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 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137+ 76.54% |
$9.3K - $10.6K
|
316
$31K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
135+ 3.98% |
$9.16K - $10.5K
|
3.53K
$347K
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
125+ 2.83% |
$8.49K - $9.69K
|
4.54K
$446K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
122+ 4.0% |
$8.28K - $9.46K
|
3.17K
$311K
|
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
120+ 1.75% |
$8.15K - $9.3K
|
6.96K
$684K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
116+ 10.96% |
$7.87K - $8.99K
|
1.17K
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
111+ 1.99% |
$7.53K - $8.61K
|
5.69K
$558K
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
108+ 0.93% |
$7.33K - $8.37K
|
11.7K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
107+ 0.81% |
$7.26K - $8.3K
|
13.4K
$1.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
106+ 1.22% |
$7.2K - $8.22K
|
8.81K
$865K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
102+ 11.11% |
$6.92K - $7.91K
|
1.02K
$100K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 714.29% |
$6.79K - $7.75K
|
114
$11.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
98New |
$6.65K - $7.6K
|
98
$9.62K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
98+ 2.17% |
$6.65K - $7.6K
|
4.61K
$453K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
96+ 1.85% |
$6.52K - $7.44K
|
5.29K
$519K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
95+ 1.55% |
$6.45K - $7.37K
|
6.23K
$612K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
91+ 1.48% |
$6.18K - $7.06K
|
6.25K
$614K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88+ 34.65% |
$5.97K - $6.82K
|
342
$33.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
88+ 1.91% |
$5.97K - $6.82K
|
4.7K
$462K
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
87+ 1.38% |
$5.91K - $6.75K
|
6.4K
$628K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
82+ 1.35% |
$5.57K - $6.36K
|
6.17K
$606K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
81+ 2.8% |
$5.5K - $6.28K
|
2.98K
$292K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
80+ 8.27% |
$5.43K - $6.2K
|
1.05K
$103K
|
|
|
Jul 15, 2022
Q2 2022
|
M. Kraus & CO
|
BUY
|
- |
80+ 0.2% |
$5.43K - $6.2K
|
40.8K
$4M
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
BUY
|
- |
80+ 2.82% |
$5.43K - $6.2K
|
2.91K
$286K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
76+ 0.97% |
$5.16K - $5.89K
|
7.92K
$778K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
76+ 0.81% |
$5.16K - $5.89K
|
9.51K
$934K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
75New |
$5.09K - $5.82K
|
75
$7.37K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
63+ 1.4% |
$4.28K - $4.89K
|
4.57K
$449K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
62+ 1.95% |
$4.21K - $4.81K
|
3.23K
$318K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
50+ 208.33% |
$3.39K - $3.88K
|
74
$7.27K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
50New |
$3.39K - $3.88K
|
50
$4.91K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
49+ 33.79% |
$3.33K - $3.8K
|
194
$19.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
45+ 4.36% |
$3.05K - $3.49K
|
1.08K
$106K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
45+ 5.43% |
$3.05K - $3.49K
|
873
$85.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
44+ 104.76% |
$2.99K - $3.41K
|
86
$8.45K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 1.36% |
$2.99K - $3.41K
|
3.29K
$323K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
39+ 0.15% |
$2.65K - $3.02K
|
25.6K
$2.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascension Asset Management LLC
|
BUY
|
- |
34+ 0.49% |
$2.31K - $2.64K
|
7.01K
$689K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 0.82% |
$2.17K - $2.48K
|
3.94K
$387K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
31+ 5.84% |
$2.1K - $2.4K
|
562
$55.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
30+ 18.63% |
$2.04K - $2.33K
|
191
$18.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
30+ 0.43% |
$2.04K - $2.33K
|
7.06K
$693K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
28+ 0.82% |
$1.9K - $2.17K
|
3.43K
$336K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
28+ 0.33% |
$1.9K - $2.17K
|
8.57K
$841K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
28+ 0.73% |
$1.9K - $2.17K
|
3.85K
$378K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 4.28% |
$1.83K - $2.09K
|
658
$64.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 1.83% |
$1.83K - $2.09K
|
1.5K
$147K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
26+ 3.85% |
$1.76K - $2.02K
|
701
$68.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
25+ 0.75% |
$1.7K - $1.94K
|
3.37K
$331K
|