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 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.58K- 11.98% |
$125K - $138K
|
11.6K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.6K- 9.67% |
$127K - $139K
|
15K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.62K- 0.38% |
$128K - $141K
|
422K
$40.8M
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.64K- 30.27% |
$130K - $143K
|
3.79K
$366K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 81.74% |
$131K - $144K
|
369
$35.7K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.68K- 14.1% |
$133K - $146K
|
10.2K
$989K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.68K- 18.16% |
$133K - $146K
|
7.58K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.69K- 1.52% |
$134K - $147K
|
109K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.7K- 19.99% |
$134K - $148K
|
6.8K
$658K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.7K- 27.32% |
$134K - $148K
|
4.52K
$437K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.71K- 27.35% |
$135K - $149K
|
4.54K
$439K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.72K- 22.75% |
$136K - $149K
|
5.83K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 25.28% |
$149K - $164K
|
5.58K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.91K- 2.62% |
$151K - $166K
|
71K
$6.87M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.92K- 12.22% |
$152K - $167K
|
13.8K
$1.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.09K- 13.36% |
$165K - $182K
|
13.6K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.19K- 2.38% |
$173K - $190K
|
89.7K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.19K- 4.39% |
$173K - $190K
|
47.7K
$4.61M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 26.11% |
$178K - $196K
|
6.38K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.32K- 0.79% |
$184K - $202K
|
293K
$28.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.33K- 7.13% |
$184K - $203K
|
30.4K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.36K- 10.14% |
$187K - $205K
|
20.9K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.42K- 49.09% |
$192K - $211K
|
2.51K
$243K
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.47K- 1.19% |
$195K - $215K
|
205K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.56K- 2.68% |
$203K - $223K
|
93.1K
$9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.57K- 2.64% |
$203K - $223K
|
94.8K
$9.16M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 0.17% |
$209K - $229K
|
1.53M
$148M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.76K- 25.5% |
$219K - $240K
|
8.07K
$780K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.82K- 38.23% |
$223K - $245K
|
4.55K
$440K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.83K- 51.53% |
$223K - $246K
|
2.66K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.86K- 1.38% |
$226K - $249K
|
205K
$19.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-3.06K- 37.53% |
$242K - $266K
|
5.09K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.09K- 1.42% |
$245K - $269K
|
215K
$20.7M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.09K- 1.42% |
$245K - $269K
|
215K
$20.7M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.43K- 0.94% |
$272K - $298K
|
362K
$35M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.47K- 21.22% |
$274K - $302K
|
12.9K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.5K- 66.01% |
$277K - $304K
|
1.8K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.54K- 9.69% |
$280K - $308K
|
33K
$3.19M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-3.63K- 2.38% |
$287K - $315K
|
149K
$14.4M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.69K- 4.95% |
$292K - $321K
|
70.8K
$6.84M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.81K- 20.76% |
$301K - $331K
|
14.5K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.99K- 20.08% |
$316K - $347K
|
15.9K
$1.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.15K- 5.89% |
$328K - $360K
|
66.2K
$6.4M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-4.2K- 11.29% |
$332K - $365K
|
33K
$3.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.24K- 1.8% |
$336K - $369K
|
232K
$22.4M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-4.29K- 96.79% |
$339K - $373K
|
142
$13.7K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.5K- 42.3% |
$356K - $391K
|
6.14K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.57K- 2.97% |
$362K - $397K
|
149K
$14.4M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-4.6K- 99.89% |
$364K - $400K
|
5
$483
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.72K- 1.52% |
$373K - $410K
|
306K
$29.5M
|