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, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-542- 2.8% |
$43.2K - $47.2K
|
18.8K
$1.85M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-545- 11.94% |
$43.4K - $47.5K
|
4.02K
$395K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-559- 4.95% |
$44.6K - $48.7K
|
10.7K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-560- 13.57% |
$44.6K - $48.8K
|
3.57K
$350K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-575- 6.16% |
$45.8K - $50.1K
|
8.76K
$860K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-580- 18.73% |
$46.2K - $50.5K
|
2.52K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-585- 2.03% |
$46.6K - $50.9K
|
28.2K
$2.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-585- 6.19% |
$46.6K - $50.9K
|
8.87K
$871K
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-600- 6.91% |
$47.8K - $52.2K
|
8.08K
$794K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-601- 1.96% |
$47.9K - $52.3K
|
30.1K
$2.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-603- 2.75% |
$48.1K - $52.5K
|
21.3K
$2.09M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-609- 29.21% |
$48.5K - $53K
|
1.48K
$145K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-613- 16.63% |
$48.9K - $53.4K
|
3.07K
$302K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-615- 8.22% |
$49K - $53.5K
|
6.87K
$675K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-615- 0.79% |
$49K - $53.5K
|
77.7K
$7.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-631- 7.21% |
$50.3K - $54.9K
|
8.12K
$797K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-633- 4.0% |
$50.5K - $55.1K
|
15.2K
$1.49M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-638- 0.61% |
$50.9K - $55.6K
|
105K
$10.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-649- 9.11% |
$51.7K - $56.5K
|
6.48K
$636K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-652- 24.51% |
$52K - $56.8K
|
2.01K
$197K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-653- 61.43% |
$52.1K - $56.9K
|
410
$40.3K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-666- 22.2% |
$53.1K - $58K
|
2.33K
$229K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-673- 0.89% |
$53.7K - $58.6K
|
74.7K
$7.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-682- 1.88% |
$54.4K - $59.4K
|
35.7K
$3.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-705- 43.09% |
$56.2K - $61.4K
|
931
$91.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-718Closed |
$57.2K - $62.5K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-728- 16.53% |
$58K - $63.4K
|
3.68K
$361K
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-736Closed |
$58.7K - $64.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-763- 14.73% |
$60.8K - $66.4K
|
4.42K
$434K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-772- 7.05% |
$61.5K - $67.2K
|
10.2K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-772- 1.16% |
$61.5K - $67.2K
|
65.8K
$6.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-797- 4.51% |
$63.5K - $69.4K
|
16.9K
$1.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$63.8K - $69.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-800- 11.54% |
$63.8K - $69.7K
|
6.13K
$602K
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-800Closed |
$63.8K - $69.7K
|
0
$0
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-821- 3.13% |
$65.5K - $71.5K
|
25.4K
$2.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-860- 4.58% |
$68.6K - $74.9K
|
17.9K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-877- 3.03% |
$69.9K - $76.4K
|
28.1K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-882- 0.62% |
$70.3K - $76.8K
|
140K
$13.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-903- 6.37% |
$72K - $78.6K
|
13.3K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-906- 6.68% |
$72.2K - $78.9K
|
12.7K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-937- 3.19% |
$74.7K - $81.6K
|
28.5K
$2.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-942Closed |
$75.1K - $82K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-960- 1.31% |
$76.5K - $83.6K
|
72.3K
$7.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-964- 26.7% |
$76.9K - $83.9K
|
2.65K
$260K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-979- 7.04% |
$78K - $85.2K
|
12.9K
$1.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-990- 2.24% |
$78.9K - $86.2K
|
43.2K
$4.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-990- 0.61% |
$78.9K - $86.2K
|
160K
$15.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.02K- 34.96% |
$81.6K - $89.1K
|
1.9K
$187K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.03K- 14.66% |
$81.8K - $89.3K
|
5.97K
$587K
|