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 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.95K+ 7.26% |
$356K - $430K
|
73.1K
$7.18M
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4.93K+ 17.58% |
$355K - $428K
|
32.9K
$3.23M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.92K+ 3.18% |
$354K - $428K
|
160K
$15.7M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.92K+ 3.18% |
$354K - $428K
|
160K
$15.7M
|
|
May 23, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.86K+ 0.47% |
$350K - $422K
|
1.05M
$103M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.82KNew |
$347K - $419K
|
4.82K
$474K
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.81K+ 2.82% |
$346K - $418K
|
175K
$17.2M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$341K - $412K
|
4.74K
$465K
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.72KNew |
$340K - $411K
|
4.72K
$464K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.69K+ 65.56% |
$338K - $408K
|
11.8K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.67KNew |
$336K - $406K
|
4.67K
$459K
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$335K - $405K
|
4.66K
$457K
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
BUY
|
- |
4.57K+ 20.47% |
$329K - $398K
|
26.9K
$2.64M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.51KNew |
$324K - $392K
|
4.51K
$443K
|
|
May 16, 2022
Q1 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
4.5K+ 146.34% |
$324K - $391K
|
7.58K
$744K
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4.48K+ 9.82% |
$323K - $390K
|
50.2K
$4.93M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.48KNew |
$322K - $389K
|
4.48K
$440K
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.24KNew |
$305K - $369K
|
4.24K
$417K
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.13K+ 17.28% |
$297K - $359K
|
28K
$2.75M
|
|
May 13, 2022
Q1 2022
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
- |
4K+ 26.67% |
$288K - $348K
|
19K
$1.87M
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.82K+ 670.0% |
$275K - $332K
|
4.39K
$431K
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.79K+ 16.04% |
$273K - $330K
|
27.4K
$2.69M
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.79K+ 4.95% |
$273K - $330K
|
80.3K
$7.89M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.71KNew |
$267K - $322K
|
3.71K
$364K
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.6KNew |
$259K - $313K
|
3.6K
$353K
|
|
May 12, 2022
Q1 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.55K+ 6.65% |
$255K - $308K
|
56.9K
$5.58M
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
3.52K+ 17.56% |
$253K - $306K
|
23.6K
$2.31M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.5K+ 8.26% |
$252K - $304K
|
45.9K
$4.5M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 0.52% |
$246K - $297K
|
661K
$64.9M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.36KNew |
$242K - $292K
|
3.36K
$330K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.33KNew |
$240K - $289K
|
3.33K
$327K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.31K+ 3.74% |
$238K - $288K
|
91.9K
$9.02M
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
3.23KNew |
$232K - $281K
|
3.23K
$317K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.2KNew |
$230K - $278K
|
3.2K
$314K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.11KNew |
$224K - $271K
|
3.11K
$306K
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.06K+ 8.45% |
$220K - $266K
|
39.3K
$3.86M
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.05KNew |
$220K - $266K
|
3.05K
$300K
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.01KNew |
$217K - $262K
|
3.01K
$296K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.01K+ 88.39% |
$217K - $262K
|
6.41K
$630K
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.99K+ 25.4% |
$215K - $260K
|
14.8K
$1.45M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.96KNew |
$213K - $258K
|
2.96K
$291K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.93K+ 2.81% |
$211K - $255K
|
107K
$10.5M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.91K+ 67.32% |
$209K - $253K
|
7.22K
$709K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$208K - $252K
|
2.9K
$284K
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.89K+ 2.38% |
$208K - $251K
|
124K
$12.2M
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
2.87K+ 76.97% |
$206K - $249K
|
6.59K
$648K
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.78K+ 6.45% |
$200K - $242K
|
45.9K
$4.51M
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.77K+ 133.25% |
$199K - $241K
|
4.85K
$476K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
2.75KNew |
$198K - $239K
|
2.75K
$270K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.73K+ 4.27% |
$197K - $238K
|
66.7K
$6.55M
|