Purchases and Sales Made in Q3 2021 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.28% |
$164 - $185
|
718
$70.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.21% |
$164 - $185
|
959
$94.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.03% |
$164 - $185
|
6.09K
$598K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2+ 0.72% |
$164 - $185
|
281
$27.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
2+ 0.04% |
$164 - $185
|
4.52K
$443K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
2+ 0.08% |
$164 - $185
|
2.59K
$254K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$164 - $185
|
588
$57.7K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$164 - $185
|
3.09K
$303K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.14% |
$82 - $92.4
|
729
$71.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$82 - $92.4
|
590
$57.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$82 - $92.4
|
971
$95.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.04% |
$82 - $92.4
|
2.77K
$272K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.14% |
$82 - $92.4
|
89
$8.74K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$82 - $92.4
|
2.04K
$200K
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1- 0.01% |
$82 - $92.4
|
9.68K
$951K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$164 - $185
|
4.26K
$418K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 9.09% |
$164 - $185
|
20
$1.96K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 0.07% |
$164 - $185
|
2.97K
$292K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2- 0.49% |
$164 - $185
|
405
$39.8K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3- 0.06% |
$246 - $277
|
4.69K
$461K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 8.82% |
$246 - $277
|
31
$3.04K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-4- 3.42% |
$328 - $369
|
113
$11.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5- 0.13% |
$410 - $462
|
3.79K
$372K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-5Closed |
$410 - $462
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
SELL
|
- |
-5- 0.01% |
$410 - $462
|
73.7K
$7.24M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 0.53% |
$410 - $462
|
939
$92.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7- 0.1% |
$574 - $647
|
6.9K
$678K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-8- 0.14% |
$656 - $739
|
5.82K
$571K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8- 8.08% |
$656 - $739
|
91
$8.94K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-9- 0.28% |
$738 - $831
|
3.21K
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 0.18% |
$738 - $831
|
5.05K
$496K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-9Closed |
$738 - $831
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-10- 0.34% |
$820 - $924
|
2.96K
$290K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10Closed |
$820 - $924
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-10- 0.35% |
$820 - $924
|
2.84K
$279K
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-11- 0.24% |
$902 - $1.02K
|
4.55K
$447K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-12- 4.67% |
$984 - $1.11K
|
245
$24.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-12Closed |
$984 - $1.11K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12- 0.49% |
$984 - $1.11K
|
2.46K
$241K
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-13- 1.05% |
$1.07K - $1.2K
|
1.22K
$120K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-14- 0.5% |
$1.15K - $1.29K
|
2.78K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-14Closed |
$1.15K - $1.29K
|
0
$0
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 7.22% |
$1.15K - $1.29K
|
180
$17.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16- 11.35% |
$1.31K - $1.48K
|
125
$12.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17- 0.46% |
$1.39K - $1.57K
|
3.69K
$362K
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-17Closed |
$1.39K - $1.57K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 1.96% |
$1.48K - $1.66K
|
899
$88.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 5.44% |
$1.56K - $1.76K
|
330
$32.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-19- 0.1% |
$1.56K - $1.76K
|
18.8K
$1.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-19- 3.58% |
$1.56K - $1.76K
|
512
$50.3K
|