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 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
142+ 0.33% |
$11.3K - $12.4K
|
42.8K
$4.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
135+ 3.97% |
$10.8K - $11.8K
|
3.53K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
135+ 7.98% |
$10.8K - $11.8K
|
1.83K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
134+ 6.89% |
$10.7K - $11.7K
|
2.08K
$204K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
130+ 0.52% |
$10.4K - $11.3K
|
25.3K
$2.49M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
130+ 3.37% |
$10.4K - $11.3K
|
3.99K
$392K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
130+ 3.43% |
$10.4K - $11.3K
|
3.92K
$385K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
127+ 14.56% |
$10.1K - $11.1K
|
999
$98.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
127New |
$10.1K - $11.1K
|
127
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
125+ 2.14% |
$9.97K - $10.9K
|
5.98K
$587K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
117+ 3.95% |
$9.33K - $10.2K
|
3.08K
$302K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
116+ 4.77% |
$9.25K - $10.1K
|
2.55K
$250K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
113+ 1.54% |
$9.01K - $9.84K
|
7.47K
$734K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
111New |
$8.85K - $9.66K
|
111
$10.9K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
108New |
$8.61K - $9.4K
|
108
$10.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
105+ 1.34% |
$8.37K - $9.14K
|
7.95K
$780K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
105+ 1.37% |
$8.37K - $9.14K
|
7.79K
$764K
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
102+ 0.72% |
$8.13K - $8.88K
|
14.3K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Strs Ohio
|
BUY
|
- |
101+ 0.8% |
$8.05K - $8.79K
|
12.8K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
100New |
$7.97K - $8.71K
|
100
$9.82K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99+ 1.27% |
$7.89K - $8.62K
|
7.86K
$772K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
93+ 3.24% |
$7.41K - $8.1K
|
2.97K
$291K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
92+ 1.49% |
$7.33K - $8.01K
|
6.26K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
87+ 7.35% |
$6.94K - $7.58K
|
1.27K
$125K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85New |
$6.78K - $7.4K
|
85
$8.35K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
79New |
$6.3K - $6.88K
|
79
$7.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
75+ 2.53% |
$5.98K - $6.53K
|
3.04K
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
75+ 0.27% |
$5.98K - $6.53K
|
28K
$2.75M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 5.69% |
$5.9K - $6.44K
|
1.38K
$135K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 1.93% |
$5.82K - $6.36K
|
3.86K
$379K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
71+ 2.48% |
$5.66K - $6.18K
|
2.93K
$288K
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
69+ 2.67% |
$5.5K - $6.01K
|
2.65K
$260K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 1.89% |
$5.26K - $5.75K
|
3.55K
$349K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
64+ 0.25% |
$5.1K - $5.57K
|
25.2K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
64New |
$5.1K - $5.57K
|
64
$6.28K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
63+ 3.57% |
$5.02K - $5.49K
|
1.83K
$180K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 48.0% |
$4.78K - $5.22K
|
185
$18.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 2.38% |
$4.78K - $5.22K
|
2.58K
$254K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59+ 2.0% |
$4.7K - $5.14K
|
3.02K
$296K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
58+ 4.63% |
$4.62K - $5.05K
|
1.31K
$129K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
58+ 1.84% |
$4.62K - $5.05K
|
3.21K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
57+ 285.0% |
$4.54K - $4.96K
|
77
$7.56K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 0.89% |
$4.54K - $4.96K
|
6.47K
$635K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
54+ 1.51% |
$4.3K - $4.7K
|
3.63K
$356K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
53+ 0.09% |
$4.23K - $4.61K
|
56.2K
$5.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
53+ 1.2% |
$4.23K - $4.61K
|
4.47K
$439K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
51+ 1.64% |
$4.07K - $4.44K
|
3.16K
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
50+ 14.29% |
$3.99K - $4.35K
|
400
$39.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
50+ 3.17% |
$3.99K - $4.35K
|
1.63K
$160K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
50+ 2.6% |
$3.99K - $4.35K
|
1.97K
$194K
|