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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
75+ 0.3% |
$6.15K - $6.93K
|
25.1K
$2.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72+ 14.72% |
$5.9K - $6.65K
|
561
$55.1K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
71+ 0.84% |
$5.82K - $6.56K
|
8.51K
$836K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
70+ 2.32% |
$5.74K - $6.47K
|
3.08K
$303K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
67+ 0.78% |
$5.49K - $6.19K
|
8.68K
$852K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
63+ 0.92% |
$5.17K - $5.82K
|
6.94K
$682K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
62+ 5.2% |
$5.08K - $5.73K
|
1.25K
$123K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
62+ 2.62% |
$5.08K - $5.73K
|
2.43K
$239K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
60+ 0.7% |
$4.92K - $5.54K
|
8.64K
$849K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
59+ 1.25% |
$4.84K - $5.45K
|
4.77K
$468K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
56+ 1.63% |
$4.59K - $5.17K
|
3.49K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
54+ 0.3% |
$4.43K - $4.99K
|
18.2K
$1.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
53+ 1.83% |
$4.35K - $4.9K
|
2.96K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
53New |
$4.35K - $4.9K
|
53
$5.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
51+ 2.06% |
$4.18K - $4.71K
|
2.52K
$248K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 8.74% |
$4.1K - $4.62K
|
622
$61.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
50+ 8.38% |
$4.1K - $4.62K
|
647
$63.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
48+ 1.25% |
$3.94K - $4.43K
|
3.9K
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 4.51% |
$3.2K - $3.6K
|
903
$88.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36+ 1.77% |
$2.95K - $3.33K
|
2.07K
$203K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
33+ 0.72% |
$2.71K - $3.05K
|
4.61K
$452K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
30+ 60.0% |
$2.46K - $2.77K
|
80
$7.86K
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
29+ 0.7% |
$2.38K - $2.68K
|
4.17K
$410K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 4.83% |
$2.3K - $2.59K
|
608
$59.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
27+ 2.65% |
$2.21K - $2.49K
|
1.05K
$103K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.02% |
$2.13K - $2.4K
|
157K
$15.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
26New |
$2.13K - $2.4K
|
26
$2.55K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 7.41% |
$1.97K - $2.22K
|
348
$34.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
19+ 0.11% |
$1.56K - $1.76K
|
17.4K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18+ 7.89% |
$1.48K - $1.66K
|
246
$24.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
16+ 1.65% |
$1.31K - $1.48K
|
985
$96.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15+ 7.89% |
$1.23K - $1.39K
|
205
$20.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15+ 0.6% |
$1.23K - $1.39K
|
2.51K
$246K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
15+ 10.0% |
$1.23K - $1.39K
|
165
$16.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13+ 0.42% |
$1.07K - $1.2K
|
3.11K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 1.86% |
$1.07K - $1.2K
|
711
$69.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
12+ 0.08% |
$984 - $1.11K
|
14.2K
$1.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 150.0% |
$984 - $1.11K
|
20
$1.96K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
12+ 0.27% |
$984 - $1.11K
|
4.38K
$430K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 1.81% |
$820 - $924
|
561
$55.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9+ 0.31% |
$738 - $831
|
2.87K
$282K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
6+ 0.09% |
$492 - $554
|
6.87K
$675K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
6+ 0.9% |
$492 - $554
|
670
$65.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.33% |
$410 - $462
|
1.53K
$150K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
5+ 0.18% |
$410 - $462
|
2.76K
$271K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
5New |
$410 - $462
|
5
$491
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
4+ 1.01% |
$328 - $369
|
402
$39.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.04% |
$328 - $369
|
11.4K
$1.11M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.25% |
$246 - $277
|
1.18K
$116K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$246 - $277
|
3
$295
|