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 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.37K- 31.67% |
$103K - $124K
|
2.95K
$290K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.37K- 27.96% |
$103K - $124K
|
3.52K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.38K- 24.95% |
$104K - $125K
|
4.14K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.49K- 3.28% |
$112K - $135K
|
43.8K
$4.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.53K- 26.95% |
$115K - $139K
|
4.15K
$407K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.55K- 2.09% |
$117K - $141K
|
72.5K
$7.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.56K- 37.0% |
$118K - $142K
|
2.66K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.61K- 6.15% |
$121K - $146K
|
24.5K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.65K- 4.81% |
$125K - $150K
|
32.7K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 27.12% |
$127K - $152K
|
4.51K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.69K- 10.41% |
$127K - $153K
|
14.5K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.7K- 11.3% |
$128K - $154K
|
13.3K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-1.79K- 6.52% |
$135K - $163K
|
25.7K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.8K- 16.55% |
$136K - $163K
|
9.07K
$890K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.8K- 0.45% |
$136K - $164K
|
402K
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.84K- 1.62% |
$139K - $167K
|
112K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-1.85K- 8.71% |
$140K - $168K
|
19.4K
$1.91M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.87K- 2.09% |
$141K - $170K
|
87.5K
$8.59M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.88K- 5.02% |
$142K - $171K
|
35.6K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.91K- 4.09% |
$144K - $173K
|
44.7K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.93K- 5.12% |
$145K - $175K
|
35.7K
$3.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.97K- 75.92% |
$149K - $179K
|
625
$61.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2K- 1.68% |
$151K - $182K
|
117K
$11.5M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.1K- 0.93% |
$158K - $190K
|
222K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.15K- 3.18% |
$162K - $195K
|
65.3K
$6.42M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.23KClosed |
$168K - $202K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-2.34K- 0.41% |
$176K - $212K
|
572K
$56.2M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.39K- 23.54% |
$180K - $216K
|
7.75K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.39K- 3.47% |
$180K - $217K
|
66.6K
$6.54M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.4K- 13.33% |
$181K - $218K
|
15.6K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-2.41K- 32.26% |
$182K - $219K
|
5.07K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.46K- 2.39% |
$185K - $223K
|
100K
$9.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.55K- 49.34% |
$193K - $231K
|
2.62K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-2.57K- 2.0% |
$194K - $233K
|
126K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.65K- 13.57% |
$200K - $240K
|
16.9K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.67K- 0.88% |
$202K - $242K
|
300K
$29.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.75K- 98.21% |
$208K - $249K
|
50
$4.91K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.78K- 0.25% |
$210K - $252K
|
1.1M
$108M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.82K- 1.21% |
$213K - $256K
|
230K
$22.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.84K- 4.1% |
$214K - $257K
|
66.5K
$6.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.85K- 4.93% |
$215K - $258K
|
54.9K
$5.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.85K- 22.51% |
$215K - $258K
|
9.81K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.86K- 39.26% |
$216K - $259K
|
4.42K
$434K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.9K- 3.12% |
$219K - $263K
|
90.2K
$8.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.93K- 14.09% |
$221K - $266K
|
17.9K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.94K- 8.06% |
$222K - $266K
|
33.5K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.96K- 14.67% |
$223K - $268K
|
17.2K
$1.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.97K- 8.42% |
$224K - $269K
|
32.2K
$3.17M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.97K- 18.85% |
$224K - $269K
|
12.8K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.02K- 2.76% |
$228K - $274K
|
107K
$10.5M
|