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 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-322- 0.49% |
$21.9K - $25K
|
64.9K
$6.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-325- 6.41% |
$22.1K - $25.2K
|
4.75K
$466K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-327- 10.22% |
$22.2K - $25.4K
|
2.87K
$282K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-332Closed |
$22.5K - $25.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-332- 8.26% |
$22.5K - $25.7K
|
3.69K
$362K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-335- 5.43% |
$22.7K - $26K
|
5.83K
$573K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
SELL
|
- |
-344- 47.06% |
$23.4K - $26.7K
|
387
$38K
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-345- 0.07% |
$23.4K - $26.8K
|
486K
$47.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-348- 12.87% |
$23.6K - $27K
|
2.36K
$231K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-349- 6.6% |
$23.7K - $27.1K
|
4.94K
$485K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-350Closed |
$23.8K - $27.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-355- 9.14% |
$24.1K - $27.5K
|
3.53K
$347K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-361Closed |
$24.5K - $28K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-365- 5.53% |
$24.8K - $28.3K
|
6.24K
$613K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-378- 5.1% |
$25.7K - $29.3K
|
7.04K
$691K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-380- 2.37% |
$25.8K - $29.5K
|
15.6K
$1.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-387- 7.36% |
$26.3K - $30K
|
4.87K
$478K
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-391- 3.38% |
$26.5K - $30.3K
|
11.2K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-393- 10.14% |
$26.7K - $30.5K
|
3.48K
$342K
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-410- 5.1% |
$27.8K - $31.8K
|
7.63K
$749K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-414- 3.84% |
$28.1K - $32.1K
|
10.4K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-422- 1.99% |
$28.6K - $32.7K
|
20.8K
$2.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-422- 6.26% |
$28.6K - $32.7K
|
6.32K
$620K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-439- 7.83% |
$29.8K - $34K
|
5.17K
$507K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-444- 7.96% |
$30.1K - $34.4K
|
5.13K
$504K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-444- 3.81% |
$30.1K - $34.4K
|
11.2K
$1.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-450- 16.48% |
$30.5K - $34.9K
|
2.28K
$224K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-464- 2.14% |
$31.5K - $36K
|
21.2K
$2.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-481- 7.57% |
$32.7K - $37.3K
|
5.87K
$577K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-483- 6.9% |
$32.8K - $37.5K
|
6.51K
$639K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-485- 7.73% |
$32.9K - $37.6K
|
5.79K
$569K
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-498- 0.19% |
$33.8K - $38.6K
|
258K
$25.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-499- 11.41% |
$33.9K - $38.7K
|
3.87K
$380K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-507- 1.0% |
$34.4K - $39.3K
|
50K
$4.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-514Closed |
$34.9K - $39.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-526- 0.6% |
$35.7K - $40.8K
|
87.6K
$8.6M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-547- 8.73% |
$37.1K - $42.4K
|
5.72K
$562K
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-550- 12.61% |
$37.3K - $42.6K
|
3.81K
$374K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-573- 4.03% |
$38.9K - $44.4K
|
13.6K
$1.34M
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-579- 31.2% |
$39.3K - $44.9K
|
1.28K
$125K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-636- 7.9% |
$43.2K - $49.3K
|
7.41K
$728K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-641- 0.46% |
$43.5K - $49.7K
|
140K
$13.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-643- 5.43% |
$43.6K - $49.9K
|
11.2K
$1.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-654- 3.54% |
$44.4K - $50.7K
|
17.8K
$1.75M
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-657Closed |
$44.6K - $50.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-664Closed |
$45.1K - $51.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-671- 35.19% |
$45.5K - $52K
|
1.24K
$121K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-678- 7.96% |
$46K - $52.6K
|
7.84K
$770K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-696- 12.04% |
$47.2K - $54K
|
5.09K
$499K
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-715- 1.07% |
$48.5K - $55.4K
|
66K
$6.48M
|