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
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.31KNew |
$211K - $271K
|
3.31K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.27K+ 11.58% |
$209K - $267K
|
31.5K
$3.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.26K+ 3.04% |
$208K - $266K
|
110K
$10.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.11K+ 3.55% |
$199K - $254K
|
90.7K
$8.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.09K+ 99.52% |
$197K - $253K
|
6.2K
$609K
|
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.99K+ 3.72% |
$191K - $244K
|
83.3K
$8.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.87K+ 32.65% |
$183K - $235K
|
11.7K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.87K+ 96.34% |
$183K - $235K
|
5.85K
$574K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.79K+ 24.81% |
$178K - $228K
|
14K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.72KNew |
$174K - $222K
|
2.72K
$267K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.68K+ 6.5% |
$171K - $219K
|
43.8K
$4.3M
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.61K+ 1.11% |
$167K - $214K
|
238K
$23.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.59K+ 31.95% |
$165K - $212K
|
10.7K
$1.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
2.58K+ 3.37% |
$165K - $211K
|
79.3K
$7.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
2.53K+ 18.84% |
$161K - $207K
|
15.9K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 11.85% |
$161K - $206K
|
23.8K
$2.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.43K+ 1.17% |
$155K - $199K
|
211K
$20.7M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.4K+ 2.43% |
$153K - $196K
|
101K
$9.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.23K+ 6.53% |
$142K - $182K
|
36.4K
$3.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.23K+ 16.77% |
$142K - $182K
|
15.5K
$1.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.2K+ 12.4% |
$140K - $180K
|
20K
$1.96M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.15KNew |
$137K - $176K
|
2.15K
$211K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.06K+ 25.13% |
$132K - $169K
|
10.3K
$1.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.9KNew |
$121K - $155K
|
1.9K
$186K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.87KNew |
$119K - $153K
|
1.87K
$184K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.7K+ 20.33% |
$109K - $139K
|
10.1K
$990K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.56K+ 7.65% |
$99.7K - $128K
|
22K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.55K+ 10.27% |
$98.9K - $127K
|
16.6K
$1.63M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.54K+ 16.66% |
$98.5K - $126K
|
10.8K
$1.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.54K+ 2.84% |
$98.4K - $126K
|
55.9K
$5.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.52K+ 15.05% |
$97K - $124K
|
11.6K
$1.14M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.52K+ 4.83% |
$96.7K - $124K
|
32.9K
$3.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.5K+ 5.05% |
$95.4K - $122K
|
31.1K
$3.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.49KNew |
$95.2K - $122K
|
1.49K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.35K+ 21.94% |
$86.4K - $111K
|
7.53K
$739K
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.32K+ 43.9% |
$84K - $108K
|
4.32K
$424K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
1.3K+ 7.93% |
$82.9K - $106K
|
17.7K
$1.74M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.28K+ 4.99% |
$81.3K - $104K
|
26.8K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.24KNew |
$79.2K - $102K
|
1.24K
$122K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.22K+ 0.47% |
$78K - $100K
|
259K
$25.5M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.22K+ 21.36% |
$78K - $99.9K
|
6.94K
$682K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.2KNew |
$76.6K - $98.1K
|
1.2K
$118K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
1.13K+ 9.19% |
$72.2K - $92.5K
|
13.4K
$1.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.1K+ 89.32% |
$70.4K - $90.3K
|
2.34K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 1.09% |
$66.8K - $85.6K
|
96.7K
$9.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.02KNew |
$65K - $83.3K
|
1.02K
$100K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.02K+ 2.05% |
$64.8K - $83K
|
50.5K
$4.96M
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
984+ 1.01% |
$62.8K - $80.4K
|
98.1K
$9.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
977+ 2.11% |
$62.3K - $79.9K
|
47.3K
$4.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
961New |
$61.3K - $78.6K
|
961
$94.4K
|