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
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
144+ 2.41% |
$10.9K - $13.1K
|
6.13K
$590K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
138+ 16.71% |
$10.4K - $12.5K
|
964
$92.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
133New |
$10K - $12.1K
|
133
$12.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
130New |
$9.81K - $11.8K
|
130
$12.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
129+ 0.23% |
$9.74K - $11.7K
|
56K
$5.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
129+ 0.49% |
$9.74K - $11.7K
|
26.6K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
121New |
$9.13K - $11K
|
121
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
121+ 0.32% |
$9.13K - $11K
|
37.9K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
119New |
$8.98K - $10.8K
|
119
$11.5K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
114New |
$8.6K - $10.3K
|
114
$11K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
111+ 555.0% |
$8.38K - $10.1K
|
131
$12.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
110+ 0.51% |
$8.3K - $9.97K
|
21.8K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
108+ 20.45% |
$8.15K - $9.79K
|
636
$61.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
107New |
$8.08K - $9.7K
|
107
$10.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
107+ 1.83% |
$8.08K - $9.7K
|
5.96K
$574K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
105New |
$7.92K - $9.52K
|
105
$10.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
101+ 11.27% |
$7.62K - $9.16K
|
997
$96.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
101+ 87.07% |
$7.62K - $9.16K
|
217
$20.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
100New |
$7.55K - $9.07K
|
100
$9.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 1.22% |
$7.55K - $9.07K
|
8.31K
$801K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
99+ 1.79% |
$7.47K - $8.98K
|
5.64K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
96+ 0.5% |
$7.25K - $8.7K
|
19.3K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
94+ 1.54% |
$7.09K - $8.52K
|
6.2K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91+ 0.3% |
$6.87K - $8.25K
|
30.9K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
91New |
$6.87K - $8.25K
|
91
$8.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
89+ 4.3% |
$6.72K - $8.07K
|
2.16K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
88+ 3.36% |
$6.64K - $7.98K
|
2.7K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
87+ 2.42% |
$6.57K - $7.89K
|
3.68K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
87+ 3.18% |
$6.57K - $7.89K
|
2.82K
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
82+ 4.96% |
$6.19K - $7.43K
|
1.74K
$167K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 110.96% |
$6.11K - $7.34K
|
154
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
80New |
$6.04K - $7.25K
|
80
$7.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
77+ 1.72% |
$5.81K - $6.98K
|
4.57K
$440K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
74+ 0.68% |
$5.58K - $6.71K
|
10.9K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
73+ 125.86% |
$5.51K - $6.62K
|
131
$12.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.86% |
$5.43K - $6.53K
|
8.41K
$810K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$5.28K - $6.35K
|
70
$6.74K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
69+ 0.59% |
$5.21K - $6.26K
|
11.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
67New |
$5.06K - $6.07K
|
67
$6.45K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 24.09% |
$4.98K - $5.98K
|
340
$32.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
65New |
$4.91K - $5.89K
|
65
$6.26K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
65+ 1.75% |
$4.91K - $5.89K
|
3.77K
$363K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
64+ 9.03% |
$4.83K - $5.8K
|
773
$74.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
63+ 1.6% |
$4.75K - $5.71K
|
3.99K
$384K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
63New |
$4.75K - $5.71K
|
63
$6.07K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
62+ 0.1% |
$4.68K - $5.62K
|
63.9K
$6.16M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
60+ 100.0% |
$4.53K - $5.44K
|
120
$11.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
58+ 1.09% |
$4.38K - $5.26K
|
5.37K
$518K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
58New |
$4.38K - $5.26K
|
58
$5.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
57New |
$4.3K - $5.17K
|
57
$5.49K
|