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 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.13K- 3.86% |
$236K - $284K
|
78K
$7.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.2K- 34.78% |
$242K - $290K
|
6K
$589K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.28K- 26.84% |
$248K - $297K
|
8.94K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.28K- 13.63% |
$248K - $298K
|
20.8K
$2.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.3K- 14.78% |
$249K - $300K
|
19.1K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.32K- 2.02% |
$251K - $301K
|
161K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.36K- 8.67% |
$253K - $304K
|
35.3K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-3.4K- 4.26% |
$257K - $308K
|
76.4K
$7.5M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.4K- 2.16% |
$257K - $308K
|
154K
$15.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.42K- 2.21% |
$258K - $310K
|
151K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.43K- 60.85% |
$259K - $311K
|
2.21K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-3.45K- 0.97% |
$260K - $313K
|
352K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.47K- 31.33% |
$262K - $315K
|
7.61K
$747K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.57K- 2.24% |
$270K - $324K
|
156K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.6K- 80.79% |
$271K - $326K
|
855
$84K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.63K- 12.3% |
$274K - $329K
|
25.9K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.75K- 9.95% |
$283K - $340K
|
33.9K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.79K- 1.24% |
$286K - $343K
|
302K
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.79K- 43.54% |
$286K - $344K
|
4.91K
$483K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.8K- 31.04% |
$287K - $345K
|
8.44K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.95K- 0.36% |
$298K - $358K
|
1.1M
$108M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.06K- 6.78% |
$306K - $368K
|
55.8K
$5.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.16K- 6.89% |
$314K - $378K
|
56.3K
$5.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.18K- 4.01% |
$316K - $379K
|
100K
$9.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.24K- 5.28% |
$320K - $384K
|
76K
$7.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-4.41K- 17.11% |
$333K - $400K
|
21.4K
$2.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.43K- 1.15% |
$334K - $401K
|
382K
$37.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.64K- 6.88% |
$350K - $420K
|
62.8K
$6.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.72K- 49.94% |
$356K - $428K
|
4.73K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.75K- 31.65% |
$359K - $431K
|
10.3K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.78K- 21.56% |
$361K - $433K
|
17.4K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-4.8K- 4.54% |
$362K - $435K
|
101K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.94K- 6.54% |
$373K - $448K
|
70.6K
$6.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-5.2K- 2.07% |
$392K - $471K
|
246K
$24.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-5.22K- 43.74% |
$394K - $473K
|
6.71K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.27K- 29.36% |
$398K - $478K
|
12.7K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.53K- 16.58% |
$417K - $501K
|
27.8K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.59K- 8.7% |
$421K - $506K
|
58.6K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-5.64K- 7.56% |
$426K - $511K
|
69K
$6.77M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.96K- 38.15% |
$450K - $540K
|
9.66K
$949K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.06K- 1.27% |
$457K - $550K
|
473K
$46.4M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.09K- 3.61% |
$459K - $552K
|
162K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.37K- 2.74% |
$480K - $577K
|
226K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.8K- 5.68% |
$513K - $616K
|
113K
$11.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-7.3K- 3.65% |
$551K - $662K
|
193K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-7.74K- 22.09% |
$584K - $702K
|
27.3K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.93K- 7.13% |
$598K - $719K
|
103K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-8.13K- 54.09% |
$613K - $737K
|
6.9K
$677K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-8.56K- 15.1% |
$646K - $776K
|
48.1K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-8.76K- 0.14% |
$661K - $794K
|
6.44M
$633M
|