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 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-285- 0.58% |
$22.4K - $25.4K
|
49.2K
$4.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-289- 3.13% |
$22.7K - $25.7K
|
8.94K
$878K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-290- 5.78% |
$22.8K - $25.8K
|
4.73K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-291- 1.37% |
$22.8K - $25.9K
|
21K
$2.06M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-296- 2.06% |
$23.2K - $26.3K
|
14.1K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-300- 18.21% |
$23.5K - $26.7K
|
1.35K
$132K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.26% |
$23.5K - $26.7K
|
114K
$11.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-301- 7.58% |
$23.6K - $26.8K
|
3.67K
$360K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-306- 0.7% |
$24K - $27.2K
|
43.2K
$4.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-310- 0.72% |
$24.3K - $27.6K
|
42.6K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-312- 6.45% |
$24.5K - $27.8K
|
4.53K
$444K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-314- 2.6% |
$24.6K - $27.9K
|
11.7K
$1.15M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-314- 2.6% |
$24.6K - $27.9K
|
11.7K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-315- 10.82% |
$24.7K - $28K
|
2.6K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-322- 5.78% |
$25.3K - $28.7K
|
5.25K
$515K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-329- 0.4% |
$25.8K - $29.3K
|
82.3K
$8.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-348- 7.45% |
$27.3K - $31K
|
4.33K
$425K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-351- 12.16% |
$27.5K - $31.2K
|
2.54K
$249K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-357- 1.62% |
$28K - $31.8K
|
21.6K
$2.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-373- 10.47% |
$29.3K - $33.2K
|
3.19K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-375- 1.4% |
$29.4K - $33.4K
|
26.4K
$2.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-379- 2.8% |
$29.7K - $33.7K
|
13.2K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-381- 0.78% |
$29.9K - $33.9K
|
48.6K
$4.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-381- 8.61% |
$29.9K - $33.9K
|
4.05K
$397K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-403- 79.49% |
$31.6K - $35.9K
|
104
$10.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-418- 9.69% |
$32.8K - $37.2K
|
3.9K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-418- 0.38% |
$32.8K - $37.2K
|
110K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-440- 7.35% |
$34.5K - $39.2K
|
5.55K
$545K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-450- 9.0% |
$35.3K - $40.1K
|
4.55K
$447K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-450- 9.0% |
$35.3K - $40.1K
|
4.55K
$447K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-450- 10.0% |
$35.3K - $40.1K
|
4.05K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-456- 2.94% |
$35.8K - $40.6K
|
15.1K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-457- 3.76% |
$35.9K - $40.7K
|
11.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-461- 2.65% |
$36.2K - $41K
|
16.9K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-469- 0.94% |
$36.8K - $41.7K
|
49.4K
$4.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-476- 12.57% |
$37.4K - $42.4K
|
3.31K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-493- 9.94% |
$38.7K - $43.9K
|
4.47K
$438K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-516- 8.85% |
$40.5K - $45.9K
|
5.31K
$522K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-521- 9.2% |
$40.9K - $46.4K
|
5.14K
$505K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-525- 8.08% |
$41.2K - $46.7K
|
5.97K
$587K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-537- 4.33% |
$42.1K - $47.8K
|
11.9K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-546- 2.94% |
$42.9K - $48.6K
|
18K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-549- 8.94% |
$43.1K - $48.9K
|
5.59K
$549K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-551- 1.92% |
$43.2K - $49K
|
28.1K
$2.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-557- 4.16% |
$43.7K - $49.6K
|
12.8K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-584- 12.82% |
$45.8K - $52K
|
3.97K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-585- 1.71% |
$45.9K - $52.1K
|
33.6K
$3.3M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-594- 0.91% |
$46.6K - $52.9K
|
64.5K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-615- 8.03% |
$48.3K - $54.7K
|
7.04K
$691K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-625- 4.65% |
$49.1K - $55.6K
|
12.8K
$1.26M
|