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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-432- 9.08% |
$27.6K - $35.3K
|
4.33K
$425K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-437- 8.03% |
$27.9K - $35.7K
|
5K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-440- 0.98% |
$28.1K - $36K
|
44.3K
$4.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-445- 0.37% |
$28.4K - $36.4K
|
121K
$11.9M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-446- 1.78% |
$28.5K - $36.5K
|
24.7K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-446- 1.78% |
$28.5K - $36.5K
|
24.7K
$2.42M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-447- 3.42% |
$28.5K - $36.5K
|
12.6K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-448- 11.64% |
$28.6K - $36.6K
|
3.4K
$334K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-452- 4.22% |
$28.8K - $37K
|
10.3K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-454- 43.36% |
$29K - $37.1K
|
593
$58.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-456- 3.59% |
$29.1K - $37.3K
|
12.3K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-459- 2.1% |
$29.3K - $37.5K
|
21.4K
$2.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-470- 5.33% |
$30K - $38.4K
|
8.34K
$819K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-474- 2.61% |
$30.2K - $38.7K
|
17.7K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-484- 7.42% |
$30.9K - $39.6K
|
6.04K
$593K
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-495- 12.62% |
$31.6K - $40.5K
|
3.43K
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 2.86% |
$31.9K - $40.9K
|
17K
$1.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-500- 6.09% |
$31.9K - $40.9K
|
7.71K
$757K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 22.42% |
$31.9K - $40.9K
|
1.73K
$170K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-504- 0.24% |
$32.2K - $41.2K
|
213K
$20.9M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-507- 14.59% |
$32.3K - $41.4K
|
2.97K
$292K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-537Closed |
$34.3K - $43.9K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-552- 6.27% |
$35.2K - $45.1K
|
8.25K
$811K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-556- 10.35% |
$35.5K - $45.5K
|
4.82K
$473K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-557- 1.31% |
$35.5K - $45.5K
|
42K
$4.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-558- 3.65% |
$35.6K - $45.6K
|
14.7K
$1.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-571- 0.72% |
$36.4K - $46.7K
|
79.3K
$7.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-583- 0.42% |
$37.2K - $47.7K
|
140K
$13.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-584- 0.8% |
$37.3K - $47.7K
|
72.1K
$7.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-592- 3.41% |
$37.8K - $48.4K
|
16.7K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-596- 2.86% |
$38K - $48.7K
|
20.2K
$1.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-600- 60.0% |
$38.3K - $49.1K
|
400
$39.3K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-604- 8.64% |
$38.5K - $49.4K
|
6.39K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-610- 8.76% |
$38.9K - $49.9K
|
6.35K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-625- 3.49% |
$39.9K - $51.1K
|
17.3K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-625- 9.19% |
$39.9K - $51.1K
|
6.18K
$606K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-627- 37.37% |
$40K - $51.3K
|
1.05K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-633- 16.37% |
$40.4K - $51.7K
|
3.23K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-640- 9.04% |
$40.8K - $52.3K
|
6.44K
$633K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-642- 12.34% |
$41K - $52.5K
|
4.56K
$448K
|
|
|
Nov 04, 2022
Q3 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-643- 1.11% |
$41K - $52.6K
|
57.3K
$5.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-654- 7.37% |
$41.7K - $53.5K
|
8.22K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-656- 8.1% |
$41.9K - $53.6K
|
7.44K
$731K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-672- 11.6% |
$42.9K - $54.9K
|
5.12K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-672- 15.95% |
$42.9K - $54.9K
|
3.54K
$348K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-689- 0.23% |
$44K - $56.3K
|
297K
$29.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-699- 4.68% |
$44.6K - $57.1K
|
14.2K
$1.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-709- 2.15% |
$45.2K - $58K
|
32.2K
$3.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-714- 4.6% |
$45.6K - $58.4K
|
14.8K
$1.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-725- 12.43% |
$46.3K - $59.3K
|
5.11K
$502K
|