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 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 54.84% |
$1.36K - $1.48K
|
14
$1.27K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-17- 40.48% |
$1.36K - $1.48K
|
25
$2.27K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17- 0.28% |
$1.36K - $1.48K
|
6K
$544K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-19- 0.57% |
$1.51K - $1.65K
|
3.31K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-19- 0.24% |
$1.51K - $1.65K
|
8.04K
$730K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 1.86% |
$1.59K - $1.74K
|
1.06K
$95.9K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-20- 0.85% |
$1.59K - $1.74K
|
2.33K
$212K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-20Closed |
$1.59K - $1.74K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20Closed |
$1.59K - $1.74K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-20- 0.48% |
$1.59K - $1.74K
|
4.15K
$377K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 6.35% |
$1.59K - $1.74K
|
295
$26.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-21- 0.69% |
$1.67K - $1.83K
|
3.03K
$275K
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-24- 0.94% |
$1.91K - $2.09K
|
2.52K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-24- 0.39% |
$1.91K - $2.09K
|
6.21K
$564K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-26Closed |
$2.07K - $2.26K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 4.44% |
$2.15K - $2.35K
|
581
$52.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-29- 0.53% |
$2.31K - $2.53K
|
5.49K
$499K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-30- 0.78% |
$2.39K - $2.61K
|
3.81K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-30- 0.33% |
$2.39K - $2.61K
|
8.97K
$814K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-30- 21.13% |
$2.39K - $2.61K
|
112
$10.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-32- 0.46% |
$2.55K - $2.79K
|
6.87K
$624K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-37- 2.27% |
$2.95K - $3.22K
|
1.59K
$145K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-37- 1.45% |
$2.95K - $3.22K
|
2.52K
$228K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-39- 1.0% |
$3.11K - $3.4K
|
3.88K
$352K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-40- 12.23% |
$3.19K - $3.48K
|
287
$26.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-40- 0.82% |
$3.19K - $3.48K
|
4.81K
$437K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-41- 0.66% |
$3.27K - $3.57K
|
6.17K
$560K
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-41- 0.04% |
$3.27K - $3.57K
|
101K
$9.17M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-43Closed |
$3.43K - $3.74K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-44- 9.69% |
$3.51K - $3.83K
|
410
$37.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-47- 1.77% |
$3.75K - $4.09K
|
2.61K
$237K
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-47- 0.67% |
$3.75K - $4.09K
|
6.97K
$632K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-48- 1.79% |
$3.83K - $4.18K
|
2.64K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-48- 0.59% |
$3.83K - $4.18K
|
8.08K
$734K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50- 13.55% |
$3.99K - $4.35K
|
319
$29K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-50- 1.8% |
$3.99K - $4.35K
|
2.73K
$247K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-50- 11.21% |
$3.99K - $4.35K
|
396
$35.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-50- 9.77% |
$3.99K - $4.35K
|
462
$41.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-50- 0.7% |
$3.99K - $4.35K
|
7.07K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 1.58% |
$3.99K - $4.35K
|
3.11K
$282K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 13.33% |
$3.99K - $4.35K
|
325
$29.5K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-50- 1.18% |
$3.99K - $4.35K
|
4.2K
$382K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 0.22% |
$4.07K - $4.44K
|
23.3K
$2.11M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-52- 0.88% |
$4.15K - $4.53K
|
5.89K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-52- 3.52% |
$4.15K - $4.53K
|
1.43K
$129K
|
|
|
Feb 15, 2022
Q4 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-54- 0.77% |
$4.3K - $4.7K
|
6.98K
$634K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-55- 3.78% |
$4.38K - $4.79K
|
1.4K
$127K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58- 66.67% |
$4.62K - $5.05K
|
29
$2.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-60- 1.57% |
$4.78K - $5.22K
|
3.76K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-62- 1.76% |
$4.94K - $5.4K
|
3.46K
$314K
|