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 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-238- 5.22% |
$15.2K - $19.5K
|
4.32K
$425K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-241- 21.85% |
$15.4K - $19.7K
|
862
$84.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-244- 2.91% |
$15.6K - $19.9K
|
8.13K
$798K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-246- 6.75% |
$15.7K - $20.1K
|
3.4K
$334K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-247- 3.53% |
$15.8K - $20.2K
|
6.75K
$663K
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-250- 5.18% |
$16K - $20.4K
|
4.58K
$450K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 62.5% |
$16K - $20.4K
|
150
$14.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-254- 19.89% |
$16.2K - $20.8K
|
1.02K
$100K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-254- 59.48% |
$16.2K - $20.8K
|
173
$17K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-258- 5.44% |
$16.5K - $21.1K
|
4.49K
$441K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-267- 5.48% |
$17K - $21.8K
|
4.6K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-267- 4.9% |
$17K - $21.8K
|
5.18K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-270- 14.08% |
$17.2K - $22.1K
|
1.65K
$162K
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-275- 1.76% |
$17.5K - $22.5K
|
15.4K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-276- 6.18% |
$17.6K - $22.6K
|
4.19K
$412K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-277- 4.97% |
$17.7K - $22.6K
|
5.3K
$520K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-284- 2.08% |
$18.1K - $23.2K
|
13.4K
$1.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-288- 8.38% |
$18.4K - $23.5K
|
3.15K
$309K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-300- 37.22% |
$19.1K - $24.5K
|
506
$49.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 2.12% |
$19.1K - $24.5K
|
13.8K
$1.36M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 2.12% |
$19.1K - $24.5K
|
13.8K
$1.36M
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.26% |
$19.1K - $24.5K
|
114K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-306- 1.65% |
$19.5K - $25K
|
18.3K
$1.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-309- 54.98% |
$19.7K - $25.3K
|
253
$24.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-312- 2.45% |
$19.9K - $25.5K
|
12.4K
$1.22M
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-313- 4.28% |
$20K - $25.6K
|
7.01K
$688K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-314- 1.87% |
$20K - $25.7K
|
16.5K
$1.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-314- 6.45% |
$20K - $25.7K
|
4.56K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-314- 3.15% |
$20K - $25.7K
|
9.66K
$948K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-315- 4.94% |
$20.1K - $25.8K
|
6.06K
$595K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-317- 4.99% |
$20.2K - $25.9K
|
6.03K
$593K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-318- 7.3% |
$20.3K - $26K
|
4.04K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-322- 6.77% |
$20.5K - $26.3K
|
4.43K
$435K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-323- 0.65% |
$20.6K - $26.4K
|
49.7K
$4.88M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-335- 1.88% |
$21.4K - $27.4K
|
17.5K
$1.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-337- 68.36% |
$21.5K - $27.5K
|
156
$15.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-341- 8.77% |
$21.8K - $27.9K
|
3.55K
$348K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-343- 8.14% |
$21.9K - $28K
|
3.87K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-348- 1.28% |
$22.2K - $28.4K
|
26.8K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-358- 21.61% |
$22.8K - $29.3K
|
1.3K
$128K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-373- 10.83% |
$23.8K - $30.5K
|
3.07K
$302K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-374- 9.31% |
$23.9K - $30.6K
|
3.64K
$358K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-382- 3.41% |
$24.4K - $31.2K
|
10.8K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-384- 5.9% |
$24.5K - $31.4K
|
6.13K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-387- 0.51% |
$24.7K - $31.6K
|
75K
$7.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-399- 6.0% |
$25.5K - $32.6K
|
6.25K
$614K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-401- 7.89% |
$25.6K - $32.8K
|
4.68K
$459K
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-403- 3.22% |
$25.7K - $32.9K
|
12.1K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-410- 11.07% |
$26.2K - $33.5K
|
3.29K
$323K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-411- 8.2% |
$26.2K - $33.6K
|
4.6K
$452K
|