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 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-337- 5.33% |
$25.4K - $30.6K
|
5.99K
$588K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-338- 7.66% |
$25.5K - $30.6K
|
4.08K
$400K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-339- 12.58% |
$25.6K - $30.7K
|
2.36K
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-346- 9.49% |
$26.1K - $31.4K
|
3.3K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-349- 7.17% |
$26.3K - $31.6K
|
4.52K
$444K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-350- 29.0% |
$26.4K - $31.7K
|
857
$84.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-352- 17.64% |
$26.6K - $31.9K
|
1.64K
$161K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-360- 3.61% |
$27.2K - $32.6K
|
9.62K
$945K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-365- 10.81% |
$27.5K - $33.1K
|
3.01K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-371- 80.65% |
$28K - $33.6K
|
89
$8.74K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-372- 14.01% |
$28.1K - $33.7K
|
2.28K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-375- 5.39% |
$28.3K - $34K
|
6.59K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-378- 2.22% |
$28.5K - $34.3K
|
16.7K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-381- 0.89% |
$28.8K - $34.5K
|
42.5K
$4.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-387- 1.56% |
$29.2K - $35.1K
|
24.4K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-408- 6.25% |
$30.8K - $37K
|
6.12K
$601K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-412- 7.19% |
$31.1K - $37.4K
|
5.32K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-416- 2.82% |
$31.4K - $37.7K
|
14.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-424- 0.49% |
$32K - $38.4K
|
86.4K
$8.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-441- 2.9% |
$33.3K - $40K
|
14.8K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-450- 6.44% |
$34K - $40.8K
|
6.54K
$642K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-453- 13.03% |
$34.2K - $41.1K
|
3.02K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-465- 2.11% |
$35.1K - $42.2K
|
21.6K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-465- 1.66% |
$35.1K - $42.2K
|
27.6K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-468- 7.61% |
$35.3K - $42.4K
|
5.69K
$558K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-473- 84.62% |
$35.7K - $42.9K
|
86
$8.45K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-475- 16.96% |
$35.8K - $43.1K
|
2.33K
$228K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-479- 13.53% |
$36.2K - $43.4K
|
3.06K
$301K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-485- 4.43% |
$36.6K - $44K
|
10.5K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-485- 1.58% |
$36.6K - $44K
|
30.2K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-487- 9.57% |
$36.8K - $44.2K
|
4.6K
$452K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-491- 0.39% |
$37.1K - $44.5K
|
125K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-500- 14.9% |
$37.7K - $45.3K
|
2.86K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-507- 3.69% |
$38.3K - $46K
|
13.3K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-512- 25.02% |
$38.6K - $46.4K
|
1.53K
$151K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-513- 0.54% |
$38.7K - $46.5K
|
94.4K
$9.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-513- 14.51% |
$38.7K - $46.5K
|
3.02K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-526- 0.62% |
$39.7K - $47.7K
|
83.8K
$8.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-531- 4.57% |
$40.1K - $48.1K
|
11.1K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-531- 4.57% |
$40.1K - $48.1K
|
11.1K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-536- 0.76% |
$40.5K - $48.6K
|
69.9K
$6.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-541- 3.84% |
$40.8K - $49.1K
|
13.5K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-557- 25.31% |
$42K - $50.5K
|
1.64K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-592- 14.48% |
$44.7K - $53.7K
|
3.5K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-599- 11.33% |
$45.2K - $54.3K
|
4.69K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-602- 1.09% |
$45.4K - $54.6K
|
54.8K
$5.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-602- 14.65% |
$45.4K - $54.6K
|
3.51K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-609- 18.18% |
$46K - $55.2K
|
2.74K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-614- 5.92% |
$46.3K - $55.7K
|
9.76K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-632- 24.98% |
$47.7K - $57.3K
|
1.9K
$186K
|