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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.21% |
$159 - $174
|
961
$94.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $174
|
3.01K
$295K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.31% |
$159 - $174
|
155
$15.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 40.0% |
$159 - $174
|
7
$687
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2+ 0.08% |
$159 - $174
|
2.52K
$248K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$79.7 - $87.1
|
2.04K
$200K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1+ 1.1% |
$79.7 - $87.1
|
92
$9.03K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$79.7 - $87.1
|
6.18K
$607K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
1+ 1.0% |
$79.7 - $87.1
|
101
$9.92K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.03% |
$79.7 - $87.1
|
3.33K
$327K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.14% |
$79.7 - $87.1
|
730
$71.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.17% |
$79.7 - $87.1
|
589
$57.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.11% |
$79.7 - $87.1
|
908
$89.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$79.7 - $87.1
|
3.78K
$371K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.09% |
$79.7 - $87.1
|
1.09K
$107K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.39% |
$79.7 - $87.1
|
259
$25.4K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.76% |
$79.7 - $87.1
|
130
$12.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$79.7 - $87.1
|
8.88K
$872K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$79.7 - $87.1
|
2.99K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.05% |
$79.7 - $87.1
|
2.06K
$202K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$79.7 - $87.1
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$239 - $261
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4- 0.06% |
$319 - $348
|
6.35K
$623K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 0.51% |
$399 - $435
|
966
$94.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-5- 0.17% |
$399 - $435
|
2.95K
$290K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5- 41.67% |
$399 - $435
|
7
$687
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.21% |
$478 - $522
|
2.86K
$281K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 11.76% |
$478 - $522
|
45
$4.42K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-6- 0.9% |
$478 - $522
|
664
$65.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-8- 0.14% |
$638 - $697
|
5.81K
$570K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-10- 0.23% |
$797 - $871
|
4.29K
$421K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 0.1% |
$797 - $871
|
10.1K
$991K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-11- 0.06% |
$877 - $958
|
19.3K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11- 0.18% |
$877 - $958
|
5.97K
$586K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 1.77% |
$877 - $958
|
611
$60K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-12- 0.19% |
$957 - $1.04K
|
6.36K
$625K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 21.43% |
$957 - $1.04K
|
44
$4.32K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 0.4% |
$957 - $1.04K
|
2.96K
$290K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-12- 0.27% |
$957 - $1.04K
|
4.37K
$429K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12- 60.0% |
$957 - $1.04K
|
8
$786
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 5.48% |
$957 - $1.04K
|
207
$20.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-13- 11.5% |
$1.04K - $1.13K
|
100
$9.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13- 0.52% |
$1.04K - $1.13K
|
2.49K
$245K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 1.31% |
$1.04K - $1.13K
|
980
$96.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 1.83% |
$1.04K - $1.13K
|
698
$68.5K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-13- 0.28% |
$1.04K - $1.13K
|
4.68K
$459K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 4.85% |
$1.28K - $1.39K
|
314
$30.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16- 0.4% |
$1.28K - $1.39K
|
4.01K
$394K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 54.84% |
$1.36K - $1.48K
|
14
$1.37K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-17- 40.48% |
$1.36K - $1.48K
|
25
$2.46K
|