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 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
2.71K+ 7.31% |
$195K - $235K
|
39.7K
$3.9M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.67KNew |
$192K - $232K
|
2.67K
$262K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 1615.85% |
$191K - $230K
|
2.81K
$276K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
BUY
|
- |
2.55K+ 1.47% |
$183K - $221K
|
176K
$17.3M
|
|
|
May 13, 2022
Q1 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.49K+ 27.64% |
$179K - $217K
|
11.5K
$1.13M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.49K+ 2.91% |
$179K - $217K
|
88.1K
$8.65M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
2.39K+ 27.07% |
$172K - $208K
|
11.2K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.29K+ 3.23% |
$165K - $199K
|
73.3K
$7.2M
|
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
BUY
|
- |
2.25K+ 2.12% |
$162K - $196K
|
108K
$10.6M
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.23K+ 8.01% |
$161K - $194K
|
30.1K
$2.95M
|
|
|
May 04, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
2.18K+ 38.44% |
$157K - $189K
|
7.83K
$769K
|
|
|
May 13, 2022
Q1 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.11K+ 0.38% |
$152K - $183K
|
553K
$54.3M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2K+ 20.75% |
$144K - $174K
|
11.6K
$1.14M
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.97K+ 15.88% |
$142K - $171K
|
14.4K
$1.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.93KNew |
$139K - $167K
|
1.93K
$189K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
1.86K+ 1.19% |
$134K - $162K
|
157K
$15.5M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.84K+ 1.3% |
$132K - $160K
|
144K
$14.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.8K+ 66.22% |
$129K - $156K
|
4.51K
$443K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
1.72K+ 6.45% |
$124K - $150K
|
28.4K
$2.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.69KNew |
$121K - $147K
|
1.69K
$165K
|
|
|
May 13, 2022
Q1 2022
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
1.66K+ 10.55% |
$119K - $144K
|
17.3K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.6KNew |
$115K - $139K
|
1.6K
$157K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.57K+ 34.63% |
$113K - $136K
|
6.08K
$597K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.53K+ 29.6% |
$110K - $133K
|
6.68K
$656K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.52K+ 4.15% |
$109K - $132K
|
38.1K
$3.74M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.51K+ 5.91% |
$109K - $131K
|
27.1K
$2.66M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.44K+ 30.5% |
$104K - $125K
|
6.17K
$605K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.38K+ 8.38% |
$99.3K - $120K
|
17.8K
$1.75M
|
|
|
May 09, 2022
Q1 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.38K+ 9.2% |
$99.3K - $120K
|
16.4K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.37K+ 8.08% |
$98.6K - $119K
|
18.3K
$1.8M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.35K+ 12.01% |
$96.8K - $117K
|
12.5K
$1.23M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.3K+ 0.44% |
$93.8K - $113K
|
297K
$29.2M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.29K+ 41.88% |
$92.8K - $112K
|
4.37K
$429K
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.29K+ 10.5% |
$92.6K - $112K
|
13.5K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.22K+ 21.58% |
$87.9K - $106K
|
6.88K
$676K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.2K+ 7.26% |
$86.2K - $104K
|
17.7K
$1.74M
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
BUY
|
- |
1.19K+ 3.32% |
$85.7K - $103K
|
37.1K
$3.64M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.17K+ 25.34% |
$84.3K - $102K
|
5.79K
$569K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06KNew |
$76.2K - $92K
|
1.06K
$104K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.04K+ 10.76% |
$75K - $90.6K
|
10.7K
$1.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02K+ 13.09% |
$73.3K - $88.5K
|
8.8K
$864K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.01KNew |
$72.8K - $87.9K
|
1.01K
$99.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
996+ 109.33% |
$71.7K - $86.6K
|
1.91K
$187K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
989+ 3.36% |
$71.2K - $86K
|
30.5K
$2.99M
|
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
983+ 1.81% |
$70.8K - $85.5K
|
55.2K
$5.42M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
983+ 5.26% |
$70.8K - $85.5K
|
19.7K
$1.93M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
971New |
$69.9K - $84.4K
|
971
$95.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
960+ 12.01% |
$69.1K - $83.5K
|
8.95K
$879K
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
957+ 27.09% |
$68.9K - $83.2K
|
4.49K
$441K
|
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
946New |
$68.1K - $82.3K
|
946
$92.9K
|