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 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-198- 5.44% |
$13.4K - $15.4K
|
3.45K
$338K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-198- 2.32% |
$13.4K - $15.4K
|
8.34K
$819K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-199- 4.51% |
$13.5K - $15.4K
|
4.21K
$414K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-200- 3.03% |
$13.6K - $15.5K
|
6.39K
$628K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 15.74% |
$13.6K - $15.5K
|
1.07K
$105K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-203- 69.05% |
$13.8K - $15.7K
|
91
$8.94K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-203Closed |
$13.8K - $15.7K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-204- 1.13% |
$13.8K - $15.8K
|
17.9K
$1.76M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-206- 2.34% |
$14K - $16K
|
8.59K
$844K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-206- 0.59% |
$14K - $16K
|
34.8K
$3.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-208- 13.25% |
$14.1K - $16.1K
|
1.36K
$134K
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-210- 2.3% |
$14.3K - $16.3K
|
8.93K
$877K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-213- 0.97% |
$14.5K - $16.5K
|
21.8K
$2.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-219- 36.38% |
$14.9K - $17K
|
383
$37.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-220- 4.04% |
$14.9K - $17.1K
|
5.23K
$513K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-220Closed |
$14.9K - $17.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-223- 3.39% |
$15.1K - $17.3K
|
6.35K
$624K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-224- 1.35% |
$15.2K - $17.4K
|
16.3K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-231Closed |
$15.7K - $17.9K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-236- 1.3% |
$16K - $18.3K
|
17.9K
$1.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-236- 3.58% |
$16K - $18.3K
|
6.36K
$624K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-238- 1.82% |
$16.2K - $18.5K
|
12.8K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-239- 6.72% |
$16.2K - $18.5K
|
3.32K
$326K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-241- 1.9% |
$16.4K - $18.7K
|
12.4K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-242- 1.48% |
$16.4K - $18.8K
|
16.1K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-242- 40.88% |
$16.4K - $18.8K
|
350
$34.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-246- 3.06% |
$16.7K - $19.1K
|
7.78K
$764K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-255- 7.87% |
$17.3K - $19.8K
|
2.99K
$293K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-260- 20.63% |
$17.6K - $20.2K
|
1K
$98.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-261- 0.87% |
$17.7K - $20.2K
|
29.6K
$2.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-265- 2.3% |
$18K - $20.5K
|
11.2K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-271- 2.37% |
$18.4K - $21K
|
11.1K
$1.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-271- 6.5% |
$18.4K - $21K
|
3.9K
$383K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-272- 3.74% |
$18.5K - $21.1K
|
7K
$687K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-274- 2.18% |
$18.6K - $21.2K
|
12.3K
$1.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-281- 4.01% |
$19.1K - $21.8K
|
6.73K
$661K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-281Closed |
$19.1K - $21.8K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-282- 14.58% |
$19.1K - $21.9K
|
1.65K
$162K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-283- 1.5% |
$19.2K - $21.9K
|
18.6K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-287- 4.41% |
$19.5K - $22.3K
|
6.22K
$611K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-290- 5.12% |
$19.7K - $22.5K
|
5.37K
$527K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-295- 0.67% |
$20K - $22.9K
|
43.6K
$4.28M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-300- 7.27% |
$20.4K - $23.3K
|
3.83K
$376K
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.4% |
$20.4K - $23.3K
|
75.6K
$7.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-303- 21.55% |
$20.6K - $23.5K
|
1.1K
$108K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-311Closed |
$21.1K - $24.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-312- -0.0% |
$21.2K - $24.2K
|
6.27M
$616M
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-314- 0.84% |
$21.3K - $24.3K
|
37.3K
$3.66M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-315- 7.96% |
$21.4K - $24.4K
|
3.64K
$358K
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-315- 5.07% |
$21.4K - $24.4K
|
5.89K
$579K
|