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 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-726- 4.05% |
$46.3K - $59.4K
|
17.2K
$1.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-729- 1.97% |
$46.5K - $59.6K
|
36.3K
$3.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-734- 3.47% |
$46.8K - $60K
|
20.4K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-754- 0.15% |
$48.1K - $61.6K
|
492K
$48.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-771- 1.25% |
$49.2K - $63K
|
60.9K
$5.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-774- 4.4% |
$49.4K - $63.3K
|
16.8K
$1.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-778- 4.87% |
$49.6K - $63.6K
|
15.2K
$1.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-867- 17.56% |
$55.3K - $70.9K
|
4.07K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-870- 96.13% |
$55.5K - $71.1K
|
35
$3.44K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-889- 6.18% |
$56.7K - $72.7K
|
13.5K
$1.33M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-898- 11.6% |
$57.3K - $73.4K
|
6.84K
$672K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-964- 4.1% |
$61.5K - $78.8K
|
22.6K
$2.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-983- 13.36% |
$62.7K - $80.4K
|
6.38K
$626K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1K- 7.16% |
$63.9K - $81.8K
|
13K
$1.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1K- 5.86% |
$64.1K - $82.1K
|
16.1K
$1.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 0.66% |
$69.9K - $89.6K
|
166K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.11K- 21.93% |
$71K - $91K
|
3.96K
$389K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.15K- 2.04% |
$73.3K - $93.9K
|
55.2K
$5.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.15K- 14.67% |
$73.4K - $94K
|
6.69K
$657K
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.19K- 0.68% |
$75.7K - $97K
|
173K
$17M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 10.9% |
$77.9K - $99.8K
|
9.98K
$980K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.23K- 1.22% |
$78.7K - $101K
|
99.5K
$9.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 1.17% |
$79.5K - $102K
|
105K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.29K- 7.62% |
$82.2K - $105K
|
15.6K
$1.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.3K- 0.41% |
$83.1K - $106K
|
314K
$30.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.32K- 3.48% |
$84.2K - $108K
|
36.6K
$3.59M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.34K- 7.16% |
$85.2K - $109K
|
17.3K
$1.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.34K- 2.38% |
$85.7K - $110K
|
55.2K
$5.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.37K- 4.37% |
$87.3K - $112K
|
29.9K
$2.94M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.38K- 30.23% |
$87.7K - $112K
|
3.17K
$312K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.41K- 18.98% |
$89.8K - $115K
|
6.01K
$590K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.41K- 21.94% |
$89.8K - $115K
|
5.01K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.46K- 2.74% |
$93.4K - $120K
|
52K
$5.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.59K- 57.09% |
$102K - $130K
|
1.2K
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 1.06% |
$103K - $132K
|
151K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.66K- 26.24% |
$106K - $135K
|
4.66K
$457K
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.66K- 4.95% |
$106K - $136K
|
31.8K
$3.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.66K- 1.42% |
$106K - $136K
|
115K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.78K- 17.43% |
$113K - $145K
|
8.41K
$826K
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.78K- 1.52% |
$113K - $145K
|
115K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.8K- 79.79% |
$115K - $147K
|
456
$44.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.88K- 6.73% |
$120K - $153K
|
26K
$2.55M
|
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 8.08% |
$121K - $155K
|
21.6K
$2.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.91K- 3.9% |
$122K - $156K
|
47.1K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.95K- 4.47% |
$124K - $159K
|
41.7K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.98K- 12.32% |
$126K - $162K
|
14.1K
$1.38M
|
|
|
Apr 05, 2024
Q3 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.1K- 10.45% |
$134K - $172K
|
18K
$1.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.19K- 10.0% |
$140K - $179K
|
19.7K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.27K- 1.96% |
$145K - $186K
|
114K
$11.2M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.27K- 1.96% |
$145K - $186K
|
114K
$11.2M
|