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 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-148- 2.87% |
$11.2K - $13.4K
|
5.01K
$492K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-148- 5.5% |
$11.2K - $13.4K
|
2.54K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-148- 13.65% |
$11.2K - $13.4K
|
936
$91.9K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-150- 3.67% |
$11.3K - $13.6K
|
3.94K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-150- 17.01% |
$11.3K - $13.6K
|
732
$71.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-157- 3.13% |
$11.8K - $14.2K
|
4.86K
$477K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-158- 27.87% |
$11.9K - $14.3K
|
409
$40.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-163- 4.61% |
$12.3K - $14.8K
|
3.38K
$331K
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-174- 0.44% |
$13.1K - $15.8K
|
39.8K
$3.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 3.43% |
$13.2K - $15.9K
|
4.93K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-177- 3.87% |
$13.4K - $16K
|
4.4K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-179- 5.23% |
$13.5K - $16.2K
|
3.24K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-179- 5.02% |
$13.5K - $16.2K
|
3.39K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-186- 6.96% |
$14K - $16.9K
|
2.49K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-190- 2.81% |
$14.3K - $17.2K
|
6.58K
$646K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-192- 2.61% |
$14.5K - $17.4K
|
7.16K
$703K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-193- 5.28% |
$14.6K - $17.5K
|
3.46K
$340K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-206- 2.89% |
$15.5K - $18.7K
|
6.91K
$679K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-211- 1.66% |
$15.9K - $19.1K
|
12.5K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-224- 3.92% |
$16.9K - $20.3K
|
5.5K
$540K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-226- 2.79% |
$17.1K - $20.5K
|
7.87K
$773K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-230- 11.1% |
$17.4K - $20.9K
|
1.84K
$181K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-231- 2.87% |
$17.4K - $20.9K
|
7.81K
$767K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-234- 89.66% |
$17.7K - $21.2K
|
27
$2.65K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-238- 7.28% |
$18K - $21.6K
|
3.03K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-238- 8.02% |
$18K - $21.6K
|
2.73K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-245- 4.55% |
$18.5K - $22.2K
|
5.14K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-250- 5.46% |
$18.9K - $22.7K
|
4.33K
$425K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-256- 1.3% |
$19.3K - $23.2K
|
19.4K
$1.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-256- 0.91% |
$19.3K - $23.2K
|
27.8K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-257- 5.95% |
$19.4K - $23.3K
|
4.06K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-261- 5.59% |
$19.7K - $23.7K
|
4.41K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-262- 11.05% |
$19.8K - $23.8K
|
2.11K
$207K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-268- 77.01% |
$20.2K - $24.3K
|
80
$7.86K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-280- 2.85% |
$21.1K - $25.4K
|
9.55K
$938K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-280- 6.49% |
$21.1K - $25.4K
|
4.03K
$396K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-285- 0.4% |
$21.5K - $25.8K
|
71.7K
$7.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-291- 2.6% |
$22K - $26.4K
|
10.9K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-293- 6.46% |
$22.1K - $26.6K
|
4.24K
$417K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-295- 3.09% |
$22.3K - $26.7K
|
9.25K
$908K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-295- 4.2% |
$22.3K - $26.7K
|
6.73K
$660K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-297- 7.33% |
$22.4K - $26.9K
|
3.76K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-300- 5.09% |
$22.6K - $27.2K
|
5.6K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-307- 0.62% |
$23.2K - $27.8K
|
49.6K
$4.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-312- 7.51% |
$23.5K - $28.3K
|
3.84K
$377K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-317- 6.62% |
$23.9K - $28.7K
|
4.47K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-318- 9.25% |
$24K - $28.8K
|
3.12K
$306K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-325- 3.14% |
$24.5K - $29.5K
|
10K
$983K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-326- 0.42% |
$24.6K - $29.6K
|
77.7K
$7.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-337- 5.33% |
$25.4K - $30.6K
|
5.99K
$588K
|