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 02, 2021
Q3 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
14.9KNew |
$1.22M - $1.37M
|
14.9K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
14.6K+ 6.26% |
$1.2M - $1.35M
|
248K
$24.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
14.4K+ 4.07% |
$1.18M - $1.33M
|
368K
$36.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 41.11% |
$1.13M - $1.27M
|
47.1K
$4.63M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 7.04% |
$1.1M - $1.24M
|
205K
$20.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.4K+ 25.13% |
$1.1M - $1.24M
|
66.6K
$6.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
12.8K+ 2.83% |
$1.05M - $1.19M
|
466K
$45.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$958K - $1.08M
|
11.7K
$1.15M
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.4K+ 12.21% |
$936K - $1.05M
|
105K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.4K+ 12.21% |
$936K - $1.05M
|
105K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
11.2K+ 111.65% |
$918K - $1.03M
|
21.2K
$2.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$893K - $1.01M
|
10.9K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.6KNew |
$869K - $979K
|
10.6K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.6K+ 194.12% |
$867K - $977K
|
16K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.5K+ 3.35% |
$859K - $968K
|
323K
$31.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.3K+ 60.49% |
$843K - $950K
|
27.3K
$2.68M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.1K+ 5.71% |
$829K - $933K
|
187K
$18.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9.33KNew |
$765K - $862K
|
9.33K
$916K
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
9.18KNew |
$753K - $848K
|
9.18K
$901K
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8.8KNew |
$722K - $813K
|
8.8K
$865K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.36K+ 149.29% |
$685K - $772K
|
14K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$675K - $760K
|
8.23K
$808K
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8.18K+ 1.0% |
$671K - $755K
|
828K
$81.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
7.88K+ 29.02% |
$646K - $728K
|
35K
$3.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.78KNew |
$638K - $719K
|
7.78K
$764K
|
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.69K+ 35.41% |
$631K - $711K
|
29.4K
$2.89M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.65K+ 32.1% |
$627K - $707K
|
31.5K
$3.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
7.22K+ 2.53% |
$592K - $667K
|
293K
$28.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
7.2KNew |
$590K - $665K
|
7.2K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
7K+ 0.26% |
$574K - $647K
|
2.69M
$264M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
- |
6.89K+ 9.68% |
$565K - $637K
|
78.1K
$7.67M
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.64K+ 6.09% |
$544K - $613K
|
116K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.55K+ 39.52% |
$537K - $605K
|
23.1K
$2.27M
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
6.36K+ 83.89% |
$521K - $587K
|
13.9K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.3KNew |
$516K - $582K
|
6.3K
$618K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
BUY
|
- |
6.11K+ 3.65% |
$501K - $564K
|
173K
$17M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
6.07K+ 1.71% |
$498K - $561K
|
360K
$35.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
6.05KNew |
$496K - $558K
|
6.05K
$594K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
5.97K+ 1.73% |
$490K - $552K
|
352K
$34.6M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.93K+ 74.45% |
$487K - $548K
|
13.9K
$1.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.86K+ 6.59% |
$480K - $541K
|
94.7K
$9.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.74K+ 2.78% |
$471K - $531K
|
213K
$20.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
5.43K+ 8.35% |
$446K - $502K
|
70.5K
$6.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.3KNew |
$434K - $489K
|
5.3K
$520K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.2K+ 5.0% |
$427K - $481K
|
109K
$10.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.19K+ 7.59% |
$426K - $480K
|
73.6K
$7.23M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.19KNew |
$425K - $479K
|
5.19K
$509K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.17K+ 3.31% |
$424K - $477K
|
161K
$15.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5K+ 4.53% |
$410K - $462K
|
115K
$11.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.99K+ 1.92% |
$409K - $461K
|
266K
$26.1M
|