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 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.88K- 8.04% |
$148K - $168K
|
21.5K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.93K- 0.1% |
$152K - $172K
|
1.96M
$178M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.94K- 14.32% |
$153K - $173K
|
11.6K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-2.04K- 6.17% |
$160K - $181K
|
31K
$2.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.07K- 3.52% |
$162K - $184K
|
56.6K
$5.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-2.07K- 40.68% |
$162K - $184K
|
3.02K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.12K- 7.04% |
$167K - $189K
|
28K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.15K- 14.38% |
$169K - $191K
|
12.8K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.17K- 7.58% |
$170K - $193K
|
26.4K
$2.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.25K- 1.31% |
$177K - $200K
|
169K
$15.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.33K- 6.22% |
$183K - $207K
|
35.1K
$3.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.34K- 1.9% |
$184K - $208K
|
121K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.38K- 6.58% |
$187K - $212K
|
33.8K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.46K- 34.1% |
$193K - $219K
|
4.75K
$431K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2.64K- 3.06% |
$207K - $235K
|
83.6K
$7.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.65K- 22.73% |
$208K - $236K
|
9K
$817K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 1.69% |
$208K - $236K
|
154K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.72K- 5.91% |
$213K - $242K
|
43.3K
$3.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.74K- 33.33% |
$215K - $244K
|
5.48K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.8K- 5.44% |
$220K - $249K
|
48.6K
$4.41M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.8K- 8.13% |
$220K - $249K
|
31.6K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.81K- 26.15% |
$220K - $250K
|
7.92K
$719K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.84K- 18.62% |
$223K - $253K
|
12.4K
$1.13M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-2.86K- 2.13% |
$224K - $254K
|
131K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-2.86K- 2.13% |
$224K - $254K
|
131K
$11.9M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.87K- 80.93% |
$225K - $255K
|
676
$61.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.08K- 1.71% |
$241K - $274K
|
176K
$16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 1.33% |
$243K - $275K
|
229K
$20.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.11K- 8.32% |
$244K - $276K
|
34.2K
$3.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-3.18K- 2.09% |
$250K - $283K
|
149K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.22K- 2.95% |
$253K - $286K
|
106K
$9.61M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.22K- 54.56% |
$253K - $287K
|
2.68K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.23K- 1.3% |
$254K - $288K
|
245K
$22.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.29K- 1.36% |
$258K - $293K
|
239K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.3K- 4.45% |
$259K - $294K
|
70.9K
$6.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.44K- 4.36% |
$270K - $306K
|
75.5K
$6.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.61K- 13.73% |
$283K - $321K
|
22.7K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.64K- 25.7% |
$286K - $324K
|
10.5K
$956K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.87K- 3.33% |
$304K - $344K
|
112K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.89K- 48.2% |
$305K - $346K
|
4.18K
$379K
|
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-4K- 0.18% |
$314K - $356K
|
2.21M
$200M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.02K- 4.74% |
$315K - $357K
|
80.7K
$7.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-4.03K- 15.89% |
$316K - $359K
|
21.3K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.11K- 81.77% |
$323K - $366K
|
917
$83.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.25K- 58.2% |
$333K - $378K
|
3.05K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-4.31K- 2.33% |
$338K - $383K
|
181K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.36K- 4.86% |
$342K - $388K
|
85.4K
$7.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.38K- 5.42% |
$344K - $390K
|
76.5K
$6.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-4.7K- 9.24% |
$369K - $419K
|
46.2K
$4.19M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.05K- 0.97% |
$396K - $450K
|
514K
$46.6M
|