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 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-67- 1.33% |
$5.34K - $5.83K
|
4.96K
$487K
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-69- 0.53% |
$5.5K - $6.01K
|
13K
$1.28M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-70- 0.72% |
$5.58K - $6.09K
|
9.65K
$947K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-73- 1.52% |
$5.82K - $6.36K
|
4.73K
$465K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-74- 3.01% |
$5.9K - $6.44K
|
2.39K
$234K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-76Closed |
$6.06K - $6.62K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-77- 13.58% |
$6.14K - $6.7K
|
490
$48.1K
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-80- 1.82% |
$6.38K - $6.97K
|
4.32K
$424K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-82- 3.35% |
$6.54K - $7.14K
|
2.37K
$233K
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-84- 13.15% |
$6.7K - $7.31K
|
555
$54.5K
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-85- 1.7% |
$6.78K - $7.4K
|
4.9K
$481K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-85- 1.06% |
$6.78K - $7.4K
|
7.95K
$780K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-90- 1.87% |
$7.17K - $7.84K
|
4.72K
$464K
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-95- 2.62% |
$7.57K - $8.27K
|
3.53K
$347K
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 0.84% |
$7.97K - $8.71K
|
11.8K
$1.16M
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100- 2.24% |
$7.97K - $8.71K
|
4.37K
$429K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$7.97K - $8.71K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-100- 3.12% |
$7.97K - $8.71K
|
3.11K
$305K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 66.67% |
$7.97K - $8.71K
|
50
$4.91K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-100- 56.18% |
$7.97K - $8.71K
|
78
$7.66K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-102Closed |
$8.13K - $8.88K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-103- 2.7% |
$8.21K - $8.97K
|
3.71K
$364K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-105- 41.5% |
$8.37K - $9.14K
|
148
$14.5K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-109- 1.53% |
$8.69K - $9.49K
|
6.99K
$687K
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-110- 2.27% |
$8.77K - $9.58K
|
4.74K
$465K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111- 1.52% |
$8.85K - $9.66K
|
7.22K
$709K
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-111- 0.55% |
$8.85K - $9.66K
|
20.1K
$1.98M
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-112- 4.63% |
$8.93K - $9.75K
|
2.31K
$227K
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-113- 0.96% |
$9.01K - $9.84K
|
11.6K
$1.14M
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-115Closed |
$9.17K - $10K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-122- 3.59% |
$9.73K - $10.6K
|
3.28K
$322K
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-125- 2.3% |
$9.97K - $10.9K
|
5.32K
$522K
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-125Closed |
$9.97K - $10.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-128- 3.19% |
$10.2K - $11.1K
|
3.88K
$381K
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-137- 3.91% |
$10.9K - $11.9K
|
3.37K
$331K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 1.54% |
$10.9K - $11.9K
|
8.74K
$858K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-140- 2.64% |
$11.2K - $12.2K
|
5.16K
$506K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-141- 3.66% |
$11.2K - $12.3K
|
3.72K
$365K
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-144- 4.81% |
$11.5K - $12.5K
|
2.85K
$280K
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-147- 5.98% |
$11.7K - $12.8K
|
2.31K
$227K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-148- 2.37% |
$11.8K - $12.9K
|
6.11K
$600K
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-150Closed |
$12K - $13.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-150- 0.29% |
$12K - $13.1K
|
52K
$5.11M
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-151- 0.63% |
$12K - $13.1K
|
23.9K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-151- 1.58% |
$12K - $13.1K
|
9.42K
$925K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-153- 3.27% |
$12.2K - $13.3K
|
4.52K
$444K
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-157- 3.59% |
$12.5K - $13.7K
|
4.21K
$414K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-158- 10.33% |
$12.6K - $13.8K
|
1.37K
$135K
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-164- 2.22% |
$13.1K - $14.3K
|
7.24K
$711K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-164- 2.34% |
$13.1K - $14.3K
|
6.84K
$672K
|