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 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
302New |
$21.7K - $26.3K
|
302
$29.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
300+ 3.78% |
$21.6K - $26.1K
|
8.25K
$810K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
297+ 6.93% |
$21.4K - $25.8K
|
4.58K
$450K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
272+ 3.38% |
$19.6K - $23.7K
|
8.33K
$818K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
271+ 7.0% |
$19.5K - $23.6K
|
4.15K
$407K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
256New |
$18.4K - $22.3K
|
256
$25.1K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
251+ 10.53% |
$18.1K - $21.8K
|
2.64K
$259K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
248+ 1.69% |
$17.9K - $21.6K
|
15K
$1.47M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
246New |
$17.7K - $21.4K
|
246
$24.2K
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
245+ 3.15% |
$17.6K - $21.3K
|
8.03K
$789K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
242+ 8.26% |
$17.4K - $21K
|
3.17K
$311K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
237+ 3.85% |
$17.1K - $20.6K
|
6.4K
$628K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
236+ 0.22% |
$17K - $20.5K
|
107K
$10.5M
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
232+ 5.42% |
$16.7K - $20.2K
|
4.51K
$443K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
231+ 7.08% |
$16.6K - $20.1K
|
3.5K
$343K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
231New |
$16.6K - $20.1K
|
231
$22.7K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
230New |
$16.6K - $20K
|
230
$22.6K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
220New |
$15.8K - $19.1K
|
220
$21.6K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
219+ 5.22% |
$15.8K - $19K
|
4.41K
$433K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
214New |
$15.4K - $18.6K
|
214
$21K
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
206+ 0.31% |
$14.8K - $17.9K
|
67.5K
$6.62M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
204+ 5.28% |
$14.7K - $17.7K
|
4.06K
$399K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
204+ 8.47% |
$14.7K - $17.7K
|
2.61K
$256K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.75% |
$14.4K - $17.4K
|
26.8K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
200+ 7.18% |
$14.4K - $17.4K
|
2.98K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
195+ 2.09% |
$14K - $17K
|
9.52K
$935K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
194+ 10.09% |
$14K - $16.9K
|
2.12K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
183+ 4.96% |
$13.2K - $15.9K
|
3.88K
$381K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
182+ 3.06% |
$13.1K - $15.8K
|
6.14K
$603K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
176+ 5.98% |
$12.7K - $15.3K
|
3.12K
$306K
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
175+ 0.82% |
$12.6K - $15.2K
|
21.5K
$2.11M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
175New |
$12.6K - $15.2K
|
175
$17.2K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
171+ 1.58% |
$12.3K - $14.9K
|
11K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
166+ 3.35% |
$11.9K - $14.4K
|
5.13K
$504K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
165+ 1178.57% |
$11.9K - $14.3K
|
179
$17.6K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
165+ 2.6% |
$11.9K - $14.3K
|
6.51K
$639K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
164+ 28.18% |
$11.8K - $14.3K
|
746
$73.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
163+ 15.44% |
$11.7K - $14.2K
|
1.22K
$120K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
158+ 0.63% |
$11.4K - $13.7K
|
25.3K
$2.49M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
156+ 6.12% |
$11.2K - $13.6K
|
2.7K
$266K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
153+ 5.32% |
$11K - $13.3K
|
3.03K
$298K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
150+ 47.62% |
$10.8K - $13K
|
465
$45.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
150+ 4.54% |
$10.8K - $13K
|
3.46K
$339K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
144+ 847.06% |
$10.4K - $12.5K
|
161
$15.8K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
139+ 180.52% |
$10K - $12.1K
|
216
$21.2K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
129+ 4.29% |
$9.29K - $11.2K
|
3.14K
$308K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
128+ 100.79% |
$9.21K - $11.1K
|
255
$25K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
126+ 2.52% |
$9.07K - $11K
|
5.13K
$504K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
125+ 1.82% |
$9K - $10.9K
|
7K
$687K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
120+ 6.27% |
$8.64K - $10.4K
|
2.03K
$200K
|