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
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.28K+ 6.34% |
$181K - $207K
|
38.3K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.26K+ 13.33% |
$179K - $205K
|
19.2K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
2.25K+ 24.02% |
$179K - $205K
|
11.6K
$1.14M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.23KNew |
$177K - $203K
|
2.23K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.21K+ 6.45% |
$175K - $201K
|
36.5K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 12.2% |
$173K - $198K
|
20K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.17K+ 30.35% |
$172K - $197K
|
9.3K
$914K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.14K+ 0.71% |
$170K - $195K
|
306K
$30M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.09K+ 3.79% |
$166K - $190K
|
57.2K
$5.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.07K+ 1.22% |
$164K - $188K
|
172K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.96K+ 12.88% |
$155K - $178K
|
17.2K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.96K+ 23.7% |
$155K - $178K
|
10.2K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.95KNew |
$155K - $177K
|
1.95K
$191K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.94K+ 6.13% |
$154K - $176K
|
33.5K
$3.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.85K+ 0.85% |
$146K - $168K
|
220K
$21.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.82K+ 10.26% |
$144K - $165K
|
19.5K
$1.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.78K+ 77.99% |
$141K - $162K
|
4.07K
$399K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.68K+ 6.61% |
$134K - $153K
|
27.2K
$2.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 25.43% |
$134K - $153K
|
8.31K
$816K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.67K+ 25.68% |
$132K - $152K
|
8.17K
$802K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.66K+ 14.24% |
$132K - $151K
|
13.4K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.62K+ 1.0% |
$128K - $147K
|
164K
$16.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.59K+ 1.45% |
$126K - $145K
|
111K
$10.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.56K+ 20.13% |
$124K - $142K
|
9.33K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.54K+ 0.27% |
$122K - $140K
|
580K
$57M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
1.49K+ 17.7% |
$118K - $136K
|
9.93K
$975K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.48K+ 15.37% |
$117K - $134K
|
11.1K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.44K+ 1.98% |
$114K - $131K
|
74.4K
$7.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.44K+ 11.04% |
$114K - $131K
|
14.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.42K+ 4.5% |
$113K - $129K
|
33K
$3.24M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 6.96% |
$111K - $127K
|
21.5K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1.37K+ 1.79% |
$109K - $125K
|
78.1K
$7.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.37K+ 1294.34% |
$109K - $125K
|
1.48K
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.34K+ 13.54% |
$106K - $122K
|
11.2K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 17.98% |
$101K - $116K
|
8.34K
$818K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.26K+ 1.74% |
$100K - $115K
|
74K
$7.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.24K+ 2.53% |
$98.2K - $113K
|
50.2K
$4.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.21K+ 4.57% |
$96.1K - $110K
|
27.8K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1.2K+ 20.04% |
$95.5K - $110K
|
7.21K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.18K+ 32.07% |
$93.2K - $107K
|
4.84K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 287.96% |
$92.9K - $107K
|
1.58K
$155K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.17K+ 3.51% |
$92.6K - $106K
|
34.4K
$3.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 1.19% |
$90K - $103K
|
96.6K
$9.49M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1KNew |
$87.5K - $100K
|
1.1K
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09K+ 18.4% |
$86.5K - $99.2K
|
7.02K
$689K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.03K+ 12.23% |
$81.7K - $93.7K
|
9.45K
$928K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1K+ 2.92% |
$79.3K - $91K
|
35.2K
$3.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
986+ 9.23% |
$78.2K - $89.7K
|
11.7K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
983+ 1.05% |
$77.9K - $89.4K
|
94.9K
$9.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
959+ 88.22% |
$76K - $87.2K
|
2.05K
$201K
|