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 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-725- 20.98% |
$52.2K - $63K
|
2.73K
$264K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-731- 12.63% |
$52.6K - $63.6K
|
5.06K
$489K
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-737- 1.29% |
$53K - $64.1K
|
56.2K
$5.44M
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-748- 37.25% |
$53.8K - $65K
|
1.26K
$122K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-752- 3.42% |
$54.1K - $65.4K
|
21.2K
$2.05M
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-756- 1.01% |
$54.4K - $65.7K
|
74.1K
$7.17M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-771- 83.62% |
$55.5K - $67K
|
151
$14.6K
|
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-780- 66.16% |
$56.1K - $67.8K
|
399
$38.6K
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-790- 4.1% |
$56.9K - $68.7K
|
18.5K
$1.79M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-800- 12.33% |
$57.6K - $69.6K
|
5.69K
$550K
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-806- 4.4% |
$58K - $70.1K
|
17.5K
$1.69M
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-807- 3.5% |
$58.1K - $70.2K
|
22.2K
$2.15M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-816- 50.09% |
$58.7K - $71K
|
813
$78.6K
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-837- 37.8% |
$60.2K - $72.8K
|
1.38K
$133K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-838- 2.53% |
$60.3K - $72.9K
|
32.3K
$3.12M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-840- 13.76% |
$60.5K - $73K
|
5.27K
$509K
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-840- 2.99% |
$60.5K - $73K
|
27.3K
$2.63M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-841- 12.22% |
$60.5K - $73.1K
|
6.04K
$584K
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-845- 9.42% |
$60.8K - $73.5K
|
8.12K
$785K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-856- 10.89% |
$61.6K - $74.4K
|
7.01K
$677K
|
|
Apr 22, 2022
Q1 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-862- 10.21% |
$62K - $75K
|
7.58K
$733K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-862Closed |
$62K - $75K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-883- 7.6% |
$63.6K - $76.8K
|
10.7K
$1.04M
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-887- 7.71% |
$63.8K - $77.1K
|
10.6K
$1.03M
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-904- 15.34% |
$65.1K - $78.6K
|
4.99K
$482K
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-915- 3.08% |
$65.9K - $79.6K
|
28.8K
$2.79M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-924- 99.25% |
$66.5K - $80.3K
|
7
$677
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-957- 6.31% |
$68.9K - $83.2K
|
14.2K
$1.37M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-958Closed |
$69K - $83.3K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-971- 4.29% |
$69.9K - $84.4K
|
21.6K
$2.09M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-974- 11.16% |
$70.1K - $84.7K
|
7.75K
$749K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-991Closed |
$71.3K - $86.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 1.74% |
$72K - $87K
|
56.3K
$5.45M
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1K- 12.46% |
$72K - $87K
|
7.03K
$679K
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-1KClosed |
$72K - $87K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.02K- 6.34% |
$73.1K - $88.3K
|
15K
$1.45M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 3.17% |
$73.3K - $88.6K
|
31.1K
$3.01M
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 22.55% |
$73.4K - $88.7K
|
3.5K
$339K
|
|
May 10, 2022
Q1 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-1.02K- 7.17% |
$73.7K - $89K
|
13.3K
$1.28M
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.03K- 1.99% |
$74K - $89.4K
|
50.6K
$4.89M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.04K- 13.04% |
$74.6K - $90.1K
|
6.91K
$668K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.07KClosed |
$77K - $93K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.09K- 23.69% |
$78.1K - $94.3K
|
3.5K
$338K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.1K- 1.34% |
$79K - $95.4K
|
80.5K
$7.78M
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.11K- 11.55% |
$79.5K - $96.1K
|
8.46K
$818K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.11K- 3.52% |
$80.2K - $96.9K
|
30.5K
$2.95M
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.14K- 5.94% |
$82.3K - $99.4K
|
18.1K
$1.75M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.16K- 19.3% |
$83.3K - $101K
|
4.84K
$468K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.16KClosed |
$83.7K - $101K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-1.18K- 68.91% |
$84.7K - $102K
|
531
$51.3K
|