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 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-609- 18.18% |
$46K - $55.2K
|
2.74K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-614- 5.92% |
$46.3K - $55.7K
|
9.76K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-632- 24.98% |
$47.7K - $57.3K
|
1.9K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-656- 21.2% |
$49.5K - $59.5K
|
2.44K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-673- 22.09% |
$50.8K - $61K
|
2.37K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-680- 1.43% |
$51.3K - $61.7K
|
46.8K
$4.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-690- 15.0% |
$52.1K - $62.6K
|
3.91K
$377K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-704- 8.48% |
$53.1K - $63.8K
|
7.6K
$732K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-704- 2.3% |
$53.1K - $63.8K
|
29.8K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-705- 54.02% |
$53.2K - $63.9K
|
600
$57.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-728- 3.45% |
$54.9K - $66K
|
20.4K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-733- 19.39% |
$55.3K - $66.5K
|
3.05K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-749- 5.32% |
$56.5K - $67.9K
|
13.3K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-750- 16.77% |
$56.6K - $68K
|
3.72K
$359K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-760- 2.26% |
$57.4K - $68.9K
|
32.8K
$3.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-775- 1.09% |
$58.5K - $70.3K
|
70.5K
$6.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-776- 23.32% |
$58.6K - $70.4K
|
2.55K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-778- 5.07% |
$58.7K - $70.5K
|
14.6K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-780- 13.96% |
$58.9K - $70.7K
|
4.81K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-795- 2.43% |
$60K - $72.1K
|
31.9K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 3.14% |
$60.4K - $72.5K
|
24.7K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-803- 14.05% |
$60.6K - $72.8K
|
4.91K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-805- 1.68% |
$60.8K - $73K
|
47.1K
$4.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-814- 23.44% |
$61.4K - $73.8K
|
2.66K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-815- 55.14% |
$61.5K - $73.9K
|
663
$63.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-826- 4.65% |
$62.3K - $74.9K
|
16.9K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-831- 18.19% |
$62.7K - $75.3K
|
3.74K
$360K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-841- 4.45% |
$63.5K - $76.3K
|
18.1K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-862- 67.93% |
$65.1K - $78.2K
|
407
$39.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-865- 23.93% |
$65.3K - $78.4K
|
2.75K
$265K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.8% |
$67.9K - $81.6K
|
112K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-919- 2.15% |
$69.4K - $83.3K
|
41.8K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-929- 16.66% |
$70.1K - $84.2K
|
4.65K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-955- 9.9% |
$72.1K - $86.6K
|
8.69K
$838K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-968- 1.6% |
$73.1K - $87.8K
|
59.5K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-971- 1.85% |
$73.3K - $88K
|
51.4K
$4.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-987- 9.14% |
$74.5K - $89.5K
|
9.82K
$946K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-992- 21.57% |
$74.9K - $89.9K
|
3.61K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-997- 1.83% |
$75.2K - $90.4K
|
53.5K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1K- 2.16% |
$75.8K - $91K
|
45.5K
$4.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.02K- 3.77% |
$77.2K - $92.8K
|
26.1K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.06K- 11.43% |
$80K - $96.1K
|
8.22K
$792K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.07K- 13.28% |
$80.6K - $96.8K
|
6.98K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.09K- 30.33% |
$82K - $98.5K
|
2.5K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 26.9% |
$85.1K - $102K
|
3.06K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.14K- 0.97% |
$86K - $103K
|
116K
$11.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.17K- 2.39% |
$88.2K - $106K
|
47.7K
$4.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.17K- 2.73% |
$88.4K - $106K
|
41.8K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 4.97% |
$90.8K - $109K
|
23K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.22K- 0.13% |
$92.1K - $111K
|
945K
$91M
|