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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.32KNew |
$342K - $393K
|
4.32K
$424K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.29K+ 11.38% |
$340K - $390K
|
42K
$4.12M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.09KNew |
$324K - $372K
|
4.09K
$401K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.99KNew |
$316K - $363K
|
3.99K
$391K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.98K+ 11.78% |
$315K - $362K
|
37.7K
$3.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.79K+ 2.71% |
$301K - $345K
|
144K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.73K+ 74.26% |
$295K - $339K
|
8.74K
$858K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.69K+ 32.57% |
$293K - $336K
|
15K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.63K+ 7.45% |
$288K - $330K
|
52.4K
$5.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
3.55K+ 1.74% |
$281K - $323K
|
208K
$20.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.48KNew |
$276K - $316K
|
3.48K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.4K+ 0.83% |
$270K - $310K
|
411K
$40.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.35KNew |
$266K - $305K
|
3.35K
$329K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.35KNew |
$266K - $305K
|
3.35K
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.35K+ 9.7% |
$265K - $304K
|
37.9K
$3.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.32K+ 7.68% |
$263K - $302K
|
46.6K
$4.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.3K+ 1.68% |
$262K - $300K
|
200K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.28K+ 4.51% |
$260K - $298K
|
75.9K
$7.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.2KNew |
$253K - $291K
|
3.2K
$314K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
3.19KNew |
$253K - $290K
|
3.19K
$313K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.18K+ 14.77% |
$252K - $289K
|
24.7K
$2.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.12KNew |
$247K - $284K
|
3.12K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.12KNew |
$247K - $284K
|
3.12K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.03K+ 91.0% |
$240K - $276K
|
6.37K
$625K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3K+ 90.45% |
$238K - $273K
|
6.32K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.96K+ 18.46% |
$234K - $269K
|
19K
$1.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.87K+ 8.88% |
$228K - $261K
|
35.2K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.87KNew |
$227K - $261K
|
2.87K
$282K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.86K+ 16.51% |
$226K - $260K
|
20.2K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.85K+ 9.53% |
$226K - $259K
|
32.7K
$3.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.82K+ 3.52% |
$223K - $256K
|
82.9K
$8.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.8K+ 4.34% |
$222K - $255K
|
67.4K
$6.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.79K+ 47.26% |
$221K - $254K
|
8.7K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.74K+ 76.67% |
$218K - $250K
|
6.32K
$621K
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
2.74K+ 3.47% |
$217K - $249K
|
81.5K
$8.01M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.73K+ 51.42% |
$217K - $249K
|
8.05K
$790K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.73K+ 1.9% |
$216K - $248K
|
146K
$14.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.68KNew |
$212K - $243K
|
2.68K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 36.46% |
$209K - $240K
|
9.89K
$971K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 36.46% |
$209K - $240K
|
9.89K
$971K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
2.6KNew |
$206K - $236K
|
2.6K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.59K+ 20.86% |
$205K - $235K
|
15K
$1.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.59K+ 100.0% |
$205K - $235K
|
5.17K
$508K
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.46K+ 0.82% |
$195K - $224K
|
303K
$29.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.46K+ 20.01% |
$195K - $224K
|
14.7K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.43K+ 95.67% |
$193K - $221K
|
4.97K
$488K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.43K+ 26.98% |
$193K - $221K
|
11.4K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.39K+ 54.54% |
$190K - $217K
|
6.77K
$665K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.39K+ 2.16% |
$189K - $217K
|
113K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.32K+ 20.16% |
$184K - $211K
|
13.9K
$1.36M
|