Purchases and Sales Made in Q4 2023 in Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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
Fsa Wealth Management LLC

Needham, MA
BUY
 -
57
New
$4.3K - $5.17K
57 $5.78K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
55
New
$4.15K - $4.99K
55 $5.57K
Jan 26, 2024 Q4 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
54
+ 0.92%
$4.08K - $4.9K
5.92K $600K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
51
+ 364.29%
$3.85K - $4.62K
65 $6.59K
Feb 14, 2024 Q4 2023
Lummis Asset Management, LP

Fort Worth, TX
BUY
 -
50
New
$3.77K - $4.53K
50 $5.07K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
47
New
$3.55K - $4.26K
47 $4.76K
Jan 12, 2024 Q4 2023
Rosenberg Matthew Hamilton

BUY
 -
46
+ 32.39%
$3.47K - $4.17K
188 $19.1K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
45
+ 225.0%
$3.4K - $4.08K
65 $6.59K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
44
+ 21.57%
$3.32K - $3.99K
248 $25.1K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
44
+ 2.82%
$3.32K - $3.99K
1.61K $163K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
38
+ 100.0%
$2.87K - $3.45K
76 $7.7K
Feb 13, 2024 Q4 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
37
+ 0.61%
$2.79K - $3.35K
6.1K $618K
Jan 24, 2024 Q4 2023
Cranbrook Wealth Management, LLC

BUY
 -
37
New
$2.79K - $3.35K
37 $3.75K
Jan 30, 2024 Q4 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
36
+ 0.17%
$2.72K - $3.26K
21.2K $2.15M
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
35
New
$2.64K - $3.17K
35 $3.55K
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

BUY
 -
33
+ 0.03%
$2.49K - $2.99K
107K $10.9M
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
BUY
 -
32
+ 177.78%
$2.42K - $2.9K
50 $5.07K
Jan 26, 2024 Q4 2023
Dearborn Partners LLC

BUY
 -
31
+ 0.18%
$2.34K - $2.81K
17.7K $1.79M
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

BUY
 -
30
+ 46.88%
$2.26K - $2.72K
94 $9.53K
Jan 12, 2024 Q4 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
27
+ 1.06%
$2.04K - $2.45K
2.57K $260K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
27
New
$2.04K - $2.45K
27 $2.74K
Feb 13, 2024 Q4 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
26
+ 0.7%
$1.96K - $2.36K
3.77K $382K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
26
+ 2.21%
$1.96K - $2.36K
1.2K $122K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
25
New
$1.89K - $2.27K
25 $2.53K
Feb 09, 2024 Q4 2023
Union Savings Bank

Litchfield, CT
BUY
 -
25
+ 6.08%
$1.89K - $2.27K
436 $44.2K
Feb 13, 2024 Q4 2023
Bollard Group LLC

Boston, MA
BUY
 -
24
+ 0.22%
$1.81K - $2.18K
11.2K $1.13M
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
24
New
$1.81K - $2.18K
24 $2.43K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
23
+ 0.11%
$1.74K - $2.09K
20.4K $2.07M
Jan 08, 2024 Q4 2023
Country Trust Bank

BUY
 -
23
New
$1.74K - $2.09K
23 $2.33K
Jan 09, 2024 Q4 2023
Defined Wealth Management, LLC

BUY
 -
22
+ 0.66%
$1.66K - $1.99K
3.34K $338K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
21
New
$1.58K - $1.9K
21 $2.13K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
20
New
$1.51K - $1.81K
20 $2.03K
Feb 14, 2024 Q4 2023
Modera Wealth Management, LLC

BUY
 -
18
+ 0.19%
$1.36K - $1.63K
9.35K $948K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
18
New
$1.36K - $1.63K
18 $1.82K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
18
+ 12.16%
$1.36K - $1.63K
166 $16.8K
Jan 30, 2024 Q4 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
17
+ 121.43%
$1.28K - $1.54K
31 $3.14K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
17
+ 0.44%
$1.28K - $1.54K
3.87K $392K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
17
New
$1.28K - $1.54K
17 $1.72K
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
16
+ 0.59%
$1.21K - $1.45K
2.74K $278K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
15
+ 7.43%
$1.13K - $1.36K
217 $22K
Feb 28, 2025 Q4 2023
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
15
New
$1.13K - $1.36K
15 $1.52K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
15
+ 0.32%
$1.13K - $1.36K
4.72K $478K
Jan 16, 2024 Q4 2023
Godsey & Gibb Associates

BUY
 -
14
New
$1.06K - $1.27K
14 $1.42K
Jan 24, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
13
+ 0.24%
$981 - $1.18K
5.42K $549K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
13
+ 0.08%
$981 - $1.18K
17.3K $1.76M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
12
New
$906 - $1.09K
12 $1.22K
Feb 07, 2024 Q4 2023
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
12
New
$906 - $1.09K
12 $1.22K
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
12
New
$906 - $1.09K
12 $1.22K
Feb 07, 2024 Q4 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
11
+ 0.23%
$830 - $997
4.8K $486K

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