Purchases and Sales Made in Q2 2022 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3- 0.1% |
$204 - $233
|
3.01K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 1.21% |
$339 - $388
|
408
$40.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6- 0.11% |
$407 - $465
|
5.64K
$554K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7- 0.36% |
$475 - $543
|
1.92K
$188K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-7- 0.24% |
$475 - $543
|
2.88K
$283K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8- 0.25% |
$543 - $620
|
3.2K
$314K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9- 0.18% |
$611 - $698
|
5.05K
$496K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9Closed |
$611 - $698
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-10- 0.19% |
$679 - $775
|
5.23K
$514K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-10- 0.33% |
$679 - $775
|
3.02K
$296K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-11- 2.57% |
$747 - $853
|
417
$40.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.22% |
$747 - $853
|
4.88K
$480K
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-12- 0.24% |
$815 - $930
|
4.89K
$480K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-12- 0.23% |
$815 - $930
|
5.12K
$503K
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-12- 0.39% |
$815 - $930
|
3.07K
$301K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-12Closed |
$815 - $930
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12- 3.76% |
$815 - $930
|
307
$30.1K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-12- 0.41% |
$815 - $930
|
2.89K
$284K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 0.17% |
$950 - $1.09K
|
8.11K
$796K
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-17- 0.52% |
$1.15K - $1.32K
|
3.23K
$317K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17- 0.81% |
$1.15K - $1.32K
|
2.09K
$205K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-18- 0.43% |
$1.22K - $1.4K
|
4.21K
$413K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.11% |
$1.22K - $1.4K
|
1.6K
$157K
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-19Closed |
$1.29K - $1.47K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.7% |
$1.36K - $1.55K
|
2.83K
$278K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.33% |
$1.36K - $1.55K
|
5.96K
$585K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-21- 10.71% |
$1.43K - $1.63K
|
175
$17.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-21- 3.38% |
$1.43K - $1.63K
|
601
$59K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-22- 6.61% |
$1.49K - $1.71K
|
311
$30.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-22Closed |
$1.49K - $1.71K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-24- 0.26% |
$1.63K - $1.86K
|
9.14K
$898K
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-24- 2.01% |
$1.63K - $1.86K
|
1.17K
$115K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-25- 1.48% |
$1.7K - $1.94K
|
1.66K
$163K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-25- 0.7% |
$1.7K - $1.94K
|
3.53K
$346K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25Closed |
$1.7K - $1.94K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-27- 3.16% |
$1.83K - $2.09K
|
827
$81.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-27- 0.13% |
$1.83K - $2.09K
|
21.3K
$2.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-29Closed |
$1.97K - $2.25K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31- 0.17% |
$2.1K - $2.4K
|
17.9K
$1.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-32- 0.24% |
$2.17K - $2.48K
|
13.5K
$1.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-32- 13.85% |
$2.17K - $2.48K
|
199
$19.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-33- 7.1% |
$2.24K - $2.56K
|
432
$42.4K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-34- 0.48% |
$2.31K - $2.64K
|
6.99K
$687K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-35- 38.46% |
$2.38K - $2.71K
|
56
$5.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-35- 1.36% |
$2.38K - $2.71K
|
2.55K
$250K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 1.24% |
$2.38K - $2.71K
|
2.79K
$274K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-35- 1.44% |
$2.38K - $2.71K
|
2.4K
$236K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-35- 1.14% |
$2.38K - $2.71K
|
3.05K
$299K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-37Closed |
$2.51K - $2.87K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-37- 0.72% |
$2.51K - $2.87K
|
5.08K
$499K
|