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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.25KNew |
$418K - $457K
|
5.25K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.22K+ 1047.79% |
$416K - $454K
|
5.72K
$561K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
5.04K+ 23.25% |
$402K - $439K
|
26.7K
$2.62M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.96K+ 49.57% |
$395K - $432K
|
15K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.94K+ 13.19% |
$393K - $430K
|
42.4K
$4.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.93KNew |
$393K - $430K
|
4.93K
$485K
|
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.77K+ 1.02% |
$381K - $416K
|
471K
$46.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.6K+ 29.49% |
$367K - $401K
|
20.2K
$1.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.54KNew |
$362K - $396K
|
4.54K
$446K
|
|
|
Feb 15, 2022
Q4 2021
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
4.37KNew |
$349K - $381K
|
4.37K
$430K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.36K+ 92.74% |
$347K - $379K
|
9.06K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.35KNew |
$346K - $378K
|
4.35K
$427K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$346K - $378K
|
4.34K
$426K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
4.14KNew |
$330K - $360K
|
4.14K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Gates Capital Management, Inc.
New York, NY |
BUY
|
- |
4.07K+ 0.17% |
$324K - $354K
|
2.45M
$240M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.05K+ 17.51% |
$323K - $352K
|
27.2K
$2.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.04K+ 312.06% |
$322K - $351K
|
5.33K
$523K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.96KNew |
$315K - $344K
|
3.96K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.89K+ 693.23% |
$310K - $339K
|
4.45K
$437K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
3.73KNew |
$297K - $324K
|
3.73K
$366K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.69K+ 28.13% |
$294K - $321K
|
16.8K
$1.65M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.62K+ 14.96% |
$289K - $315K
|
27.8K
$2.73M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.6KNew |
$287K - $313K
|
3.6K
$354K
|
|
|
Feb 03, 2022
Q4 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.6KNew |
$287K - $313K
|
3.6K
$354K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.56KNew |
$284K - $310K
|
3.56K
$350K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
3.53KNew |
$281K - $307K
|
3.53K
$346K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
3.53KNew |
$281K - $307K
|
3.53K
$346K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.52K+ 5.82% |
$280K - $306K
|
64K
$6.29M
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.41KNew |
$272K - $297K
|
3.41K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$271K - $296K
|
3.4K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$271K - $296K
|
3.4K
$334K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.3K+ 5.31% |
$263K - $287K
|
65.4K
$6.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.29KNew |
$262K - $286K
|
3.29K
$323K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.21KNew |
$256K - $280K
|
3.21K
$316K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
3.15K+ 4.03% |
$251K - $274K
|
81.3K
$7.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
3.13K+ 7.82% |
$249K - $272K
|
43.1K
$4.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.11K+ 55.44% |
$248K - $271K
|
8.71K
$856K
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
3.08KNew |
$245K - $268K
|
3.08K
$302K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.04K+ 197.21% |
$242K - $265K
|
4.58K
$450K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$241K - $263K
|
3.02K
$297K
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.02K+ 8.62% |
$241K - $263K
|
38K
$3.74M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
2.92K+ 43.28% |
$233K - $255K
|
9.68K
$951K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
2.92KNew |
$232K - $254K
|
2.92K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.91KNew |
$232K - $253K
|
2.91K
$285K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.88K+ 3.92% |
$230K - $251K
|
76.5K
$7.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.83K+ 0.42% |
$226K - $246K
|
676K
$66.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.82KNew |
$225K - $246K
|
2.82K
$277K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.81KNew |
$224K - $245K
|
2.81K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.77KNew |
$220K - $241K
|
2.77K
$272K
|
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.72KNew |
$216K - $236K
|
2.72K
$267K
|