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 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
623+ 6.04% |
$49.7K - $54.2K
|
10.9K
$1.07M
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
623+ 24.13% |
$49.7K - $54.2K
|
3.21K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
622New |
$49.6K - $54.2K
|
622
$61.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
600+ 6.43% |
$47.8K - $52.2K
|
9.93K
$975K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
592New |
$47.2K - $51.5K
|
592
$58.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
589New |
$47K - $51.3K
|
589
$57.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
579+ 0.34% |
$46.2K - $50.4K
|
171K
$16.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
571+ 1.06% |
$45.5K - $49.7K
|
54.2K
$5.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
550+ 20.68% |
$43.8K - $47.9K
|
3.21K
$315K
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
543+ 0.73% |
$43.3K - $47.3K
|
74.9K
$7.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
528+ 16.68% |
$42.1K - $46K
|
3.69K
$363K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
519New |
$41.4K - $45.2K
|
519
$51K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
517+ 3.27% |
$41.2K - $45K
|
16.4K
$1.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
509+ 126.62% |
$40.6K - $44.3K
|
911
$89.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
505+ 229.55% |
$40.3K - $44K
|
725
$71.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
498New |
$39.7K - $43.4K
|
498
$48.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
490+ 9.43% |
$39.1K - $42.7K
|
5.69K
$558K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
484+ 8.83% |
$38.6K - $42.1K
|
5.96K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
480+ 7.46% |
$38.3K - $41.8K
|
6.91K
$679K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
473New |
$37.7K - $41.2K
|
473
$46.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
470New |
$37.5K - $40.9K
|
470
$46.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
468+ 2.92% |
$37.3K - $40.7K
|
16.5K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
466New |
$37.1K - $40.6K
|
466
$45.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
452+ 383.05% |
$36K - $39.4K
|
570
$56K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
438New |
$34.9K - $38.1K
|
438
$43K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
437New |
$34.8K - $38K
|
437
$42.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
420+ 12.39% |
$33.5K - $36.6K
|
3.81K
$374K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
416+ 3.28% |
$33.2K - $36.2K
|
13.1K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
404+ 1.12% |
$32.2K - $35.2K
|
36.6K
$3.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
402New |
$32K - $35K
|
402
$39.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
402+ 3.69% |
$32K - $35K
|
11.3K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
400New |
$31.9K - $34.8K
|
400
$39.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
398+ 7.33% |
$31.7K - $34.7K
|
5.83K
$572K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
391+ 2.88% |
$31.2K - $34K
|
14K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
390+ 49.43% |
$31.1K - $34K
|
1.18K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
388+ 11.78% |
$30.9K - $33.8K
|
3.68K
$362K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
380New |
$30.3K - $33.1K
|
380
$37.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
374+ 4.91% |
$29.8K - $32.6K
|
7.99K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
366+ 851.16% |
$29.2K - $31.9K
|
409
$40.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
363+ 13.33% |
$28.9K - $31.6K
|
3.09K
$303K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
362+ 14.98% |
$28.9K - $31.5K
|
2.78K
$273K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
358+ 10.82% |
$28.5K - $31.2K
|
3.67K
$360K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
354+ 0.14% |
$28.2K - $30.8K
|
249K
$24.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
353+ 22.61% |
$28.1K - $30.7K
|
1.91K
$188K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
331New |
$26.4K - $28.8K
|
331
$32.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
329+ 2.0% |
$26.2K - $28.6K
|
16.8K
$1.65M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
318+ 7.59% |
$25.4K - $27.7K
|
4.51K
$443K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
317New |
$25.3K - $27.6K
|
317
$31.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
316+ 5.24% |
$25.2K - $27.5K
|
6.35K
$624K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
316New |
$25.2K - $27.5K
|
316
$31K
|