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 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
620+ 18.29% |
$50.8K - $57.3K
|
4.01K
$394K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
612+ 26.47% |
$50.2K - $56.5K
|
2.92K
$287K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
609+ 0.79% |
$49.9K - $56.3K
|
77.5K
$7.61M
|
|
|
Nov 13, 2023
Q3 2021
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
600+ 9.64% |
$49.2K - $55.4K
|
6.83K
$670K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
588+ 3.81% |
$48.2K - $54.3K
|
16K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
574+ 5.31% |
$47.1K - $53K
|
11.4K
$1.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
572+ 1.74% |
$46.9K - $52.8K
|
33.4K
$3.28M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
555New |
$45.5K - $51.3K
|
555
$54.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
551+ 21.01% |
$45.2K - $50.9K
|
3.17K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
549+ 13.59% |
$45K - $50.7K
|
4.59K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
544+ 11.76% |
$44.6K - $50.2K
|
5.17K
$507K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
511New |
$41.9K - $47.2K
|
511
$50.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
495+ 7.08% |
$40.6K - $45.7K
|
7.48K
$735K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
492+ 23.94% |
$40.3K - $45.4K
|
2.55K
$250K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
464+ 9.6% |
$38K - $42.9K
|
5.3K
$520K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
450+ 7.0% |
$36.9K - $41.6K
|
6.88K
$676K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
448+ 3.5% |
$36.7K - $41.4K
|
13.2K
$1.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
446+ 0.71% |
$36.6K - $41.2K
|
63.5K
$6.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
435+ 5.04% |
$35.7K - $40.2K
|
9.06K
$889K
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
BUY
|
- |
432+ 0.51% |
$35.4K - $39.9K
|
85.3K
$8.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
430+ 14.49% |
$35.3K - $39.7K
|
3.4K
$334K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
426+ 4.59% |
$34.9K - $39.3K
|
9.72K
$954K
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
400New |
$32.8K - $36.9K
|
400
$39.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
399+ 29.38% |
$32.7K - $36.9K
|
1.76K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
393New |
$32.2K - $36.3K
|
393
$38.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
385+ 3.92% |
$31.6K - $35.6K
|
10.2K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
376+ 12.15% |
$30.8K - $34.7K
|
3.47K
$341K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
375New |
$30.8K - $34.6K
|
375
$36.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
371+ 8.0% |
$30.4K - $34.3K
|
5.01K
$492K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
368+ 0.89% |
$30.2K - $34K
|
41.7K
$4.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
367+ 4.31% |
$30.1K - $33.9K
|
8.88K
$872K
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
365+ 6.35% |
$29.9K - $33.7K
|
6.11K
$600K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
365+ 9.4% |
$29.9K - $33.7K
|
4.25K
$417K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
364+ 4.36% |
$29.8K - $33.6K
|
8.72K
$856K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
357+ 7.76% |
$29.3K - $33K
|
4.96K
$487K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
351New |
$28.8K - $32.4K
|
351
$34.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
343+ 11.73% |
$28.1K - $31.7K
|
3.27K
$321K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
337+ 6.37% |
$27.6K - $31.1K
|
5.63K
$553K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
335New |
$27.5K - $30.9K
|
335
$32.9K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
322+ 9.86% |
$26.4K - $29.7K
|
3.59K
$352K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
310+ 6.35% |
$25.4K - $28.6K
|
5.2K
$510K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
307+ 8.65% |
$25.2K - $28.4K
|
3.86K
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
307+ 2.41% |
$25.2K - $28.4K
|
13K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
306+ 5.24% |
$25.1K - $28.3K
|
6.15K
$604K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
304+ 8.06% |
$24.9K - $28.1K
|
4.08K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
303+ 6.4% |
$24.8K - $28K
|
5.04K
$495K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
299+ 16.74% |
$24.5K - $27.6K
|
2.09K
$205K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
271+ 3.62% |
$22.2K - $25K
|
7.77K
$763K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
271+ 4.27% |
$22.2K - $25K
|
6.61K
$649K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
267+ 1.31% |
$21.9K - $24.7K
|
20.7K
$2.03M
|