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 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.69KClosed |
$183K - $209K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2.7KClosed |
$183K - $209K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-2.7KClosed |
$183K - $209K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-2.7KClosed |
$183K - $210K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.72KClosed |
$185K - $211K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.75KClosed |
$187K - $214K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.78KClosed |
$189K - $216K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-2.81KClosed |
$190K - $218K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.81KClosed |
$191K - $218K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-2.83K- 16.42% |
$192K - $219K
|
14.4K
$1.41M
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-2.85KClosed |
$193K - $221K
|
0
$0
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.87K- 2.68% |
$195K - $223K
|
104K
$10.3M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.89KClosed |
$196K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.96KClosed |
$201K - $230K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.97KClosed |
$202K - $230K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.98KClosed |
$203K - $231K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.08KClosed |
$209K - $239K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.17K- 7.53% |
$215K - $246K
|
38.9K
$3.82M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17KClosed |
$215K - $246K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.18KClosed |
$216K - $246K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.24K- 4.98% |
$220K - $251K
|
61.7K
$6.06M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.24K- 5.43% |
$220K - $251K
|
56.4K
$5.54M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.32K- 9.61% |
$225K - $257K
|
31.2K
$3.06M
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.32K- 3.01% |
$226K - $258K
|
107K
$10.5M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.33K- 37.92% |
$226K - $258K
|
5.45K
$535K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.33KClosed |
$226K - $258K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.33KClosed |
$226K - $258K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-3.36K- 24.82% |
$228K - $261K
|
10.2K
$999K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.4K- 2.13% |
$231K - $264K
|
156K
$15.3M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.4K- 2.13% |
$231K - $264K
|
156K
$15.3M
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.45KClosed |
$234K - $268K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.57KClosed |
$242K - $277K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-3.57K- 4.02% |
$242K - $277K
|
85.3K
$8.37M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.64K- 2.68% |
$247K - $282K
|
132K
$13M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.9K- 4.84% |
$265K - $302K
|
76.6K
$7.52M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-3.9K- 43.67% |
$265K - $302K
|
5.03K
$494K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.91K- 4.93% |
$265K - $303K
|
75.4K
$7.4M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.94K- 88.0% |
$267K - $305K
|
537
$52.7K
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.96K- 3.92% |
$269K - $307K
|
97.1K
$9.53M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.11K- 22.55% |
$279K - $319K
|
14.1K
$1.39M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.11K- 22.55% |
$279K - $319K
|
14.1K
$1.39M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.27K- 69.2% |
$290K - $331K
|
1.9K
$186K
|
|
Aug 15, 2022
Q2 2022
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-4.37KClosed |
$297K - $339K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.45KClosed |
$302K - $345K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.45K- 42.35% |
$302K - $345K
|
6.06K
$595K
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-4.47KClosed |
$304K - $347K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.5K- 59.41% |
$305K - $349K
|
3.08K
$302K
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.51K- 93.01% |
$306K - $350K
|
339
$33.3K
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-4.53KClosed |
$308K - $351K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-4.56KClosed |
$309K - $353K
|
0
$0
|