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 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 1.51% |
$167K - $202K
|
151K
$13.7M
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.33KClosed |
$168K - $203K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.34KClosed |
$168K - $203K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.34KClosed |
$169K - $204K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.35KClosed |
$169K - $204K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.35KClosed |
$169K - $204K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.37K- 38.1% |
$170K - $206K
|
3.85K
$349K
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.37KClosed |
$171K - $206K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
SELL
|
- |
-2.37K- 3.75% |
$171K - $206K
|
61K
$5.53M
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.39KClosed |
$172K - $207K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.39KClosed |
$172K - $208K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.43KClosed |
$175K - $211K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.44K- 48.08% |
$176K - $213K
|
2.64K
$240K
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-2.45KClosed |
$176K - $213K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.45KClosed |
$176K - $213K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.46KClosed |
$177K - $213K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.49KClosed |
$180K - $217K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.5K- 3.4% |
$180K - $217K
|
70.9K
$6.44M
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.51K- 4.71% |
$180K - $218K
|
50.7K
$4.61M
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.51KClosed |
$181K - $219K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-2.52KClosed |
$181K - $219K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.52KClosed |
$181K - $219K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.52KClosed |
$181K - $219K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.52KClosed |
$182K - $219K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.53KClosed |
$182K - $220K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.55KClosed |
$184K - $222K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.56KClosed |
$185K - $223K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-2.59K- 19.34% |
$186K - $225K
|
10.8K
$979K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.59KClosed |
$187K - $226K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
SELL
|
- |
-2.65KClosed |
$191K - $231K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.66K- 17.76% |
$191K - $231K
|
12.3K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$194K - $235K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.77KClosed |
$199K - $240K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.81KClosed |
$203K - $245K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.81K- 14.83% |
$203K - $245K
|
16.2K
$1.47M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.83KClosed |
$204K - $246K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.85KClosed |
$205K - $248K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.87K- 16.42% |
$206K - $249K
|
14.6K
$1.32M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.9K- 81.55% |
$209K - $253K
|
657
$59.6K
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.91KClosed |
$209K - $253K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.97K- 49.12% |
$214K - $258K
|
3.08K
$279K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.97K- 23.87% |
$214K - $258K
|
9.48K
$861K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.02KClosed |
$217K - $263K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-3.15KClosed |
$227K - $274K
|
0
$0
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.16K- 24.41% |
$227K - $274K
|
9.77K
$887K
|
|
May 16, 2022
Q1 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.34K- 1.4% |
$241K - $291K
|
236K
$21.4M
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-3.4KClosed |
$245K - $295K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
$246K - $297K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.43K- 4.05% |
$247K - $298K
|
81.2K
$7.37M
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.47K- 5.92% |
$250K - $302K
|
55.1K
$5M
|