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 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-165- 4.22% |
$13.1K - $15K
|
3.75K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-166- 3.23% |
$13.2K - $15.1K
|
4.98K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-171- 5.16% |
$13.6K - $15.6K
|
3.14K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-172- 4.04% |
$13.6K - $15.6K
|
4.09K
$401K
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-172- 1.56% |
$13.6K - $15.6K
|
10.8K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-178- 4.94% |
$14.1K - $16.2K
|
3.42K
$336K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-179- 39.51% |
$14.2K - $16.3K
|
274
$26.9K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-184- 22.06% |
$14.6K - $16.7K
|
650
$63.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-186- 1.68% |
$14.7K - $16.9K
|
10.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-197- 20.91% |
$15.6K - $17.9K
|
745
$73.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-199- 1.55% |
$15.8K - $18.1K
|
12.7K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-202- 1.6% |
$16K - $18.4K
|
12.4K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-206- 4.5% |
$16.3K - $18.7K
|
4.37K
$429K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-207- 4.85% |
$16.4K - $18.8K
|
4.07K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-215- 1.42% |
$17K - $19.6K
|
14.9K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-218- 0.66% |
$17.3K - $19.8K
|
32.7K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-220- 0.28% |
$17.4K - $20K
|
78.4K
$7.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-226- 0.81% |
$17.9K - $20.6K
|
27.8K
$2.73M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-229- 3.85% |
$18.2K - $20.8K
|
5.72K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-232- 0.88% |
$18.4K - $21.1K
|
26.1K
$2.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-234- 6.35% |
$18.6K - $21.3K
|
3.45K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-241- 7.51% |
$19.1K - $21.9K
|
2.97K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-244- 23.55% |
$19.3K - $22.2K
|
792
$77.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-248- 3.91% |
$19.7K - $22.6K
|
6.1K
$599K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-250- 1.5% |
$19.8K - $22.7K
|
16.5K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-257- 1.79% |
$20.4K - $23.4K
|
14.1K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-267- 5.63% |
$21.2K - $24.3K
|
4.47K
$439K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-268- 10.09% |
$21.2K - $24.4K
|
2.39K
$235K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-271- 16.0% |
$21.5K - $24.7K
|
1.42K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-287- 4.53% |
$22.8K - $26.1K
|
6.04K
$594K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-289- 3.81% |
$22.9K - $26.3K
|
7.29K
$716K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-290- 1.32% |
$23K - $26.4K
|
21.7K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-300- 0.02% |
$23.8K - $27.3K
|
1.7M
$167M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-313- 5.87% |
$24.8K - $28.5K
|
5.02K
$493K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-322- 9.8% |
$25.5K - $29.3K
|
2.96K
$291K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-324- 8.38% |
$25.7K - $29.5K
|
3.54K
$348K
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-324- 1.05% |
$25.7K - $29.5K
|
30.7K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-325- 0.46% |
$25.8K - $29.6K
|
70.5K
$6.92M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-327- 2.94% |
$25.9K - $29.7K
|
10.8K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-328- 0.67% |
$26K - $29.8K
|
48.8K
$4.8M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-329- 0.66% |
$26.1K - $29.9K
|
49.8K
$4.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-330- 24.81% |
$26.2K - $30K
|
1K
$98.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-330- 1.3% |
$26.2K - $30K
|
25.1K
$2.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-332- 4.53% |
$26.3K - $30.2K
|
6.99K
$686K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-332- 4.98% |
$26.3K - $30.2K
|
6.34K
$622K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-336- 2.38% |
$26.6K - $30.6K
|
13.8K
$1.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-350- 0.81% |
$27.8K - $31.8K
|
42.9K
$4.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-353- 7.45% |
$28K - $32.1K
|
4.38K
$431K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-360- 7.31% |
$28.5K - $32.7K
|
4.57K
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-369- 1.22% |
$29.3K - $33.6K
|
29.9K
$2.94M
|