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 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-221- 1.66% |
$15.9K - $19.2K
|
13.1K
$1.28M
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-222- 3.48% |
$16K - $19.3K
|
6.15K
$604K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-224- 4.23% |
$16.1K - $19.5K
|
5.07K
$498K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-224- 7.66% |
$16.1K - $19.5K
|
2.7K
$265K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-225Closed |
$16.2K - $19.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-232- 6.97% |
$16.7K - $20.2K
|
3.1K
$304K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-237- 0.79% |
$17.1K - $20.6K
|
29.9K
$2.93M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-240- 3.69% |
$17.3K - $20.9K
|
6.27K
$616K
|
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-240- 5.0% |
$17.3K - $20.9K
|
4.56K
$447K
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 6.19% |
$18K - $21.7K
|
3.79K
$372K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-250- 43.25% |
$18K - $21.7K
|
328
$32.2K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-254- 3.93% |
$18.3K - $22.1K
|
6.21K
$610K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-257- 4.49% |
$18.5K - $22.3K
|
5.46K
$536K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-275- 4.2% |
$19.8K - $23.9K
|
6.28K
$616K
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-275- 7.38% |
$19.8K - $23.9K
|
3.45K
$339K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-278- 2.12% |
$20K - $24.2K
|
12.8K
$1.26M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-279- 1.37% |
$20.1K - $24.3K
|
20K
$1.97M
|
|
|
Apr 20, 2022
Q1 2022
|
Windward Capital Management CO
|
SELL
|
- |
-281- 0.38% |
$20.2K - $24.4K
|
73.7K
$7.23M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-283- 2.93% |
$20.4K - $24.6K
|
9.36K
$920K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-286- 2.12% |
$20.6K - $24.9K
|
13.2K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-289- 31.83% |
$20.8K - $25.1K
|
619
$60.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-307- 5.83% |
$22.1K - $26.7K
|
4.96K
$487K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-315- 0.28% |
$22.7K - $27.4K
|
111K
$10.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-315- 4.56% |
$22.7K - $27.4K
|
6.59K
$647K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-319Closed |
$23K - $27.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-323- 5.41% |
$23.2K - $28.1K
|
5.64K
$554K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-325- 34.46% |
$23.4K - $28.3K
|
618
$60.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-330- 4.42% |
$23.8K - $28.7K
|
7.14K
$701K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-331- 1.84% |
$23.8K - $28.8K
|
17.6K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-331Closed |
$23.8K - $28.8K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-336- 5.6% |
$24.2K - $29.2K
|
5.66K
$556K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-338- 0.66% |
$24.3K - $29.4K
|
51.2K
$5.03M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-342- 3.15% |
$24.6K - $29.7K
|
10.5K
$1.03M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-356- 4.08% |
$25.6K - $31K
|
8.38K
$823K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-360- 11.21% |
$25.9K - $31.3K
|
2.85K
$280K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-362- 1.26% |
$26.1K - $31.5K
|
28.3K
$2.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-363- 5.07% |
$26.1K - $31.6K
|
6.79K
$667K
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-370- 7.55% |
$26.6K - $32.2K
|
4.53K
$445K
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-370- 3.37% |
$26.6K - $32.2K
|
10.6K
$1.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-373- 16.18% |
$26.8K - $32.4K
|
1.93K
$190K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-379Closed |
$27.3K - $33K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-390- 6.93% |
$28.1K - $33.9K
|
5.24K
$515K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-393- 23.91% |
$28.3K - $34.2K
|
1.25K
$123K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-397- 10.69% |
$28.6K - $34.5K
|
3.32K
$326K
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-400- 7.54% |
$28.8K - $34.8K
|
4.9K
$481K
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-400Closed |
$28.8K - $34.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-402Closed |
$28.9K - $35K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-404- 9.02% |
$29.1K - $35.1K
|
4.08K
$400K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-404- 4.84% |
$29.1K - $35.1K
|
7.94K
$779K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-409Closed |
$29.4K - $35.6K
|
0
$0
|