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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-19- 3.58% |
$1.56K - $1.76K
|
512
$45.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 5.44% |
$1.56K - $1.76K
|
330
$29.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-19- 0.1% |
$1.56K - $1.76K
|
18.8K
$1.65M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-20Closed |
$1.64K - $1.85K
|
0
$0
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20- 20.83% |
$1.64K - $1.85K
|
76
$6.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-21- 0.79% |
$1.72K - $1.94K
|
2.64K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-21Closed |
$1.72K - $1.94K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-21- 0.2% |
$1.72K - $1.94K
|
10.3K
$909K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-22- 0.24% |
$1.8K - $2.03K
|
9.15K
$806K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-22- 0.31% |
$1.8K - $2.03K
|
7.01K
$618K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-23- 0.46% |
$1.89K - $2.12K
|
4.99K
$440K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-23Closed |
$1.89K - $2.12K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 0.59% |
$1.97K - $2.22K
|
4.08K
$359K
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.21% |
$2.05K - $2.31K
|
11.6K
$1.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-25Closed |
$2.05K - $2.31K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-25- 0.2% |
$2.05K - $2.31K
|
12.7K
$1.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-25- 0.44% |
$2.05K - $2.31K
|
5.61K
$494K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-26- 3.19% |
$2.13K - $2.4K
|
789
$69.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-27- 2.48% |
$2.21K - $2.49K
|
1.06K
$93.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 2.26% |
$2.21K - $2.49K
|
1.17K
$103K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-27- 0.68% |
$2.21K - $2.49K
|
3.92K
$345K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-30- 1.04% |
$2.46K - $2.77K
|
2.87K
$253K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 4.58% |
$2.46K - $2.77K
|
625
$55.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-30- 0.99% |
$2.46K - $2.77K
|
3K
$265K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-30- 8.4% |
$2.46K - $2.77K
|
327
$28.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-32- 62.75% |
$2.62K - $2.96K
|
19
$1.67K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-35- 0.49% |
$2.87K - $3.23K
|
7.1K
$626K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36- 0.93% |
$2.95K - $3.33K
|
3.82K
$336K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-37- 1.11% |
$3.03K - $3.42K
|
3.3K
$291K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-38- 0.7% |
$3.12K - $3.51K
|
5.35K
$472K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43- 97.73% |
$3.53K - $3.97K
|
1
$88.2
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-45- 0.81% |
$3.69K - $4.16K
|
5.52K
$487K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-48- 0.31% |
$3.94K - $4.43K
|
15.6K
$1.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-49- 0.69% |
$4.02K - $4.53K
|
7.01K
$618K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-50- 2.53% |
$4.1K - $4.62K
|
1.92K
$170K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 0.54% |
$4.1K - $4.62K
|
9.16K
$808K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50- 1.91% |
$4.1K - $4.62K
|
2.56K
$226K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-50- 0.52% |
$4.1K - $4.62K
|
9.48K
$836K
|
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 1.24% |
$4.1K - $4.62K
|
3.97K
$350K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-50- 12.47% |
$4.1K - $4.62K
|
351
$30.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 1.17% |
$4.1K - $4.62K
|
4.23K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-52- 0.01% |
$4.26K - $4.8K
|
622K
$54.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-54Closed |
$4.43K - $4.99K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-55- 1.5% |
$4.51K - $5.08K
|
3.61K
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-57- 1.21% |
$4.67K - $5.27K
|
4.67K
$412K
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-60- 0.62% |
$4.92K - $5.54K
|
9.63K
$849K
|
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-61- 1.96% |
$5K - $5.63K
|
3.05K
$269K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-63- 0.62% |
$5.17K - $5.82K
|
10.1K
$893K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-64- 1.15% |
$5.25K - $5.91K
|
5.48K
$483K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-64- 1.07% |
$5.25K - $5.91K
|
5.94K
$523K
|