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 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-842- 16.01% |
$54K - $68.2K
|
4.42K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-879- 32.3% |
$56.4K - $71.2K
|
1.84K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-893- 21.95% |
$57.3K - $72.3K
|
3.18K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-914- 5.29% |
$58.6K - $74K
|
16.4K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-920- 14.9% |
$59K - $74.5K
|
5.26K
$516K
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-930- 4.02% |
$59.6K - $75.3K
|
22.2K
$2.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-963- 7.85% |
$61.7K - $78K
|
11.3K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-993- 27.26% |
$63.7K - $80.4K
|
2.65K
$260K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 1.75% |
$64.3K - $81.2K
|
56.3K
$5.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.02K- 8.74% |
$65.3K - $82.5K
|
10.6K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Australian Super Pty LTD
|
SELL
|
- |
-1.07K- 0.4% |
$68.7K - $86.8K
|
268K
$26.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.09K- 11.56% |
$69.9K - $88.2K
|
8.34K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.14K- 16.34% |
$73.4K - $92.6K
|
5.86K
$575K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.16K- 20.96% |
$74.3K - $93.8K
|
4.37K
$429K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.18K- 8.57% |
$75.9K - $95.9K
|
12.6K
$1.24M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 8.57% |
$75.9K - $95.9K
|
12.6K
$1.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.2K- 7.42% |
$76.8K - $96.9K
|
14.9K
$1.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 7.51% |
$80.7K - $102K
|
15.5K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.26K- 5.58% |
$80.7K - $102K
|
21.3K
$2.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.26K- 18.9% |
$81K - $102K
|
5.43K
$533K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.29K- 9.77% |
$82.7K - $104K
|
11.9K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-1.32K- 30.51% |
$84.4K - $107K
|
3K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.33K- 13.52% |
$85.3K - $108K
|
8.5K
$835K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.35K- 26.27% |
$86.2K - $109K
|
3.78K
$371K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.35K- 6.03% |
$86.3K - $109K
|
21K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.35K- 39.42% |
$86.6K - $109K
|
2.08K
$204K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.4K- 14.36% |
$89.9K - $114K
|
8.36K
$821K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.42K- 13.83% |
$90.7K - $115K
|
8.82K
$866K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.49K- 21.48% |
$95.3K - $120K
|
5.43K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.49K- 1.39% |
$95.7K - $121K
|
106K
$10.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.5K- 65.28% |
$96.3K - $122K
|
799
$78.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-1.54K- 14.28% |
$99K - $125K
|
9.27K
$910K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.55K- 5.8% |
$99.6K - $126K
|
25.2K
$2.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.6K- 17.45% |
$103K - $130K
|
7.57K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.64K- 0.94% |
$105K - $133K
|
173K
$17M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.65K- 0.96% |
$106K - $133K
|
169K
$16.6M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 7.87% |
$109K - $138K
|
19.9K
$1.95M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.71K- 0.72% |
$110K - $139K
|
237K
$23.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.84K- 0.21% |
$118K - $149K
|
860K
$84.5M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.89K- 27.19% |
$121K - $153K
|
5.06K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.9K- 3.43% |
$122K - $154K
|
53.5K
$5.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.9K- 15.06% |
$122K - $154K
|
10.7K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.9K- 2.5% |
$122K - $154K
|
74K
$7.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.92K- 19.07% |
$123K - $155K
|
8.13K
$799K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.94K- 3.73% |
$124K - $157K
|
50K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.06K- 2.74% |
$132K - $167K
|
73K
$7.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-2.07K- 18.99% |
$132K - $167K
|
8.81K
$865K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.1K- 5.43% |
$134K - $170K
|
36.5K
$3.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.2K- 3.04% |
$141K - $178K
|
70K
$6.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.22K- 34.85% |
$142K - $180K
|
4.15K
$408K
|