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 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-171- 11.24% |
$14K - $15.8K
|
1.35K
$133K
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
SELL
|
- |
-177- 0.8% |
$14.5K - $16.3K
|
21.9K
$2.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-177- 0.19% |
$14.5K - $16.3K
|
91.3K
$8.96M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-180Closed |
$14.8K - $16.6K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-180- 2.03% |
$14.8K - $16.6K
|
8.68K
$853K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-182- 5.19% |
$14.9K - $16.8K
|
3.33K
$327K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-186- 3.91% |
$15.3K - $17.2K
|
4.57K
$448K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-186- 14.62% |
$15.3K - $17.2K
|
1.09K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-187- 2.87% |
$15.3K - $17.3K
|
6.34K
$622K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-189- 4.4% |
$15.5K - $17.5K
|
4.11K
$404K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-192Closed |
$15.7K - $17.7K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-196- 7.13% |
$16.1K - $18.1K
|
2.55K
$251K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-197- 49.87% |
$16.2K - $18.2K
|
198
$19.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-197Closed |
$16.2K - $18.2K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-198- 3.21% |
$16.2K - $18.3K
|
5.98K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-198- 4.68% |
$16.2K - $18.3K
|
4.03K
$396K
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-202- 32.11% |
$16.6K - $18.7K
|
427
$41.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-202- 10.67% |
$16.6K - $18.7K
|
1.69K
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-216- 7.03% |
$17.7K - $20K
|
2.86K
$281K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-223- 3.62% |
$18.3K - $20.6K
|
5.94K
$583K
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-224- 3.13% |
$18.4K - $20.7K
|
6.93K
$681K
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-224- 2.78% |
$18.4K - $20.7K
|
7.83K
$769K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-225- 33.14% |
$18.5K - $20.8K
|
454
$44.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-228- 0.9% |
$18.7K - $21.1K
|
25.2K
$2.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-230- 1.38% |
$18.9K - $21.2K
|
16.4K
$1.61M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-233- 1.23% |
$19.1K - $21.5K
|
18.8K
$1.84M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-240- 0.87% |
$19.7K - $22.2K
|
27.3K
$2.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-249Closed |
$20.4K - $23K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-250- 8.24% |
$20.5K - $23.1K
|
2.78K
$273K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-250- 71.43% |
$20.5K - $23.1K
|
100
$9.82K
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-255- 8.36% |
$20.9K - $23.6K
|
2.8K
$275K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 6.22% |
$21.3K - $24K
|
3.92K
$385K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-261- 82.86% |
$21.4K - $24.1K
|
54
$5.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-263- 6.24% |
$21.6K - $24.3K
|
3.95K
$388K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-270- 5.1% |
$22.1K - $24.9K
|
5.03K
$494K
|
|
|
Oct 01, 2021
Q3 2021
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-284- 0.7% |
$23.3K - $26.2K
|
40.1K
$3.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-286- 2.9% |
$23.5K - $26.4K
|
9.57K
$939K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-289Closed |
$23.7K - $26.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-296- 38.79% |
$24.3K - $27.3K
|
467
$45.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-296- 2.55% |
$24.3K - $27.3K
|
11.3K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 75.0% |
$24.6K - $27.7K
|
100
$9.82K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-300- 85.71% |
$24.6K - $27.7K
|
50
$4.91K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-304- 4.8% |
$24.9K - $28.1K
|
6.04K
$593K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-307Closed |
$25.2K - $28.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-309- 0.42% |
$25.3K - $28.5K
|
73.2K
$7.19M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-309- 0.41% |
$25.3K - $28.5K
|
75.4K
$7.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-322- 0.1% |
$26.4K - $29.7K
|
313K
$30.7M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-325- 4.96% |
$26.7K - $30K
|
6.23K
$612K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-328- 14.09% |
$26.9K - $30.3K
|
2K
$196K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-330- 3.95% |
$27.1K - $30.5K
|
8.03K
$789K
|