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 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-125- 1.79% |
$9K - $10.9K
|
6.84K
$621K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-125- 1.19% |
$9K - $10.9K
|
10.4K
$944K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-127- 12.71% |
$9.14K - $11K
|
872
$79.2K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-127- 0.98% |
$9.14K - $11K
|
12.9K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-131- 4.43% |
$9.43K - $11.4K
|
2.83K
$257K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-131- 1.88% |
$9.43K - $11.4K
|
6.84K
$621K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-134- 3.61% |
$9.65K - $11.7K
|
3.58K
$325K
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-134- 3.22% |
$9.65K - $11.7K
|
4.03K
$366K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-136- 2.55% |
$9.79K - $11.8K
|
5.19K
$471K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-136- 3.38% |
$9.79K - $11.8K
|
3.88K
$353K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-137- 1.73% |
$9.86K - $11.9K
|
7.79K
$707K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-137- 5.2% |
$9.86K - $11.9K
|
2.5K
$227K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-144- 1.43% |
$10.4K - $12.5K
|
9.94K
$903K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-148- 89.7% |
$10.7K - $12.9K
|
17
$1.54K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$10.8K - $13K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-150- 0.62% |
$10.8K - $13K
|
24.1K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-150- 10.52% |
$10.8K - $13K
|
1.28K
$116K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-152- 1.71% |
$10.9K - $13.2K
|
8.73K
$792K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-158- 86.81% |
$11.4K - $13.7K
|
24
$2.18K
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-160- 4.95% |
$11.5K - $13.9K
|
3.07K
$279K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-162- 3.32% |
$11.7K - $14.1K
|
4.72K
$429K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-165- 0.9% |
$11.9K - $14.3K
|
18.1K
$1.64M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-169- 0.71% |
$12.2K - $14.7K
|
23.7K
$2.15M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-171- 27.36% |
$12.3K - $14.9K
|
454
$41.2K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-171- 0.61% |
$12.3K - $14.9K
|
28K
$2.55M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-172- 3.89% |
$12.4K - $15K
|
4.25K
$386K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-172- 2.14% |
$12.4K - $15K
|
7.86K
$714K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-173- 1.86% |
$12.5K - $15K
|
9.14K
$829K
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-180- 82.95% |
$13K - $15.7K
|
37
$3.36K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-183- 8.97% |
$13.2K - $15.9K
|
1.86K
$168K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-183- 2.1% |
$13.2K - $15.9K
|
8.52K
$773K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-184Closed |
$13.2K - $16K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-185- 13.48% |
$13.3K - $16.1K
|
1.19K
$108K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-187- 13.0% |
$13.5K - $16.3K
|
1.25K
$114K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-187- 6.86% |
$13.5K - $16.3K
|
2.54K
$230K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-187- 2.76% |
$13.5K - $16.3K
|
6.59K
$598K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-190- 3.53% |
$13.7K - $16.5K
|
5.2K
$472K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-193- 31.59% |
$13.9K - $16.8K
|
418
$37.9K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-196- 0.83% |
$14.1K - $17K
|
23.4K
$2.12M
|
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-197- 1.17% |
$14.2K - $17.1K
|
16.7K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-197- 4.1% |
$14.2K - $17.1K
|
4.61K
$419K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-198- 5.97% |
$14.3K - $17.2K
|
3.12K
$283K
|
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 1.7% |
$14.4K - $17.4K
|
11.6K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 9.73% |
$14.4K - $17.4K
|
1.86K
$168K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-206- 1.08% |
$14.8K - $17.9K
|
18.9K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-212- 1.87% |
$15.3K - $18.4K
|
11.1K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-214- 24.07% |
$15.4K - $18.6K
|
675
$61.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-216- 26.41% |
$15.5K - $18.8K
|
602
$54.6K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-218- 1.39% |
$15.7K - $19K
|
15.5K
$1.4M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-221- 1.9% |
$15.9K - $19.2K
|
11.4K
$1.04M
|