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
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.67% |
$63.8 - $81.8
|
61
$5.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 2.08% |
$63.8 - $81.8
|
49
$4.74K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.03% |
$63.8 - $81.8
|
3.52K
$341K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$63.8 - $81.8
|
262
$25.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$63.8 - $81.8
|
592
$57.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.06% |
$63.8 - $81.8
|
1.8K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$63.8 - $81.8
|
9.89K
$956K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 4.0% |
$63.8 - $81.8
|
26
$2.51K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.25% |
$63.8 - $81.8
|
401
$38.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.04% |
$63.8 - $81.8
|
2.48K
$240K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1- 0.1% |
$63.8 - $81.8
|
1.02K
$98.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.48% |
$128 - $164
|
415
$40.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3- 0.07% |
$191 - $245
|
4.15K
$401K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 0.29% |
$191 - $245
|
1.02K
$98.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-4- 0.45% |
$255 - $327
|
880
$85.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-5- 0.06% |
$319 - $409
|
8.56K
$828K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5- 0.08% |
$319 - $409
|
6.37K
$616K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-6- 1.64% |
$383 - $491
|
359
$34.7K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7- 0.1% |
$447 - $572
|
6.73K
$651K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 14.89% |
$447 - $572
|
40
$3.87K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 0.59% |
$447 - $572
|
1.19K
$115K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $654
|
3.48K
$336K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 7.48% |
$510 - $654
|
99
$9.57K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8- 14.29% |
$510 - $654
|
48
$4.64K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12- 0.34% |
$766 - $981
|
3.51K
$339K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-12- -0.0% |
$766 - $981
|
449K
$43.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-13- 0.25% |
$829 - $1.06K
|
5.27K
$509K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 0.99% |
$829 - $1.06K
|
1.3K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15- 0.25% |
$957 - $1.23K
|
5.88K
$568K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-15- 0.62% |
$957 - $1.23K
|
2.4K
$232K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-16- 0.41% |
$1.02K - $1.31K
|
3.93K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18- 0.1% |
$1.15K - $1.47K
|
17.9K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18- 0.19% |
$1.15K - $1.47K
|
9.37K
$905K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-20- 1.98% |
$1.28K - $1.64K
|
991
$95.8K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 28.57% |
$1.28K - $1.64K
|
50
$4.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21Closed |
$1.34K - $1.72K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-21- 1.45% |
$1.34K - $1.72K
|
1.43K
$138K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-21- 0.33% |
$1.34K - $1.72K
|
6.37K
$616K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-21- 1.32% |
$1.34K - $1.72K
|
1.57K
$152K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-22- 0.37% |
$1.4K - $1.8K
|
6K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23- 3.5% |
$1.47K - $1.88K
|
635
$61.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-24- 7.25% |
$1.53K - $1.96K
|
307
$29.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.51% |
$1.6K - $2.04K
|
4.86K
$470K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 6.7% |
$1.6K - $2.04K
|
348
$33.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 0.29% |
$1.6K - $2.04K
|
8.65K
$836K
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.4% |
$1.6K - $2.04K
|
6.2K
$600K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-25- 0.74% |
$1.6K - $2.04K
|
3.34K
$323K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27- 0.24% |
$1.72K - $2.21K
|
11.2K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 1.34% |
$1.79K - $2.29K
|
2.06K
$199K
|