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 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-57- 0.68% |
$4.1K - $4.96K
|
8.28K
$813K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-58- 1.81% |
$4.17K - $5.04K
|
3.15K
$309K
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-58- 0.82% |
$4.17K - $5.04K
|
7.01K
$689K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-58- 1.26% |
$4.17K - $5.04K
|
4.55K
$447K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-60- 9.49% |
$4.32K - $5.22K
|
572
$56.2K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-60- 1.13% |
$4.32K - $5.22K
|
5.26K
$516K
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-63- 0.05% |
$4.53K - $5.48K
|
125K
$12.2M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-64- 20.13% |
$4.61K - $5.56K
|
254
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-64Closed |
$4.61K - $5.56K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-64- 1.22% |
$4.61K - $5.56K
|
5.18K
$509K
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-65- 2.11% |
$4.68K - $5.65K
|
3.01K
$296K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-65- 13.27% |
$4.68K - $5.65K
|
425
$41.7K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-66- 2.12% |
$4.75K - $5.74K
|
3.04K
$299K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-67- 1.93% |
$4.82K - $5.83K
|
3.4K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-67- 3.4% |
$4.82K - $5.83K
|
1.91K
$187K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-70- 4.74% |
$5.04K - $6.09K
|
1.41K
$138K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-70- 2.81% |
$5.04K - $6.09K
|
2.42K
$237K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-73- 2.46% |
$5.25K - $6.35K
|
2.89K
$284K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-74- 1.21% |
$5.33K - $6.43K
|
6.06K
$595K
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-75- 1.44% |
$5.4K - $6.52K
|
5.12K
$503K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-75- 2.46% |
$5.4K - $6.52K
|
2.97K
$292K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-75- 1.08% |
$5.4K - $6.52K
|
6.88K
$675K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-77- 1.98% |
$5.54K - $6.7K
|
3.8K
$373K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-80- 2.79% |
$5.76K - $6.96K
|
2.78K
$273K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-80- 1.24% |
$5.76K - $6.96K
|
6.37K
$626K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-83- 1.75% |
$5.97K - $7.22K
|
4.67K
$458K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-85- 2.84% |
$6.12K - $7.39K
|
2.9K
$285K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-85- 0.97% |
$6.12K - $7.39K
|
8.72K
$856K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-86- 1.21% |
$6.19K - $7.48K
|
7K
$687K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-87- 3.73% |
$6.26K - $7.56K
|
2.25K
$221K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-89- 1.51% |
$6.41K - $7.74K
|
5.8K
$569K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-92- 0.36% |
$6.62K - $8K
|
25.6K
$2.51M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-92- 0.6% |
$6.62K - $8K
|
15.2K
$1.49M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-94- 1.8% |
$6.77K - $8.17K
|
5.12K
$502K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-97- 3.24% |
$6.98K - $8.43K
|
2.9K
$285K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-98- 1.72% |
$7.05K - $8.52K
|
5.59K
$549K
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 0.79% |
$7.2K - $8.7K
|
12.5K
$1.23M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$7.2K - $8.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 3.09% |
$7.2K - $8.7K
|
3.14K
$308K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-100- 1.26% |
$7.2K - $8.7K
|
7.85K
$770K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-108- 3.42% |
$7.77K - $9.39K
|
3.05K
$299K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-109- 4.48% |
$7.85K - $9.48K
|
2.33K
$228K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-111Closed |
$7.99K - $9.65K
|
0
$0
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-112- 3.09% |
$8.06K - $9.74K
|
3.52K
$345K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-112Closed |
$8.06K - $9.74K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-112- 33.04% |
$8.06K - $9.74K
|
227
$22.3K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-119- 7.73% |
$8.57K - $10.3K
|
1.42K
$139K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-119- 0.28% |
$8.57K - $10.3K
|
42.7K
$4.19M
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-120- 4.07% |
$8.64K - $10.4K
|
2.83K
$278K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121- 0.67% |
$8.71K - $10.5K
|
18K
$1.76M
|