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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 17.33% |
$1.02K - $1.16K
|
88
$8.64K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.39% |
$942 - $1.07K
|
3.11K
$306K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$942 - $1.07K
|
3.87K
$380K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.23% |
$863 - $979
|
4.74K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.65% |
$785 - $890
|
1.54K
$151K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 14.93% |
$785 - $890
|
77
$7.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9+ 0.26% |
$706 - $801
|
3.41K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 1.03% |
$628 - $712
|
785
$77.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 10.13% |
$628 - $712
|
87
$8.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
8+ 0.09% |
$628 - $712
|
9.37K
$920K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.26% |
$549 - $623
|
2.7K
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
7+ 0.25% |
$549 - $623
|
2.8K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.07% |
$471 - $534
|
566
$55.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 0.44% |
$392 - $445
|
1.13K
$111K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
5+ 0.17% |
$392 - $445
|
2.92K
$287K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 2.45% |
$314 - $356
|
167
$16.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4+ 0.14% |
$314 - $356
|
2.77K
$272K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.5% |
$235 - $267
|
603
$59.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$157 - $178
|
2.62K
$257K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.04% |
$157 - $178
|
5.23K
$513K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2+ 0.2% |
$157 - $178
|
980
$96.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$157 - $178
|
3.31K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.02% |
$78.5 - $89
|
5.72K
$562K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$78.5 - $89
|
264
$25.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
2.92K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$78.5 - $89
|
417
$40.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.56% |
$78.5 - $89
|
40
$3.93K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
3.19K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
2.87K
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.87% |
$78.5 - $89
|
116
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1+ 0.04% |
$78.5 - $89
|
2.6K
$255K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$78.5 - $89
|
6.19K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.28% |
$78.5 - $89
|
351
$34.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$78.5 - $89
|
3.01K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- 0.03% |
$78.5 - $89
|
2.91K
$285K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.1% |
$78.5 - $89
|
1.05K
$103K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.12% |
$78.5 - $89
|
822
$80.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.81% |
$157 - $178
|
245
$24.1K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2- 0.05% |
$157 - $178
|
4.26K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3- 14.29% |
$235 - $267
|
18
$1.77K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 4.76% |
$235 - $267
|
60
$5.89K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.41% |
$314 - $356
|
962
$94.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.42% |
$314 - $356
|
951
$93.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-5- 0.17% |
$392 - $445
|
2.98K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5- 0.04% |
$392 - $445
|
13K
$1.28M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-6- 0.26% |
$471 - $534
|
2.34K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 0.15% |
$471 - $534
|
3.97K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-8- 0.12% |
$628 - $712
|
6.86K
$674K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-8- 0.12% |
$628 - $712
|
6.8K
$667K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.38% |
$628 - $712
|
2.11K
$207K
|