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 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
381+ 29.86% |
$25.9K - $29.5K
|
1.66K
$163K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
380+ 8.03% |
$25.8K - $29.5K
|
5.12K
$502K
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
377+ 0.33% |
$25.6K - $29.2K
|
116K
$11.4M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
377+ 0.33% |
$25.6K - $29.2K
|
116K
$11.4M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
377+ 0.33% |
$25.6K - $29.2K
|
116K
$11.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
375+ 5.4% |
$25.5K - $29.1K
|
7.32K
$719K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
375+ 12.97% |
$25.5K - $29.1K
|
3.27K
$321K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
375+ 30.0% |
$25.5K - $29.1K
|
1.63K
$160K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
369+ 11.77% |
$25K - $28.6K
|
3.51K
$344K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
368+ 2.43% |
$25K - $28.5K
|
15.5K
$1.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
366New |
$24.8K - $28.4K
|
366
$35.9K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
355+ 11.37% |
$24.1K - $27.5K
|
3.48K
$341K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
351+ 6.72% |
$23.8K - $27.2K
|
5.58K
$548K
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
343+ 0.61% |
$23.3K - $26.6K
|
56.6K
$5.55M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
329+ 10.71% |
$22.3K - $25.5K
|
3.4K
$334K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
317+ 0.9% |
$21.5K - $24.6K
|
35.6K
$3.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
316+ 5.78% |
$21.5K - $24.5K
|
5.78K
$567K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
315+ 7.07% |
$21.4K - $24.4K
|
4.77K
$469K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
307+ 1279.17% |
$20.8K - $23.8K
|
331
$32.5K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
304+ 1.18% |
$20.6K - $23.6K
|
26.1K
$2.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
296+ 8.47% |
$20.1K - $23K
|
3.79K
$372K
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
291+ 9.03% |
$19.8K - $22.6K
|
3.51K
$345K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
288+ 20.28% |
$19.5K - $22.3K
|
1.71K
$168K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
268+ 4.62% |
$18.2K - $20.8K
|
6.06K
$595K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
261+ 2.21% |
$17.7K - $20.2K
|
12.1K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
258+ 0.64% |
$17.5K - $20K
|
40.4K
$3.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
256+ 4.09% |
$17.4K - $19.9K
|
6.52K
$640K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
253+ 1.97% |
$17.2K - $19.6K
|
13.1K
$1.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
250New |
$17K - $19.4K
|
250
$24.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
249+ 0.31% |
$16.9K - $19.3K
|
80.6K
$7.91M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
241+ 2.47% |
$16.4K - $18.7K
|
10K
$983K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
234New |
$15.9K - $18.1K
|
234
$23K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
232+ 1.56% |
$15.7K - $18K
|
15.1K
$1.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
230+ 0.42% |
$15.6K - $17.8K
|
55.4K
$5.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
230+ 5.77% |
$15.6K - $17.8K
|
4.22K
$414K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
228+ 69.51% |
$15.5K - $17.7K
|
556
$54.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
226+ 4.56% |
$15.3K - $17.5K
|
5.18K
$509K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
220+ 106.28% |
$14.9K - $17.1K
|
427
$41.9K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
207+ 0.82% |
$14.1K - $16.1K
|
25.5K
$2.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
200New |
$13.6K - $15.5K
|
200
$19.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
169+ 2.03% |
$11.5K - $13.1K
|
8.5K
$835K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
166+ 1.6% |
$11.3K - $12.9K
|
10.6K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
163+ 1.82% |
$11.1K - $12.6K
|
9.12K
$895K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
162+ 3.43% |
$11K - $12.6K
|
4.88K
$480K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
162+ 3.43% |
$11K - $12.6K
|
4.88K
$480K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
155+ 7.32% |
$10.5K - $12K
|
2.27K
$223K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
148+ 2.89% |
$10K - $11.5K
|
5.28K
$518K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
141+ 3.64% |
$9.57K - $10.9K
|
4.02K
$394K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
138+ 9.73% |
$9.37K - $10.7K
|
1.56K
$153K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
138+ 2.42% |
$9.37K - $10.7K
|
5.84K
$573K
|