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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-90- 2.31% |
$6.11K - $6.98K
|
3.81K
$374K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-91- 2.76% |
$6.18K - $7.06K
|
3.21K
$315K
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-92- 10.24% |
$6.24K - $7.13K
|
806
$79.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-92- 1.42% |
$6.24K - $7.13K
|
6.38K
$626K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-95- 8.01% |
$6.45K - $7.37K
|
1.09K
$107K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-96- 2.15% |
$6.52K - $7.44K
|
4.36K
$428K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-98- 2.77% |
$6.65K - $7.6K
|
3.44K
$338K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-98- 1.43% |
$6.65K - $7.6K
|
6.74K
$662K
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 3.32% |
$6.79K - $7.75K
|
2.91K
$286K
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-100- -0.0% |
$6.79K - $7.75K
|
5.35M
$525M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-100Closed |
$6.79K - $7.75K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-100- 2.63% |
$6.79K - $7.75K
|
3.7K
$364K
|
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-105- 1.31% |
$7.13K - $8.14K
|
7.93K
$778K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-107- 0.83% |
$7.26K - $8.3K
|
12.8K
$1.25M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-110- 4.33% |
$7.47K - $8.53K
|
2.43K
$239K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-111- 10.41% |
$7.53K - $8.61K
|
955
$93.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-111- 3.05% |
$7.53K - $8.61K
|
3.52K
$346K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-112- 24.24% |
$7.6K - $8.68K
|
350
$34.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-112- 0.08% |
$7.6K - $8.68K
|
133K
$13M
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-117- 5.21% |
$7.94K - $9.07K
|
2.13K
$209K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-120- 3.17% |
$8.15K - $9.3K
|
3.67K
$360K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-124- 11.45% |
$8.42K - $9.61K
|
959
$94.2K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-125- 4.06% |
$8.49K - $9.69K
|
2.96K
$290K
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-129- 1.82% |
$8.76K - $10K
|
6.98K
$685K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-130Closed |
$8.82K - $10.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-134- 1.64% |
$9.1K - $10.4K
|
8.06K
$791K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-135- 0.9% |
$9.16K - $10.5K
|
14.9K
$1.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-137- 1.31% |
$9.3K - $10.6K
|
10.4K
$1.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-137- 4.51% |
$9.3K - $10.6K
|
2.9K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 74.73% |
$9.44K - $10.8K
|
47
$4.62K
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-151- 2.45% |
$10.2K - $11.7K
|
6.02K
$591K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-152- 8.31% |
$10.3K - $11.8K
|
1.68K
$165K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-154Closed |
$10.5K - $11.9K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-156Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-158- 5.21% |
$10.7K - $12.3K
|
2.87K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-161- 4.0% |
$10.9K - $12.5K
|
3.87K
$380K
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-163- 0.58% |
$11.1K - $12.6K
|
28.2K
$2.77M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-167- 22.39% |
$11.3K - $12.9K
|
579
$56.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-170- 4.0% |
$11.5K - $13.2K
|
4.08K
$401K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-171- 1.84% |
$11.6K - $13.3K
|
9.12K
$895K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-175- 50.0% |
$11.9K - $13.6K
|
175
$17.2K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-175- 13.99% |
$11.9K - $13.6K
|
1.08K
$106K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-175- 13.99% |
$11.9K - $13.6K
|
1.08K
$106K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-177- 0.75% |
$12K - $13.7K
|
23.5K
$2.31M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-178- 5.75% |
$12.1K - $13.8K
|
2.92K
$286K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-180- 19.17% |
$12.2K - $14K
|
759
$74.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-180- 3.81% |
$12.2K - $14K
|
4.54K
$446K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-192- 5.49% |
$13K - $14.9K
|
3.3K
$324K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-192- 66.44% |
$13K - $14.9K
|
97
$9.53K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-193- 0.51% |
$13.1K - $15K
|
37.9K
$3.72M
|