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 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.09K- 0.1% |
$166K - $190K
|
2.01M
$197M
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.1K- 7.53% |
$166K - $191K
|
25.8K
$2.53M
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.27KClosed |
$180K - $207K
|
0
$0
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.28K- 2.48% |
$180K - $207K
|
89.4K
$8.78M
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.33K- 3.25% |
$184K - $212K
|
69.3K
$6.81M
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.34KClosed |
$185K - $212K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.61K- 10.22% |
$207K - $237K
|
22.9K
$2.25M
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-2.64K- 1.77% |
$209K - $240K
|
147K
$14.4M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.72KClosed |
$215K - $247K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.86K- 53.03% |
$226K - $260K
|
2.53K
$248K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.97K- 2.65% |
$235K - $270K
|
109K
$10.7M
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.97K- 2.64% |
$236K - $271K
|
110K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.03K- 2.86% |
$240K - $275K
|
103K
$10.1M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.03K- 2.86% |
$240K - $275K
|
103K
$10.1M
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.26K- 69.92% |
$258K - $296K
|
1.4K
$137K
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.26K- 6.71% |
$258K - $296K
|
45.3K
$4.45M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.37K- 8.26% |
$267K - $306K
|
37.4K
$3.67M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.6K- 28.13% |
$285K - $327K
|
9.2K
$903K
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.66K- 5.39% |
$290K - $332K
|
64.2K
$6.3M
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-3.77K- 4.51% |
$299K - $343K
|
79.8K
$7.84M
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-4K- 2.44% |
$317K - $364K
|
160K
$15.7M
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.07K- 0.16% |
$322K - $370K
|
2.48M
$244M
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.1K- 12.18% |
$325K - $373K
|
29.5K
$2.9M
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.17K- 9.96% |
$330K - $379K
|
37.6K
$3.7M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.18K- 4.95% |
$332K - $380K
|
80.3K
$7.88M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.26K- 9.06% |
$338K - $388K
|
42.8K
$4.2M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.33K- 19.41% |
$344K - $394K
|
18K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-4.5K- 0.07% |
$357K - $409K
|
6.45M
$633M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.69K- 3.19% |
$372K - $427K
|
143K
$14M
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.77K- 3.45% |
$378K - $434K
|
134K
$13.1M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.8K- 14.26% |
$380K - $436K
|
28.8K
$2.83M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.87K- 40.07% |
$386K - $443K
|
7.28K
$715K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.04K- 53.84% |
$399K - $458K
|
4.32K
$424K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.09K- 3.13% |
$403K - $463K
|
158K
$15.5M
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-5.16K- 19.53% |
$409K - $470K
|
21.3K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.25K- 2.14% |
$416K - $477K
|
240K
$23.5M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.55K- 64.27% |
$440K - $505K
|
3.09K
$303K
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-5.81K- 4.43% |
$461K - $529K
|
125K
$12.3M
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.89K- 4.61% |
$467K - $536K
|
122K
$12M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.96K- 1.89% |
$473K - $542K
|
310K
$30.4M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.08K- 5.18% |
$482K - $553K
|
111K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-6.12K- 0.43% |
$485K - $556K
|
1.4M
$138M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-6.13K- 4.56% |
$486K - $557K
|
128K
$12.6M
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6.22K- 2.9% |
$493K - $566K
|
208K
$20.5M
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6.22K- 2.9% |
$493K - $566K
|
208K
$20.5M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.23K- 4.16% |
$494K - $566K
|
144K
$14.1M
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.25K- 5.72% |
$495K - $568K
|
103K
$10.1M
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.26K- 2.62% |
$497K - $570K
|
233K
$22.9M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.8K- 61.72% |
$539K - $619K
|
4.22K
$414K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-6.86K- 7.54% |
$544K - $624K
|
84.1K
$8.25M
|