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 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
388+ 10.42% |
$30.8K - $35.3K
|
4.11K
$404K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
378+ 4.01% |
$30K - $34.4K
|
9.81K
$963K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
375New |
$29.7K - $34.1K
|
375
$36.8K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
373+ 3.77% |
$29.6K - $33.9K
|
10.3K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$29.5K - $33.8K
|
372
$36.5K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
364+ 10.41% |
$28.9K - $33.1K
|
3.86K
$379K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
361+ 7.79% |
$28.6K - $32.8K
|
4.99K
$490K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
360+ 1.38% |
$28.5K - $32.7K
|
26.4K
$2.6M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
353+ 0.83% |
$28K - $32.1K
|
43K
$4.22M
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
350+ 0.29% |
$27.8K - $31.8K
|
121K
$11.9M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
344+ 1.71% |
$27.3K - $31.3K
|
20.4K
$2M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
326+ 2.47% |
$25.8K - $29.7K
|
13.5K
$1.33M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
321+ 60.34% |
$25.5K - $29.2K
|
853
$83.8K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
300New |
$23.8K - $27.3K
|
300
$29.5K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
291+ 4.05% |
$23.1K - $26.5K
|
7.47K
$734K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
289+ 29.49% |
$22.9K - $26.3K
|
1.27K
$125K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
283+ 9.7% |
$22.4K - $25.7K
|
3.2K
$314K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
279+ 3.68% |
$22.1K - $25.4K
|
7.86K
$772K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
270+ 5.66% |
$21.4K - $24.6K
|
5.04K
$495K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
267+ 6.02% |
$21.2K - $24.3K
|
4.7K
$462K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
264New |
$20.9K - $24K
|
264
$25.9K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
242+ 5.17% |
$19.2K - $22K
|
4.92K
$483K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
240+ 5.02% |
$19K - $21.8K
|
5.02K
$493K
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
234+ 0.16% |
$18.6K - $21.3K
|
143K
$14.1M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
233+ 4.66% |
$18.5K - $21.2K
|
5.23K
$513K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
223+ 141.14% |
$17.7K - $20.3K
|
381
$37.4K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
223+ 23.45% |
$17.7K - $20.3K
|
1.17K
$115K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
218+ 2.41% |
$17.3K - $19.8K
|
9.28K
$911K
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
208+ 0.72% |
$16.5K - $18.9K
|
29.1K
$2.86M
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
206+ 0.67% |
$16.3K - $18.7K
|
31.1K
$3.06M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
202+ 1.41% |
$16K - $18.4K
|
14.5K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.28% |
$15.9K - $18.2K
|
71.1K
$6.98M
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 2.96% |
$15.9K - $18.2K
|
6.97K
$684K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
200+ 8.12% |
$15.9K - $18.2K
|
2.66K
$261K
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
200+ 9.21% |
$15.9K - $18.2K
|
2.37K
$233K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
196New |
$15.5K - $17.8K
|
196
$19.2K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
192+ 81.01% |
$15.2K - $17.5K
|
429
$42.1K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
192New |
$15.2K - $17.5K
|
192
$18.9K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
191+ 3.42% |
$15.1K - $17.4K
|
5.77K
$567K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
186+ 0.17% |
$14.7K - $16.9K
|
107K
$10.5M
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
185+ 6.47% |
$14.7K - $16.8K
|
3.05K
$299K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
165+ 1.87% |
$13.1K - $15K
|
8.97K
$881K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
163+ 3.26% |
$12.9K - $14.8K
|
5.16K
$507K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162+ 28.62% |
$12.8K - $14.7K
|
728
$71.5K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
160+ 6.1% |
$12.7K - $14.6K
|
2.78K
$273K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
155+ 5.3% |
$12.3K - $14.1K
|
3.08K
$303K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
154+ 4.78% |
$12.2K - $14K
|
3.38K
$331K
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
151+ 0.06% |
$12K - $13.7K
|
252K
$24.7M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
150+ 22.19% |
$11.9K - $13.6K
|
826
$81.1K
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
149+ 5.73% |
$11.8K - $13.6K
|
2.75K
$270K
|