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 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
842+ 10.36% |
$57.2K - $65.3K
|
8.97K
$894K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
833New |
$56.5K - $64.6K
|
833
$83K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
826New |
$56.1K - $64K
|
826
$82.3K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
782+ 10.95% |
$53.1K - $60.6K
|
7.93K
$790K
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
769+ 0.17% |
$52.2K - $59.6K
|
449K
$44.8M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
755+ 18.58% |
$51.2K - $58.5K
|
4.82K
$480K
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
752+ 2.62% |
$51K - $58.3K
|
29.4K
$2.93M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
732+ 20.14% |
$49.7K - $56.8K
|
4.37K
$435K
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
710+ 11.14% |
$48.2K - $55.1K
|
7.08K
$706K
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
709+ 405.14% |
$48.1K - $55K
|
884
$88.1K
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
680+ 0.26% |
$46.2K - $52.7K
|
262K
$26.2M
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
669+ 18.6% |
$45.4K - $51.9K
|
4.27K
$425K
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
648+ 19.79% |
$44K - $50.2K
|
3.92K
$391K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
618+ 19.81% |
$41.9K - $47.9K
|
3.74K
$373K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
613+ 12.7% |
$41.6K - $47.5K
|
5.44K
$542K
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
580+ 3.82% |
$39.4K - $45K
|
15.8K
$1.57M
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
575+ 2.44% |
$39K - $44.6K
|
24.1K
$2.41M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
552+ 16.51% |
$37.5K - $42.8K
|
3.9K
$388K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
544+ 1.01% |
$36.9K - $42.2K
|
54.4K
$5.42M
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
544+ 17.03% |
$36.9K - $42.2K
|
3.74K
$373K
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
540+ 39.22% |
$36.7K - $41.9K
|
1.92K
$191K
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
534+ 0.81% |
$36.2K - $41.4K
|
66.7K
$6.65M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
519+ 3.01% |
$35.2K - $40.2K
|
17.7K
$1.77M
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
516+ 17.9% |
$35K - $40K
|
3.4K
$339K
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
BUY
|
- |
508+ 0.29% |
$34.5K - $39.4K
|
176K
$17.6M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
508+ 5.24% |
$34.5K - $39.4K
|
10.2K
$1.02M
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
503+ 2.15% |
$34.1K - $39K
|
23.9K
$2.38M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500New |
$33.9K - $38.8K
|
500
$49.8K
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
BUY
|
- |
496+ 2.79% |
$33.7K - $38.5K
|
18.3K
$1.82M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
494+ 2.47% |
$33.5K - $38.3K
|
20.5K
$2.04M
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
479+ 5.72% |
$32.5K - $37.1K
|
8.86K
$883K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
471+ 17.87% |
$32K - $36.5K
|
3.11K
$310K
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
BUY
|
- |
466+ 0.4% |
$31.6K - $36.1K
|
117K
$11.6M
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
464+ 5.86% |
$31.5K - $36K
|
8.38K
$836K
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
460+ 0.7% |
$31.2K - $35.7K
|
66K
$6.58M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
456+ 9.53% |
$31K - $35.4K
|
5.24K
$522K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
456+ 6.25% |
$31K - $35.4K
|
7.75K
$773K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
452New |
$30.7K - $35K
|
452
$45.1K
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
445+ 2.67% |
$30.2K - $34.5K
|
17.1K
$1.71M
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
443+ 5.29% |
$30.1K - $34.4K
|
8.81K
$879K
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
BUY
|
- |
442+ 0.6% |
$30K - $34.3K
|
74.1K
$7.39M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
437+ 15.05% |
$29.7K - $33.9K
|
3.34K
$333K
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
431+ 0.94% |
$29.3K - $33.4K
|
46.3K
$4.62M
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
425+ 5.15% |
$28.8K - $33K
|
8.67K
$864K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
419+ 735.09% |
$28.4K - $32.5K
|
476
$47.5K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
412+ 9.43% |
$28K - $31.9K
|
4.78K
$476K
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
410+ 8.79% |
$27.8K - $31.8K
|
5.08K
$506K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
391+ 9.35% |
$26.5K - $30.3K
|
4.58K
$456K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
388+ 128.48% |
$26.3K - $30.1K
|
690
$68.8K
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
385+ 8.4% |
$26.1K - $29.9K
|
4.97K
$495K
|