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 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
143+ 42.31% |
$11.3K - $13K
|
481
$47.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
143+ 1.77% |
$11.3K - $13K
|
8.21K
$807K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
141+ 3.48% |
$11.2K - $12.8K
|
4.19K
$411K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
123+ 1.67% |
$9.75K - $11.2K
|
7.48K
$735K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
118+ 1.6% |
$9.36K - $10.7K
|
7.52K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
117+ 12.1% |
$9.28K - $10.6K
|
1.08K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
114+ 3.66% |
$9.04K - $10.4K
|
3.23K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
112+ 3.28% |
$8.88K - $10.2K
|
3.53K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
112New |
$8.88K - $10.2K
|
112
$11K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
110New |
$8.72K - $10K
|
110
$10.8K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
104New |
$8.25K - $9.46K
|
104
$10.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
103+ 1.0% |
$8.17K - $9.37K
|
10.4K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
102+ 1.46% |
$8.09K - $9.28K
|
7.09K
$696K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
100+ 4.0% |
$7.93K - $9.1K
|
2.6K
$255K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$7.93K - $9.1K
|
100
$9.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
95+ 3.98% |
$7.53K - $8.64K
|
2.48K
$244K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
91+ 3.32% |
$7.22K - $8.28K
|
2.83K
$278K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
90+ 6.0% |
$7.14K - $8.19K
|
1.59K
$156K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
90+ 0.99% |
$7.14K - $8.19K
|
9.2K
$903K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
87+ 2.99% |
$6.9K - $7.91K
|
3K
$294K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
84+ 2.27% |
$6.66K - $7.64K
|
3.78K
$371K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
82+ 1.45% |
$6.5K - $7.46K
|
5.72K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
81New |
$6.42K - $7.37K
|
81
$7.95K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
77+ 1.27% |
$6.11K - $7K
|
6.13K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
73+ 1.65% |
$5.79K - $6.64K
|
4.49K
$441K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
73New |
$5.79K - $6.64K
|
73
$7.17K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
67+ 1.1% |
$5.31K - $6.09K
|
6.15K
$604K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65+ 0.81% |
$5.15K - $5.91K
|
8.04K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
64+ 62.14% |
$5.07K - $5.82K
|
167
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
59New |
$4.68K - $5.37K
|
59
$5.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
55+ 4.62% |
$4.36K - $5K
|
1.25K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
53+ 23.87% |
$4.2K - $4.82K
|
275
$27K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 1.05% |
$3.96K - $4.55K
|
4.79K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
50+ 0.42% |
$3.96K - $4.55K
|
11.9K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 51.02% |
$3.96K - $4.55K
|
148
$14.5K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 32.89% |
$3.96K - $4.55K
|
202
$19.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$3.96K - $4.55K
|
50
$4.91K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
49+ 0.28% |
$3.89K - $4.46K
|
17.3K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
49New |
$3.89K - $4.46K
|
49
$4.81K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
48New |
$3.81K - $4.37K
|
48
$4.71K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
46+ 1.01% |
$3.65K - $4.18K
|
4.58K
$450K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
45+ 0.6% |
$3.57K - $4.09K
|
7.53K
$739K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38New |
$3.01K - $3.46K
|
38
$3.73K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
36+ 9.84% |
$2.85K - $3.27K
|
402
$39.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
34+ 49.28% |
$2.7K - $3.09K
|
103
$10.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 7.44% |
$2.54K - $2.91K
|
462
$45.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
32+ 0.4% |
$2.54K - $2.91K
|
8.1K
$795K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 0.82% |
$2.54K - $2.91K
|
3.93K
$386K
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
30+ 0.03% |
$2.38K - $2.73K
|
111K
$10.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30New |
$2.38K - $2.73K
|
30
$2.95K
|