Purchases and Sales Made in Q3 2022 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 2022. 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 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-112- 32.75% |
$7.15K - $9.16K
|
230
$22.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-113- 3.68% |
$7.21K - $9.24K
|
2.96K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-119- 2.22% |
$7.59K - $9.73K
|
5.23K
$514K
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-122- 0.48% |
$7.78K - $9.97K
|
25.5K
$2.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-124- 22.3% |
$7.91K - $10.1K
|
432
$42.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-125- 5.15% |
$7.98K - $10.2K
|
2.3K
$226K
|
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-125- 3.62% |
$7.98K - $10.2K
|
3.33K
$327K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 3.41% |
$7.98K - $10.2K
|
3.55K
$348K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-127- 1.83% |
$8.1K - $10.4K
|
6.81K
$669K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-129- 1.27% |
$8.23K - $10.5K
|
10K
$987K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-130- 0.27% |
$8.29K - $10.6K
|
48.2K
$4.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-131- 1.24% |
$8.36K - $10.7K
|
10.4K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-131- 0.47% |
$8.36K - $10.7K
|
27.9K
$2.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-132- 1.06% |
$8.42K - $10.8K
|
12.3K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-136- 4.09% |
$8.68K - $11.1K
|
3.19K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-137- 2.2% |
$8.74K - $11.2K
|
6.1K
$599K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-139- 0.86% |
$8.87K - $11.4K
|
16.1K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-147- 6.12% |
$9.38K - $12K
|
2.26K
$221K
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-150- 3.67% |
$9.57K - $12.3K
|
3.93K
$386K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-152- 0.23% |
$9.7K - $12.4K
|
66.6K
$6.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-153- 0.54% |
$9.76K - $12.5K
|
28K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-158- 4.73% |
$10.1K - $12.9K
|
3.18K
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-165- 1.9% |
$10.5K - $13.5K
|
8.5K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-165- 3.54% |
$10.5K - $13.5K
|
4.49K
$441K
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
SELL
|
- |
-172- 0.58% |
$11K - $14.1K
|
29.3K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-175- 1.31% |
$11.2K - $14.3K
|
13.2K
$1.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-175- 3.42% |
$11.2K - $14.3K
|
4.95K
$486K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-179- 1.2% |
$11.4K - $14.6K
|
14.7K
$1.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-182- 20.22% |
$11.6K - $14.9K
|
718
$70.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-188- 0.39% |
$12K - $15.4K
|
48.2K
$4.74M
|
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
SELL
|
- |
-190- 0.47% |
$12.1K - $15.5K
|
40.6K
$3.99M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-192- 2.85% |
$12.2K - $15.7K
|
6.54K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-193- 3.39% |
$12.3K - $15.8K
|
5.49K
$539K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-198- 4.36% |
$12.6K - $16.2K
|
4.35K
$427K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-199- 38.27% |
$12.7K - $16.3K
|
321
$31.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 2.83% |
$12.8K - $16.4K
|
6.86K
$673K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 5.56% |
$12.8K - $16.4K
|
3.4K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 4.62% |
$12.8K - $16.4K
|
4.13K
$405K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-204- 3.49% |
$13K - $16.7K
|
5.64K
$553K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-206- 2.82% |
$13.1K - $16.8K
|
7.09K
$696K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-206- 16.94% |
$13.1K - $16.8K
|
1.01K
$99.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-209- 6.52% |
$13.3K - $17.1K
|
3K
$294K
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-210- 0.39% |
$13.4K - $17.2K
|
53.6K
$5.26M
|
|
|
Oct 24, 2022
Q3 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-211- 0.9% |
$13.5K - $17.2K
|
23.1K
$2.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-215- 68.04% |
$13.7K - $17.6K
|
101
$9.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-217- 4.23% |
$13.8K - $17.7K
|
4.92K
$483K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-220- 2.12% |
$14K - $18K
|
10.1K
$997K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-221- 5.7% |
$14.1K - $18.1K
|
3.65K
$359K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-223- 5.13% |
$14.2K - $18.2K
|
4.12K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-226- 5.3% |
$14.4K - $18.5K
|
4.04K
$397K
|