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
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
50New |
$3.77K - $4.53K
|
50
$4.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
47New |
$3.55K - $4.26K
|
47
$4.62K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 32.39% |
$3.47K - $4.17K
|
188
$18.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 225.0% |
$3.4K - $4.08K
|
65
$6.38K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44+ 21.57% |
$3.32K - $3.99K
|
248
$24.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 2.82% |
$3.32K - $3.99K
|
1.61K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
42+ 13.64% |
$3.17K - $3.81K
|
350
$34.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38+ 100.0% |
$2.87K - $3.45K
|
76
$7.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
37+ 0.61% |
$2.79K - $3.35K
|
6.1K
$599K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
37New |
$2.79K - $3.35K
|
37
$3.63K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
36+ 0.17% |
$2.72K - $3.26K
|
21.2K
$2.08M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35New |
$2.64K - $3.17K
|
35
$3.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
33+ 0.03% |
$2.49K - $2.99K
|
107K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 177.78% |
$2.42K - $2.9K
|
50
$4.91K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
31+ 0.18% |
$2.34K - $2.81K
|
17.7K
$1.74M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30+ 46.88% |
$2.26K - $2.72K
|
94
$9.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27New |
$2.04K - $2.45K
|
27
$2.65K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 1.06% |
$2.04K - $2.45K
|
2.57K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
26+ 0.7% |
$1.96K - $2.36K
|
3.77K
$370K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 2.21% |
$1.96K - $2.36K
|
1.2K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
25+ 6.08% |
$1.89K - $2.27K
|
436
$42.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$1.89K - $2.27K
|
25
$2.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.22% |
$1.81K - $2.18K
|
11.2K
$1.1M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24New |
$1.81K - $2.18K
|
24
$2.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 0.11% |
$1.74K - $2.09K
|
20.4K
$2.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
23New |
$1.74K - $2.09K
|
23
$2.26K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
22+ 0.66% |
$1.66K - $1.99K
|
3.34K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
21New |
$1.58K - $1.9K
|
21
$2.06K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
20New |
$1.51K - $1.81K
|
20
$1.96K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 12.16% |
$1.36K - $1.63K
|
166
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.19% |
$1.36K - $1.63K
|
9.35K
$918K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18New |
$1.36K - $1.63K
|
18
$1.77K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$1.28K - $1.54K
|
17
$1.67K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17+ 121.43% |
$1.28K - $1.54K
|
31
$3.04K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 0.44% |
$1.28K - $1.54K
|
3.87K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16+ 0.59% |
$1.21K - $1.45K
|
2.74K
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.32% |
$1.13K - $1.36K
|
4.72K
$463K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
15+ 7.43% |
$1.13K - $1.36K
|
217
$21.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
14New |
$1.06K - $1.27K
|
14
$1.37K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
13+ 0.24% |
$981 - $1.18K
|
5.42K
$532K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
13+ 0.08% |
$981 - $1.18K
|
17.3K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
12New |
$906 - $1.09K
|
12
$1.18K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
12New |
$906 - $1.09K
|
12
$1.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12New |
$906 - $1.09K
|
12
$1.18K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.23% |
$830 - $997
|
4.8K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.23% |
$830 - $997
|
4.74K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.13% |
$679 - $816
|
6.87K
$675K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.27% |
$604 - $725
|
2.93K
$288K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$604 - $725
|
8
$786
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.22% |
$528 - $635
|
3.15K
$309K
|