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
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.67% |
$1.63K - $1.86K
|
3.6K
$364K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
23+ 109.52% |
$1.56K - $1.78K
|
44
$4.45K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 3.4% |
$1.43K - $1.63K
|
639
$64.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21New |
$1.43K - $1.63K
|
21
$2.13K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.41% |
$1.43K - $1.63K
|
5.2K
$527K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 4.0% |
$1.36K - $1.55K
|
520
$52.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
18+ 0.34% |
$1.22K - $1.4K
|
5.28K
$535K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
18+ 100.0% |
$1.22K - $1.4K
|
36
$3.64K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
16+ 0.38% |
$1.09K - $1.24K
|
4.26K
$431K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 84.21% |
$1.09K - $1.24K
|
35
$3.54K
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15+ 5.86% |
$1.02K - $1.16K
|
271
$27.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14+ 0.42% |
$950 - $1.09K
|
3.33K
$337K
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.39% |
$815 - $930
|
3.07K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
10+ 0.16% |
$679 - $775
|
6.16K
$623K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 0.02% |
$611 - $698
|
42.6K
$4.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
8+ 0.61% |
$543 - $620
|
1.32K
$134K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.09% |
$543 - $620
|
8.67K
$877K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$543 - $620
|
8
$810
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.19% |
$475 - $543
|
3.68K
$372K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 0.59% |
$475 - $543
|
1.2K
$121K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$407 - $465
|
6
$607
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6+ 0.2% |
$407 - $465
|
3.05K
$309K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6+ 0.67% |
$407 - $465
|
905
$91.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.05% |
$407 - $465
|
11.2K
$1.13M
|
|
|
Jul 25, 2022
Q2 2022
|
William Allan, LLC
|
BUY
|
- |
5+ 0.01% |
$339 - $388
|
37.1K
$3.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 4.9% |
$339 - $388
|
107
$10.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.57% |
$272 - $310
|
259
$26.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4+ 0.11% |
$272 - $310
|
3.51K
$355K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.31% |
$204 - $233
|
960
$97.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.51% |
$204 - $233
|
594
$60.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$204 - $233
|
2.83K
$286K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$67.9 - $77.5
|
1.52K
$154K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$67.9 - $77.5
|
591
$59.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.02% |
$67.9 - $77.5
|
5.79K
$586K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$67.9 - $77.5
|
215
$21.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$67.9 - $77.5
|
6.41K
$649K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$67.9 - $77.5
|
6.19K
$626K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.21% |
$67.9 - $77.5
|
479
$48.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.49% |
$67.9 - $77.5
|
68
$6.88K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.01% |
$67.9 - $77.5
|
18.2K
$1.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$67.9 - $77.5
|
3.07K
$311K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$67.9 - $77.5
|
261
$26.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1Closed |
$67.9 - $77.5
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1- 0.02% |
$67.9 - $77.5
|
4.24K
$429K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 1.89% |
$67.9 - $77.5
|
52
$5.26K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 0.44% |
$136 - $155
|
452
$45.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2Closed |
$136 - $155
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2- 11.76% |
$136 - $155
|
15
$1.52K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2- 0.18% |
$136 - $155
|
1.08K
$109K
|