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
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-387- 12.06% |
$24.8K - $31.3K
|
2.82K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-408- 12.1% |
$26.2K - $33K
|
2.96K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-409- 7.84% |
$26.2K - $33.1K
|
4.81K
$472K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-411- 0.5% |
$26.4K - $33.3K
|
81.7K
$8.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-424- 0.37% |
$27.2K - $34.3K
|
115K
$11.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-433- 11.57% |
$27.8K - $35.1K
|
3.31K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-434- 3.05% |
$27.8K - $35.1K
|
13.8K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-445- 5.14% |
$28.5K - $36K
|
8.21K
$806K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-447- 1.29% |
$28.7K - $36.2K
|
34.2K
$3.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-450- 35.35% |
$28.9K - $36.4K
|
823
$80.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-450- 19.74% |
$28.9K - $36.4K
|
1.83K
$180K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-450- 4.06% |
$28.9K - $36.4K
|
10.6K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-450- 2.65% |
$28.9K - $36.4K
|
16.6K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-459- 52.16% |
$29.4K - $37.2K
|
421
$41.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-483- 1.61% |
$31K - $39.1K
|
29.4K
$2.89M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.44% |
$32.1K - $40.5K
|
113K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-500- 46.04% |
$32.1K - $40.5K
|
586
$57.5K
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
SELL
|
- |
-529- 1.42% |
$33.9K - $42.8K
|
36.6K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-542- 5.61% |
$34.8K - $43.9K
|
9.11K
$895K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-557- 8.72% |
$35.7K - $45.1K
|
5.83K
$573K
|
|
|
Feb 08, 2023
Q4 2022
|
Shayne & Co., LLC
|
SELL
|
- |
-567- 10.03% |
$36.4K - $45.9K
|
5.09K
$500K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-569- 2.31% |
$36.5K - $46.1K
|
24.1K
$2.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-569- 2.31% |
$36.5K - $46.1K
|
24.1K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-571- 6.95% |
$36.6K - $46.2K
|
7.65K
$751K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-572- 1.96% |
$36.7K - $46.3K
|
28.6K
$2.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-579- 2.83% |
$37.1K - $46.9K
|
19.9K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-583- 3.19% |
$37.4K - $47.2K
|
17.7K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-611- 14.57% |
$39.2K - $49.5K
|
3.58K
$352K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-615- 11.61% |
$39.4K - $49.8K
|
4.68K
$460K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-640- 3.61% |
$41K - $51.8K
|
17.1K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-640- 13.29% |
$41K - $51.8K
|
4.18K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-644- 0.58% |
$41.3K - $52.1K
|
111K
$10.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-650- 4.63% |
$41.7K - $52.6K
|
13.4K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-654- 13.55% |
$41.9K - $52.9K
|
4.17K
$410K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-659- 5.22% |
$42.3K - $53.4K
|
12K
$1.18M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-662- 0.63% |
$42.4K - $53.6K
|
104K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-672- 14.65% |
$43.1K - $54.4K
|
3.92K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-678- 11.18% |
$43.5K - $54.9K
|
5.39K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-686- 31.61% |
$44K - $55.5K
|
1.48K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-700- 0.53% |
$44.9K - $56.7K
|
132K
$13M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-717- 15.2% |
$46K - $58K
|
4K
$393K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-730- 4.25% |
$46.8K - $59.1K
|
16.4K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-750- 6.48% |
$48.1K - $60.7K
|
10.8K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-759- 87.04% |
$48.7K - $61.4K
|
113
$11.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-779- 2.33% |
$49.9K - $63.1K
|
32.7K
$3.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-788- 6.07% |
$50.5K - $63.8K
|
12.2K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-793- 2.55% |
$50.8K - $64.2K
|
30.3K
$2.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-811- 1.93% |
$52K - $65.7K
|
41.2K
$4.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-820- 2.27% |
$52.6K - $66.4K
|
35.3K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-833- 4.35% |
$53.4K - $67.4K
|
18.3K
$1.8M
|