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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 0.24% |
$755 - $907
|
4.18K
$415K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 0.31% |
$755 - $907
|
3.26K
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 2.89% |
$830 - $997
|
370
$36.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 18.64% |
$830 - $997
|
48
$4.77K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-12- 0.4% |
$906 - $1.09K
|
2.99K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-13- 0.21% |
$981 - $1.18K
|
6.11K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-13- 0.04% |
$981 - $1.18K
|
32.8K
$3.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-14- 0.47% |
$1.06K - $1.27K
|
2.95K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14- 0.4% |
$1.06K - $1.27K
|
3.45K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-17- 0.65% |
$1.28K - $1.54K
|
2.59K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-17- 2.35% |
$1.28K - $1.54K
|
705
$70K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17- 0.06% |
$1.28K - $1.54K
|
27.7K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-17- 2.82% |
$1.28K - $1.54K
|
585
$58.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-17- 9.39% |
$1.28K - $1.54K
|
164
$16.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19- 16.96% |
$1.43K - $1.72K
|
93
$9.24K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-21- 11.29% |
$1.58K - $1.9K
|
165
$16.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-21- 0.07% |
$1.58K - $1.9K
|
29.9K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-23- 0.25% |
$1.74K - $2.09K
|
9.26K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23- 0.46% |
$1.74K - $2.09K
|
4.97K
$494K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-23- 1.55% |
$1.74K - $2.09K
|
1.47K
$146K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24- 0.36% |
$1.81K - $2.18K
|
6.74K
$669K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.66% |
$1.89K - $2.27K
|
3.74K
$371K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 4.0% |
$1.89K - $2.27K
|
600
$59.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-25- 0.7% |
$1.89K - $2.27K
|
3.55K
$353K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-26- 0.97% |
$1.96K - $2.36K
|
2.66K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-26- 0.2% |
$1.96K - $2.36K
|
12.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-27- 8.94% |
$2.04K - $2.45K
|
275
$27.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-27- 12.0% |
$2.04K - $2.45K
|
198
$19.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-27- 0.46% |
$2.04K - $2.45K
|
5.9K
$587K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 21.9% |
$2.26K - $2.72K
|
107
$10.6K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-30- 0.97% |
$2.26K - $2.72K
|
3.05K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-32- 0.89% |
$2.42K - $2.9K
|
3.58K
$356K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-35- 0.94% |
$2.64K - $3.17K
|
3.67K
$365K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 3.13% |
$2.64K - $3.17K
|
1.08K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-36- 8.96% |
$2.72K - $3.26K
|
366
$36.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 8.92% |
$2.79K - $3.35K
|
378
$37.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.27% |
$3.02K - $3.63K
|
14.8K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-41- 0.82% |
$3.09K - $3.72K
|
4.94K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-42- 1.58% |
$3.17K - $3.81K
|
2.62K
$260K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 16.8% |
$3.17K - $3.81K
|
208
$20.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-42- 0.32% |
$3.17K - $3.81K
|
13K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-43- 9.37% |
$3.25K - $3.9K
|
416
$41.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-48- 0.5% |
$3.62K - $4.35K
|
9.61K
$955K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-48- 12.53% |
$3.62K - $4.35K
|
335
$33.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48- 0.5% |
$3.62K - $4.35K
|
9.61K
$955K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-49- 0.86% |
$3.7K - $4.44K
|
5.67K
$564K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-49- 1.68% |
$3.7K - $4.44K
|
2.87K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 1.18% |
$3.77K - $4.53K
|
4.2K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-50- 1.37% |
$3.77K - $4.53K
|
3.6K
$357K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-50- 2.55% |
$3.77K - $4.53K
|
1.91K
$190K
|