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 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.95K+ 15.63% |
$406K - $457K
|
36.6K
$3.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.94KNew |
$405K - $456K
|
4.94K
$485K
|
|
|
Nov 04, 2021
Q3 2021
|
Toews Corp
|
BUY
|
- |
4.9KNew |
$402K - $453K
|
4.9K
$481K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.86K+ 12.86% |
$399K - $449K
|
42.7K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.8KNew |
$394K - $443K
|
4.8K
$471K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.72K+ 11.04% |
$387K - $436K
|
47.4K
$4.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.63K+ 5.06% |
$379K - $427K
|
96K
$9.43M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.61K+ 83.97% |
$378K - $426K
|
10.1K
$992K
|
|
|
Nov 03, 2021
Q3 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.6K+ 1.52% |
$377K - $425K
|
307K
$30.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.58K+ 18.81% |
$376K - $423K
|
29K
$2.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.42KNew |
$362K - $408K
|
4.42K
$434K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.4K+ 3.22% |
$361K - $406K
|
141K
$13.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
4.36K+ 0.95% |
$357K - $402K
|
461K
$45.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.35K+ 7.54% |
$357K - $402K
|
62.1K
$6.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.27K+ 49.17% |
$350K - $395K
|
13K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.17K+ 1715.23% |
$342K - $385K
|
4.41K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.1KNew |
$336K - $379K
|
4.1K
$403K
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.96KNew |
$325K - $366K
|
3.96K
$389K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.81K+ 28.88% |
$313K - $352K
|
17K
$1.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.8K+ 4.35% |
$311K - $351K
|
91.2K
$8.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.65K+ 49.17% |
$299K - $337K
|
11.1K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.64K+ 3.58% |
$299K - $336K
|
105K
$10.3M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.63KNew |
$297K - $335K
|
3.63K
$356K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.61K+ 6.92% |
$296K - $333K
|
55.7K
$5.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
3.57K+ 100.0% |
$293K - $330K
|
7.15K
$702K
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.55K+ 11.12% |
$291K - $328K
|
35.5K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$287K - $324K
|
3.5K
$344K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.49K+ 4.67% |
$287K - $323K
|
78.3K
$7.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
3.39KNew |
$278K - $313K
|
3.39K
$333K
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.39KNew |
$278K - $313K
|
3.39K
$333K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.38K+ 13.63% |
$277K - $312K
|
28.1K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.37KNew |
$276K - $311K
|
3.37K
$331K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.31K+ 6.26% |
$271K - $305K
|
56.1K
$5.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.26K+ 9.75% |
$267K - $301K
|
36.6K
$3.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.17K+ 0.59% |
$260K - $293K
|
537K
$52.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
3.14K+ 45.22% |
$258K - $290K
|
10.1K
$991K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.1KNew |
$254K - $287K
|
3.1K
$305K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
3.09KNew |
$254K - $286K
|
3.09K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.08K+ 4.46% |
$252K - $284K
|
72K
$7.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.01KNew |
$246K - $278K
|
3.01K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3KNew |
$246K - $277K
|
3K
$295K
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.98KNew |
$244K - $275K
|
2.98K
$293K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.94K+ 5.82% |
$241K - $272K
|
53.5K
$5.25M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.87K+ 727.09% |
$236K - $265K
|
3.27K
$321K
|
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.87K+ 3.07% |
$235K - $265K
|
96.4K
$9.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.86KNew |
$234K - $264K
|
2.86K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$230K - $259K
|
2.81K
$275K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.77K+ 3.27% |
$227K - $256K
|
87.6K
$8.6M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.75K+ 52.51% |
$226K - $254K
|
8K
$785K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.75K+ 1.61% |
$225K - $254K
|
174K
$17.1M
|