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
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10.1KNew |
$761K - $915K
|
10.1K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
9.86K+ 0.59% |
$744K - $894K
|
1.69M
$166M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
9.79K+ 26.02% |
$739K - $887K
|
47.4K
$4.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
9.76K+ 19.42% |
$736K - $885K
|
60K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
9.61KNew |
$725K - $871K
|
9.61K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.31K+ 24.88% |
$702K - $844K
|
46.7K
$4.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
8.97K+ 2.96% |
$677K - $813K
|
312K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.7KNew |
$656K - $789K
|
8.7K
$854K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
8.7K+ 1.93% |
$656K - $788K
|
460K
$45.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
8.28K+ 1.16% |
$625K - $751K
|
725K
$71.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
8K+ 130.08% |
$604K - $725K
|
14.2K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.74K+ 43.03% |
$584K - $702K
|
25.7K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.7KNew |
$581K - $698K
|
7.7K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.66KNew |
$578K - $694K
|
7.66K
$752K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.56K+ 6.98% |
$570K - $685K
|
116K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.46K+ 6.37% |
$563K - $676K
|
125K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.41KNew |
$559K - $672K
|
7.41K
$727K
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
7.29K+ 18684.62% |
$550K - $661K
|
7.33K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.14K+ 10.97% |
$539K - $648K
|
72.3K
$7.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.83K+ 8.25% |
$516K - $620K
|
89.6K
$8.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.7KNew |
$506K - $607K
|
6.7K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.87K+ 4.09% |
$443K - $533K
|
149K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.8KNew |
$438K - $526K
|
5.8K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.58K+ 17.33% |
$421K - $506K
|
37.8K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
5.47KNew |
$413K - $496K
|
5.47K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.41KNew |
$408K - $491K
|
5.41K
$531K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.13KNew |
$387K - $465K
|
5.13K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
5.1K+ 30.36% |
$385K - $462K
|
21.9K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5K+ 50.0% |
$377K - $453K
|
15K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.99K+ 122.57% |
$376K - $452K
|
9.05K
$889K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.98K+ 0.8% |
$376K - $451K
|
627K
$61.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
4.98K+ 208.29% |
$376K - $451K
|
7.37K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
4.82K+ 11.02% |
$364K - $437K
|
48.6K
$4.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.76K+ 14.19% |
$359K - $431K
|
38.3K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.75K+ 0.74% |
$359K - $431K
|
647K
$63.5M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.65K+ 93.5% |
$351K - $421K
|
9.62K
$944K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.57K+ 367.15% |
$345K - $414K
|
5.82K
$571K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.52KNew |
$341K - $410K
|
4.52K
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.44K+ 142.15% |
$335K - $402K
|
7.56K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.4K+ 21.04% |
$332K - $399K
|
25.3K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
4.32KNew |
$326K - $391K
|
4.32K
$424K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.28KNew |
$323K - $388K
|
4.28K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.26K+ 5.24% |
$321K - $386K
|
85.5K
$8.4M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
4.24K+ 29.04% |
$320K - $385K
|
18.8K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.23KNew |
$319K - $383K
|
4.23K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.22K+ 49.53% |
$318K - $382K
|
12.7K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.14KNew |
$313K - $376K
|
4.14K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.13K+ 294.93% |
$312K - $374K
|
5.53K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
3.99K+ 1.92% |
$301K - $362K
|
212K
$20.8M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
3.92K+ 9.97% |
$296K - $356K
|
43.3K
$4.25M
|