Purchases and Sales Made in Q2 2023 in Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q2 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
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
120
+ 1.29%
$9.42K - $10.7K
9.43K $928K
Jul 25, 2023 Q2 2023
Liberty Capital Management, Inc.

BUY
 -
120
+ 0.49%
$9.42K - $10.7K
24.7K $2.43M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
119
+ 10.68%
$9.34K - $10.6K
1.23K $121K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
119
+ 1.09%
$9.34K - $10.6K
11K $1.09M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
115
+ 1.43%
$9.03K - $10.2K
8.18K $805K
Aug 08, 2023 Q2 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
115
+ 0.04%
$9.03K - $10.2K
293K $28.9M
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
110
+ 2.06%
$8.63K - $9.79K
5.45K $536K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
110
New
$8.63K - $9.79K
110 $10.8K
Aug 14, 2023 Q2 2023
Quarry LP

New York, NY
BUY
 -
106
New
$8.32K - $9.44K
106 $10.4K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
105
+ 25.61%
$8.24K - $9.35K
515 $50.7K
Jul 20, 2023 Q2 2023
Chicago Capital, LLC

BUY
 -
103
+ 1.5%
$8.08K - $9.17K
6.98K $687K
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
103
New
$8.08K - $9.17K
103 $10.1K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
103
+ 6.13%
$8.08K - $9.17K
1.78K $175K
Jul 19, 2023 Q2 2023
Essex Savings Bank

BUY
 -
100
+ 3.56%
$7.85K - $8.9K
2.91K $286K
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
100
+ 25.91%
$7.85K - $8.9K
486 $47.8K
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
100
New
$7.85K - $8.9K
100 $9.84K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
100
+ 3.64%
$7.85K - $8.9K
2.85K $280K
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
97
+ 3.34%
$7.61K - $8.63K
3K $295K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
92
+ 3.25%
$7.22K - $8.19K
2.93K $288K
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
88
+ 3.44%
$6.91K - $7.83K
2.65K $260K
Aug 11, 2023 Q2 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
87
+ 7.89%
$6.83K - $7.74K
1.19K $117K
Jul 07, 2023 Q2 2023
Moody National Bank Trust Division

BUY
 -
82
+ 0.98%
$6.44K - $7.3K
8.42K $828K
Aug 11, 2023 Q2 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
79
+ 0.13%
$6.2K - $7.03K
59.6K $5.86M
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
77
+ 1.26%
$6.04K - $6.85K
6.21K $610K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
75
New
$5.89K - $6.68K
75 $7.38K
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
74
+ 0.5%
$5.81K - $6.59K
14.8K $1.46M
Sep 21, 2023 Q2 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
73
New
$5.73K - $6.5K
73 $7.18K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
64
+ 3.93%
$5.02K - $5.7K
1.69K $167K
Jul 06, 2023 Q2 2023
First Hawaiian Bank

BUY
 -
64
+ 0.63%
$5.02K - $5.7K
10.3K $1.01M
Jul 31, 2023 Q2 2023
Tower View Investment Management & Research LLC

BUY
 -
57
New
$4.47K - $5.07K
57 $5.61K
Jul 28, 2023 Q2 2023
Marquette Asset Management, LLC

BUY
 -
51
+ 283.33%
$4K - $4.54K
69 $6.79K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
51
+ 0.46%
$4K - $4.54K
11.1K $1.1M
Jul 14, 2023 Q2 2023
Cullinan Associates Inc

BUY
 -
50
+ 2.04%
$3.92K - $4.45K
2.5K $246K
Aug 07, 2023 Q2 2023
Deseret Mutual Benefit Administrators

BUY
 -
48
+ 2.2%
$3.77K - $4.27K
2.23K $219K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
46
+ 12.81%
$3.61K - $4.09K
405 $39.8K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
38
+ 10.3%
$2.98K - $3.38K
407 $40K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
38
+ 10.3%
$2.98K - $3.38K
407 $40K
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
33
+ 3.89%
$2.59K - $2.94K
882 $86.8K
Jul 11, 2023 Q2 2023
Czech National Bank

Prague, 2N
BUY
 -
30
+ 0.06%
$2.35K - $2.67K
48.9K $4.81M
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
30
+ 6.7%
$2.35K - $2.67K
478 $47K
Jul 26, 2023 Q2 2023
Close Asset Management LTD

BUY
 -
30
+ 0.1%
$2.35K - $2.67K
28.9K $2.85M
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
30
+ 6.7%
$2.35K - $2.67K
478 $47K
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
30
New
$2.35K - $2.67K
30 $2.95K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
28
New
$2.2K - $2.49K
28 $2.75K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
24
+ 0.98%
$1.88K - $2.14K
2.46K $242K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
24
+ 0.9%
$1.88K - $2.14K
2.68K $264K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
23
New
$1.81K - $2.05K
23 $2.26K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
23
+ 0.39%
$1.81K - $2.05K
5.89K $579K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
20
+ 2.56%
$1.57K - $1.78K
802 $78.9K

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