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 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-626- 16.98% |
$49.1K - $55.7K
|
3.06K
$300K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-626- 3.82% |
$49.1K - $55.7K
|
15.8K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-629- 13.85% |
$49.4K - $56K
|
3.91K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-633- 6.0% |
$49.7K - $56.3K
|
9.91K
$973K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-635- 4.04% |
$49.8K - $56.5K
|
15.1K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-653- 15.71% |
$51.3K - $58.1K
|
3.5K
$344K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-669- 15.6% |
$52.5K - $59.5K
|
3.62K
$355K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-671- 12.79% |
$52.7K - $59.7K
|
4.57K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-699- 12.61% |
$54.9K - $62.2K
|
4.84K
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-701- 5.17% |
$55K - $62.4K
|
12.9K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-710- 2.79% |
$55.7K - $63.2K
|
24.7K
$2.43M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-737- 5.72% |
$57.8K - $65.6K
|
12.1K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-740- 13.66% |
$58.1K - $65.9K
|
4.68K
$459K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-750- 22.51% |
$58.9K - $66.8K
|
2.58K
$254K
|
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-758- 1.34% |
$59.5K - $67.5K
|
55.8K
$5.48M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-762- 11.91% |
$59.8K - $67.8K
|
5.64K
$554K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-790- 1.2% |
$62K - $70.3K
|
65.2K
$6.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-800- 56.14% |
$62.8K - $71.2K
|
625
$61.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-804- 8.61% |
$63.1K - $71.6K
|
8.53K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-806- 12.63% |
$63.3K - $71.7K
|
5.58K
$548K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-837- 3.19% |
$65.7K - $74.5K
|
25.4K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-853- 19.25% |
$67K - $75.9K
|
3.58K
$351K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-854- 1.68% |
$67K - $76K
|
50.1K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-885- 3.81% |
$69.5K - $78.8K
|
22.3K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-906- 0.8% |
$71.1K - $80.6K
|
113K
$11.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-917- 21.15% |
$72K - $81.6K
|
3.42K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-987- 2.8% |
$77.5K - $87.9K
|
34.2K
$3.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-994- 20.78% |
$78K - $88.5K
|
3.79K
$372K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 26.32% |
$78.5K - $89K
|
2.8K
$275K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.05K- 10.62% |
$82.1K - $93.1K
|
8.81K
$865K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.11K- 16.44% |
$86.7K - $98.4K
|
5.62K
$552K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.14K- 25.51% |
$89.2K - $101K
|
3.32K
$326K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.15K- 3.29% |
$89.9K - $102K
|
33.6K
$3.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.17K- 1.51% |
$91.9K - $104K
|
76.5K
$7.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.26K- 9.14% |
$99.1K - $112K
|
12.6K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.3K- 8.96% |
$102K - $116K
|
13.2K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.32K- 8.59% |
$104K - $117K
|
14.1K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.4K- 4.24% |
$110K - $125K
|
31.6K
$3.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 5.19% |
$110K - $125K
|
25.6K
$2.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.41K- 4.29% |
$111K - $126K
|
31.6K
$3.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.44K- 10.09% |
$113K - $129K
|
12.9K
$1.26M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.45K- 3.72% |
$114K - $129K
|
37.5K
$3.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.55K- 2.76% |
$122K - $138K
|
54.8K
$5.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.59K- 3.27% |
$125K - $142K
|
47K
$4.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-1.64K- 21.61% |
$129K - $146K
|
5.95K
$584K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.81K- 77.25% |
$142K - $161K
|
532
$52.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.82K- 0.6% |
$143K - $162K
|
304K
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.88K- 1.19% |
$147K - $167K
|
156K
$15.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.88K- 8.04% |
$148K - $168K
|
21.5K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.93K- 0.1% |
$152K - $172K
|
1.96M
$193M
|