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 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
284New |
$22.3K - $25.3K
|
284
$27.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
282+ 2.28% |
$22.1K - $25.1K
|
12.6K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
279+ 6.16% |
$21.9K - $24.8K
|
4.81K
$472K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
277+ 2.77% |
$21.7K - $24.7K
|
10.3K
$1.01M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
266+ 6.2% |
$20.9K - $23.7K
|
4.55K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
266+ 0.46% |
$20.9K - $23.7K
|
57.6K
$5.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
263+ 4.17% |
$20.6K - $23.4K
|
6.57K
$645K
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
260+ 1.53% |
$20.4K - $23.1K
|
17.2K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
256+ 2.89% |
$20.1K - $22.8K
|
9.11K
$895K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
256+ 2.89% |
$20.1K - $22.8K
|
9.11K
$895K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
254+ 5.61% |
$19.9K - $22.6K
|
4.78K
$470K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
253+ 4.53% |
$19.9K - $22.5K
|
5.84K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$19.6K - $22.3K
|
250
$24.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
250+ 80.39% |
$19.6K - $22.3K
|
561
$55.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
246+ 0.61% |
$19.3K - $21.9K
|
40.8K
$4M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
245+ 3.96% |
$19.2K - $21.8K
|
6.43K
$631K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
229+ 3.91% |
$18K - $20.4K
|
6.09K
$598K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
225+ 7.82% |
$17.7K - $20K
|
3.1K
$305K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
225+ 7.82% |
$17.7K - $20K
|
3.1K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
224+ 0.65% |
$17.6K - $19.9K
|
34.5K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
223+ 0.11% |
$17.5K - $19.8K
|
204K
$20.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
220+ 2.34% |
$17.3K - $19.6K
|
9.6K
$943K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
218+ 12.1% |
$17.1K - $19.4K
|
2.02K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
216+ 8.89% |
$17K - $19.2K
|
2.65K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
209+ 2.84% |
$16.4K - $18.6K
|
7.58K
$744K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
207New |
$16.2K - $18.4K
|
207
$20.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
205+ 108.47% |
$16.1K - $18.2K
|
394
$38.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
204+ 0.66% |
$16K - $18.2K
|
30.9K
$3.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
200+ 5.23% |
$15.7K - $17.8K
|
4.03K
$395K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
192+ 6.51% |
$15.1K - $17.1K
|
3.14K
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
183+ 1.08% |
$14.4K - $16.3K
|
17.1K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
170+ 9.41% |
$13.3K - $15.1K
|
1.98K
$194K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
163New |
$12.8K - $14.5K
|
163
$16K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
156+ 1.42% |
$12.2K - $13.9K
|
11.1K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
154New |
$12.1K - $13.7K
|
154
$15.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
151+ 0.18% |
$11.9K - $13.4K
|
85.9K
$8.44M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$11.8K - $13.4K
|
150
$14.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 23.08% |
$11.8K - $13.4K
|
800
$78.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
148+ 47.44% |
$11.6K - $13.2K
|
460
$45.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
147+ 3.59% |
$11.5K - $13.1K
|
4.24K
$416K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
144+ 91.14% |
$11.3K - $12.8K
|
302
$29.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
144+ 10.93% |
$11.3K - $12.8K
|
1.46K
$144K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
142+ 14.33% |
$11.1K - $12.6K
|
1.13K
$111K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
135+ 3.13% |
$10.6K - $12K
|
4.45K
$437K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
131+ 2.69% |
$10.3K - $11.7K
|
5K
$491K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
120+ 0.49% |
$9.42K - $10.7K
|
24.7K
$2.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
120+ 1.29% |
$9.42K - $10.7K
|
9.43K
$926K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
119+ 1.09% |
$9.34K - $10.6K
|
11K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 10.68% |
$9.34K - $10.6K
|
1.23K
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
115+ 0.04% |
$9.03K - $10.2K
|
293K
$28.8M
|