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
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.3K- 21.12% |
$107K - $120K
|
4.86K
$477K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.32K- 11.01% |
$108K - $122K
|
10.6K
$1.04M
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.32KClosed |
$108K - $122K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.35K- 3.37% |
$110K - $124K
|
38.6K
$3.79M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.37K- 93.72% |
$113K - $127K
|
92
$9.03K
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-1.39K- 18.48% |
$114K - $128K
|
6.12K
$601K
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.49K- 3.58% |
$122K - $138K
|
40.1K
$3.94M
|
|
Nov 15, 2021
Q3 2021
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.5K- 0.08% |
$123K - $139K
|
1.98M
$194M
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.51K- 19.86% |
$124K - $140K
|
6.1K
$599K
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.53K- 2.15% |
$125K - $141K
|
69.4K
$6.82M
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.61K- 16.5% |
$132K - $148K
|
8.13K
$798K
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.61K- 7.84% |
$132K - $149K
|
18.9K
$1.86M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 7.78% |
$134K - $151K
|
19.4K
$1.9M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.63K- 7.78% |
$134K - $151K
|
19.4K
$1.9M
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.65K- 2.18% |
$135K - $152K
|
74.1K
$7.27M
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-1.74K- 1.51% |
$143K - $161K
|
114K
$11.2M
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.81K- 5.83% |
$148K - $167K
|
29.2K
$2.87M
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.85K- 30.06% |
$151K - $171K
|
4.3K
$422K
|
|
Nov 08, 2021
Q3 2021
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.85K- 38.68% |
$152K - $171K
|
2.93K
$288K
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.94K- 6.28% |
$159K - $180K
|
29K
$2.85M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.96K- 5.58% |
$160K - $181K
|
33.1K
$3.25M
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-2.02K- 12.97% |
$166K - $186K
|
13.5K
$1.33M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-2.16K- 20.2% |
$177K - $200K
|
8.54K
$838K
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.27K- 3.0% |
$186K - $209K
|
73.3K
$7.2M
|
|
Nov 12, 2021
Q3 2021
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-2.29K- 0.14% |
$188K - $211K
|
1.67M
$164M
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.36KClosed |
$194K - $218K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.4K- 28.51% |
$197K - $222K
|
6.03K
$592K
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
SELL
|
- |
-2.42K- 16.07% |
$199K - $224K
|
12.7K
$1.24M
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.51K- 1.7% |
$206K - $232K
|
145K
$14.3M
|
|
Oct 20, 2021
Q3 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.52K- 12.79% |
$206K - $232K
|
17.2K
$1.68M
|
|
Nov 01, 2021
Q3 2021
|
Hartford Investment Management CO
|
SELL
|
- |
-2.52K- 5.93% |
$207K - $233K
|
40K
$3.93M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-2.54K- 21.05% |
$208K - $234K
|
9.52K
$935K
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.58KClosed |
$212K - $238K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.63KClosed |
$215K - $242K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.64KClosed |
$217K - $244K
|
0
$0
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.68KClosed |
$220K - $247K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.73KClosed |
$224K - $252K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.76KClosed |
$227K - $255K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.77KClosed |
$227K - $255K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.8K- 16.55% |
$230K - $259K
|
14.1K
$1.39M
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.9K- 1.15% |
$237K - $268K
|
249K
$24.4M
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.93KClosed |
$240K - $270K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.97K- 2.0% |
$243K - $274K
|
145K
$14.2M
|
|
Nov 12, 2021
Q3 2021
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-3K- 16.67% |
$246K - $277K
|
15K
$1.47M
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.05K- 17.68% |
$250K - $282K
|
14.2K
$1.39M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.05K- 17.68% |
$250K - $282K
|
14.2K
$1.39M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.14K- 8.51% |
$258K - $290K
|
33.8K
$3.32M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.18K- 24.39% |
$261K - $294K
|
9.85K
$968K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.19K- 20.95% |
$261K - $294K
|
12K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.3KClosed |
$271K - $305K
|
0
$0
|