Purchases and Sales Made in Q3 2022 in Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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 24, 2022 Q3 2022
Proffitt & Goodson Inc

BUY
 -
274
+ 11.28%
$17.5K - $22.4K
2.7K $261K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
270
+ 3.14%
$17.2K - $22.1K
8.86K $857K
Nov 14, 2022 Q3 2022
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
250
New
$16K - $20.4K
250 $24.2K
Nov 08, 2022 Q3 2022
Seascape Capital Management

Portsmouth, NH
BUY
 -
243
+ 0.86%
$15.5K - $19.9K
28.6K $2.76M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
233
+ 6.14%
$14.9K - $19K
4.03K $389K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
230
New
$14.7K - $18.8K
230 $22.2K
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
227
New
$14.5K - $18.6K
227 $21.9K
Nov 14, 2022 Q3 2022
New England Asset Management Inc

Farmington, CT
BUY
 -
226
New
$14.4K - $18.5K
226 $21.8K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
221
+ 2.21%
$14.1K - $18.1K
10.2K $989K
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
221
+ 6.66%
$14.1K - $18.1K
3.54K $342K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
205
+ 3.55%
$13.1K - $16.8K
5.98K $578K
Oct 05, 2022 Q3 2022
Curbstone Financial Management Corp

BUY
 -
200
+ 2.23%
$12.8K - $16.4K
9.17K $886K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
191
+ 3.06%
$12.2K - $15.6K
6.42K $621K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
169
New
$10.8K - $13.8K
169 $16.3K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
166
+ 3.29%
$10.6K - $13.6K
5.22K $505K
Oct 14, 2022 Q3 2022
Windward Capital Management CO

BUY
 -
166
+ 0.22%
$10.6K - $13.6K
74.3K $7.18M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
163
+ 3.26%
$10.4K - $13.3K
5.16K $499K
Oct 14, 2022 Q3 2022
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
158
+ 1.99%
$10.1K - $12.9K
8.08K $781K
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
157
+ 4.3%
$10K - $12.8K
3.81K $368K
Oct 18, 2022 Q3 2022
Boyd Watterson Asset Management LLC

BUY
 -
150
+ 4.63%
$9.57K - $12.3K
3.39K $328K
Nov 14, 2022 Q3 2022
Cloverfields Capital Group, LP

Minneapolis, MN
BUY
 -
138
+ 1.28%
$8.8K - $11.3K
10.9K $1.05M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
135
+ 1.16%
$8.61K - $11K
11.8K $1.14M
Nov 04, 2022 Q3 2022
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
129
+ 2.8%
$8.23K - $10.5K
4.74K $458K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
129
+ 1.01%
$8.23K - $10.5K
12.9K $1.25M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
126
+ 2.62%
$8.04K - $10.3K
4.94K $478K
Nov 07, 2022 Q3 2022
Investment Management Of Virginia LLC

BUY
 -
120
+ 0.89%
$7.66K - $9.81K
13.6K $1.32M
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
118
+ 2.26%
$7.53K - $9.65K
5.33K $515K
Oct 17, 2022 Q3 2022
Btc Capital Management, Inc.

BUY
 -
115
+ 0.22%
$7.34K - $9.4K
53.1K $5.13M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
114
New
$7.27K - $9.32K
114 $11K
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
113
+ 2.4%
$7.21K - $9.24K
4.81K $465K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
113
+ 5.89%
$7.21K - $9.24K
2.03K $196K
Oct 19, 2022 Q3 2022
Louisiana State Employees Retirement System

BUY
 -
100
+ 0.37%
$6.38K - $8.18K
26.9K $2.6M
Oct 04, 2022 Q3 2022
Meyer Handelman CO

BUY
 -
90
+ 0.08%
$5.74K - $7.36K
110K $10.6M
Nov 15, 2022 Q3 2022
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
88
+ 2.38%
$5.61K - $7.19K
3.79K $366K
Nov 09, 2022 Q3 2022
Glassman Wealth Services

BUY
 -
88
+ 10.08%
$5.61K - $7.19K
961 $92.9K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
83
+ 5.54%
$5.3K - $6.79K
1.58K $153K
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
80
+ 41.24%
$5.1K - $6.54K
274 $26.5K
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
79
New
$5.04K - $6.46K
79 $7.64K
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
75
+ 0.46%
$4.79K - $6.13K
16.4K $1.59M
Nov 14, 2022 Q3 2022
Vestcor Inc

Fredericton, A3
BUY
 -
72
+ 0.34%
$4.59K - $5.89K
21.4K $2.07M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
69
+ 2.44%
$4.4K - $5.64K
2.9K $280K
Oct 05, 2022 Q3 2022
Bath Savings Trust CO

BUY
 -
68
+ 1.39%
$4.34K - $5.56K
4.96K $479K
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
65
+ 16.97%
$4.15K - $5.31K
448 $43.3K
Oct 13, 2022 Q3 2022
Tompkins Financial Corp

BUY
 -
64
+ 14.16%
$4.08K - $5.23K
516 $49.9K
Oct 31, 2022 Q3 2022
Optas, LLC

BUY
 -
59
+ 0.92%
$3.76K - $4.82K
6.46K $624K
Oct 18, 2022 Q3 2022
William Allan, LLC

BUY
 -
59
+ 0.16%
$3.76K - $4.82K
37.1K $3.59M
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

BUY
 -
58
+ 22.92%
$3.7K - $4.74K
311 $30.1K
Nov 01, 2022 Q3 2022
Parkside Financial Bank & Trust

BUY
 -
56
+ 4.72%
$3.57K - $4.58K
1.24K $120K
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
53
+ 1.05%
$3.38K - $4.33K
5.09K $492K

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