Purchases and Sales Made in Q2 2023 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-9- 2.37% |
$706 - $801
|
370
$36.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-9- 0.3% |
$706 - $801
|
2.98K
$292K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-9- 0.79% |
$706 - $801
|
1.13K
$111K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10- 2.6% |
$785 - $890
|
374
$36.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 0.31% |
$863 - $979
|
3.55K
$349K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-12- 0.23% |
$942 - $1.07K
|
5.19K
$510K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-12- 0.98% |
$942 - $1.07K
|
1.21K
$119K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-12- 0.36% |
$942 - $1.07K
|
3.28K
$322K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 9.85% |
$1.02K - $1.16K
|
119
$11.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14- 0.21% |
$1.1K - $1.25K
|
6.62K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14- 0.09% |
$1.1K - $1.25K
|
15.2K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14- 0.55% |
$1.1K - $1.25K
|
2.51K
$246K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 5.17% |
$1.18K - $1.34K
|
275
$27K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.58% |
$1.18K - $1.34K
|
2.58K
$253K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-17- 0.44% |
$1.33K - $1.51K
|
3.84K
$377K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-17- 0.33% |
$1.33K - $1.51K
|
5.18K
$509K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 2.53% |
$1.33K - $1.51K
|
654
$64.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18- 0.4% |
$1.41K - $1.6K
|
4.53K
$445K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-18- 0.65% |
$1.41K - $1.6K
|
2.76K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-20- 95.24% |
$1.57K - $1.78K
|
1
$98.2
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-20- 0.72% |
$1.57K - $1.78K
|
2.74K
$269K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 28.57% |
$1.57K - $1.78K
|
50
$4.91K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-23- 0.46% |
$1.81K - $2.05K
|
5K
$491K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-23- 3.9% |
$1.81K - $2.05K
|
566
$55.6K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-23- 0.9% |
$1.81K - $2.05K
|
2.54K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.76% |
$1.88K - $2.14K
|
3.12K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25- 1.88% |
$1.96K - $2.23K
|
1.31K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.55% |
$1.96K - $2.23K
|
4.55K
$447K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-26- 14.77% |
$2.04K - $2.31K
|
150
$14.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-26- 0.03% |
$2.04K - $2.31K
|
76.7K
$7.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-28- 1.52% |
$2.2K - $2.49K
|
1.81K
$178K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 67.44% |
$2.28K - $2.58K
|
14
$1.37K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-30- 1.1% |
$2.35K - $2.67K
|
2.69K
$264K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-31- 2.4% |
$2.43K - $2.76K
|
1.26K
$124K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-31- 0.21% |
$2.43K - $2.76K
|
14.6K
$1.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-31- 2.4% |
$2.43K - $2.76K
|
1.26K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 3.3% |
$2.59K - $2.94K
|
967
$95K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 0.17% |
$2.75K - $3.12K
|
20.1K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-35- 1.15% |
$2.75K - $3.12K
|
3.02K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-36- 1.41% |
$2.83K - $3.2K
|
2.52K
$247K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-37- 8.6% |
$2.9K - $3.29K
|
393
$38.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-37- 0.33% |
$2.9K - $3.29K
|
11.1K
$1.09M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-37Closed |
$2.9K - $3.29K
|
0
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-40- 6.69% |
$3.14K - $3.56K
|
558
$54.8K
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-41- 0.05% |
$3.22K - $3.65K
|
78.6K
$7.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-41- 15.41% |
$3.22K - $3.65K
|
225
$22.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Oakmont Corp
|
SELL
|
- |
-47- 6.11% |
$3.69K - $4.18K
|
722
$70.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 1.39% |
$3.92K - $4.45K
|
3.55K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-50- 0.84% |
$3.92K - $4.45K
|
5.93K
$582K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-50- 1.12% |
$3.92K - $4.45K
|
4.43K
$435K
|