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
|
Zions Bancorporation, N.A.
|
BUY
|
- |
119+ 12.14% |
$8.57K - $10.3K
|
1.1K
$108K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
116+ 3.77% |
$8.35K - $10.1K
|
3.19K
$314K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
110New |
$7.92K - $9.56K
|
110
$10.8K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
109+ 11.8% |
$7.85K - $9.48K
|
1.03K
$101K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
107+ 8.16% |
$7.7K - $9.3K
|
1.42K
$139K
|
|
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
100+ 0.01% |
$7.2K - $8.7K
|
1.01M
$98.7M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
98+ 3.19% |
$7.05K - $8.52K
|
3.17K
$311K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
92+ 6.57% |
$6.62K - $8K
|
1.49K
$147K
|
|
|
Apr 12, 2022
Q1 2022
|
Fruth Investment Management
|
BUY
|
- |
88+ 2.49% |
$6.33K - $7.65K
|
3.63K
$356K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
87+ 2.28% |
$6.26K - $7.56K
|
3.9K
$383K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
87+ 8.89% |
$6.26K - $7.56K
|
1.07K
$105K
|
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
86+ 1.43% |
$6.19K - $7.48K
|
6.1K
$599K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
85+ 0.5% |
$6.12K - $7.39K
|
17.2K
$1.69M
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
BUY
|
- |
85+ 2.41% |
$6.12K - $7.39K
|
3.61K
$355K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
83+ 2.34% |
$5.97K - $7.22K
|
3.63K
$357K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
81+ 1.47% |
$5.83K - $7.04K
|
5.58K
$548K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
78+ 1.08% |
$5.61K - $6.78K
|
7.3K
$716K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
74+ 0.29% |
$5.33K - $6.43K
|
25.4K
$2.49M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
68+ 16.59% |
$4.89K - $5.91K
|
478
$46.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$4.75K - $5.74K
|
66
$6.48K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
65+ 1.73% |
$4.68K - $5.65K
|
3.82K
$375K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
56+ 0.04% |
$4.03K - $4.87K
|
141K
$13.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
50+ 1.65% |
$3.6K - $4.35K
|
3.08K
$303K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
48+ 12.63% |
$3.46K - $4.17K
|
428
$42K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
47+ 1.69% |
$3.38K - $4.09K
|
2.83K
$278K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
45+ 375.0% |
$3.24K - $3.91K
|
57
$5.6K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
43New |
$3.1K - $3.74K
|
43
$4.22K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
41+ 0.86% |
$2.95K - $3.56K
|
4.83K
$474K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
36+ 0.21% |
$2.59K - $3.13K
|
16.8K
$1.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
34+ 1.13% |
$2.45K - $2.96K
|
3.05K
$299K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
33+ 0.47% |
$2.38K - $2.87K
|
7.03K
$690K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 1.63% |
$2.23K - $2.7K
|
1.93K
$190K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 9.06% |
$2.16K - $2.61K
|
361
$35.5K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30+ 2.94% |
$2.16K - $2.61K
|
1.05K
$103K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
24+ 30.77% |
$1.73K - $2.09K
|
102
$10K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
23+ 4.68% |
$1.66K - $2K
|
514
$50.5K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 1.06% |
$1.58K - $1.91K
|
2.11K
$207K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21+ 0.27% |
$1.51K - $1.83K
|
7.78K
$764K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20+ 0.21% |
$1.44K - $1.74K
|
9.44K
$927K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
19+ 0.34% |
$1.37K - $1.65K
|
5.61K
$551K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
19New |
$1.37K - $1.65K
|
19
$1.87K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19New |
$1.37K - $1.65K
|
19
$1.87K
|
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
BUY
|
- |
15+ 0.04% |
$1.08K - $1.3K
|
40.7K
$4M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
15+ 1.85% |
$1.08K - $1.3K
|
828
$81.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
14+ 0.22% |
$1.01K - $1.22K
|
6.31K
$620K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14+ 0.29% |
$1.01K - $1.22K
|
4.81K
$473K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14+ 0.11% |
$1.01K - $1.22K
|
12.7K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14+ 3.51% |
$1.01K - $1.22K
|
413
$40.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
13+ 0.45% |
$936 - $1.13K
|
2.89K
$284K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
13+ 0.31% |
$936 - $1.13K
|
4.23K
$415K
|