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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-412- 2.95% |
$29.7K - $35.8K
|
13.5K
$1.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-419- 18.42% |
$30.2K - $36.4K
|
1.86K
$182K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-426- 7.54% |
$30.7K - $37K
|
5.23K
$513K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-431- 59.45% |
$31K - $37.5K
|
294
$28.9K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-435- 13.82% |
$31.3K - $37.8K
|
2.71K
$266K
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-437Closed |
$31.5K - $38K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-442- 1.03% |
$31.8K - $38.4K
|
42.4K
$4.17M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-443- 8.9% |
$31.9K - $38.5K
|
4.53K
$445K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-445- 0.49% |
$32K - $38.7K
|
90.8K
$8.92M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-466Closed |
$33.5K - $40.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-473Closed |
$34K - $41.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-478- 6.63% |
$34.4K - $41.6K
|
6.74K
$662K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-491- 0.62% |
$35.3K - $42.7K
|
79.3K
$7.79M
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-492- 13.06% |
$35.4K - $42.8K
|
3.27K
$322K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-493- 9.6% |
$35.5K - $42.9K
|
4.64K
$456K
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-499- 6.56% |
$35.9K - $43.4K
|
7.11K
$698K
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-501- 1.76% |
$36.1K - $43.6K
|
28K
$2.75M
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-502- 5.66% |
$36.1K - $43.6K
|
8.37K
$822K
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-511- 14.41% |
$36.8K - $44.4K
|
3.04K
$298K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-524- 6.56% |
$37.7K - $45.6K
|
7.46K
$732K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-534- 7.63% |
$38.4K - $46.4K
|
6.47K
$635K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-535- 13.1% |
$38.5K - $46.5K
|
3.55K
$349K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-540- 7.81% |
$38.9K - $47K
|
6.37K
$626K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-553- 7.18% |
$39.8K - $48.1K
|
7.15K
$702K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-555Closed |
$39.9K - $48.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-562- 6.42% |
$40.5K - $48.9K
|
8.19K
$805K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-567- 14.95% |
$40.8K - $49.3K
|
3.23K
$317K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-567- 16.38% |
$40.8K - $49.3K
|
2.89K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-581- 8.49% |
$41.8K - $50.5K
|
6.26K
$615K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-582- 6.38% |
$41.9K - $50.6K
|
8.54K
$838K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-590- 1.38% |
$42.5K - $51.3K
|
42.1K
$4.13M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-591- 3.14% |
$42.5K - $51.4K
|
18.2K
$1.79M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-591- 3.14% |
$42.5K - $51.4K
|
18.2K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-594- 18.08% |
$42.8K - $51.6K
|
2.69K
$264K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-594- 9.01% |
$42.8K - $51.6K
|
6K
$589K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-616- 1.43% |
$44.3K - $53.6K
|
42.5K
$4.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-632- 7.78% |
$45.5K - $55K
|
7.49K
$735K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-641- 7.08% |
$46.1K - $55.7K
|
8.42K
$826K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-648- 3.52% |
$46.6K - $56.3K
|
17.8K
$1.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-655Closed |
$47.1K - $57K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-690- 19.29% |
$49.7K - $60K
|
2.89K
$284K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-690- 12.36% |
$49.7K - $60K
|
4.89K
$481K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-690- 17.19% |
$49.7K - $60K
|
3.32K
$326K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-691- 1.94% |
$49.7K - $60.1K
|
35K
$3.43M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-700- 10.19% |
$50.4K - $60.9K
|
6.17K
$606K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 2.02% |
$50.4K - $60.9K
|
34K
$3.33M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-700- 19.97% |
$50.4K - $60.9K
|
2.81K
$276K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-704- 18.64% |
$50.7K - $61.2K
|
3.07K
$302K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-704- 15.01% |
$50.7K - $61.2K
|
3.99K
$391K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-721Closed |
$51.9K - $62.7K
|
0
$0
|