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
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
266+ 5.81% |
$21.8K - $24.6K
|
4.84K
$475K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
262+ 25.84% |
$21.5K - $24.2K
|
1.28K
$125K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
252+ 8.65% |
$20.7K - $23.3K
|
3.17K
$311K
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
252New |
$20.7K - $23.3K
|
252
$24.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
250+ 76.22% |
$20.5K - $23.1K
|
578
$56.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
247New |
$20.3K - $22.8K
|
247
$24.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
245+ 3.44% |
$20.1K - $22.6K
|
7.36K
$723K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
225+ 1.47% |
$18.5K - $20.8K
|
15.5K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
219New |
$18K - $20.2K
|
219
$21.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
216+ 6.78% |
$17.7K - $20K
|
3.4K
$334K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
212New |
$17.4K - $19.6K
|
212
$20.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
210+ 3.38% |
$17.2K - $19.4K
|
6.43K
$632K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
209+ 4.2% |
$17.1K - $19.3K
|
5.18K
$509K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
209+ 6.12% |
$17.1K - $19.3K
|
3.63K
$356K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
197New |
$16.2K - $18.2K
|
197
$19.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
178+ 1.54% |
$14.6K - $16.4K
|
11.7K
$1.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 204.82% |
$13.9K - $15.7K
|
253
$24.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
160+ 0.18% |
$13.1K - $14.8K
|
87.7K
$8.62M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
159+ 1.27% |
$13K - $14.7K
|
12.7K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
155+ 11.02% |
$12.7K - $14.3K
|
1.56K
$153K
|
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
150+ 0.29% |
$12.3K - $13.9K
|
52.2K
$5.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
150New |
$12.3K - $13.9K
|
150
$14.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
148+ 0.17% |
$12.1K - $13.7K
|
87.8K
$8.62M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
141+ 4.64% |
$11.6K - $13K
|
3.18K
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
125New |
$10.3K - $11.5K
|
125
$12.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
124+ 16.99% |
$10.2K - $11.5K
|
854
$83.9K
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
BUY
|
- |
122+ 2.95% |
$10K - $11.3K
|
4.25K
$418K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
121+ 0.4% |
$9.92K - $11.2K
|
30.7K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120New |
$9.84K - $11.1K
|
120
$11.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
117+ 4.09% |
$9.59K - $10.8K
|
2.98K
$293K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
115+ 53.49% |
$9.43K - $10.6K
|
330
$32.4K
|
|
|
Nov 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
115+ 0.48% |
$9.43K - $10.6K
|
24.3K
$2.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
114+ 3.08% |
$9.35K - $10.5K
|
3.81K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
113+ 10.55% |
$9.27K - $10.4K
|
1.18K
$116K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
111New |
$9.1K - $10.3K
|
111
$10.9K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
102+ 3.9% |
$8.36K - $9.42K
|
2.72K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
100+ 6.94% |
$8.2K - $9.24K
|
1.54K
$151K
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 3.19% |
$8.2K - $9.24K
|
3.24K
$318K
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
97+ 0.62% |
$7.95K - $8.96K
|
15.6K
$1.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
93+ 17.25% |
$7.63K - $8.59K
|
632
$62.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
90+ 1.91% |
$7.38K - $8.31K
|
4.81K
$473K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
90+ 1.56% |
$7.38K - $8.31K
|
5.85K
$575K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
89+ 1.24% |
$7.3K - $8.22K
|
7.29K
$716K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
87New |
$7.13K - $8.04K
|
87
$8.54K
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
86+ 10.34% |
$7.05K - $7.94K
|
918
$90.1K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
84+ 0.49% |
$6.89K - $7.76K
|
17.2K
$1.69M
|
|
|
Dec 07, 2021
Q3 2021
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
82+ 0.01% |
$6.72K - $7.57K
|
749K
$73.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
81+ 1.47% |
$6.64K - $7.48K
|
5.58K
$548K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
77+ 3.15% |
$6.31K - $7.11K
|
2.52K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
76+ 3.25% |
$6.23K - $7.02K
|
2.42K
$237K
|