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
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.29KNew |
$173K - $207K
|
2.29K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.28KNew |
$172K - $206K
|
2.28K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.27KNew |
$172K - $206K
|
2.27K
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.27KNew |
$171K - $205K
|
2.27K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.26KNew |
$171K - $205K
|
2.26K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.26KNew |
$170K - $204K
|
2.26K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.25K+ 0.21% |
$170K - $204K
|
1.05M
$104M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.25KNew |
$170K - $204K
|
2.25K
$221K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.24K+ 602.96% |
$169K - $203K
|
2.62K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.24KNew |
$169K - $203K
|
2.24K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.23K+ 1454.9% |
$168K - $202K
|
2.38K
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.22K+ 9.0% |
$168K - $202K
|
26.9K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.14K+ 5.59% |
$161K - $194K
|
40.4K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 10.65% |
$161K - $194K
|
22.2K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
2.09K+ 2.25% |
$158K - $190K
|
95K
$9.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
BUY
|
- |
2.08K+ 0.04% |
$157K - $189K
|
5.52M
$542M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.07KNew |
$156K - $187K
|
2.07K
$203K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.04K+ 37.38% |
$154K - $185K
|
7.51K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
2.02KNew |
$152K - $183K
|
2.02K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2K+ 17.39% |
$151K - $181K
|
13.5K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.95K+ 26.73% |
$147K - $177K
|
9.24K
$907K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.95K+ 5.53% |
$147K - $177K
|
37.2K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.92K+ 8.8% |
$145K - $174K
|
23.7K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.91KNew |
$144K - $174K
|
1.91K
$188K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.87K+ 13.97% |
$141K - $169K
|
15.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.85K+ 10.86% |
$139K - $167K
|
18.8K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.8KNew |
$136K - $164K
|
1.8K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.79K+ 0.99% |
$135K - $162K
|
183K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.78K+ 34.54% |
$134K - $161K
|
6.93K
$680K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.75K+ 23.8% |
$132K - $158K
|
9.08K
$891K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.71K+ 51.01% |
$129K - $155K
|
5.06K
$497K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.67K+ 2.92% |
$126K - $151K
|
58.9K
$5.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 4.84% |
$120K - $144K
|
34.3K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.53K+ 13.35% |
$115K - $138K
|
13K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.53K+ 33.23% |
$115K - $138K
|
6.11K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.5K+ 8.71% |
$113K - $136K
|
18.7K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.47K+ 0.22% |
$111K - $134K
|
662K
$65M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.42K+ 0.08% |
$107K - $129K
|
1.79M
$176M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.42K+ 0.97% |
$107K - $128K
|
148K
$14.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.37K+ 0.48% |
$103K - $124K
|
287K
$28.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.36K+ 3.92% |
$102K - $123K
|
35.9K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.35K+ 34.49% |
$102K - $122K
|
5.25K
$516K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 1.36% |
$99.5K - $120K
|
97.9K
$9.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.32KNew |
$99.5K - $120K
|
1.32K
$129K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.28K+ 1.15% |
$96.6K - $116K
|
113K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 21.05% |
$96K - $115K
|
7.32K
$718K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.22K+ 8.53% |
$92.3K - $111K
|
15.6K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.18KNew |
$89.1K - $107K
|
1.18K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.06K+ 30.17% |
$80K - $96.1K
|
4.57K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
973New |
$73.4K - $88.2K
|
973
$95.5K
|