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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-20- 0.29% |
$1.28K - $1.62K
|
6.79K
$667K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-20- 74.07% |
$1.28K - $1.62K
|
7
$687
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-22- 2.02% |
$1.41K - $1.78K
|
1.07K
$105K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-22- 0.37% |
$1.41K - $1.78K
|
5.93K
$583K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.92% |
$1.6K - $2.02K
|
1.28K
$126K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 0.49% |
$1.6K - $2.02K
|
5.08K
$499K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 0.88% |
$1.67K - $2.1K
|
2.94K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-26- 0.71% |
$1.67K - $2.1K
|
3.62K
$355K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-26- 0.29% |
$1.67K - $2.1K
|
9.09K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-28- 0.3% |
$1.8K - $2.27K
|
9.34K
$917K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 1.0% |
$1.86K - $2.35K
|
2.87K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-29- 0.48% |
$1.86K - $2.35K
|
5.97K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-30- 0.76% |
$1.92K - $2.43K
|
3.93K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-32- 0.12% |
$2.05K - $2.59K
|
26.8K
$2.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-32- 1.33% |
$2.05K - $2.59K
|
2.37K
$233K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-35- 2.23% |
$2.24K - $2.83K
|
1.54K
$151K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-36- 8.82% |
$2.31K - $2.91K
|
372
$36.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 23.38% |
$2.31K - $2.91K
|
118
$11.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-36- 1.12% |
$2.31K - $2.91K
|
3.17K
$311K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-37- 0.6% |
$2.37K - $3K
|
6.13K
$602K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-38- 1.29% |
$2.44K - $3.08K
|
2.92K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39- 0.99% |
$2.5K - $3.16K
|
3.89K
$382K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-39- 0.58% |
$2.5K - $3.16K
|
6.71K
$659K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-40- 8.51% |
$2.56K - $3.24K
|
430
$42.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 3.34% |
$2.56K - $3.24K
|
1.16K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-41- 83.67% |
$2.63K - $3.32K
|
8
$786
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-43- 13.4% |
$2.76K - $3.48K
|
278
$27.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-44- 1.49% |
$2.82K - $3.56K
|
2.92K
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-45- 4.42% |
$2.89K - $3.64K
|
974
$95.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-45- 1.68% |
$2.89K - $3.64K
|
2.63K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-45- 1.14% |
$2.89K - $3.64K
|
3.89K
$382K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-45- 9.45% |
$2.89K - $3.64K
|
431
$42.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-46- 0.97% |
$2.95K - $3.72K
|
4.69K
$460K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-46- 0.5% |
$2.95K - $3.72K
|
9.15K
$899K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-48- 0.91% |
$3.08K - $3.89K
|
5.22K
$513K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-50- 28.57% |
$3.21K - $4.05K
|
125
$12.3K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-50- 1.1% |
$3.21K - $4.05K
|
4.49K
$441K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 1.25% |
$3.21K - $4.05K
|
3.96K
$389K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-50- 0.34% |
$3.21K - $4.05K
|
14.8K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-52- 1.63% |
$3.33K - $4.21K
|
3.14K
$308K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-55- 1.55% |
$3.53K - $4.45K
|
3.49K
$343K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-55- 1.9% |
$3.53K - $4.45K
|
2.83K
$278K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-55- 1.54% |
$3.53K - $4.45K
|
3.51K
$344K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-56- 0.68% |
$3.59K - $4.53K
|
8.16K
$801K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-58- 0.1% |
$3.72K - $4.7K
|
58.1K
$5.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-60- 1.64% |
$3.85K - $4.86K
|
3.59K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-60- 0.94% |
$3.85K - $4.86K
|
6.32K
$620K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-61- 1.36% |
$3.91K - $4.94K
|
4.43K
$435K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-62- 18.62% |
$3.98K - $5.02K
|
271
$26.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-63- 6.24% |
$4.04K - $5.1K
|
947
$93K
|