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 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 4.61% |
$6.84K - $8.02K
|
1.66K
$163K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-82- 4.6% |
$7.01K - $8.22K
|
1.7K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-87- 1.43% |
$7.43K - $8.72K
|
6.01K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-89- 0.69% |
$7.61K - $8.92K
|
12.9K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-89- 0.11% |
$7.61K - $8.92K
|
77.8K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-90- 1.2% |
$7.69K - $9.02K
|
7.44K
$732K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-92- 22.12% |
$7.86K - $9.22K
|
324
$31.9K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-99- 20.5% |
$8.46K - $9.92K
|
384
$37.8K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 1.2% |
$8.55K - $10K
|
8.21K
$808K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 66.67% |
$8.55K - $10K
|
50
$4.92K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-100- 0.93% |
$8.55K - $10K
|
10.6K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 1.88% |
$8.55K - $10K
|
5.22K
$513K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-100- 0.87% |
$8.55K - $10K
|
11.4K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 1.69% |
$8.55K - $10K
|
5.8K
$571K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-102- 1.44% |
$8.72K - $10.2K
|
6.98K
$687K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-103- 4.44% |
$8.8K - $10.3K
|
2.22K
$218K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-106- 6.45% |
$9.06K - $10.6K
|
1.54K
$151K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-112- 9.56% |
$9.57K - $11.2K
|
1.06K
$104K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-115- 0.46% |
$9.83K - $11.5K
|
24.9K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-120- 9.48% |
$10.3K - $12K
|
1.15K
$113K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-122- 4.1% |
$10.4K - $12.2K
|
2.86K
$281K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-122- 3.3% |
$10.4K - $12.2K
|
3.58K
$352K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-123- 2.04% |
$10.5K - $12.3K
|
5.91K
$581K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-127- 0.96% |
$10.9K - $12.7K
|
13.1K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-129- 1.38% |
$11K - $12.9K
|
9.22K
$907K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-130- 2.61% |
$11.1K - $13K
|
4.86K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-133- 69.27% |
$11.4K - $13.3K
|
59
$5.8K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-133- 0.98% |
$11.4K - $13.3K
|
13.4K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-136- 49.45% |
$11.6K - $13.6K
|
139
$13.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-136- 0.7% |
$11.6K - $13.6K
|
19.2K
$1.89M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-140- 2.55% |
$12K - $14K
|
5.36K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-140- 4.04% |
$12K - $14K
|
3.32K
$327K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-141- 3.71% |
$12K - $14.1K
|
3.66K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-142- 4.89% |
$12.1K - $14.2K
|
2.76K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-142- 4.11% |
$12.1K - $14.2K
|
3.31K
$326K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-143- 37.83% |
$12.2K - $14.3K
|
235
$23.1K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-146- 2.35% |
$12.5K - $14.6K
|
6.06K
$596K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-149- 3.51% |
$12.7K - $14.9K
|
4.09K
$403K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 2.15% |
$12.8K - $15K
|
6.82K
$671K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-150- 5.1% |
$12.8K - $15K
|
2.79K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-155- 1.3% |
$13.2K - $15.5K
|
11.7K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-162- 47.65% |
$13.8K - $16.2K
|
178
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-162- 3.49% |
$13.8K - $16.2K
|
4.49K
$441K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-164- 1.7% |
$14K - $16.4K
|
9.46K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-164- 6.26% |
$14K - $16.4K
|
2.46K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-172- 7.36% |
$14.7K - $17.2K
|
2.17K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-174- 5.62% |
$14.9K - $17.4K
|
2.92K
$287K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-175- 17.5% |
$15K - $17.5K
|
825
$81.2K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-176- 0.93% |
$15K - $17.6K
|
18.7K
$1.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-177- 1.69% |
$15.1K - $17.7K
|
10.3K
$1.01M
|