 1.96% |
$3.85K - $4.62K
|
2.55K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-54- 5.23% |
$4.08K - $4.9K
|
978
$94.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-55- 1.09% |
$4.15K - $4.99K
|
4.99K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-55- 0.69% |
$4.15K - $4.99K
|
7.87K
$758K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-56- 0.31% |
$4.23K - $5.08K
|
17.8K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-56- 2.03% |
$4.23K - $5.08K
|
2.7K
$260K
|