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 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.99K+ 31.33% |
$313K - $355K
|
16.7K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.88K+ 45.54% |
$304K - $345K
|
12.4K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.56K+ 101.45% |
$279K - $317K
|
7.07K
$694K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.5KNew |
$274K - $311K
|
3.5K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.48K+ 0.73% |
$273K - $310K
|
481K
$47.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.43KNew |
$269K - $306K
|
3.43K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.39K+ 134.77% |
$266K - $302K
|
5.9K
$580K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.36K+ 83.07% |
$263K - $299K
|
7.4K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.32K+ 6.38% |
$261K - $296K
|
55.3K
$5.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.27K+ 0.24% |
$257K - $291K
|
1.36M
$134M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.26K+ 27.77% |
$256K - $290K
|
15K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$253K - $287K
|
3.23K
$317K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.09K+ 76.4% |
$243K - $275K
|
7.14K
$701K
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.01K+ 2.22% |
$236K - $268K
|
138K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3KNew |
$235K - $267K
|
3K
$295K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.95KNew |
$232K - $263K
|
2.95K
$290K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.95KNew |
$232K - $263K
|
2.95K
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.89K+ 444.55% |
$227K - $258K
|
3.55K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.87K+ 25.09% |
$225K - $255K
|
14.3K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.86K+ 157.28% |
$225K - $255K
|
4.68K
$460K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.84K+ 28.62% |
$223K - $253K
|
12.8K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.82K+ 10.4% |
$221K - $251K
|
29.9K
$2.94M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.72KNew |
$213K - $242K
|
2.72K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.7K+ 9.49% |
$212K - $241K
|
31.2K
$3.06M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.7KNew |
$212K - $240K
|
2.7K
$265K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.67K+ 2.99% |
$209K - $237K
|
91.7K
$9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.66KNew |
$209K - $237K
|
2.66K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.58K+ 0.61% |
$203K - $230K
|
424K
$41.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.53K+ 114.29% |
$198K - $225K
|
4.74K
$465K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.51K+ 1.78% |
$197K - $224K
|
143K
$14.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.48KNew |
$195K - $221K
|
2.48K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.39KNew |
$188K - $213K
|
2.39K
$235K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.39KNew |
$188K - $213K
|
2.39K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.38KNew |
$187K - $212K
|
2.38K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.37KNew |
$186K - $211K
|
2.37K
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.36K+ 3.35% |
$186K - $210K
|
73K
$7.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.34K+ 4.91% |
$184K - $208K
|
50K
$4.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.33KNew |
$183K - $208K
|
2.33K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.32KNew |
$182K - $206K
|
2.32K
$227K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.31KNew |
$181K - $206K
|
2.31K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.3KNew |
$181K - $205K
|
2.3K
$226K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.3KNew |
$180K - $204K
|
2.3K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.29KNew |
$180K - $204K
|
2.29K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.29KNew |
$180K - $204K
|
2.29K
$225K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.29KNew |
$179K - $203K
|
2.29K
$224K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.27KNew |
$178K - $202K
|
2.27K
$223K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.27KNew |
$178K - $202K
|
2.27K
$223K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$177K - $201K
|
2.26K
$222K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.25K+ 35.2% |
$177K - $200K
|
8.64K
$848K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.23K+ 91.96% |
$175K - $198K
|
4.66K
$457K
|