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 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
29New |
$2.3K - $2.64K
|
29
$2.85K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
25+ 0.64% |
$1.98K - $2.27K
|
3.94K
$387K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
23+ 0.44% |
$1.82K - $2.09K
|
5.25K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
22+ 0.3% |
$1.74K - $2K
|
7.35K
$721K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 1.43% |
$1.74K - $2K
|
1.56K
$153K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
21+ 0.74% |
$1.67K - $1.91K
|
2.87K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21+ 21.65% |
$1.67K - $1.91K
|
118
$11.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.67% |
$1.59K - $1.82K
|
3.02K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
19+ 0.59% |
$1.51K - $1.73K
|
3.25K
$319K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
17+ 0.07% |
$1.35K - $1.55K
|
24.8K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.6% |
$1.27K - $1.46K
|
2.67K
$263K
|
|
|
Oct 26, 2023
Q3 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
14+ 0.03% |
$1.11K - $1.27K
|
55.8K
$5.48M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.03K - $1.18K
|
9.12K
$896K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.03K - $1.18K
|
9.12K
$896K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.03K - $1.18K
|
13
$1.28K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 0.42% |
$951 - $1.09K
|
2.84K
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.39% |
$951 - $1.09K
|
3.12K
$307K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
11+ 0.24% |
$872 - $1K
|
4.54K
$445K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10+ 0.03% |
$793 - $910
|
32.2K
$3.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.22% |
$714 - $819
|
4.11K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.06% |
$555 - $637
|
11.1K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.77% |
$476 - $546
|
783
$76.9K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6+ 0.18% |
$476 - $546
|
3.4K
$334K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 4.8% |
$476 - $546
|
131
$12.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$476 - $546
|
6
$589
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.16% |
$396 - $455
|
3.07K
$301K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 1.07% |
$317 - $364
|
378
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.34% |
$238 - $273
|
881
$86.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.95% |
$238 - $273
|
157
$15.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 0.03% |
$238 - $273
|
9.28K
$912K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$238 - $273
|
3.32K
$326K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.33% |
$159 - $182
|
605
$59.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 100.0% |
$159 - $182
|
4
$393
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$79.3 - $91
|
567
$55.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.09% |
$79.3 - $91
|
1.13K
$111K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.33% |
$79.3 - $91
|
308
$30.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1+ 0.01% |
$79.3 - $91
|
17.3K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 1.85% |
$79.3 - $91
|
55
$5.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$79.3 - $91
|
418
$41K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$79.3 - $91
|
265
$26K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$79.3 - $91
|
5.18K
$509K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.75% |
$79.3 - $91
|
58
$5.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.41% |
$79.3 - $91
|
244
$24K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.07% |
$159 - $182
|
3K
$295K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.46% |
$238 - $273
|
651
$63.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.14% |
$238 - $273
|
2.11K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.85% |
$238 - $273
|
348
$34.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 0.51% |
$317 - $364
|
781
$76.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 8.24% |
$555 - $637
|
78
$7.66K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 3.32% |
$555 - $637
|
204
$20K
|