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 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.4K+ 59.34% |
$111K - $122K
|
3.75K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.37K+ 85.16% |
$109K - $119K
|
2.98K
$293K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.33K+ 121.06% |
$105K - $115K
|
2.43K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.32KNew |
$104K - $115K
|
1.32K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.31K+ 21.99% |
$103K - $113K
|
7.24K
$711K
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.28K+ 24.06% |
$101K - $111K
|
6.59K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.25K+ 63.33% |
$98.7K - $108K
|
3.22K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 6.0% |
$95.3K - $105K
|
21.3K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
1.19K+ 2.66% |
$94.4K - $104K
|
46K
$4.52M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.18KNew |
$93K - $102K
|
1.18K
$115K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.17KNew |
$92.6K - $102K
|
1.17K
$115K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.11K+ 9.85% |
$88K - $96.8K
|
12.4K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.1K+ 32.93% |
$87.3K - $96K
|
4.46K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 6.15% |
$86.1K - $94.6K
|
18.8K
$1.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.03K+ 1.87% |
$81.7K - $89.8K
|
56.4K
$5.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.03K+ 9.59% |
$81.2K - $89.2K
|
11.7K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
998+ 0.02% |
$79K - $86.8K
|
6.28M
$617M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
983+ 0.59% |
$77.8K - $85.5K
|
168K
$16.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
978New |
$77.4K - $85K
|
978
$96K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
932New |
$73.7K - $81K
|
932
$91.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
918New |
$72.6K - $79.8K
|
918
$90.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
916+ 6.42% |
$72.5K - $79.6K
|
15.2K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
878+ 0.58% |
$69.5K - $76.3K
|
152K
$15M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
836+ 15.27% |
$66.1K - $72.7K
|
6.31K
$620K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
835+ 27.87% |
$66.1K - $72.6K
|
3.83K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
801+ 14.6% |
$63.4K - $69.6K
|
6.29K
$617K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
778+ 0.91% |
$61.5K - $67.6K
|
86.3K
$8.48M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
778+ 0.91% |
$61.5K - $67.6K
|
86.3K
$8.48M
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
766+ 0.98% |
$60.6K - $66.6K
|
78.6K
$7.72M
|
|
|
May 15, 2023
Q1 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
765+ 0.05% |
$60.5K - $66.5K
|
1.63M
$160M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
735+ 17.24% |
$58.1K - $63.9K
|
5K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
729+ 2.86% |
$57.7K - $63.4K
|
26.3K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
724+ 8.11% |
$57.3K - $62.9K
|
9.65K
$948K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
723+ 8.89% |
$57.2K - $62.9K
|
8.86K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
708+ 15.75% |
$56K - $61.5K
|
5.2K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
703+ 2.39% |
$55.6K - $61.1K
|
30.1K
$2.96M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 0.62% |
$55.4K - $60.9K
|
114K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
694+ 8.35% |
$54.9K - $60.3K
|
9.01K
$884K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
681+ 12.54% |
$53.9K - $59.2K
|
6.11K
$600K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
652+ 10.74% |
$51.6K - $56.7K
|
6.72K
$660K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
644+ 1.99% |
$50.9K - $56K
|
33K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
643+ 6.92% |
$50.9K - $55.9K
|
9.93K
$975K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
627+ 7.18% |
$49.6K - $54.5K
|
9.36K
$919K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
611+ 6.97% |
$48.3K - $53.1K
|
9.38K
$921K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
610+ 4.13% |
$48.3K - $53K
|
15.4K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
608+ 1.86% |
$48.1K - $52.9K
|
33.3K
$3.27M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
583+ 5.32% |
$46.1K - $50.7K
|
11.5K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
566New |
$44.8K - $49.2K
|
566
$55.6K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
546+ 6.22% |
$43.2K - $47.5K
|
9.33K
$916K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
545+ 1.11% |
$43.1K - $47.4K
|
49.8K
$4.89M
|