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, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$215K - $235K
|
2.7K
$265K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.7K+ 0.92% |
$215K - $235K
|
295K
$29M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.69KNew |
$215K - $234K
|
2.69K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.68K+ 89.84% |
$213K - $233K
|
5.66K
$556K
|
|
|
Jan 19, 2022
Q4 2021
|
M. Kraus & CO
|
BUY
|
- |
2.63K+ 6.9% |
$209K - $229K
|
40.7K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.61K+ 0.04% |
$208K - $227K
|
7.36M
$723M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.6K+ 12.36% |
$207K - $226K
|
23.6K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.55KNew |
$203K - $222K
|
2.55K
$251K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.53KNew |
$202K - $221K
|
2.53K
$249K
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.5K+ 91.58% |
$199K - $218K
|
5.23K
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
BUY
|
- |
2.49KNew |
$199K - $217K
|
2.49K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.48K+ 2.72% |
$198K - $216K
|
93.7K
$9.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.47K+ 2.08% |
$197K - $215K
|
121K
$11.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$195K - $213K
|
2.45K
$241K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
2.45K+ 8.96% |
$195K - $213K
|
29.7K
$2.92M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.44KNew |
$194K - $212K
|
2.44K
$240K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.43KNew |
$193K - $211K
|
2.43K
$238K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.41KNew |
$192K - $210K
|
2.41K
$236K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$190K - $208K
|
2.39K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.38KNew |
$190K - $208K
|
2.38K
$234K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.35KNew |
$187K - $205K
|
2.35K
$231K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2.35KNew |
$187K - $204K
|
2.35K
$230K
|
|
|
Jan 27, 2022
Q4 2021
|
Founders Capital Management, LLC
|
BUY
|
- |
2.34KNew |
$187K - $204K
|
2.34K
$230K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
2.34KNew |
$186K - $203K
|
2.34K
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.33KNew |
$186K - $203K
|
2.33K
$229K
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
2.32KNew |
$185K - $202K
|
2.32K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
2.24K+ 2.63% |
$179K - $195K
|
87.5K
$8.59M
|
|
|
Feb 03, 2022
Q4 2021
|
Applied Research Investments, LLC
|
BUY
|
- |
2.2K+ 8.03% |
$176K - $192K
|
29.6K
$2.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.05K+ 7.1% |
$164K - $179K
|
31K
$3.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.02KNew |
$161K - $176K
|
2.02K
$198K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.99K+ 33.42% |
$159K - $173K
|
7.94K
$780K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.98K+ 39.31% |
$158K - $172K
|
7.02K
$689K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.97K+ 1640.0% |
$157K - $171K
|
2.09K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.93KNew |
$154K - $168K
|
1.93K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.86K+ 5.54% |
$149K - $162K
|
35.5K
$3.48M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.82K+ 36.66% |
$145K - $158K
|
6.77K
$665K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.81K+ 18.95% |
$144K - $157K
|
11.3K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.79K+ 42.29% |
$142K - $156K
|
6.01K
$590K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.78K+ 2.29% |
$142K - $155K
|
79.8K
$7.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
1.78K+ 39.42% |
$142K - $155K
|
6.3K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 1.12% |
$130K - $141K
|
147K
$14.4M
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.62K+ 0.21% |
$129K - $141K
|
755K
$74.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.56K+ 10.02% |
$125K - $136K
|
17.1K
$1.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$123K - $134K
|
1.54K
$151K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.54K+ 24.24% |
$122K - $134K
|
7.87K
$773K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.54K+ 1668.48% |
$122K - $134K
|
1.63K
$160K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.53KNew |
$122K - $133K
|
1.53K
$150K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.5K+ 23.43% |
$120K - $131K
|
7.92K
$778K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.46K+ 57.2% |
$116K - $127K
|
4K
$393K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.44KNew |
$114K - $125K
|
1.44K
$141K
|