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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$3.19K - $4.09K
|
50
$4.91K
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
46+ 0.04% |
$2.93K - $3.76K
|
104K
$10.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
45+ 1.2% |
$2.87K - $3.68K
|
3.8K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
44+ 0.12% |
$2.81K - $3.6K
|
35.6K
$3.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
41+ 0.8% |
$2.62K - $3.35K
|
5.18K
$508K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 9.26% |
$2.55K - $3.27K
|
472
$46.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
40+ 1.2% |
$2.55K - $3.27K
|
3.37K
$331K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 11.24% |
$2.49K - $3.19K
|
386
$37.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
35+ 1.32% |
$2.23K - $2.86K
|
2.68K
$263K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$2.17K - $2.78K
|
34
$3.34K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
31New |
$1.98K - $2.53K
|
31
$3.04K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 5.01% |
$1.85K - $2.37K
|
608
$59.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 2.33% |
$1.85K - $2.37K
|
1.27K
$125K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27+ 0.1% |
$1.72K - $2.21K
|
26.1K
$2.57M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27+ 11.54% |
$1.72K - $2.21K
|
261
$25.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
26+ 0.18% |
$1.66K - $2.13K
|
14.6K
$1.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 2.32% |
$1.6K - $2.04K
|
1.1K
$108K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
23New |
$1.47K - $1.88K
|
23
$2.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
22+ 7.07% |
$1.4K - $1.8K
|
333
$32.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$1.28K - $1.64K
|
20
$1.96K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20+ 285.71% |
$1.28K - $1.64K
|
27
$2.65K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 13.25% |
$1.28K - $1.64K
|
171
$16.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
19+ 2.71% |
$1.21K - $1.55K
|
720
$70.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$1.21K - $1.55K
|
5.26K
$516K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$957 - $1.23K
|
3.19K
$313K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.59% |
$957 - $1.23K
|
594
$58.3K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 0.01% |
$766 - $981
|
104K
$10.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
10+ 0.16% |
$638 - $818
|
6.17K
$606K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.19% |
$574 - $736
|
4.83K
$474K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 0.17% |
$574 - $736
|
5.3K
$520K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
8+ 0.38% |
$510 - $654
|
2.14K
$210K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 0.42% |
$447 - $572
|
1.66K
$163K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.19% |
$447 - $572
|
3.68K
$362K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 11.36% |
$319 - $409
|
49
$4.81K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$319 - $409
|
5
$491
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 0.52% |
$319 - $409
|
960
$94.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
4+ 9.09% |
$255 - $327
|
48
$4.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 0.42% |
$255 - $327
|
963
$94.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.31% |
$191 - $245
|
963
$94.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 0.28% |
$191 - $245
|
1.08K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$128 - $164
|
596
$58.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$128 - $164
|
2
$196
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.05% |
$128 - $164
|
3.88K
$381K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.03% |
$63.8 - $81.8
|
3.52K
$346K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 4.0% |
$63.8 - $81.8
|
26
$2.55K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.25% |
$63.8 - $81.8
|
401
$39.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.06% |
$63.8 - $81.8
|
1.8K
$176K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$63.8 - $81.8
|
2.31K
$227K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$63.8 - $81.8
|
262
$25.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$63.8 - $81.8
|
2.9K
$284K
|