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
|
Simmons Bank
|
SELL
|
- |
-1.05K- 9.83% |
$83.9K - $91.6K
|
9.65K
$947K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.06K- 4.95% |
$84.3K - $92K
|
20.3K
$1.99M
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.13K- 3.86% |
$89.9K - $98.2K
|
28.1K
$2.76M
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.15KClosed |
$91.4K - $99.8K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.17KClosed |
$93K - $102K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.27K- 1.83% |
$102K - $111K
|
68.2K
$6.69M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.28K- 0.21% |
$102K - $112K
|
620K
$60.9M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.29KClosed |
$102K - $112K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.29K- 0.82% |
$103K - $112K
|
156K
$15.3M
|
|
Oct 18, 2022
Q4 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.29K- 0.82% |
$103K - $112K
|
156K
$15.3M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.31K- 3.9% |
$104K - $114K
|
32.1K
$3.16M
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.35K- 34.95% |
$108K - $118K
|
2.51K
$247K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.37K- 2.12% |
$109K - $120K
|
63.5K
$6.23M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.38K- 13.63% |
$110K - $120K
|
8.73K
$857K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.41K- 6.03% |
$112K - $123K
|
22K
$2.16M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.47KClosed |
$117K - $128K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.48K- 18.02% |
$118K - $129K
|
6.75K
$663K
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.5K- 7.14% |
$120K - $131K
|
19.5K
$1.91M
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.5K- 23.85% |
$120K - $131K
|
4.8K
$471K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.52K- 14.15% |
$121K - $133K
|
9.24K
$907K
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
SELL
|
- |
-1.53K- 14.18% |
$122K - $133K
|
9.26K
$909K
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-1.62K- 5.35% |
$129K - $141K
|
28.7K
$2.82M
|
|
Feb 14, 2022
Q4 2021
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.63K- 15.28% |
$130K - $141K
|
9.01K
$885K
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.63K- 1.23% |
$130K - $142K
|
131K
$12.8M
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.64K- 1.16% |
$131K - $143K
|
139K
$13.7M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-1.65K- 2.64% |
$131K - $143K
|
60.8K
$5.97M
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.66K- 23.22% |
$132K - $145K
|
5.5K
$540K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.72K- 9.86% |
$137K - $149K
|
15.7K
$1.54M
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.73K- 28.65% |
$138K - $150K
|
4.3K
$422K
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.75K- 2.68% |
$139K - $152K
|
63.3K
$6.22M
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-1.85K- 6.74% |
$148K - $161K
|
25.7K
$2.52M
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.94K- 2.22% |
$155K - $169K
|
85.6K
$8.41M
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-1.98K- 12.89% |
$158K - $172K
|
13.4K
$1.31M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 21.42% |
$169K - $185K
|
7.78K
$764K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.13K- 6.3% |
$170K - $185K
|
31.7K
$3.11M
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.19K- 3.15% |
$174K - $190K
|
67.3K
$6.6M
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.25K- 43.31% |
$179K - $196K
|
2.94K
$289K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.28K- 3.11% |
$182K - $198K
|
71K
$6.97M
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.32K- 82.54% |
$185K - $202K
|
491
$48.2K
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
SELL
|
- |
-2.38K- 1.56% |
$190K - $207K
|
150K
$14.7M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.39K- 24.27% |
$191K - $208K
|
7.46K
$733K
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.42K- 38.99% |
$193K - $211K
|
3.79K
$372K
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.43K- 1.63% |
$194K - $212K
|
147K
$14.4M
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.44KClosed |
$194K - $212K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.45K- 27.12% |
$195K - $213K
|
6.57K
$645K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.47K- 2.94% |
$197K - $215K
|
81.6K
$8.01M
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-2.48KClosed |
$198K - $216K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.51K- 61.5% |
$200K - $218K
|
1.57K
$154K
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.52KClosed |
$200K - $219K
|
0
$0
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.54K- 2.64% |
$203K - $221K
|
93.8K
$9.22M
|