Purchases and Sales Made in Q3 2023 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.46% |
$238 - $273
|
651
$64.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.85% |
$238 - $273
|
348
$34.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.14% |
$238 - $273
|
2.11K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 0.51% |
$317 - $364
|
781
$77.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-7- 0.2% |
$555 - $637
|
3.54K
$351K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 3.32% |
$555 - $637
|
204
$20.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 8.24% |
$555 - $637
|
78
$7.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8- 9.09% |
$634 - $728
|
80
$7.95K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.45% |
$634 - $728
|
1.77K
$176K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-9- 0.3% |
$714 - $819
|
2.97K
$295K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 5.1% |
$793 - $910
|
186
$18.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-10- 0.34% |
$793 - $910
|
2.92K
$290K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-10- 2.54% |
$793 - $910
|
383
$38K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 0.28% |
$793 - $910
|
3.54K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-11- 0.26% |
$872 - $1K
|
4.26K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11- 0.24% |
$872 - $1K
|
4.5K
$447K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 40.0% |
$951 - $1.09K
|
18
$1.79K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13- 0.48% |
$1.03K - $1.18K
|
2.69K
$267K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13Closed |
$1.03K - $1.18K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-14- 1.7% |
$1.11K - $1.27K
|
811
$80.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-14- 0.38% |
$1.11K - $1.27K
|
3.66K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17- 0.32% |
$1.35K - $1.55K
|
5.32K
$528K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-17- 1.5% |
$1.35K - $1.55K
|
1.12K
$111K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-17- 0.38% |
$1.35K - $1.55K
|
4.41K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-17- 0.31% |
$1.35K - $1.55K
|
5.53K
$549K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-18- 0.55% |
$1.43K - $1.64K
|
3.27K
$324K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-20- 0.78% |
$1.59K - $1.82K
|
2.54K
$252K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-21- 0.29% |
$1.67K - $1.91K
|
7.12K
$707K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 1.7% |
$1.67K - $1.91K
|
1.21K
$120K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21- 0.36% |
$1.67K - $1.91K
|
5.83K
$579K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.66% |
$1.98K - $2.27K
|
3.76K
$374K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 9.09% |
$1.98K - $2.27K
|
250
$24.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-25- 0.32% |
$1.98K - $2.27K
|
7.73K
$768K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 1.24% |
$1.98K - $2.27K
|
2K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.87% |
$1.98K - $2.27K
|
2.84K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-27- 1.21% |
$2.14K - $2.46K
|
2.2K
$219K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-27- 5.56% |
$2.14K - $2.46K
|
459
$45.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-27- 0.98% |
$2.14K - $2.46K
|
2.73K
$271K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-29- 0.49% |
$2.3K - $2.64K
|
5.86K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-30- 0.79% |
$2.38K - $2.73K
|
3.76K
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32- 18.93% |
$2.54K - $2.91K
|
137
$13.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-32- 1.19% |
$2.54K - $2.91K
|
2.66K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 6.21% |
$2.54K - $2.91K
|
483
$48K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-35- 2.3% |
$2.78K - $3.18K
|
1.49K
$148K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-36- 0.72% |
$2.85K - $3.27K
|
4.99K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-37- 3.46% |
$2.93K - $3.37K
|
1.03K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-40- 0.31% |
$3.17K - $3.64K
|
13K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-42- 10.37% |
$3.33K - $3.82K
|
363
$36.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-47- 0.27% |
$3.73K - $4.28K
|
17.7K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-48- 1.81% |
$3.81K - $4.37K
|
2.6K
$258K
|