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 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
939+ 1.9% |
$59.9K - $76.8K
|
50.3K
$4.94M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
850+ 10.73% |
$54.2K - $69.5K
|
8.77K
$861K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
839+ 131.3% |
$53.5K - $68.6K
|
1.48K
$145K
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
839+ 1.27% |
$53.5K - $68.6K
|
66.9K
$6.57M
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
826+ 0.75% |
$52.7K - $67.5K
|
112K
$11M
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
804+ 2.56% |
$51.3K - $65.7K
|
32.2K
$3.16M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
803+ 2.94% |
$51.2K - $65.6K
|
28.1K
$2.76M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
794+ 1.1% |
$50.7K - $64.9K
|
73.2K
$7.18M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
777+ 12.04% |
$49.6K - $63.5K
|
7.23K
$710K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
753+ 20.14% |
$48K - $61.6K
|
4.49K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
713+ 11.62% |
$45.5K - $58.3K
|
6.85K
$672K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
710+ 4.82% |
$45.3K - $58K
|
15.5K
$1.52M
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
700+ 0.87% |
$44.7K - $57.2K
|
81.3K
$7.98M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
689+ 15.06% |
$44K - $56.3K
|
5.26K
$517K
|
|
Nov 14, 2022
Q3 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
680+ 6.05% |
$43.4K - $55.6K
|
11.9K
$1.17M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
615+ 4.26% |
$39.2K - $50.3K
|
15.1K
$1.48M
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
614+ 4.69% |
$39.2K - $50.2K
|
13.7K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
599New |
$38.2K - $49K
|
599
$58.8K
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
551+ 0.95% |
$35.2K - $45K
|
58.3K
$5.73M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
530+ 204.63% |
$33.8K - $43.3K
|
789
$77.5K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
524New |
$33.4K - $42.8K
|
524
$51.5K
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
521+ 0.24% |
$33.2K - $42.6K
|
217K
$21.3M
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
517+ 1.74% |
$33K - $42.3K
|
30.3K
$2.97M
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
513+ 986.54% |
$32.7K - $41.9K
|
565
$55.5K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500New |
$31.9K - $40.9K
|
500
$49.1K
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
496+ 12.16% |
$31.6K - $40.5K
|
4.58K
$449K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
478+ 12.27% |
$30.5K - $39.1K
|
4.37K
$430K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
472New |
$30.1K - $38.6K
|
472
$46.4K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
465+ 16.18% |
$29.7K - $38K
|
3.34K
$328K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
455+ 5.9% |
$29K - $37.2K
|
8.17K
$802K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
455+ 2.89% |
$29K - $37.2K
|
16.2K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
454+ 9.53% |
$29K - $37.1K
|
5.22K
$512K
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
429+ 8.01% |
$27.4K - $35.1K
|
5.79K
$568K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
423+ 5.34% |
$27K - $34.6K
|
8.35K
$820K
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
420+ 0.7% |
$26.8K - $34.3K
|
60.5K
$5.94M
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
415+ 1.09% |
$26.5K - $33.9K
|
38.6K
$3.79M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
385+ 5.82% |
$24.6K - $31.5K
|
7K
$687K
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
380+ 2.41% |
$24.2K - $31.1K
|
16.1K
$1.59M
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
369+ 8.45% |
$23.5K - $30.2K
|
4.74K
$465K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
366+ 7.16% |
$23.4K - $29.9K
|
5.48K
$538K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
358+ 6.93% |
$22.8K - $29.3K
|
5.53K
$543K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344+ 1.2% |
$21.9K - $28.1K
|
28.9K
$2.84M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
318+ 18.62% |
$20.3K - $26K
|
2.03K
$199K
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
300+ 2.97% |
$19.1K - $24.5K
|
10.4K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.4% |
$19.1K - $24.5K
|
75.9K
$7.45M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
300+ 256.41% |
$19.1K - $24.5K
|
417
$40.9K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
299+ 6.73% |
$19.1K - $24.4K
|
4.75K
$466K
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
295+ 5.9% |
$18.8K - $24.1K
|
5.29K
$520K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
274+ 11.28% |
$17.5K - $22.4K
|
2.7K
$265K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
270+ 3.14% |
$17.2K - $22.1K
|
8.86K
$870K
|