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 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
939+ 1.68% |
$70.9K - $85.1K
|
56.8K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
925+ 46.81% |
$69.8K - $83.9K
|
2.9K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
922New |
$69.6K - $83.6K
|
922
$90.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
859+ 14.88% |
$64.8K - $77.9K
|
6.63K
$651K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
843+ 29.53% |
$63.6K - $76.4K
|
3.7K
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
837+ 1.09% |
$63.2K - $75.9K
|
77.9K
$7.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
823+ 88.49% |
$62.1K - $74.6K
|
1.75K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
814+ 17.29% |
$61.4K - $73.8K
|
5.52K
$542K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
759+ 25.3% |
$57.3K - $68.8K
|
3.76K
$369K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
757New |
$57.1K - $68.6K
|
757
$74.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
721+ 158.11% |
$54.4K - $65.4K
|
1.18K
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
710+ 13.7% |
$53.6K - $64.4K
|
5.89K
$579K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 78.31% |
$50.4K - $60.6K
|
1.52K
$149K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
656+ 5.78% |
$49.5K - $59.5K
|
12K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
654+ 4.51% |
$49.4K - $59.3K
|
15.1K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
652+ 4.83% |
$49.2K - $59.1K
|
14.2K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
641+ 22.63% |
$48.4K - $58.1K
|
3.47K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
638+ 5.13% |
$48.1K - $57.8K
|
13.1K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
603+ 1.91% |
$45.5K - $54.7K
|
32.2K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
600+ 6.45% |
$45.3K - $54.4K
|
9.9K
$972K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
583+ 21.75% |
$44K - $52.9K
|
3.26K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
577+ 3846.67% |
$43.5K - $52.3K
|
592
$58.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
566New |
$42.7K - $51.3K
|
566
$55.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
550New |
$41.5K - $49.9K
|
550
$54K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
547+ 943.1% |
$41.3K - $49.6K
|
605
$59.4K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
546+ 12.13% |
$41.2K - $49.5K
|
5.05K
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
541+ 3.14% |
$40.8K - $49.1K
|
17.8K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
519+ 6.95% |
$39.2K - $47.1K
|
7.99K
$785K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
517+ 6.33% |
$39K - $46.9K
|
8.69K
$853K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
497+ 0.83% |
$37.5K - $45.1K
|
60.6K
$5.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
496+ 11.31% |
$37.4K - $45K
|
4.88K
$479K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
494+ 10.86% |
$37.3K - $44.8K
|
5.04K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
493+ 23.36% |
$37.2K - $44.7K
|
2.6K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
476+ 14.72% |
$35.9K - $43.2K
|
3.71K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
475+ 10.87% |
$35.8K - $43.1K
|
4.84K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
471+ 1.51% |
$35.5K - $42.7K
|
31.6K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
454+ 8.68% |
$34.3K - $41.2K
|
5.68K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
452New |
$34.1K - $41K
|
452
$44.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
450+ 5.27% |
$34K - $40.8K
|
8.98K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
442+ 27.99% |
$33.4K - $40.1K
|
2.02K
$198K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
433+ 4.79% |
$32.7K - $39.3K
|
9.47K
$929K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
428+ 1.13% |
$32.3K - $38.8K
|
38.3K
$3.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
424+ 3.11% |
$32K - $38.4K
|
14K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
416+ 10400.0% |
$31.4K - $37.7K
|
420
$41.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$30.2K - $36.3K
|
400
$39.3K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$30.2K - $36.3K
|
400
$39.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.56% |
$30.2K - $36.3K
|
71.5K
$7.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
396+ 7.93% |
$29.9K - $35.9K
|
5.39K
$529K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
389New |
$29.4K - $35.3K
|
389
$38.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
378+ 3.85% |
$28.5K - $34.3K
|
10.2K
$1M
|