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 10, 2023
Q2 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
650+ 0.54% |
$51K - $57.9K
|
121K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
623+ 134.27% |
$48.9K - $55.5K
|
1.09K
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
617+ 11.61% |
$48.4K - $54.9K
|
5.93K
$582K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
587New |
$46.1K - $52.2K
|
587
$57.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
563+ 4.26% |
$44.2K - $50.1K
|
13.8K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
534+ 1.68% |
$41.9K - $47.5K
|
32.3K
$3.18M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
525+ 124.41% |
$41.2K - $46.7K
|
947
$93K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
525+ 124.41% |
$41.2K - $46.7K
|
947
$93K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
508+ 5.12% |
$39.9K - $45.2K
|
10.4K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
501+ 10.37% |
$39.3K - $44.6K
|
5.33K
$524K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
500+ 6.89% |
$39.2K - $44.5K
|
7.76K
$762K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
500New |
$39.2K - $44.5K
|
500
$49.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
489+ 5.54% |
$38.4K - $43.5K
|
9.32K
$915K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
489+ 4.93% |
$38.4K - $43.5K
|
10.4K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
475+ 20.43% |
$37.3K - $42.3K
|
2.8K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
470+ 12.36% |
$36.9K - $41.8K
|
4.27K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
455+ 11.01% |
$35.7K - $40.5K
|
4.59K
$451K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
450+ 4.37% |
$35.3K - $40.1K
|
10.7K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
447+ 0.66% |
$35.1K - $39.8K
|
67.9K
$6.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
439+ 87.28% |
$34.5K - $39.1K
|
942
$92.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
428+ 8.57% |
$33.6K - $38.1K
|
5.42K
$533K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
427+ 1.3% |
$33.5K - $38K
|
33.2K
$3.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
427+ 14.0% |
$33.5K - $38K
|
3.48K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
417+ 2.51% |
$32.7K - $37.1K
|
17K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
412+ 2.71% |
$32.3K - $36.7K
|
15.6K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
411New |
$32.3K - $36.6K
|
411
$40.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
402+ 41.96% |
$31.6K - $35.8K
|
1.36K
$134K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
386+ 6.31% |
$30.3K - $34.4K
|
6.5K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
378+ 7.26% |
$29.7K - $33.6K
|
5.58K
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
375+ 8.46% |
$29.4K - $33.4K
|
4.81K
$472K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
365+ 12.78% |
$28.6K - $32.5K
|
3.22K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
357+ 6.34% |
$28K - $31.8K
|
5.99K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
350+ 6.95% |
$27.5K - $31.2K
|
5.38K
$529K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
350+ 0.64% |
$27.5K - $31.2K
|
55.2K
$5.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
341+ 12.9% |
$26.8K - $30.4K
|
2.98K
$293K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
338+ 5.51% |
$26.5K - $30.1K
|
6.47K
$635K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
336+ 182.61% |
$26.4K - $29.9K
|
520
$51.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
335New |
$26.3K - $29.8K
|
335
$32.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
334+ 0.77% |
$26.2K - $29.7K
|
43.8K
$4.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
333+ 13.17% |
$26.1K - $29.6K
|
2.86K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
325+ 1.7% |
$25.5K - $28.9K
|
19.4K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 6.89% |
$25K - $28.3K
|
4.93K
$484K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
317+ 6.75% |
$24.9K - $28.2K
|
5.02K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
316+ 6.0% |
$24.8K - $28.1K
|
5.58K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
315+ 7.12% |
$24.7K - $28K
|
4.74K
$465K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
303+ 0.21% |
$23.8K - $27K
|
147K
$14.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
295+ 3.08% |
$23.2K - $26.3K
|
9.89K
$971K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
291New |
$22.8K - $25.9K
|
291
$28.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
289+ 0.19% |
$22.7K - $25.7K
|
150K
$14.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
285+ 2590.91% |
$22.4K - $25.4K
|
296
$29.1K
|