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 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
12K+ 18.93% |
$942K - $1.07M
|
75.4K
$7.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
12KNew |
$938K - $1.06M
|
12K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.7K+ 125.26% |
$920K - $1.04M
|
21.1K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.7KNew |
$917K - $1.04M
|
11.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
11.5KNew |
$905K - $1.03M
|
11.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
11.3KNew |
$889K - $1.01M
|
11.3K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
11KNew |
$864K - $980K
|
11K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 156.38% |
$855K - $970K
|
17.9K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.2KNew |
$802K - $909K
|
10.2K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.9K+ 37.72% |
$777K - $881K
|
36.2K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.85K+ 837.24% |
$773K - $876K
|
11K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.82K+ 2.5% |
$771K - $874K
|
402K
$39.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
9.38KNew |
$736K - $834K
|
9.38K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.35KNew |
$734K - $833K
|
9.35K
$918K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.78K+ 25.53% |
$689K - $782K
|
43.2K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
8.78K+ 5.53% |
$689K - $781K
|
167K
$16.4M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
8.76K+ 1140.63% |
$688K - $780K
|
9.53K
$936K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.35K+ 14.15% |
$655K - $743K
|
67.4K
$6.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8.21K+ 7.46% |
$645K - $731K
|
118K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.08K+ 83.66% |
$634K - $719K
|
17.7K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
8.02KNew |
$629K - $714K
|
8.02K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
7.93K+ 0.94% |
$623K - $706K
|
849K
$83.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$610K - $691K
|
7.77K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.74K+ 32.49% |
$608K - $689K
|
31.6K
$3.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.25KNew |
$569K - $645K
|
7.25K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.8K+ 45.64% |
$534K - $605K
|
21.7K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.78K+ 10.24% |
$532K - $603K
|
72.9K
$7.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.61KNew |
$519K - $588K
|
6.61K
$649K
|
|
|
Aug 10, 2023
Q2 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
6.6K+ 0.69% |
$518K - $587K
|
969K
$95.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6.26K+ 7.4% |
$491K - $557K
|
90.9K
$8.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.15KNew |
$483K - $547K
|
6.15K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.92KNew |
$465K - $527K
|
5.92K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.91KNew |
$464K - $526K
|
5.91K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.9K+ 2.04% |
$463K - $525K
|
295K
$28.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.83K+ 2.15% |
$458K - $519K
|
277K
$27.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.72K+ 7.7% |
$449K - $509K
|
80.1K
$7.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.56K+ 5.97% |
$436K - $495K
|
98.6K
$9.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5KNew |
$392K - $445K
|
5K
$491K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.86K+ 11.01% |
$381K - $432K
|
49K
$4.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.75K+ 5.24% |
$373K - $423K
|
95.5K
$9.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.72K+ 3.48% |
$370K - $420K
|
140K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.56K+ 4.04% |
$358K - $406K
|
117K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.38K+ 3.39% |
$344K - $390K
|
134K
$13.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
4.38K+ 3.85% |
$344K - $390K
|
118K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.37KNew |
$343K - $389K
|
4.37K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.3KNew |
$338K - $383K
|
4.3K
$422K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.26K+ 142.21% |
$334K - $379K
|
7.25K
$712K
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
4.25KNew |
$334K - $378K
|
4.25K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.1KNew |
$322K - $365K
|
4.1K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 62.31% |
$318K - $360K
|
10.5K
$1.04M
|