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
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.64KNew |
$209K - $230K
|
2.64K
$260K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.63K+ 1.55% |
$208K - $229K
|
172K
$16.9M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.62K+ 0.01% |
$207K - $228K
|
40.4M
$3.97B
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.62K+ 0.61% |
$207K - $227K
|
431K
$42.3M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.6KNew |
$206K - $226K
|
2.6K
$255K
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$203K - $223K
|
2.56K
$252K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.56KNew |
$202K - $222K
|
2.56K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.55KNew |
$202K - $222K
|
2.55K
$251K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$200K - $220K
|
2.53K
$248K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$200K - $219K
|
2.52K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.52KNew |
$200K - $219K
|
2.52K
$248K
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$198K - $217K
|
2.5K
$246K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
2.5KNew |
$198K - $217K
|
2.5K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.49KNew |
$197K - $216K
|
2.49K
$244K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
2.47KNew |
$195K - $215K
|
2.47K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.46KNew |
$194K - $214K
|
2.46K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.46K+ 36.3% |
$194K - $214K
|
9.22K
$906K
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
2.45KNew |
$194K - $213K
|
2.45K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.43KNew |
$192K - $211K
|
2.43K
$239K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.43K+ 11.58% |
$192K - $211K
|
23.4K
$2.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.4KNew |
$189K - $208K
|
2.4K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.38KNew |
$189K - $207K
|
2.38K
$234K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.36K+ 21.11% |
$187K - $205K
|
13.6K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.33K+ 7.9% |
$184K - $203K
|
31.8K
$3.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
2.28K+ 15.0% |
$180K - $198K
|
17.5K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.24K+ 73.06% |
$177K - $195K
|
5.31K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.22K+ 2.83% |
$176K - $193K
|
80.9K
$7.94M
|
|
|
May 16, 2023
Q1 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
2.21K+ 2.97% |
$175K - $192K
|
76.6K
$7.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.18K+ 3.86% |
$173K - $190K
|
58.7K
$5.77M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.13K+ 7.45% |
$168K - $185K
|
30.7K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.09K+ 37.79% |
$165K - $182K
|
7.63K
$749K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.06K+ 40.06% |
$163K - $179K
|
7.2K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2KNew |
$158K - $174K
|
2K
$196K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
1.97K+ 0.44% |
$156K - $172K
|
452K
$44.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.93K+ 73.96% |
$152K - $167K
|
4.53K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.91KNew |
$151K - $166K
|
1.91K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.87K+ 8.38% |
$148K - $163K
|
24.2K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.85K+ 1.09% |
$146K - $161K
|
171K
$16.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.83K+ 5.32% |
$145K - $159K
|
36.1K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.82KNew |
$144K - $158K
|
1.82K
$179K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.8K+ 1.62% |
$142K - $156K
|
113K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.78K+ 4.59% |
$141K - $155K
|
40.5K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.72K+ 4.17% |
$136K - $149K
|
42.9K
$4.21M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.7K+ 1.62% |
$135K - $148K
|
106K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.61K+ 26.64% |
$127K - $140K
|
7.66K
$752K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.48K+ 3.43% |
$117K - $129K
|
44.7K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.47K+ 5.74% |
$116K - $128K
|
27.1K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.43K+ 12.16% |
$113K - $124K
|
13.2K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.41K+ 7.96% |
$111K - $122K
|
19.1K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.4K+ 1.41% |
$111K - $122K
|
101K
$9.91M
|