Purchases and Sales Made in Q1 2023 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-638- 4.53% |
$50.5K - $55.5K
|
13.4K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-649- 75.82% |
$51.3K - $56.4K
|
207
$20.3K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 14.03% |
$51.4K - $56.5K
|
3.98K
$391K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-683- 0.65% |
$54K - $59.4K
|
104K
$10.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-693- 11.19% |
$54.8K - $60.2K
|
5.5K
$540K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-715- 4.35% |
$56.6K - $62.2K
|
15.7K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-741- 24.12% |
$58.6K - $64.4K
|
2.33K
$229K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-750- 18.5% |
$59.3K - $65.2K
|
3.3K
$324K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-751- 8.52% |
$59.4K - $65.3K
|
8.06K
$792K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-756- 0.66% |
$59.8K - $65.7K
|
114K
$11.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-800- 88.11% |
$63.3K - $69.5K
|
108
$10.6K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-802- 11.16% |
$63.4K - $69.7K
|
6.38K
$627K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-826- 3.88% |
$65.3K - $71.8K
|
20.5K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-841- 8.06% |
$66.5K - $73.1K
|
9.59K
$942K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-873- 67.0% |
$69.1K - $75.9K
|
430
$42.2K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-892- 3.9% |
$70.6K - $77.5K
|
22K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-898- 4.03% |
$71K - $78.1K
|
21.4K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-915- 9.02% |
$72.4K - $79.5K
|
9.23K
$906K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-918- 5.01% |
$72.6K - $79.8K
|
17.4K
$1.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-946- 1.76% |
$74.8K - $82.2K
|
52.9K
$5.19M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-970- 0.98% |
$76.7K - $84.3K
|
97.6K
$9.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-970- 3.74% |
$76.7K - $84.3K
|
24.9K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-974- 2.94% |
$77.1K - $84.7K
|
32.2K
$3.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-980- 16.85% |
$77.5K - $85.2K
|
4.84K
$475K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-993- 1.26% |
$78.6K - $86.3K
|
77.7K
$7.63M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 4.44% |
$79.1K - $86.9K
|
21.5K
$2.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.01K- 2.64% |
$79.9K - $87.8K
|
37.3K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.02K- 14.34% |
$80.4K - $88.3K
|
6.07K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 23.0% |
$80.4K - $88.3K
|
3.4K
$334K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.03K- 1.29% |
$81.5K - $89.5K
|
79K
$7.76M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.05K- 0.48% |
$82.7K - $90.8K
|
217K
$21.3M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.05K- 8.77% |
$83.1K - $91.3K
|
10.9K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.06K- 1.84% |
$83.8K - $92.1K
|
56.6K
$5.55M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 1.38% |
$88.9K - $97.7K
|
80K
$7.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 30.5% |
$91K - $100K
|
2.62K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.16K- 2.3% |
$91.4K - $100K
|
49K
$4.81M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.19K- 9.99% |
$94.1K - $103K
|
10.7K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.21K- 21.48% |
$95.8K - $105K
|
4.43K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.22K- 16.8% |
$96.8K - $106K
|
6.06K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.35K- 15.07% |
$106K - $117K
|
7.58K
$744K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.36K- 14.16% |
$107K - $118K
|
8.22K
$807K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.37K- 9.14% |
$108K - $119K
|
13.6K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.44K- 2.87% |
$114K - $125K
|
48.6K
$4.77M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.47K- 5.3% |
$116K - $128K
|
26.3K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 0.95% |
$118K - $130K
|
157K
$15.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.55K- 38.77% |
$123K - $135K
|
2.45K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.58K- 11.98% |
$125K - $138K
|
11.6K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.6K- 9.67% |
$127K - $139K
|
15K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.62K- 0.38% |
$128K - $141K
|
422K
$41.4M
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.64K- 30.27% |
$130K - $143K
|
3.79K
$372K
|