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 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
935+ 0.52% |
$74.1K - $85K
|
182K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
920+ 0.51% |
$72.9K - $83.7K
|
182K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
920+ 37.1% |
$72.9K - $83.7K
|
3.4K
$334K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
894+ 18.42% |
$70.9K - $81.3K
|
5.75K
$564K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
890+ 2225.0% |
$70.6K - $81K
|
930
$91.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
868+ 18.05% |
$68.8K - $79K
|
5.68K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
857+ 18.12% |
$68K - $78K
|
5.59K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
847+ 28.1% |
$67.2K - $77K
|
3.86K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
811+ 9.18% |
$64.3K - $73.8K
|
9.65K
$948K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
800+ 28.77% |
$63.4K - $72.8K
|
3.58K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
789New |
$62.6K - $71.8K
|
789
$77.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
785+ 13.14% |
$62.2K - $71.4K
|
6.76K
$664K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
765+ 1.36% |
$60.7K - $69.6K
|
57K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
759+ 0.05% |
$60.2K - $69K
|
1.68M
$165M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
741New |
$58.8K - $67.4K
|
741
$72.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
740+ 4.32% |
$58.7K - $67.3K
|
17.9K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
735+ 5.34% |
$58.3K - $66.9K
|
14.5K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
733+ 0.48% |
$58.1K - $66.7K
|
155K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
702+ 2.54% |
$55.7K - $63.9K
|
28.4K
$2.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
677+ 9.16% |
$53.7K - $61.6K
|
8.07K
$792K
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
672+ 7.34% |
$53.3K - $61.1K
|
9.83K
$966K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
660+ 3.73% |
$52.3K - $60K
|
18.3K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
658+ 1.22% |
$52.2K - $59.9K
|
54.5K
$5.35M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
630+ 17.11% |
$50K - $57.3K
|
4.31K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
596+ 5.4% |
$47.3K - $54.2K
|
11.6K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
589+ 25.99% |
$46.7K - $53.6K
|
2.86K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
584+ 1.72% |
$46.3K - $53.1K
|
34.6K
$3.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
569+ 19.29% |
$45.1K - $51.8K
|
3.52K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
562+ 10.36% |
$44.6K - $51.1K
|
5.99K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
554+ 6.2% |
$43.9K - $50.4K
|
9.49K
$932K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
550New |
$43.6K - $50K
|
550
$54K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
543+ 10.86% |
$43.1K - $49.4K
|
5.55K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
541+ 2.66% |
$42.9K - $49.2K
|
20.9K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
528New |
$41.9K - $48K
|
528
$51.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
522+ 3.52% |
$41.4K - $47.5K
|
15.4K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
518+ 20.43% |
$41.1K - $47.1K
|
3.05K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
503+ 9.34% |
$39.9K - $45.8K
|
5.89K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
488+ 0.99% |
$38.7K - $44.4K
|
49.9K
$4.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
483+ 0.63% |
$38.3K - $43.9K
|
77K
$7.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
465+ 0.85% |
$36.9K - $42.3K
|
55.3K
$5.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
450+ 15.49% |
$35.7K - $40.9K
|
3.36K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
448New |
$35.5K - $40.8K
|
448
$44K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
446+ 0.32% |
$35.4K - $40.6K
|
139K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
446+ 0.55% |
$35.4K - $40.6K
|
81.1K
$7.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
440New |
$34.9K - $40K
|
440
$43.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
421+ 18.21% |
$33.4K - $38.3K
|
2.73K
$268K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
415New |
$32.9K - $37.7K
|
415
$40.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
400New |
$31.7K - $36.4K
|
400
$39.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
394+ 12.54% |
$31.2K - $35.8K
|
3.54K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
393+ 1.06% |
$31.2K - $35.7K
|
37.6K
$3.69M
|