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 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-330- 3.63% |
$27.1K - $30.5K
|
8.75K
$859K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-350- 28.0% |
$28.7K - $32.3K
|
900
$88.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-356- 0.51% |
$29.2K - $32.9K
|
69.2K
$6.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-356- 7.04% |
$29.2K - $32.9K
|
4.7K
$461K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-363- 1.67% |
$29.8K - $33.5K
|
21.4K
$2.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Shayne & Co., LLC
|
SELL
|
- |
-368- 6.11% |
$30.2K - $34K
|
5.66K
$555K
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
SELL
|
- |
-370- 12.53% |
$30.3K - $34.2K
|
2.58K
$254K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-375- 1.74% |
$30.8K - $34.6K
|
21.1K
$2.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-381- 7.18% |
$31.2K - $35.2K
|
4.92K
$483K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-384- 3.45% |
$31.5K - $35.5K
|
10.8K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-387- 5.86% |
$31.7K - $35.7K
|
6.22K
$611K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-387Closed |
$31.7K - $35.7K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-389Closed |
$31.9K - $35.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-391- 3.43% |
$32.1K - $36.1K
|
11K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-397- 2.77% |
$32.6K - $36.7K
|
13.9K
$1.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-400- 41.37% |
$32.8K - $36.9K
|
567
$55.7K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-403- 5.07% |
$33K - $37.2K
|
7.54K
$740K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-403- 0.9% |
$33K - $37.2K
|
44.2K
$4.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-406- 0.27% |
$33.3K - $37.5K
|
149K
$14.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-411- 3.05% |
$33.7K - $38K
|
13.1K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-416- 6.24% |
$34.1K - $38.4K
|
6.25K
$614K
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-418- 3.63% |
$34.3K - $38.6K
|
11.1K
$1.09M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-444- 4.69% |
$36.4K - $41K
|
9.02K
$885K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-460- 12.74% |
$37.7K - $42.5K
|
3.15K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-465- 9.69% |
$38.1K - $43K
|
4.34K
$426K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-469- 6.02% |
$38.5K - $43.3K
|
7.33K
$719K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-470- 13.17% |
$38.5K - $43.4K
|
3.1K
$304K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-471- 13.23% |
$38.6K - $43.5K
|
3.09K
$303K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-472- 2.9% |
$38.7K - $43.6K
|
15.8K
$1.55M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-498- 4.45% |
$40.8K - $46K
|
10.7K
$1.05M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-512- 7.27% |
$42K - $47.3K
|
6.53K
$641K
|
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-547- 18.25% |
$44.9K - $50.5K
|
2.45K
$241K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-550- 14.03% |
$45.1K - $50.8K
|
3.37K
$331K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-552- 6.05% |
$45.3K - $51K
|
8.57K
$841K
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-554- 10.17% |
$45.4K - $51.2K
|
4.89K
$480K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-568Closed |
$46.6K - $52.5K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-568- 12.76% |
$46.6K - $52.5K
|
3.89K
$382K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-574- 2.97% |
$47.1K - $53K
|
18.8K
$1.84M
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-576Closed |
$47.2K - $53.2K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-592- 2.59% |
$48.5K - $54.7K
|
22.3K
$2.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-599Closed |
$49.1K - $55.3K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-613- 6.46% |
$50.3K - $56.6K
|
8.87K
$871K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-621- 8.11% |
$50.9K - $57.4K
|
7.03K
$691K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-630- 32.9% |
$51.7K - $58.2K
|
1.29K
$126K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-645- 10.53% |
$52.9K - $59.6K
|
5.48K
$538K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-645- 3.32% |
$52.9K - $59.6K
|
18.8K
$1.84M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-653- 3.19% |
$53.5K - $60.3K
|
19.8K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
SELL
|
- |
-658- 17.99% |
$54K - $60.8K
|
3K
$295K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-661- 9.75% |
$54.2K - $61.1K
|
6.12K
$601K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-670- 48.73% |
$54.9K - $61.9K
|
705
$69.2K
|