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 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-62- 18.62% |
$3.98K - $5.02K
|
271
$26.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-63- 6.24% |
$4.04K - $5.1K
|
947
$91.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-64- 12.4% |
$4.1K - $5.18K
|
452
$43.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-69- 1.78% |
$4.42K - $5.59K
|
3.82K
$369K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-73- 2.09% |
$4.68K - $5.91K
|
3.42K
$331K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-74- 0.9% |
$4.74K - $5.99K
|
8.18K
$791K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-75- 39.27% |
$4.81K - $6.07K
|
116
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 2.36% |
$4.81K - $6.07K
|
3.1K
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-75- 1.21% |
$4.81K - $6.07K
|
6.13K
$592K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
SELL
|
- |
-75- 0.26% |
$4.81K - $6.07K
|
29.2K
$2.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-75- 0.15% |
$4.81K - $6.07K
|
48.8K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-78- 7.2% |
$5K - $6.31K
|
1.01K
$97.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-79- 1.45% |
$5.07K - $6.4K
|
5.37K
$519K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-82- 1.59% |
$5.26K - $6.64K
|
5.07K
$490K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-83- 0.46% |
$5.32K - $6.72K
|
17.8K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-83- 91.21% |
$5.32K - $6.72K
|
8
$773
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-83- 2.57% |
$5.32K - $6.72K
|
3.15K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-84- 0.96% |
$5.39K - $6.8K
|
8.64K
$835K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-86- 2.08% |
$5.51K - $6.96K
|
4.05K
$392K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-88- 5.09% |
$5.64K - $7.12K
|
1.64K
$159K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-90- 8.8% |
$5.77K - $7.29K
|
933
$90.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-90- 1.02% |
$5.77K - $7.29K
|
8.77K
$848K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-90- 21.69% |
$5.77K - $7.29K
|
325
$31.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-94- 8.52% |
$6.03K - $7.61K
|
1.01K
$97.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-97- 0.39% |
$6.22K - $7.85K
|
24.9K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-97- 2.02% |
$6.22K - $7.85K
|
4.72K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-98- 2.32% |
$6.28K - $7.93K
|
4.13K
$399K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 2.71% |
$6.41K - $8.1K
|
3.59K
$347K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-101- 46.98% |
$6.48K - $8.18K
|
114
$11K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-104- 3.35% |
$6.67K - $8.42K
|
3K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-107- 2.49% |
$6.86K - $8.66K
|
4.19K
$405K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-112- 11.65% |
$7.18K - $9.07K
|
849
$82.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-113- 0.56% |
$7.25K - $9.15K
|
20.1K
$1.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-114- 32.76% |
$7.31K - $9.23K
|
234
$22.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-116- 1.99% |
$7.44K - $9.39K
|
5.72K
$553K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-118- 2.56% |
$7.57K - $9.55K
|
4.48K
$433K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-120- 1.44% |
$7.69K - $9.72K
|
8.22K
$795K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-125- 1.78% |
$8.02K - $10.1K
|
6.88K
$665K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-127- 12.49% |
$8.14K - $10.3K
|
890
$86K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-128- 1.82% |
$8.21K - $10.4K
|
6.89K
$666K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-130- 2.85% |
$8.34K - $10.5K
|
4.43K
$428K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-130- 1.16% |
$8.34K - $10.5K
|
11K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-131- 41.99% |
$8.4K - $10.6K
|
181
$17.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
SELL
|
- |
-133- 0.51% |
$8.53K - $10.8K
|
25.8K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-141- 3.98% |
$9.04K - $11.4K
|
3.4K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-150- 1.13% |
$9.62K - $12.1K
|
13.1K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-150- 1.29% |
$9.62K - $12.1K
|
11.5K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-153- 0.3% |
$9.81K - $12.4K
|
50.1K
$4.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-157- 4.12% |
$10.1K - $12.7K
|
3.65K
$353K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-158- 0.32% |
$10.1K - $12.8K
|
49.6K
$4.79M
|