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 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.22K+ 8.36% |
$100K - $113K
|
15.8K
$1.55M
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.21K+ 11.14% |
$99.3K - $112K
|
12.1K
$1.19M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.17K+ 9.43% |
$95.9K - $108K
|
13.6K
$1.33M
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.15KNew |
$94K - $106K
|
1.15K
$113K
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.1K+ 1.03% |
$90.5K - $102K
|
109K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.07K+ 15.97% |
$87.8K - $98.9K
|
7.78K
$764K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.07K+ 8.16% |
$87.7K - $98.8K
|
14.2K
$1.39M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.07K+ 5.82% |
$87.4K - $98.5K
|
19.4K
$1.9M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 38.31% |
$86K - $96.9K
|
3.79K
$372K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.04K+ 1.34% |
$84.9K - $95.6K
|
78K
$7.66M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.01K+ 3.1% |
$82.8K - $93.3K
|
33.6K
$3.3M
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1K+ 8.68% |
$82K - $92.4K
|
12.5K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
987+ 1.07% |
$80.9K - $91.2K
|
93.5K
$9.19M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
982+ 14.8% |
$80.5K - $90.7K
|
7.62K
$748K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
981+ 32.08% |
$80.4K - $90.6K
|
4.04K
$397K
|
|
Nov 02, 2021
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
968+ 0.62% |
$79.4K - $89.4K
|
157K
$15.4M
|
|
Oct 18, 2022
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
968+ 0.62% |
$79.4K - $89.4K
|
157K
$15.4M
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
960+ 33.1% |
$78.7K - $88.7K
|
3.86K
$379K
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
941+ 15.21% |
$77.2K - $86.9K
|
7.13K
$700K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
929+ 8.85% |
$76.2K - $85.8K
|
11.4K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
926New |
$75.9K - $85.5K
|
926
$90.9K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
923+ 32.37% |
$75.7K - $85.3K
|
3.77K
$371K
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
923+ 30.65% |
$75.7K - $85.3K
|
3.93K
$386K
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
890+ 7.03% |
$73K - $82.2K
|
13.6K
$1.33M
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
867+ 0.09% |
$71.1K - $80.1K
|
962K
$94.4M
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
866+ 1.88% |
$71K - $80K
|
46.9K
$4.61M
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
861+ 3.13% |
$70.6K - $79.5K
|
28.4K
$2.79M
|
|
Nov 15, 2021
Q3 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
853+ 0.01% |
$69.9K - $78.8K
|
7.36M
$723M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
850+ 32.0% |
$69.7K - $78.5K
|
3.51K
$344K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
824+ 2.51% |
$67.6K - $76.1K
|
33.6K
$3.3M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
800New |
$65.6K - $73.9K
|
800
$78.6K
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
800New |
$65.6K - $73.9K
|
800
$78.6K
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
769+ 30.07% |
$63.1K - $71K
|
3.33K
$327K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
765+ 87.83% |
$62.7K - $70.7K
|
1.64K
$161K
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
758+ 3.93% |
$62.2K - $70K
|
20.1K
$1.97M
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
751+ 6.92% |
$61.6K - $69.4K
|
11.6K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
751New |
$61.6K - $69.4K
|
751
$73.7K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
742+ 371.0% |
$60.8K - $68.5K
|
942
$92.5K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
736+ 4.22% |
$60.4K - $68K
|
18.2K
$1.79M
|
|
Nov 10, 2021
Q3 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
736New |
$60.4K - $68K
|
736
$72.3K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
734+ 23.61% |
$60.2K - $67.8K
|
3.84K
$377K
|
|
Oct 19, 2021
Q3 2021
|
Wendell David Associates Inc
|
BUY
|
- |
732+ 8.92% |
$60K - $67.6K
|
8.94K
$878K
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
731+ 17.28% |
$59.9K - $67.5K
|
4.96K
$487K
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
726+ 96.54% |
$59.5K - $67.1K
|
1.48K
$145K
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
724+ 9.87% |
$59.4K - $66.9K
|
8.06K
$791K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
714+ 28.12% |
$58.5K - $66K
|
3.25K
$319K
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
702+ 0.44% |
$57.6K - $64.8K
|
159K
$15.6M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
671+ 11.69% |
$55K - $62K
|
6.41K
$630K
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
670+ 39.79% |
$54.9K - $61.9K
|
2.35K
$231K
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
669+ 9.09% |
$54.9K - $61.8K
|
8.03K
$788K
|