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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-140- 3.1% |
$11K - $12.5K
|
4.38K
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-140- 0.63% |
$11K - $12.5K
|
22.1K
$2.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 29.8% |
$11.5K - $13K
|
344
$33.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-149- 24.75% |
$11.7K - $13.3K
|
453
$44.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-150- 3.79% |
$11.8K - $13.4K
|
3.81K
$374K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-150- 4.53% |
$11.8K - $13.4K
|
3.16K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-150- 3.68% |
$11.8K - $13.4K
|
3.93K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-159- 2.58% |
$12.5K - $14.2K
|
6.01K
$590K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-160- 2.14% |
$12.6K - $14.2K
|
7.32K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-160- 3.93% |
$12.6K - $14.2K
|
3.91K
$384K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-160- 4.18% |
$12.6K - $14.2K
|
3.67K
$360K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-163- 1.77% |
$12.8K - $14.5K
|
9.06K
$890K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-169- 3.07% |
$13.3K - $15K
|
5.33K
$524K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-172- 3.44% |
$13.5K - $15.3K
|
4.82K
$474K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-185- 4.01% |
$14.5K - $16.5K
|
4.43K
$435K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-186- 5.79% |
$14.6K - $16.6K
|
3.02K
$297K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-193- 3.59% |
$15.1K - $17.2K
|
5.18K
$509K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-195- 2.39% |
$15.3K - $17.4K
|
7.98K
$784K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-197- 21.67% |
$15.5K - $17.5K
|
712
$69.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-200- 8.08% |
$15.7K - $17.8K
|
2.28K
$224K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 2.87% |
$15.7K - $17.8K
|
6.77K
$665K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-200- 2.2% |
$15.7K - $17.8K
|
8.87K
$871K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-200- 2.44% |
$15.7K - $17.8K
|
8.01K
$787K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-200- 8.1% |
$15.7K - $17.8K
|
2.27K
$223K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-202- 3.25% |
$15.9K - $18K
|
6.02K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-204- 4.22% |
$16K - $18.2K
|
4.63K
$455K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-207- 2.4% |
$16.2K - $18.4K
|
8.44K
$828K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-215- 1.21% |
$16.9K - $19.1K
|
17.6K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-215- 0.37% |
$16.9K - $19.1K
|
57.3K
$5.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-218- 20.74% |
$17.1K - $19.4K
|
833
$81.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-228- 2.02% |
$17.9K - $20.3K
|
11.1K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-230- 2.54% |
$18.1K - $20.5K
|
8.84K
$868K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-230- 4.59% |
$18.1K - $20.5K
|
4.79K
$470K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-234- 1.35% |
$18.4K - $20.8K
|
17.1K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-241- 6.83% |
$18.9K - $21.5K
|
3.29K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-242- 6.14% |
$19K - $21.5K
|
3.7K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-243- 2.6% |
$19.1K - $21.6K
|
9.09K
$892K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-248- 3.76% |
$19.5K - $22.1K
|
6.35K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-250- 2.07% |
$19.6K - $22.3K
|
11.8K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-250- 4.38% |
$19.6K - $22.3K
|
5.46K
$536K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-253- 10.85% |
$19.9K - $22.5K
|
2.08K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-255- 8.71% |
$20K - $22.7K
|
2.67K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-259- 0.36% |
$20.3K - $23.1K
|
70.8K
$6.95M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-261- 5.47% |
$20.5K - $23.2K
|
4.51K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-265- 1.27% |
$20.8K - $23.6K
|
20.6K
$2.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-272- 1.39% |
$21.3K - $24.2K
|
19.4K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-274- 33.7% |
$21.5K - $24.4K
|
539
$52.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-275- 5.98% |
$21.6K - $24.5K
|
4.33K
$425K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-276- 0.26% |
$21.7K - $24.6K
|
107K
$10.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-285- 6.5% |
$22.4K - $25.4K
|
4.1K
$402K
|