Purchases and Sales Made in Q1 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-33- 1.09% |
$2.82K - $3.31K
|
3K
$295K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-34- 3.14% |
$2.91K - $3.41K
|
1.05K
$103K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-34- 3.41% |
$2.91K - $3.41K
|
963
$94.7K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-36- 0.47% |
$3.08K - $3.61K
|
7.7K
$757K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-37- 0.94% |
$3.16K - $3.71K
|
3.9K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.25K - $3.81K
|
38
$3.74K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 10.62% |
$3.5K - $4.11K
|
345
$33.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-41- 1.09% |
$3.5K - $4.11K
|
3.73K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-42- 8.08% |
$3.59K - $4.21K
|
478
$47K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-42- 7.53% |
$3.59K - $4.21K
|
516
$50.8K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-44- 1.65% |
$3.76K - $4.41K
|
2.62K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44- 46.81% |
$3.76K - $4.41K
|
50
$4.92K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-44- 1.54% |
$3.76K - $4.41K
|
2.81K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-44- 1.45% |
$3.76K - $4.41K
|
2.98K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-46- 0.81% |
$3.93K - $4.61K
|
5.63K
$554K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 8.33% |
$4.27K - $5.01K
|
550
$54.1K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 6.47% |
$4.27K - $5.01K
|
723
$71.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 2.69% |
$4.27K - $5.01K
|
1.81K
$178K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 13.51% |
$4.27K - $5.01K
|
320
$31.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 2.77% |
$4.27K - $5.01K
|
1.75K
$173K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-50- 74.63% |
$4.27K - $5.01K
|
17
$1.67K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-50- 2.22% |
$4.27K - $5.01K
|
2.21K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-51- 78.46% |
$4.36K - $5.11K
|
14
$1.38K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-53- 1.18% |
$4.53K - $5.31K
|
4.44K
$437K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-53- 1.53% |
$4.53K - $5.31K
|
3.42K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 13.27% |
$4.61K - $5.41K
|
353
$34.7K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-55- 0.4% |
$4.7K - $5.51K
|
13.6K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-56- 22.58% |
$4.79K - $5.61K
|
192
$18.9K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-57- 0.24% |
$4.87K - $5.71K
|
23.4K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-58- 1.61% |
$4.96K - $5.81K
|
3.54K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-59- 0.68% |
$5.04K - $5.91K
|
8.64K
$849K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-59- 15.69% |
$5.04K - $5.91K
|
317
$31.2K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-60- 1.12% |
$5.13K - $6.01K
|
5.31K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 1.5% |
$5.21K - $6.11K
|
4.01K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-62- 1.15% |
$5.3K - $6.21K
|
5.31K
$522K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-63- 1.29% |
$5.38K - $6.31K
|
4.82K
$474K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-64- 1.94% |
$5.47K - $6.41K
|
3.23K
$317K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 2.5% |
$5.55K - $6.51K
|
2.54K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-65- 2.63% |
$5.55K - $6.51K
|
2.41K
$237K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-65- 0.18% |
$5.55K - $6.51K
|
35.5K
$3.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-65- 0.44% |
$5.55K - $6.51K
|
14.8K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-67- 2.64% |
$5.73K - $6.71K
|
2.47K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-70- 0.96% |
$5.98K - $7.02K
|
7.25K
$713K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-72- 1.26% |
$6.15K - $7.22K
|
5.65K
$555K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-72- 2.18% |
$6.15K - $7.22K
|
3.23K
$317K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-72- 2.64% |
$6.15K - $7.22K
|
2.66K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-76- 3.36% |
$6.49K - $7.62K
|
2.18K
$215K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-78- 15.15% |
$6.67K - $7.82K
|
437
$43K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-79- 1.59% |
$6.75K - $7.92K
|
4.89K
$481K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-80- 3.24% |
$6.84K - $8.02K
|
2.39K
$235K
|