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 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
316+ 6.53% |
$25.2K - $27.5K
|
5.16K
$506K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
315+ 6.61% |
$25.1K - $27.4K
|
5.08K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
312+ 10.64% |
$24.9K - $27.2K
|
3.25K
$319K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
307+ 3.82% |
$24.5K - $26.7K
|
8.34K
$819K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
305+ 3.56% |
$24.3K - $26.6K
|
8.87K
$871K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
300+ 4.8% |
$23.9K - $26.1K
|
6.55K
$643K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 3.83% |
$23.9K - $26.1K
|
8.13K
$798K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
280+ 3.6% |
$22.3K - $24.4K
|
8.06K
$791K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
276+ 4.53% |
$22K - $24K
|
6.37K
$626K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
270+ 5.39% |
$21.5K - $23.5K
|
5.28K
$518K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
261+ 483.33% |
$20.8K - $22.7K
|
315
$30.9K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
261+ 7.52% |
$20.8K - $22.7K
|
3.73K
$366K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
257+ 1.94% |
$20.5K - $22.4K
|
13.5K
$1.32M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
250+ 39.12% |
$19.9K - $21.8K
|
889
$87.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
247+ 8.23% |
$19.7K - $21.5K
|
3.25K
$319K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
243+ 8.13% |
$19.4K - $21.2K
|
3.23K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
241+ 1.33% |
$19.2K - $21K
|
18.4K
$1.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
238+ 4.34% |
$19K - $20.7K
|
5.72K
$562K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
235+ 8.27% |
$18.7K - $20.5K
|
3.08K
$302K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
234+ 3.13% |
$18.7K - $20.4K
|
7.71K
$757K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
232+ 4.68% |
$18.5K - $20.2K
|
5.19K
$510K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
229+ 6.07% |
$18.3K - $19.9K
|
4K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
227+ 5.77% |
$18.1K - $19.8K
|
4.16K
$409K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
225New |
$17.9K - $19.6K
|
225
$22.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
225+ 6.42% |
$17.9K - $19.6K
|
3.73K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
219+ 1.17% |
$17.5K - $19.1K
|
19K
$1.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
217New |
$17.3K - $18.9K
|
217
$21.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
198+ 5.82% |
$15.8K - $17.2K
|
3.6K
$354K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
197+ 99.49% |
$15.7K - $17.2K
|
395
$38.8K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
194New |
$15.5K - $16.9K
|
194
$19.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
190+ 0.26% |
$15.1K - $16.5K
|
73.9K
$7.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
187+ 1.85% |
$14.9K - $16.3K
|
10.3K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
184New |
$14.7K - $16K
|
184
$18.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
181+ 5.87% |
$14.4K - $15.8K
|
3.27K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
173+ 0.95% |
$13.8K - $15.1K
|
18.4K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
172+ 102.99% |
$13.7K - $15K
|
339
$33.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
171+ 0.19% |
$13.6K - $14.9K
|
87.9K
$8.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
168+ 1.39% |
$13.4K - $14.6K
|
12.2K
$1.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
168+ 600.0% |
$13.4K - $14.6K
|
196
$19.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
166+ 9.45% |
$13.2K - $14.5K
|
1.92K
$189K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
165+ 5.19% |
$13.2K - $14.4K
|
3.34K
$328K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
164+ 328.0% |
$13.1K - $14.3K
|
214
$21K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
164New |
$13.1K - $14.3K
|
164
$16.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
163+ 857.89% |
$13K - $14.2K
|
182
$17.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
160New |
$12.8K - $13.9K
|
160
$15.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
159+ 3.15% |
$12.7K - $13.8K
|
5.21K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
154+ 19.52% |
$12.3K - $13.4K
|
943
$92.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
150New |
$12K - $13.1K
|
150
$14.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
150+ 16.08% |
$12K - $13.1K
|
1.08K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
150New |
$12K - $13.1K
|
150
$14.7K
|