Purchases and Sales Made in Q1 2022 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12- 0.37% |
$864 - $1.04K
|
3.24K
$318K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-12- 0.45% |
$864 - $1.04K
|
2.64K
$259K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-15- 7.32% |
$1.08K - $1.3K
|
190
$18.7K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-16- 3.08% |
$1.15K - $1.39K
|
503
$49.4K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-16- 0.52% |
$1.15K - $1.39K
|
3.08K
$303K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-19- 0.26% |
$1.37K - $1.65K
|
7.27K
$714K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 3.19% |
$1.37K - $1.65K
|
577
$56.7K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-20- 20.0% |
$1.44K - $1.74K
|
80
$7.86K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-20- 0.6% |
$1.44K - $1.74K
|
3.3K
$324K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20Closed |
$1.44K - $1.74K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-20Closed |
$1.44K - $1.74K
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 28.57% |
$1.44K - $1.74K
|
50
$4.91K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-21- 0.68% |
$1.51K - $1.83K
|
3.08K
$303K
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-23- 0.05% |
$1.66K - $2K
|
46.4K
$4.56M
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-24- 1.97% |
$1.73K - $2.09K
|
1.2K
$117K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-25- 1.62% |
$1.8K - $2.17K
|
1.52K
$149K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-25- 5.41% |
$1.8K - $2.17K
|
437
$42.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 0.68% |
$1.8K - $2.17K
|
3.64K
$358K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 0.15% |
$1.8K - $2.17K
|
16.6K
$1.63M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-25- 0.74% |
$1.8K - $2.17K
|
3.34K
$328K
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-26- 0.45% |
$1.87K - $2.26K
|
5.78K
$568K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-27- 7.56% |
$1.94K - $2.35K
|
330
$32.4K
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-27- 0.84% |
$1.94K - $2.35K
|
3.18K
$312K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-28- 8.83% |
$2.02K - $2.43K
|
289
$28.4K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-28- 35.0% |
$2.02K - $2.43K
|
52
$5.11K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-31- 7.56% |
$2.23K - $2.7K
|
379
$37.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-33- 1.13% |
$2.38K - $2.87K
|
2.88K
$283K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.97% |
$2.52K - $3.04K
|
3.57K
$350K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.92% |
$2.52K - $3.04K
|
1.79K
$176K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-36- 0.99% |
$2.59K - $3.13K
|
3.59K
$353K
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-36Closed |
$2.59K - $3.13K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-37- 0.32% |
$2.66K - $3.22K
|
11.6K
$1.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-40- 21.62% |
$2.88K - $3.48K
|
145
$14.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-40- 1.22% |
$2.88K - $3.48K
|
3.24K
$318K
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-41- 1.48% |
$2.95K - $3.56K
|
2.72K
$267K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-41- 1.12% |
$2.95K - $3.56K
|
3.63K
$357K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-41- 1.14% |
$2.95K - $3.56K
|
3.56K
$349K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-42- 1.07% |
$3.02K - $3.65K
|
3.88K
$381K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-43- 0.78% |
$3.1K - $3.74K
|
5.45K
$535K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-45- 6.96% |
$3.24K - $3.91K
|
602
$59.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-46- 1.78% |
$3.31K - $4K
|
2.54K
$250K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-46- 1.41% |
$3.31K - $4K
|
3.21K
$315K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.99% |
$3.46K - $4.17K
|
4.79K
$470K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-49- 57.65% |
$3.53K - $4.26K
|
36
$3.54K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-50- 12.63% |
$3.6K - $4.35K
|
346
$34K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50- 17.42% |
$3.6K - $4.35K
|
237
$23.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50Closed |
$3.6K - $4.35K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-50- 1.21% |
$3.6K - $4.35K
|
4.09K
$401K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 1.26% |
$3.6K - $4.35K
|
3.91K
$384K
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-55- 0.68% |
$3.96K - $4.78K
|
8.03K
$788K
|