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 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
933+ 39.97% |
$67.2K - $81.1K
|
3.27K
$321K
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
925New |
$66.6K - $80.4K
|
925
$90.8K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
920+ 0.09% |
$66.2K - $80K
|
1.04M
$102M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
901+ 12.84% |
$64.9K - $78.3K
|
7.92K
$778K
|
|
|
May 16, 2022
Q1 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
875+ 37.3% |
$63K - $76.1K
|
3.22K
$316K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
848+ 7.9% |
$61K - $73.7K
|
11.6K
$1.14M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
846+ 23.99% |
$60.9K - $73.6K
|
4.37K
$429K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
801New |
$57.7K - $69.6K
|
801
$78.7K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
796+ 7.24% |
$57.3K - $69.2K
|
11.8K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
775+ 2.5% |
$55.8K - $67.4K
|
31.7K
$3.12M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
742+ 9.42% |
$53.4K - $64.5K
|
8.62K
$846K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
720+ 17.98% |
$51.8K - $62.6K
|
4.72K
$464K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
715+ 25.35% |
$51.5K - $62.2K
|
3.54K
$347K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
713+ 2.22% |
$51.3K - $62K
|
32.9K
$3.23M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
648+ 1.15% |
$46.6K - $56.3K
|
56.8K
$5.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
645+ 16.92% |
$46.4K - $56.1K
|
4.46K
$438K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
641+ 10.75% |
$46.1K - $55.7K
|
6.6K
$649K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
620+ 8.61% |
$44.6K - $53.9K
|
7.82K
$768K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
615+ 35.65% |
$44.3K - $53.5K
|
2.34K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
614+ 7.6% |
$44.2K - $53.4K
|
8.7K
$854K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
605+ 16.9% |
$43.5K - $52.6K
|
4.18K
$411K
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
600+ 6.31% |
$43.2K - $52.2K
|
10.1K
$993K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
598New |
$43K - $52K
|
598
$58.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
571+ 2.66% |
$41.1K - $49.6K
|
22.1K
$2.17M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
543+ 10.53% |
$39.1K - $47.2K
|
5.7K
$560K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
537+ 0.52% |
$38.7K - $46.7K
|
104K
$10.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
532+ 9.51% |
$38.3K - $46.3K
|
6.13K
$602K
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
531+ 1.58% |
$38.2K - $46.2K
|
34.2K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
508+ 4.5% |
$36.6K - $44.2K
|
11.8K
$1.16M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
503+ 11.75% |
$36.2K - $43.7K
|
4.78K
$470K
|
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
478+ 2.65% |
$34.4K - $41.6K
|
18.5K
$1.82M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
471+ 0.94% |
$33.9K - $41K
|
50.8K
$4.99M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
469+ 7.68% |
$33.8K - $40.8K
|
6.57K
$646K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
455+ 18.66% |
$32.8K - $39.6K
|
2.89K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
452+ 2.96% |
$32.5K - $39.3K
|
15.7K
$1.54M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
451+ 0.17% |
$32.5K - $39.2K
|
259K
$25.4M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
438+ 2.38% |
$31.5K - $38.1K
|
18.9K
$1.85M
|
|
|
May 04, 2022
Q1 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
415+ 2.47% |
$29.9K - $36.1K
|
17.2K
$1.69M
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
397+ 67.4% |
$28.6K - $34.5K
|
986
$96.8K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
373+ 1.47% |
$26.8K - $32.4K
|
25.8K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
368+ 7.07% |
$26.5K - $32K
|
5.57K
$547K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
367+ 1.03% |
$26.4K - $31.9K
|
35.8K
$3.52M
|
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
360New |
$25.9K - $31.3K
|
360
$35.4K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
349+ 11.21% |
$25.1K - $30.3K
|
3.46K
$340K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
338+ 2.98% |
$24.3K - $29.4K
|
11.7K
$1.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
332New |
$23.9K - $28.9K
|
332
$32.6K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
331+ 5.86% |
$23.8K - $28.8K
|
5.98K
$587K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
305+ 31.51% |
$22K - $26.5K
|
1.27K
$125K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
305+ 5.78% |
$22K - $26.5K
|
5.58K
$548K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
302New |
$21.7K - $26.3K
|
302
$29.7K
|