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
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52+ 2.64% |
$3.32K - $4.25K
|
2.02K
$184K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51+ 34.46% |
$3.25K - $4.17K
|
199
$18.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$3.19K - $4.09K
|
50
$4.54K
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
46+ 0.04% |
$2.93K - $3.76K
|
104K
$9.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
45+ 1.2% |
$2.87K - $3.68K
|
3.8K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
44+ 0.12% |
$2.81K - $3.6K
|
35.6K
$3.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
41+ 0.8% |
$2.62K - $3.35K
|
5.18K
$470K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
40+ 1.2% |
$2.55K - $3.27K
|
3.37K
$306K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 9.26% |
$2.55K - $3.27K
|
472
$42.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 11.24% |
$2.49K - $3.19K
|
386
$35K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
35+ 1.32% |
$2.23K - $2.86K
|
2.68K
$243K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$2.17K - $2.78K
|
34
$3.09K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
31New |
$1.98K - $2.53K
|
31
$2.81K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 2.33% |
$1.85K - $2.37K
|
1.27K
$115K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 5.01% |
$1.85K - $2.37K
|
608
$55.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27+ 11.54% |
$1.72K - $2.21K
|
261
$23.7K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27+ 0.1% |
$1.72K - $2.21K
|
26.1K
$2.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
26+ 0.18% |
$1.66K - $2.13K
|
14.6K
$1.32M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 2.32% |
$1.6K - $2.04K
|
1.1K
$100K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
23New |
$1.47K - $1.88K
|
23
$2.09K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
22+ 7.07% |
$1.4K - $1.8K
|
333
$30.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 13.25% |
$1.28K - $1.64K
|
171
$15.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$1.28K - $1.64K
|
20
$1.82K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20+ 285.71% |
$1.28K - $1.64K
|
27
$2.45K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
19+ 2.71% |
$1.21K - $1.55K
|
720
$65.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$1.21K - $1.55K
|
5.26K
$477K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$957 - $1.23K
|
3.19K
$289K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.59% |
$957 - $1.23K
|
594
$53.9K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 0.01% |
$766 - $981
|
104K
$9.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
10+ 0.16% |
$638 - $818
|
6.17K
$560K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 0.17% |
$574 - $736
|
5.3K
$481K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.19% |
$574 - $736
|
4.83K
$438K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
8+ 0.38% |
$510 - $654
|
2.14K
$194K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.19% |
$447 - $572
|
3.68K
$334K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 0.42% |
$447 - $572
|
1.66K
$151K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$319 - $409
|
5
$454
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 0.52% |
$319 - $409
|
960
$87.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 11.36% |
$319 - $409
|
49
$4.45K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
4+ 9.09% |
$255 - $327
|
48
$4.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 0.42% |
$255 - $327
|
963
$87.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 0.28% |
$191 - $245
|
1.08K
$97.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.31% |
$191 - $245
|
963
$87.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$128 - $164
|
596
$54.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.05% |
$128 - $164
|
3.88K
$353K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$128 - $164
|
2
$182
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$63.8 - $81.8
|
834
$75.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$63.8 - $81.8
|
2.9K
$263K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.25% |
$63.8 - $81.8
|
394
$35.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$63.8 - $81.8
|
4.21K
$382K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$63.8 - $81.8
|
2.31K
$209K
|