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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.22KNew |
$492K - $541K
|
6.22K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.21K+ 2.9% |
$491K - $539K
|
221K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.92KNew |
$468K - $514K
|
5.92K
$581K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.69K+ 134.35% |
$450K - $495K
|
9.93K
$975K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.59KNew |
$443K - $486K
|
5.59K
$549K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.58K+ 4.12% |
$441K - $485K
|
141K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.57KNew |
$441K - $484K
|
5.57K
$547K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.5K+ 4.16% |
$435K - $478K
|
138K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.24K+ 0.12% |
$414K - $455K
|
4.32M
$424M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.23KNew |
$414K - $455K
|
5.23K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
5.12K+ 11.07% |
$405K - $445K
|
51.4K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
5.12KNew |
$405K - $445K
|
5.12K
$503K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.02K+ 7.45% |
$397K - $436K
|
72.4K
$7.11M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5KNew |
$395K - $434K
|
5K
$491K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
4.94K+ 4.34% |
$390K - $429K
|
119K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.9K+ 3.35% |
$387K - $426K
|
151K
$14.8M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.78KNew |
$378K - $415K
|
4.78K
$469K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.78K+ 25.92% |
$378K - $415K
|
23.2K
$2.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.74K+ 12.03% |
$375K - $412K
|
44.1K
$4.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
4.71K+ 1.75% |
$372K - $409K
|
273K
$26.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.7KNew |
$372K - $408K
|
4.7K
$461K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.62KNew |
$365K - $401K
|
4.62K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.5KNew |
$356K - $391K
|
4.5K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4.5K+ 89940.0% |
$356K - $391K
|
4.5K
$442K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
4.43K+ 14.51% |
$351K - $385K
|
35K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.43KNew |
$351K - $385K
|
4.43K
$435K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.43K+ 8.36% |
$350K - $385K
|
57.4K
$5.63M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
4.33KNew |
$343K - $377K
|
4.33K
$426K
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
4.23K+ 66.94% |
$334K - $367K
|
10.5K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.2K+ 42.18% |
$333K - $365K
|
14.2K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.19K+ 3.53% |
$331K - $364K
|
123K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.16KNew |
$329K - $361K
|
4.16K
$408K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.14KNew |
$328K - $360K
|
4.14K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
4K+ 27.38% |
$316K - $348K
|
18.6K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.95K+ 58.25% |
$312K - $343K
|
10.7K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.67K+ 5.48% |
$290K - $319K
|
70.6K
$6.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.65KNew |
$289K - $318K
|
3.65K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$287K - $316K
|
3.63K
$357K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.51K+ 43.19% |
$278K - $305K
|
11.6K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
3.5K+ 2.99% |
$277K - $304K
|
120K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.46K+ 5.21% |
$274K - $301K
|
70K
$6.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.45K+ 2.46% |
$273K - $300K
|
143K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$261K - $287K
|
3.3K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.2K+ 27.35% |
$253K - $278K
|
14.9K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.17KNew |
$251K - $275K
|
3.17K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.16K+ 354.61% |
$250K - $274K
|
4.05K
$397K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.11K+ 0.61% |
$246K - $271K
|
514K
$50.5M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.91KNew |
$230K - $253K
|
2.91K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.72KNew |
$215K - $237K
|
2.72K
$267K
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 3.01% |
$210K - $230K
|
90.7K
$8.91M
|