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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-30- 9.09% |
$1.91K - $2.45K
|
300
$29.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-31- 0.5% |
$1.98K - $2.53K
|
6.19K
$608K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32- 0.67% |
$2.04K - $2.62K
|
4.74K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-34- 0.55% |
$2.17K - $2.78K
|
6.13K
$602K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-34- 0.96% |
$2.17K - $2.78K
|
3.5K
$343K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-34- 3.14% |
$2.17K - $2.78K
|
1.05K
$103K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-34- 1.0% |
$2.17K - $2.78K
|
3.37K
$330K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-35- 0.38% |
$2.23K - $2.86K
|
9.2K
$903K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 4.42% |
$2.49K - $3.19K
|
843
$82.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-41- 1.8% |
$2.62K - $3.35K
|
2.23K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-43- 0.66% |
$2.74K - $3.52K
|
6.45K
$633K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-45- 0.5% |
$2.87K - $3.68K
|
8.9K
$874K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-47- 70.15% |
$3K - $3.84K
|
20
$1.96K
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-47Closed |
$3K - $3.84K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-47- 1.08% |
$3K - $3.84K
|
4.3K
$422K
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-49- 0.96% |
$3.13K - $4.01K
|
5.04K
$495K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-49- 13.54% |
$3.13K - $4.01K
|
313
$30.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-50- 12.92% |
$3.19K - $4.09K
|
337
$33.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.45% |
$3.19K - $4.09K
|
11.1K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-50- 1.19% |
$3.19K - $4.09K
|
4.14K
$407K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 62.5% |
$3.19K - $4.09K
|
30
$2.95K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-59- 1.19% |
$3.76K - $4.82K
|
4.91K
$482K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-63- 1.38% |
$4.02K - $5.15K
|
4.51K
$443K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-64- 1.18% |
$4.08K - $5.23K
|
5.37K
$527K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-64- 3.86% |
$4.08K - $5.23K
|
1.6K
$157K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-66Closed |
$4.21K - $5.4K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-67- 1.76% |
$4.27K - $5.48K
|
3.74K
$368K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-73- 47.4% |
$4.66K - $5.97K
|
81
$7.95K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-76- 1.2% |
$4.85K - $6.21K
|
6.28K
$617K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-78- 1.49% |
$4.98K - $6.38K
|
5.15K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-79Closed |
$5.04K - $6.46K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-79- 2.39% |
$5.04K - $6.46K
|
3.22K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-79- 2.11% |
$5.04K - $6.46K
|
3.66K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-80- 2.27% |
$5.1K - $6.54K
|
3.45K
$338K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-81- 0.73% |
$5.17K - $6.62K
|
11.1K
$1.09M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-85- 1.02% |
$5.42K - $6.95K
|
8.21K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-86- 1.21% |
$5.49K - $7.03K
|
7.02K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-87- 0.91% |
$5.55K - $7.11K
|
9.43K
$926K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-90- 2.95% |
$5.74K - $7.36K
|
2.96K
$290K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-90- 0.87% |
$5.74K - $7.36K
|
10.3K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-91- 7.75% |
$5.81K - $7.44K
|
1.08K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-92- 0.15% |
$5.87K - $7.52K
|
61.5K
$6.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-99- 1.69% |
$6.32K - $8.09K
|
5.77K
$567K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-99- 0.24% |
$6.32K - $8.09K
|
40.6K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-100- 0.01% |
$6.38K - $8.18K
|
1.65M
$162M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.29% |
$6.38K - $8.18K
|
34.7K
$3.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-108- 0.92% |
$6.89K - $8.83K
|
11.6K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-110- 3.4% |
$7.02K - $8.99K
|
3.12K
$307K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-112- 24.78% |
$7.15K - $9.16K
|
340
$33.4K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-112- 36.13% |
$7.15K - $9.16K
|
198
$19.4K
|