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 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.5KNew |
$1.86M - $2.04M
|
23.5K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
22.1K+ 0.23% |
$1.75M - $1.92M
|
9.85M
$967M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
20K+ 6.95% |
$1.58M - $1.74M
|
307K
$30.2M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
20K+ 10.84% |
$1.58M - $1.73M
|
204K
$20M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
19.8K+ 29.88% |
$1.57M - $1.72M
|
86.2K
$8.47M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
19.7KNew |
$1.56M - $1.71M
|
19.7K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
18.9K+ 59.27% |
$1.5M - $1.65M
|
50.9K
$5M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.6K+ 74.52% |
$1.47M - $1.62M
|
43.5K
$4.28M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.4KNew |
$1.46M - $1.6M
|
18.4K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.3K+ 300.81% |
$1.45M - $1.59M
|
24.4K
$2.39M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
17.8K+ 15.43% |
$1.41M - $1.55M
|
133K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
17.6K+ 2.14% |
$1.39M - $1.53M
|
841K
$82.5M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.5KNew |
$1.3M - $1.43M
|
16.5K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
15.5K+ 42.41% |
$1.23M - $1.35M
|
52K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
15.4KNew |
$1.22M - $1.34M
|
15.4K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
14.8K+ 709.39% |
$1.17M - $1.29M
|
16.9K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
14.3K+ 20.28% |
$1.13M - $1.24M
|
84.7K
$8.32M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.4K+ 25.02% |
$1.06M - $1.16M
|
66.9K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.04M - $1.14M
|
13.1K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
12.8K+ 37.11% |
$1.01M - $1.11M
|
47.2K
$4.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.3K+ 93.23% |
$970K - $1.07M
|
25.4K
$2.49M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.6K+ 63.68% |
$921K - $1.01M
|
29.9K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.6K+ 297.97% |
$919K - $1.01M
|
15.5K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.1K+ 0.41% |
$879K - $966K
|
2.71M
$266M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
10.8K+ 3.63% |
$858K - $943K
|
309K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.4KNew |
$826K - $908K
|
10.4K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.4K+ 0.49% |
$825K - $906K
|
2.12M
$208M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.97K+ 34.47% |
$789K - $867K
|
38.9K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.64K+ 51.12% |
$763K - $838K
|
28.5K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9.36KNew |
$741K - $814K
|
9.36K
$919K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
9.31K+ 16.01% |
$736K - $809K
|
67.4K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.11K+ 331.43% |
$721K - $792K
|
11.9K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9.05K+ 20.08% |
$716K - $787K
|
54.1K
$5.32M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
8.51KNew |
$673K - $740K
|
8.51K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
8.5KNew |
$673K - $739K
|
8.5K
$835K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
8.37K+ 11.27% |
$662K - $728K
|
82.6K
$8.11M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.35KNew |
$661K - $726K
|
8.35K
$820K
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
8.1K+ 6.42% |
$641K - $704K
|
134K
$13.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
8.1K+ 6.42% |
$641K - $704K
|
134K
$13.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7.58K+ 5.93% |
$600K - $659K
|
135K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.3KNew |
$577K - $634K
|
7.3K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.26K+ 43.8% |
$574K - $631K
|
23.8K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.17K+ 6.81% |
$567K - $623K
|
112K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
7.16K+ 265.2% |
$567K - $623K
|
9.86K
$969K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.07KNew |
$559K - $614K
|
7.07K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.56K+ 0.66% |
$519K - $571K
|
994K
$97.6M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6.54K+ 75.04% |
$517K - $569K
|
15.3K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.45K+ 132.74% |
$510K - $561K
|
11.3K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.4K+ 3.15% |
$506K - $556K
|
209K
$20.6M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.4KNew |
$506K - $556K
|
6.4K
$628K
|