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 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.19K+ 15.86% |
$172K - $195K
|
16K
$1.57M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
2.17K+ 3.93% |
$170K - $193K
|
57.3K
$5.63M
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
2.13K+ 0.85% |
$167K - $190K
|
252K
$24.7M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$161K - $183K
|
2.05K
$202K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.04K+ 0.65% |
$160K - $181K
|
316K
$31M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.99K+ 4.26% |
$156K - $177K
|
48.7K
$4.78M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.95K+ 56.34% |
$153K - $174K
|
5.41K
$531K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.92K+ 12.47% |
$151K - $171K
|
17.3K
$1.7M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.89K+ 9.41% |
$148K - $168K
|
21.9K
$2.15M
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.86K+ 0.6% |
$146K - $165K
|
311K
$30.6M
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.78K+ 144.84% |
$140K - $159K
|
3.01K
$296K
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.75K+ 2.49% |
$137K - $156K
|
72.1K
$7.08M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.75K+ 10.97% |
$137K - $156K
|
17.7K
$1.74M
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
1.66K+ 1.52% |
$130K - $148K
|
111K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 8.44% |
$124K - $141K
|
20.4K
$2M
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.45K+ 12.58% |
$114K - $129K
|
13K
$1.28M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.45K+ 18.9% |
$114K - $129K
|
9.11K
$894K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.43K+ 37.96% |
$112K - $127K
|
5.18K
$509K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.37KNew |
$108K - $122K
|
1.37K
$135K
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
1.34K+ 17.2% |
$105K - $120K
|
9.16K
$900K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.32K+ 13.97% |
$103K - $117K
|
10.7K
$1.05M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.27K+ 5.26% |
$99.8K - $113K
|
25.5K
$2.5M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.27K+ 11.49% |
$99.4K - $113K
|
12.3K
$1.21M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.23KNew |
$96.6K - $110K
|
1.23K
$121K
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
1.2K+ 24.96% |
$94.2K - $107K
|
6.01K
$590K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18K+ 4.83% |
$92.3K - $105K
|
25.5K
$2.51M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.14K+ 4.56% |
$89.3K - $101K
|
26.1K
$2.56M
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.04KNew |
$81.7K - $92.7K
|
1.04K
$102K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.03KNew |
$80.8K - $91.6K
|
1.03K
$101K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
1.01K+ 17.91% |
$79.5K - $90.2K
|
6.67K
$655K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
991+ 11.37% |
$77.8K - $88.2K
|
9.71K
$953K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
991+ 25.65% |
$77.8K - $88.2K
|
4.85K
$477K
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
966+ 1.83% |
$75.8K - $86K
|
53.8K
$5.29M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
953+ 28.77% |
$74.8K - $84.8K
|
4.27K
$419K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
863New |
$67.7K - $76.8K
|
863
$84.7K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
855+ 3.33% |
$67.1K - $76.1K
|
26.5K
$2.61M
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
839+ 18.45% |
$65.9K - $74.7K
|
5.39K
$529K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
822+ 1.16% |
$64.5K - $73.2K
|
71.6K
$7.03M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
804+ 9.48% |
$63.1K - $71.6K
|
9.28K
$911K
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
803+ 12.19% |
$63K - $71.5K
|
7.39K
$726K
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
800+ 6.88% |
$62.8K - $71.2K
|
12.4K
$1.22M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 4.14% |
$62.8K - $71.2K
|
20.1K
$1.97M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
800+ 740.74% |
$62.8K - $71.2K
|
908
$89.2K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
769+ 3.62% |
$60.4K - $68.4K
|
22K
$2.16M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
751+ 13.46% |
$58.9K - $66.8K
|
6.33K
$622K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
747+ 2.32% |
$58.6K - $66.5K
|
33K
$3.24M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
746+ 0.77% |
$58.6K - $66.4K
|
98K
$9.62M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
728+ 2.19% |
$57.1K - $64.8K
|
34K
$3.34M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
675+ 18.48% |
$53K - $60.1K
|
4.33K
$425K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
659+ 9.52% |
$51.7K - $58.7K
|
7.58K
$745K
|