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 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.62% |
$55.5K - $63.7K
|
113K
$11.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-721- 16.29% |
$57.2K - $65.6K
|
3.71K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
SELL
|
- |
-751- 1.56% |
$59.5K - $68.3K
|
47.5K
$4.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-757- 0.92% |
$60K - $68.9K
|
81.5K
$8.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-759- 7.29% |
$60.2K - $69K
|
9.66K
$948K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-765- 7.34% |
$60.7K - $69.6K
|
9.66K
$948K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-803- 18.94% |
$63.7K - $73K
|
3.44K
$338K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-823- 1.45% |
$65.3K - $74.9K
|
55.8K
$5.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-832- 0.89% |
$66K - $75.7K
|
93.1K
$9.14M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-847- 10.36% |
$67.2K - $77K
|
7.33K
$720K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-863- 15.44% |
$68.4K - $78.5K
|
4.73K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-881- 15.33% |
$69.9K - $80.1K
|
4.87K
$478K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-900- 16.68% |
$71.4K - $81.9K
|
4.5K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-920- 9.31% |
$72.9K - $83.7K
|
8.97K
$880K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-941- 3.25% |
$74.6K - $85.6K
|
28K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-967- 1.33% |
$76.7K - $88K
|
72K
$7.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-975- 5.41% |
$77.3K - $88.7K
|
17K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-975- 10.94% |
$77.3K - $88.7K
|
7.94K
$780K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1K- 9.51% |
$79.5K - $91.2K
|
9.54K
$937K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.01K- 4.91% |
$80.3K - $92.1K
|
19.6K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.04K- 18.54% |
$82.1K - $94.1K
|
4.55K
$447K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.04K- 3.29% |
$82.3K - $94.4K
|
30.5K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.05K- 1.15% |
$83.3K - $95.6K
|
90.6K
$8.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.12K- 5.1% |
$88.6K - $102K
|
20.8K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.13K- 16.67% |
$89.4K - $103K
|
5.64K
$554K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.14K- 0.97% |
$90.5K - $104K
|
117K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-1.19K- 6.9% |
$94.7K - $109K
|
16.1K
$1.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.24K- 5.9% |
$98.6K - $113K
|
19.8K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.25K- 17.92% |
$99.1K - $114K
|
5.73K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.31K- 1.24% |
$104K - $119K
|
104K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.31K- 1.16% |
$104K - $119K
|
112K
$11M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.34K- 7.82% |
$106K - $122K
|
15.8K
$1.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.37K- 9.15% |
$109K - $125K
|
13.6K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.38K- 1.9% |
$109K - $125K
|
71.3K
$7M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.4K- 1.16% |
$111K - $127K
|
119K
$11.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.4K- 11.94% |
$111K - $128K
|
10.3K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.45K- 21.34% |
$115K - $132K
|
5.35K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-1.5K- 14.25% |
$119K - $137K
|
9.04K
$887K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.57K- 4.46% |
$124K - $143K
|
33.6K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.57K- 36.25% |
$124K - $143K
|
2.76K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.59K- 1.84% |
$126K - $144K
|
84.3K
$8.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.68K- 3.36% |
$133K - $153K
|
48.3K
$4.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.7K- 26.51% |
$135K - $155K
|
4.72K
$464K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.73K- 3.03% |
$137K - $158K
|
55.6K
$5.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.83K- 3.08% |
$145K - $167K
|
57.8K
$5.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.86K- 3.24% |
$147K - $169K
|
55.4K
$5.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.89K- 2.47% |
$150K - $172K
|
74.6K
$7.33M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.98K- 0.41% |
$157K - $180K
|
479K
$47M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2K- 6.39% |
$159K - $182K
|
29.3K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.09K- 40.26% |
$165K - $190K
|
3.09K
$304K
|