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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-37- 1.36% |
$2.51K - $2.87K
|
2.68K
$263K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-40- 9.88% |
$2.72K - $3.1K
|
365
$35.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-43- 0.85% |
$2.92K - $3.33K
|
5.01K
$492K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43Closed |
$2.92K - $3.33K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-45- 0.48% |
$3.05K - $3.49K
|
9.24K
$907K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-46- 3.08% |
$3.12K - $3.57K
|
1.45K
$142K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-46- 10.48% |
$3.12K - $3.57K
|
393
$38.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-49- 1.36% |
$3.33K - $3.8K
|
3.56K
$350K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-50- 11.44% |
$3.39K - $3.88K
|
387
$38K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 1.59% |
$3.39K - $3.88K
|
3.09K
$303K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 56.18% |
$3.39K - $3.88K
|
39
$3.83K
|
|
|
Aug 09, 2022
Q2 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-50- 1.54% |
$3.39K - $3.88K
|
3.2K
$314K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51- 0.04% |
$3.46K - $3.95K
|
124K
$12.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-52- 0.52% |
$3.53K - $4.03K
|
9.89K
$971K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-52- 15.03% |
$3.53K - $4.03K
|
294
$28.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-52- 12.24% |
$3.53K - $4.03K
|
373
$36.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-54- 1.54% |
$3.67K - $4.19K
|
3.46K
$340K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-55- 1.71% |
$3.73K - $4.26K
|
3.16K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-56- 13.4% |
$3.8K - $4.34K
|
362
$35.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-57- 0.81% |
$3.87K - $4.42K
|
6.94K
$681K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-60- 4.7% |
$4.07K - $4.65K
|
1.22K
$119K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-60- 0.34% |
$4.07K - $4.65K
|
17.6K
$1.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-60- 26.43% |
$4.07K - $4.65K
|
167
$16.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 2.4% |
$4.14K - $4.73K
|
2.48K
$244K
|
|
|
Aug 02, 2022
Q2 2022
|
Oakmont Corp
|
SELL
|
- |
-61- 7.35% |
$4.14K - $4.73K
|
769
$75.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-61- 0.22% |
$4.14K - $4.73K
|
27.2K
$2.67M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-62- 3.34% |
$4.21K - $4.81K
|
1.79K
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-62- 3.05% |
$4.21K - $4.81K
|
1.97K
$194K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-64Closed |
$4.34K - $4.96K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-66- 1.37% |
$4.48K - $5.12K
|
4.76K
$467K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-68- 1.89% |
$4.62K - $5.27K
|
3.52K
$346K
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-68- 0.45% |
$4.62K - $5.27K
|
15K
$1.47M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-70- 2.58% |
$4.75K - $5.43K
|
2.64K
$259K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-70- 2.3% |
$4.75K - $5.43K
|
2.98K
$293K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-70Closed |
$4.75K - $5.43K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-73- 38.42% |
$4.96K - $5.66K
|
117
$11.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-75- 0.96% |
$5.09K - $5.82K
|
7.71K
$757K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-75- 1.09% |
$5.09K - $5.82K
|
6.8K
$668K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-75- 30.49% |
$5.09K - $5.82K
|
171
$16.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
SELL
|
- |
-77- 0.42% |
$5.23K - $5.97K
|
18K
$1.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-78- 3.12% |
$5.29K - $6.05K
|
2.42K
$238K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-79- 2.22% |
$5.36K - $6.13K
|
3.49K
$342K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-79- 7.19% |
$5.36K - $6.13K
|
1.02K
$100K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-80- 24.24% |
$5.43K - $6.2K
|
250
$24.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-81- 2.17% |
$5.5K - $6.28K
|
3.65K
$358K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-81- 1.74% |
$5.5K - $6.28K
|
4.56K
$448K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-83- 0.99% |
$5.63K - $6.44K
|
8.3K
$815K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-84- 14.56% |
$5.7K - $6.51K
|
493
$48.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-87- 2.82% |
$5.91K - $6.75K
|
3K
$295K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-90- 1.07% |
$6.11K - $6.98K
|
8.33K
$818K
|