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 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-371- 1.72% |
$29.4K - $33.7K
|
21.2K
$2.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-372- 9.68% |
$29.5K - $33.8K
|
3.47K
$341K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-374- 94.92% |
$29.7K - $34K
|
20
$1.96K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-377- 1.77% |
$29.9K - $34.3K
|
20.9K
$2.05M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-387- 7.75% |
$30.7K - $35.2K
|
4.61K
$452K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-400- 0.38% |
$31.7K - $36.4K
|
106K
$10.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-401- 9.91% |
$31.8K - $36.5K
|
3.65K
$358K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-425- 20.45% |
$33.7K - $38.7K
|
1.65K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-449- 74.96% |
$35.6K - $40.8K
|
150
$14.7K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-457- 3.69% |
$36.2K - $41.6K
|
11.9K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-462- 2.39% |
$36.6K - $42K
|
18.9K
$1.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-465- 15.49% |
$36.9K - $42.3K
|
2.54K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-474- 1.92% |
$37.6K - $43.1K
|
24.2K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-475- 44.35% |
$37.7K - $43.2K
|
596
$58.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-478- 8.18% |
$37.9K - $43.5K
|
5.37K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-485- 2.31% |
$38.5K - $44.1K
|
20.5K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-500- 9.8% |
$39.6K - $45.5K
|
4.6K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-500- 4.02% |
$39.6K - $45.5K
|
11.9K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-505- 2.23% |
$40K - $45.9K
|
22.2K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-506- 7.7% |
$40.1K - $46K
|
6.07K
$596K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-509- 3.62% |
$40.4K - $46.3K
|
13.5K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-512- 4.77% |
$40.6K - $46.6K
|
10.2K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-514- 2.38% |
$40.8K - $46.8K
|
21.1K
$2.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-525- 13.37% |
$41.6K - $47.8K
|
3.4K
$334K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-527- 3.34% |
$41.8K - $47.9K
|
15.2K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-528- 4.51% |
$41.9K - $48K
|
11.2K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-531- 4.47% |
$42.1K - $48.3K
|
11.3K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-544- 12.22% |
$43.1K - $49.5K
|
3.91K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-550- 4.31% |
$43.6K - $50K
|
12.2K
$1.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-552- 3.77% |
$43.8K - $50.2K
|
14.1K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-553- 5.7% |
$43.8K - $50.3K
|
9.15K
$899K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-562- 4.39% |
$44.6K - $51.1K
|
12.2K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-563- 13.54% |
$44.6K - $51.2K
|
3.6K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-563- 18.15% |
$44.6K - $51.2K
|
2.54K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-566- 3.76% |
$44.9K - $51.5K
|
14.5K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-597- 13.26% |
$47.3K - $54.3K
|
3.91K
$384K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-601- 4.82% |
$47.7K - $54.7K
|
11.9K
$1.17M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-612- 5.78% |
$48.5K - $55.7K
|
9.98K
$980K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-621- 14.36% |
$49.2K - $56.5K
|
3.71K
$364K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-622- 12.34% |
$49.3K - $56.6K
|
4.42K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-629- 10.45% |
$49.9K - $57.2K
|
5.39K
$529K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-648- 1.0% |
$51.4K - $58.9K
|
63.8K
$6.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-661- 17.09% |
$52.4K - $60.1K
|
3.21K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-663- 1.36% |
$52.6K - $60.3K
|
47.9K
$4.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-679- 5.84% |
$53.8K - $61.8K
|
10.9K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-680- 14.95% |
$53.9K - $61.9K
|
3.87K
$380K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-680- 14.95% |
$53.9K - $61.9K
|
3.87K
$380K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-681- 15.74% |
$54K - $61.9K
|
3.65K
$358K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-692- 14.29% |
$54.9K - $62.9K
|
4.15K
$408K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-700- 6.32% |
$55.5K - $63.7K
|
10.4K
$1.02M
|