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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
20New |
$1.57K - $1.78K
|
20
$1.95K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
18New |
$1.41K - $1.6K
|
18
$1.76K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
17+ 0.51% |
$1.33K - $1.51K
|
3.33K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
16+ 0.32% |
$1.26K - $1.42K
|
4.99K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
16+ 0.27% |
$1.26K - $1.42K
|
6.05K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 17.33% |
$1.02K - $1.16K
|
88
$8.59K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.39% |
$942 - $1.07K
|
3.11K
$304K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$942 - $1.07K
|
3.87K
$378K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.23% |
$863 - $979
|
4.74K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.65% |
$785 - $890
|
1.54K
$150K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 14.93% |
$785 - $890
|
77
$7.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9+ 0.26% |
$706 - $801
|
3.41K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
8+ 0.09% |
$628 - $712
|
9.37K
$915K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 1.03% |
$628 - $712
|
785
$76.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 10.13% |
$628 - $712
|
87
$8.49K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.26% |
$549 - $623
|
2.7K
$264K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
7+ 0.25% |
$549 - $623
|
2.8K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.07% |
$471 - $534
|
566
$55.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
5+ 0.17% |
$392 - $445
|
2.92K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 0.44% |
$392 - $445
|
1.13K
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4+ 0.14% |
$314 - $356
|
2.77K
$270K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 2.45% |
$314 - $356
|
167
$16.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.5% |
$235 - $267
|
603
$58.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$157 - $178
|
2.62K
$256K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.04% |
$157 - $178
|
5.23K
$510K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2+ 0.2% |
$157 - $178
|
980
$95.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$157 - $178
|
3.31K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
3.19K
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$78.5 - $89
|
6.19K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
2.87K
$280K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$78.5 - $89
|
264
$25.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.56% |
$78.5 - $89
|
40
$3.91K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$78.5 - $89
|
2.92K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$78.5 - $89
|
417
$40.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1+ 0.04% |
$78.5 - $89
|
2.6K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.87% |
$78.5 - $89
|
116
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.02% |
$78.5 - $89
|
5.72K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1- 0.03% |
$78.5 - $89
|
2.91K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.28% |
$78.5 - $89
|
351
$34.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$78.5 - $89
|
3.01K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.1% |
$78.5 - $89
|
1.05K
$102K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.12% |
$78.5 - $89
|
822
$80.3K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2- 0.05% |
$157 - $178
|
4.26K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.81% |
$157 - $178
|
245
$23.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3- 14.29% |
$235 - $267
|
18
$1.76K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 4.76% |
$235 - $267
|
60
$5.86K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.42% |
$314 - $356
|
951
$92.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.41% |
$314 - $356
|
962
$93.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5- 0.04% |
$392 - $445
|
13K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-5- 0.17% |
$392 - $445
|
2.98K
$291K
|