Purchases and Sales Made in Q4 2022 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 2022. 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 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
18+ 60.0% |
$1.15K - $1.46K
|
48
$4.36K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.36K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.36K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.36K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14New |
$898 - $1.13K
|
14
$1.27K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
13+ 0.31% |
$834 - $1.05K
|
4.26K
$386K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 24.49% |
$769 - $972
|
61
$5.54K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.48% |
$641 - $810
|
2.07K
$188K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$577 - $729
|
9
$817
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 1.51% |
$577 - $729
|
607
$55.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6+ 0.1% |
$385 - $486
|
5.86K
$531K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.44% |
$385 - $486
|
1.37K
$124K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.05% |
$321 - $405
|
11.1K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
5+ 0.1% |
$321 - $405
|
5.04K
$458K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 4.04% |
$256 - $324
|
103
$9.35K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.09% |
$256 - $324
|
4.5K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4+ 0.08% |
$256 - $324
|
5.19K
$471K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4+ 0.93% |
$256 - $324
|
436
$39.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3+ 100.0% |
$192 - $243
|
6
$545
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
3+ 0.02% |
$192 - $243
|
13.6K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$128 - $162
|
2
$182
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.31% |
$128 - $162
|
637
$57.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$128 - $162
|
598
$54.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.22% |
$64.1 - $81
|
449
$40.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.21% |
$64.1 - $81
|
480
$43.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.93% |
$64.1 - $81
|
109
$9.89K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$64.1 - $81
|
263
$23.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.88% |
$64.1 - $81
|
115
$10.4K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.03% |
$64.1 - $81
|
3.52K
$320K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$64.1 - $81
|
415
$37.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$64.1 - $81
|
6.19K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$64.1 - $81
|
12.3K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1- 0.02% |
$64.1 - $81
|
6.25K
$568K
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2- 0.01% |
$128 - $162
|
28.6K
$2.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3- 13.64% |
$192 - $243
|
19
$1.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3- 0.05% |
$192 - $243
|
6.19K
$562K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.11% |
$321 - $405
|
4.67K
$424K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 0.84% |
$321 - $405
|
589
$53.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 3.03% |
$385 - $486
|
192
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6- 0.11% |
$385 - $486
|
5.49K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 16.67% |
$385 - $486
|
30
$2.72K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-8- 0.83% |
$513 - $648
|
958
$87K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-8- 0.09% |
$513 - $648
|
8.73K
$793K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-8- 16.67% |
$513 - $648
|
40
$3.63K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8- 0.24% |
$513 - $648
|
3.38K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.11% |
$705 - $891
|
9.97K
$905K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 0.94% |
$962 - $1.21K
|
1.58K
$144K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16- 5.84% |
$1.03K - $1.3K
|
258
$23.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-16- 4.37% |
$1.03K - $1.3K
|
350
$31.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-17- 0.69% |
$1.09K - $1.38K
|
2.46K
$223K
|