Purchases and Sales Made in Q4 2023 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 1.25% |
$4.45K - $5.35K
|
4.66K
$458K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-59- 1.91% |
$4.45K - $5.35K
|
3.03K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-62- 0.19% |
$4.68K - $5.62K
|
32.1K
$3.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64- 0.39% |
$4.83K - $5.8K
|
16.4K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-65- 2.08% |
$4.91K - $5.89K
|
3.06K
$300K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-65- 1.57% |
$4.91K - $5.89K
|
4.07K
$400K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-65- 1.21% |
$4.91K - $5.89K
|
5.32K
$523K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-67- 1.1% |
$5.06K - $6.07K
|
6.03K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-69- 33.17% |
$5.21K - $6.26K
|
139
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-69Closed |
$5.21K - $6.26K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-72- 2.86% |
$5.43K - $6.53K
|
2.45K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-74- 3.83% |
$5.58K - $6.71K
|
1.86K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-75- 0.73% |
$5.66K - $6.8K
|
10.2K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-77- 2.77% |
$5.81K - $6.98K
|
2.71K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-77- 1.67% |
$5.81K - $6.98K
|
4.53K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-80- 0.28% |
$6.04K - $7.25K
|
28.3K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-81- 2.4% |
$6.11K - $7.34K
|
3.29K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-82- 3.0% |
$6.19K - $7.43K
|
2.65K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-84- 2.93% |
$6.34K - $7.62K
|
2.79K
$273K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-87- 3.47% |
$6.57K - $7.89K
|
2.42K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-88- 0.1% |
$6.64K - $7.98K
|
85.4K
$8.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-89- 0.52% |
$6.72K - $8.07K
|
17.1K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-90- 1.06% |
$6.79K - $8.16K
|
8.42K
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-91- 1.89% |
$6.87K - $8.25K
|
4.73K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-92- 0.93% |
$6.94K - $8.34K
|
9.84K
$966K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-99- 2.8% |
$7.47K - $8.98K
|
3.43K
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100- 3.49% |
$7.55K - $9.07K
|
2.77K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-101- 3.98% |
$7.62K - $9.16K
|
2.44K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-103- 1.46% |
$7.77K - $9.34K
|
6.94K
$681K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-104- 8.58% |
$7.85K - $9.43K
|
1.11K
$109K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-105- 2.09% |
$7.92K - $9.52K
|
4.92K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-106- 1.04% |
$8K - $9.61K
|
10.1K
$993K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-106- 2.58% |
$8K - $9.61K
|
4.01K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-107- 2.04% |
$8.08K - $9.7K
|
5.14K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-108- 11.89% |
$8.15K - $9.79K
|
800
$78.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-110- 0.44% |
$8.3K - $9.97K
|
25K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-114- 2.89% |
$8.6K - $10.3K
|
3.83K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-115- 1.28% |
$8.68K - $10.4K
|
8.85K
$869K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-118- 2.9% |
$8.91K - $10.7K
|
3.95K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-125- 4.08% |
$9.43K - $11.3K
|
2.94K
$289K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-128- 0.95% |
$9.66K - $11.6K
|
13.4K
$1.32M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-128- 4.99% |
$9.66K - $11.6K
|
2.44K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-133- 3.01% |
$10K - $12.1K
|
4.29K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-136- 1.49% |
$10.3K - $12.3K
|
8.99K
$883K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-137- 3.34% |
$10.3K - $12.4K
|
3.96K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-139- 3.56% |
$10.5K - $12.6K
|
3.77K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 5.65% |
$10.6K - $12.7K
|
2.34K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-140- 0.5% |
$10.6K - $12.7K
|
27.7K
$2.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-142- 0.17% |
$10.7K - $12.9K
|
81.4K
$7.99M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-142- 0.17% |
$10.7K - $12.9K
|
81.4K
$7.99M
|