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 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.63K+ 6.49% |
$382K - $436K
|
92.3K
$9.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5.63K+ 4.75% |
$382K - $436K
|
124K
$12.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
5.6KNew |
$380K - $434K
|
5.6K
$550K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.5K+ 3.82% |
$373K - $426K
|
149K
$14.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.02K+ 2.96% |
$341K - $389K
|
175K
$17.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
5KNew |
$339K - $388K
|
5K
$491K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.91K+ 6.72% |
$333K - $381K
|
78K
$7.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.84K+ 5.33% |
$328K - $375K
|
95.7K
$9.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.81KNew |
$327K - $373K
|
4.81K
$473K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.73K+ 14.66% |
$321K - $367K
|
37K
$3.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.7K+ 8.26% |
$319K - $364K
|
61.6K
$6.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.68K+ 50.54% |
$318K - $363K
|
13.9K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.53K+ 6.32% |
$308K - $351K
|
76.2K
$7.48M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.45KNew |
$302K - $345K
|
4.45K
$437K
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.37K+ 17.19% |
$296K - $339K
|
29.8K
$2.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.33KNew |
$294K - $335K
|
4.33K
$425K
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.29K+ 15.85% |
$291K - $333K
|
31.4K
$3.08M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
4.15KNew |
$281K - $322K
|
4.15K
$407K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.06K+ 13.33% |
$276K - $315K
|
34.5K
$3.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.04K+ 32.78% |
$274K - $313K
|
16.3K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.99K+ 128.07% |
$271K - $309K
|
7.1K
$697K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
3.98KNew |
$270K - $309K
|
3.98K
$391K
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.87K+ 0.14% |
$263K - $300K
|
2.67M
$263M
|
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.84K+ 5.01% |
$260K - $297K
|
80.3K
$7.89M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.77K+ 20.64% |
$256K - $292K
|
22K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.68K+ 1.97% |
$250K - $286K
|
191K
$18.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.64KNew |
$247K - $282K
|
3.64K
$358K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 9.57% |
$244K - $279K
|
41.2K
$4.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.51K+ 19.64% |
$238K - $272K
|
21.4K
$2.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.43KNew |
$233K - $266K
|
3.43K
$337K
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.43K+ 12.24% |
$233K - $266K
|
31.4K
$3.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.28KNew |
$223K - $254K
|
3.28K
$322K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.28K+ 469.63% |
$223K - $254K
|
3.98K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.26KNew |
$221K - $253K
|
3.26K
$320K
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
3.2K+ 802.26% |
$217K - $248K
|
3.6K
$354K
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.15KNew |
$214K - $244K
|
3.15K
$310K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.11KNew |
$211K - $241K
|
3.11K
$305K
|
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$209K - $238K
|
3.08K
$302K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.95KNew |
$200K - $229K
|
2.95K
$290K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.95K+ 23.0% |
$200K - $228K
|
15.8K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$194K - $222K
|
2.86K
$281K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.86K+ 157.28% |
$194K - $222K
|
4.68K
$460K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.85K+ 21.61% |
$194K - $221K
|
16.1K
$1.58M
|
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.84KNew |
$193K - $220K
|
2.84K
$279K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.79K+ 35.12% |
$189K - $216K
|
10.7K
$1.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
2.59K+ 2.77% |
$176K - $201K
|
96.3K
$9.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.58K+ 8.18% |
$175K - $200K
|
34.1K
$3.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.55K+ 5.44% |
$173K - $198K
|
49.5K
$4.86M
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
2.55K+ 3.43% |
$173K - $197K
|
76.7K
$7.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 52.46% |
$170K - $195K
|
7.3K
$716K
|