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 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
389New |
$29.4K - $35.3K
|
389
$37.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
378+ 3.85% |
$28.5K - $34.3K
|
10.2K
$981K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
374+ 12.94% |
$28.2K - $33.9K
|
3.26K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
356+ 400.0% |
$26.9K - $32.3K
|
445
$42.9K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
352+ 9.1% |
$26.6K - $31.9K
|
4.22K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
352+ 9.1% |
$26.6K - $31.9K
|
4.22K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
351+ 12.36% |
$26.5K - $31.8K
|
3.19K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
350+ 63.52% |
$26.4K - $31.7K
|
901
$86.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
346+ 0.2% |
$26.1K - $31.4K
|
172K
$16.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
337+ 4.29% |
$25.4K - $30.6K
|
8.2K
$790K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
336New |
$25.4K - $30.5K
|
336
$32.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
332+ 6.86% |
$25.1K - $30.1K
|
5.18K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
321+ 10.62% |
$24.2K - $29.1K
|
3.34K
$322K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
320+ 22.49% |
$24.2K - $29K
|
1.74K
$168K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
315New |
$23.8K - $28.6K
|
315
$30.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
314+ 1.5% |
$23.7K - $28.5K
|
21.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
309+ 2.48% |
$23.3K - $28K
|
12.8K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
300+ 11.62% |
$22.6K - $27.2K
|
2.88K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
300New |
$22.6K - $27.2K
|
300
$28.9K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
297+ 9.72% |
$22.4K - $26.9K
|
3.35K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
292+ 0.27% |
$22K - $26.5K
|
109K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
286+ 4.9% |
$21.6K - $25.9K
|
6.12K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
282+ 2.37% |
$21.3K - $25.6K
|
12.2K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
278+ 3.5% |
$21K - $25.2K
|
8.22K
$792K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
277+ 9.23% |
$20.9K - $25.1K
|
3.28K
$316K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
277+ 1.4% |
$20.9K - $25.1K
|
20.1K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
265New |
$20K - $24K
|
265
$25.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
264+ 10.16% |
$19.9K - $23.9K
|
2.86K
$276K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
262+ 4.32% |
$19.8K - $23.8K
|
6.33K
$610K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
261+ 6.96% |
$19.7K - $23.7K
|
4.01K
$386K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
254+ 7.47% |
$19.2K - $23K
|
3.65K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$18.9K - $22.7K
|
250
$24.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
229+ 29.32% |
$17.3K - $20.8K
|
1.01K
$97.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
227+ 34.87% |
$17.1K - $20.6K
|
878
$84.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
224+ 7.56% |
$16.9K - $20.3K
|
3.19K
$307K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
213+ 2.44% |
$16.1K - $19.3K
|
8.95K
$863K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
209+ 348.33% |
$15.8K - $19K
|
269
$25.9K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
208+ 4.93% |
$15.7K - $18.9K
|
4.43K
$426K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
203New |
$15.3K - $18.4K
|
203
$19.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
201+ 7.51% |
$15.2K - $18.2K
|
2.88K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
200+ 4.18% |
$15.1K - $18.1K
|
4.99K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
187+ 0.91% |
$14.1K - $17K
|
20.7K
$1.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
186New |
$14K - $16.9K
|
186
$17.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
180New |
$13.6K - $16.3K
|
180
$17.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
175+ 1.91% |
$13.2K - $15.9K
|
9.33K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
171New |
$12.9K - $15.5K
|
171
$16.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
162New |
$12.2K - $14.7K
|
162
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
156+ 3.62% |
$11.8K - $14.1K
|
4.46K
$430K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
151+ 19.07% |
$11.4K - $13.7K
|
943
$90.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
149+ 19.03% |
$11.2K - $13.5K
|
932
$89.8K
|