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 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.78KNew |
$285K - $342K
|
3.78K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
3.66K+ 4.66% |
$276K - $331K
|
82K
$8.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.64K+ 7.53% |
$275K - $330K
|
52K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$263K - $316K
|
3.48K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.42K+ 36.07% |
$258K - $310K
|
12.9K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.34K+ 41.42% |
$252K - $303K
|
11.4K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
3.25K+ 405.63% |
$245K - $294K
|
4.05K
$397K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.23KNew |
$244K - $293K
|
3.23K
$317K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.19K+ 1.81% |
$241K - $289K
|
179K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.07K+ 0.75% |
$231K - $278K
|
415K
$40.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.96KNew |
$223K - $268K
|
2.96K
$290K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.83KNew |
$214K - $257K
|
2.83K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.81KNew |
$212K - $255K
|
2.81K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.78K+ 30.24% |
$210K - $252K
|
12K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.77K+ 43.73% |
$209K - $251K
|
9.11K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.76KNew |
$208K - $250K
|
2.76K
$271K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.76KNew |
$208K - $250K
|
2.76K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.72K+ 1.53% |
$205K - $246K
|
181K
$17.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.66KNew |
$201K - $241K
|
2.66K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.62K+ 11.42% |
$198K - $237K
|
25.5K
$2.51M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.62KNew |
$197K - $237K
|
2.62K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.6K+ 11.01% |
$196K - $235K
|
26.2K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 4.08% |
$196K - $235K
|
66.1K
$6.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.5KNew |
$189K - $227K
|
2.5K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.47KNew |
$187K - $224K
|
2.47K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.46KNew |
$186K - $223K
|
2.46K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
2.45K+ 2.2% |
$185K - $222K
|
114K
$11.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
2.45KNew |
$185K - $222K
|
2.45K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
2.45KNew |
$185K - $222K
|
2.45K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.42KNew |
$183K - $220K
|
2.42K
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$183K - $220K
|
2.42K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.41KNew |
$182K - $218K
|
2.41K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.41KNew |
$182K - $218K
|
2.41K
$236K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.4KNew |
$181K - $218K
|
2.4K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.37KNew |
$179K - $215K
|
2.37K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.36KNew |
$178K - $214K
|
2.36K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.36K+ 1.65% |
$178K - $214K
|
146K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.35KNew |
$178K - $213K
|
2.35K
$231K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.34KNew |
$177K - $212K
|
2.34K
$230K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.34KNew |
$177K - $212K
|
2.34K
$230K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.34KNew |
$176K - $212K
|
2.34K
$229K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.33KNew |
$176K - $212K
|
2.33K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.32KNew |
$175K - $211K
|
2.32K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.32KNew |
$175K - $210K
|
2.32K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.32KNew |
$175K - $210K
|
2.32K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.31KNew |
$174K - $210K
|
2.31K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.3KNew |
$174K - $209K
|
2.3K
$226K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.3KNew |
$174K - $209K
|
2.3K
$226K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
2.3KNew |
$174K - $209K
|
2.3K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
2.3KNew |
$174K - $209K
|
2.3K
$226K
|