Purchases and Sales Made in Q4 2021 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
50+ 3.17% |
$3.99K - $4.35K
|
1.63K
$144K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
50+ 2.6% |
$3.99K - $4.35K
|
1.97K
$174K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
47+ 1.66% |
$3.75K - $4.09K
|
2.88K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
46+ 0.14% |
$3.67K - $4.01K
|
33.1K
$2.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
45+ 5.13% |
$3.59K - $3.92K
|
922
$81.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
43+ 0.5% |
$3.43K - $3.74K
|
8.69K
$766K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43+ 1.1% |
$3.43K - $3.74K
|
3.96K
$349K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42New |
$3.35K - $3.66K
|
42
$3.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
38+ 0.83% |
$3.03K - $3.31K
|
4.62K
$407K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
38+ 0.8% |
$3.03K - $3.31K
|
4.79K
$422K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 6.24% |
$2.79K - $3.05K
|
596
$52.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 0.68% |
$2.79K - $3.05K
|
5.21K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
35+ 0.3% |
$2.79K - $3.05K
|
11.6K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
35New |
$2.79K - $3.05K
|
35
$3.09K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33+ 7.07% |
$2.63K - $2.87K
|
500
$44.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
33+ 0.48% |
$2.63K - $2.87K
|
6.91K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
30+ 2.6% |
$2.39K - $2.61K
|
1.19K
$105K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26+ 0.61% |
$2.07K - $2.26K
|
4.28K
$377K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
25+ 0.35% |
$1.99K - $2.18K
|
7.22K
$636K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25New |
$1.99K - $2.18K
|
25
$2.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 2.33% |
$1.67K - $1.83K
|
924
$81.5K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
21+ 5.56% |
$1.67K - $1.83K
|
399
$35.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.61% |
$1.59K - $1.74K
|
3.32K
$292K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
19New |
$1.51K - $1.65K
|
19
$1.67K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
17New |
$1.36K - $1.48K
|
17
$1.5K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
17+ 0.55% |
$1.36K - $1.48K
|
3.1K
$273K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.23% |
$1.12K - $1.22K
|
6.11K
$538K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 0.68% |
$1.12K - $1.22K
|
2.09K
$184K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
14+ 4.24% |
$1.12K - $1.22K
|
344
$30.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12New |
$957 - $1.04K
|
12
$1.06K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
12+ 1.45% |
$957 - $1.04K
|
837
$73.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$957 - $1.04K
|
12
$1.06K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
12New |
$957 - $1.04K
|
12
$1.06K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
12+ 3.91% |
$957 - $1.04K
|
319
$28.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12New |
$957 - $1.04K
|
12
$1.06K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12+ 0.45% |
$957 - $1.04K
|
2.65K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$797 - $871
|
10
$882
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 3.27% |
$638 - $697
|
253
$22.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
8New |
$638 - $697
|
8
$705
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
8+ 0.03% |
$638 - $697
|
25.6K
$2.25M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
7+ 0.13% |
$558 - $609
|
5.59K
$493K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
6New |
$478 - $522
|
6
$529
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.87% |
$399 - $435
|
582
$51.3K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5New |
$399 - $435
|
5
$441
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5+ 0.14% |
$399 - $435
|
3.66K
$323K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$399 - $435
|
11.4K
$1M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$399 - $435
|
5
$441
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$319 - $348
|
2.76K
$243K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 0.11% |
$239 - $261
|
2.83K
$250K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
3+ 0.12% |
$239 - $261
|
2.59K
$229K
|