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 20, 2022
Q4 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 2.03% |
$112K - $123K
|
70.7K
$6.94M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.41KNew |
$112K - $122K
|
1.41K
$138K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.38K+ 148.92% |
$110K - $120K
|
2.31K
$226K
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.38K+ 23.68% |
$110K - $120K
|
7.2K
$707K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.35K+ 31.76% |
$108K - $117K
|
5.6K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 4.77% |
$107K - $117K
|
29.5K
$2.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.33K+ 9.52% |
$106K - $115K
|
15.2K
$1.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.32K+ 1.51% |
$105K - $115K
|
88.6K
$8.7M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.32KNew |
$105K - $115K
|
1.32K
$129K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.31K+ 1.14% |
$104K - $114K
|
117K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.28K+ 25.91% |
$102K - $111K
|
6.22K
$610K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.25KNew |
$99.7K - $109K
|
1.25K
$123K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.23K+ 2.2% |
$97.7K - $107K
|
57K
$5.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.22KNew |
$97K - $106K
|
1.22K
$120K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.21KNew |
$96.6K - $106K
|
1.21K
$119K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 2.86% |
$94.9K - $104K
|
42.9K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.16KNew |
$92.7K - $101K
|
1.16K
$114K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.16KNew |
$92.4K - $101K
|
1.16K
$114K
|
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.11K+ 23.14% |
$88.6K - $96.7K
|
5.91K
$581K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.06K+ 7.11% |
$84.7K - $92.6K
|
16K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.05K+ 35.11% |
$83.3K - $91K
|
4.02K
$395K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$81.2K - $88.7K
|
1.02K
$100K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1KNew |
$79.7K - $87.1K
|
1K
$98.2K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
991New |
$79K - $86.3K
|
991
$97.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
979New |
$78K - $85.2K
|
979
$96.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
966+ 34.5% |
$77K - $84.1K
|
3.77K
$370K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
958New |
$76.4K - $83.4K
|
958
$94.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
950+ 1.39% |
$75.7K - $82.7K
|
69.5K
$6.82M
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
911+ 27.06% |
$72.6K - $79.3K
|
4.28K
$420K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
910+ 5.82% |
$72.5K - $79.2K
|
16.5K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
900+ 0.59% |
$71.7K - $78.4K
|
155K
$15.2M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
900New |
$71.7K - $78.4K
|
900
$88.4K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
900+ 0.59% |
$71.7K - $78.4K
|
155K
$15.2M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
891New |
$71K - $77.6K
|
891
$87.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
869+ 18.17% |
$69.3K - $75.7K
|
5.65K
$555K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
862New |
$68.7K - $75.1K
|
862
$84.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
850+ 2.51% |
$67.8K - $74K
|
34.7K
$3.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Oakmont Corp
|
BUY
|
- |
830New |
$66.2K - $72.3K
|
830
$81.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
783+ 7.67% |
$62.4K - $68.2K
|
11K
$1.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
781+ 3.77% |
$62.3K - $68K
|
21.5K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
762New |
$60.7K - $66.3K
|
762
$74.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
721New |
$57.5K - $62.8K
|
721
$70.8K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
710+ 4.01% |
$56.6K - $61.8K
|
18.4K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
685+ 3.96% |
$54.6K - $59.6K
|
18K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
665+ 5.99% |
$53K - $57.9K
|
11.8K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
655New |
$52.2K - $57K
|
655
$64.3K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
639New |
$50.9K - $55.6K
|
639
$62.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
638+ 3.84% |
$50.9K - $55.6K
|
17.3K
$1.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
635+ 90.07% |
$50.6K - $55.3K
|
1.34K
$132K
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
633+ 7.29% |
$50.5K - $55.1K
|
9.31K
$914K
|