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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-41- 0.05% |
$3.22K - $3.65K
|
78.6K
$7.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Oakmont Corp
|
SELL
|
- |
-47- 6.11% |
$3.69K - $4.18K
|
722
$70.5K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-50- 1.12% |
$3.92K - $4.45K
|
4.43K
$433K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-50- 0.84% |
$3.92K - $4.45K
|
5.93K
$579K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 1.39% |
$3.92K - $4.45K
|
3.55K
$346K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-50- 0.42% |
$3.92K - $4.45K
|
11.7K
$1.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-51- 13.11% |
$4K - $4.54K
|
338
$33K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-51- 19.47% |
$4K - $4.54K
|
211
$20.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-54- 1.21% |
$4.24K - $4.81K
|
4.42K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-55- 26.83% |
$4.32K - $4.9K
|
150
$14.6K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-56- 2.62% |
$4.4K - $4.98K
|
2.08K
$203K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-58- 0.8% |
$4.55K - $5.16K
|
7.18K
$701K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-58- 1.94% |
$4.55K - $5.16K
|
2.93K
$286K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-58- 1.48% |
$4.55K - $5.16K
|
3.87K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-60- 6.78% |
$4.71K - $5.34K
|
825
$80.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-61- 2.33% |
$4.79K - $5.43K
|
2.56K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-61- 1.85% |
$4.79K - $5.43K
|
3.24K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-62- 0.58% |
$4.87K - $5.52K
|
10.7K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-64- 1.26% |
$5.02K - $5.7K
|
5.03K
$491K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-65- 1.1% |
$5.1K - $5.79K
|
5.85K
$571K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-65- 3.96% |
$5.1K - $5.79K
|
1.58K
$154K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-69- 0.85% |
$5.42K - $6.14K
|
8.07K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-70- 1.11% |
$5.49K - $6.23K
|
6.22K
$607K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-71- 61.21% |
$5.57K - $6.32K
|
45
$4.39K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 2.55% |
$5.81K - $6.59K
|
2.83K
$276K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-77- 3.13% |
$6.04K - $6.85K
|
2.39K
$233K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79- 28.73% |
$6.2K - $7.03K
|
196
$19.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-90- 1.0% |
$7.06K - $8.01K
|
8.92K
$870K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-91- 1.98% |
$7.14K - $8.1K
|
4.5K
$440K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-92- 1.52% |
$7.22K - $8.19K
|
5.95K
$581K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-95- 1.25% |
$7.46K - $8.46K
|
7.48K
$731K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-95- 1.31% |
$7.46K - $8.46K
|
7.14K
$697K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-96- 3.44% |
$7.54K - $8.54K
|
2.69K
$263K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-97- 8.56% |
$7.61K - $8.63K
|
1.04K
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-99- 10.13% |
$7.77K - $8.81K
|
878
$85.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.43% |
$7.85K - $8.9K
|
6.91K
$675K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 2.2% |
$7.85K - $8.9K
|
4.44K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-100- 39.53% |
$7.85K - $8.9K
|
153
$14.9K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-101- 3.56% |
$7.93K - $8.99K
|
2.74K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-106- 1.27% |
$8.32K - $9.44K
|
8.25K
$805K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-107- 2.79% |
$8.4K - $9.52K
|
3.72K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-114- 21.92% |
$8.95K - $10.1K
|
406
$39.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-116- 12.99% |
$9.1K - $10.3K
|
777
$75.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-117- 2.01% |
$9.18K - $10.4K
|
5.72K
$558K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-119- 0.43% |
$9.34K - $10.6K
|
27.7K
$2.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-120- 2.45% |
$9.42K - $10.7K
|
4.77K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-120- 3.07% |
$9.42K - $10.7K
|
3.79K
$370K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-122- 1.14% |
$9.58K - $10.9K
|
10.6K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-122- 3.2% |
$9.58K - $10.9K
|
3.69K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-123- 0.57% |
$9.65K - $10.9K
|
21.3K
$2.08M
|