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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-60- 1.8% |
$4.76K - $5.46K
|
3.27K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-61- 51.26% |
$4.84K - $5.55K
|
58
$5.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-62- 2.32% |
$4.92K - $5.64K
|
2.61K
$256K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-63- 2.35% |
$5K - $5.73K
|
2.62K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-64- 0.38% |
$5.07K - $5.82K
|
17K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-67- 63.21% |
$5.31K - $6.09K
|
39
$3.83K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-72- 1.31% |
$5.71K - $6.55K
|
5.41K
$531K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-73- 2.37% |
$5.79K - $6.64K
|
3K
$295K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-74- 1.36% |
$5.87K - $6.73K
|
5.38K
$528K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-75- 1.27% |
$5.95K - $6.82K
|
5.85K
$575K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-78- 4.95% |
$6.18K - $7.09K
|
1.5K
$147K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-79- 1.69% |
$6.26K - $7.19K
|
4.6K
$452K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-79- 11.1% |
$6.26K - $7.19K
|
633
$62.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-81- 6.01% |
$6.42K - $7.37K
|
1.27K
$124K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-83- 2.43% |
$6.58K - $7.55K
|
3.33K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-86- 1.66% |
$6.82K - $7.82K
|
5.11K
$502K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-92- 1.54% |
$7.29K - $8.37K
|
5.9K
$579K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-94- 2.47% |
$7.45K - $8.55K
|
3.71K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-96- 3.18% |
$7.61K - $8.73K
|
2.92K
$287K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-97- 51.32% |
$7.69K - $8.82K
|
92
$9.03K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-100- 33.78% |
$7.93K - $9.1K
|
196
$19.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-100- 2.08% |
$7.93K - $9.1K
|
4.71K
$462K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.39% |
$7.93K - $9.1K
|
25.5K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-109- 1.75% |
$8.64K - $9.91K
|
6.11K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 29.55% |
$8.88K - $10.2K
|
267
$26.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-113- 0.96% |
$8.96K - $10.3K
|
11.6K
$1.14M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-113- 0.96% |
$8.96K - $10.3K
|
11.6K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-117- 2.75% |
$9.28K - $10.6K
|
4.13K
$406K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-118- 5.67% |
$9.36K - $10.7K
|
1.96K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-123- 2.26% |
$9.75K - $11.2K
|
5.32K
$523K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-125- 0.44% |
$9.91K - $11.4K
|
28K
$2.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-125- 3.34% |
$9.91K - $11.4K
|
3.61K
$355K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-125- 2.31% |
$9.91K - $11.4K
|
5.29K
$519K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-126- 3.02% |
$9.99K - $11.5K
|
4.05K
$398K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-132- 3.77% |
$10.5K - $12K
|
3.37K
$331K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-134- 1.04% |
$10.6K - $12.2K
|
12.7K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-134- 0.97% |
$10.6K - $12.2K
|
13.6K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-135- 90.0% |
$10.7K - $12.3K
|
15
$1.47K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-136- 3.67% |
$10.8K - $12.4K
|
3.57K
$350K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-140- 4.32% |
$11.1K - $12.7K
|
3.1K
$305K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-142- 15.49% |
$11.3K - $12.9K
|
775
$76.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-142- 2.19% |
$11.3K - $12.9K
|
6.33K
$622K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-143- 2.9% |
$11.3K - $13K
|
4.79K
$470K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-144- 2.32% |
$11.4K - $13.1K
|
6.06K
$595K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 64.1% |
$11.9K - $13.6K
|
84
$8.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-151- 14.42% |
$12K - $13.7K
|
896
$88K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-152- 4.2% |
$12.1K - $13.8K
|
3.47K
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-154- 2.74% |
$12.2K - $14K
|
5.46K
$536K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-157- 1.53% |
$12.4K - $14.3K
|
10.1K
$995K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-158- 3.54% |
$12.5K - $14.4K
|
4.31K
$423K
|