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
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.11K+ 18.97% |
$392K - $495K
|
38.3K
$3.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.91K+ 35.99% |
$379K - $478K
|
22.3K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.54KNew |
$355K - $449K
|
5.54K
$544K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5.54K+ 29.84% |
$355K - $448K
|
24.1K
$2.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.54KNew |
$355K - $448K
|
5.54K
$544K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
5.31KNew |
$341K - $430K
|
5.31K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.23K+ 4.0% |
$335K - $423K
|
136K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.21K+ 5.23% |
$334K - $422K
|
105K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5.19K+ 33.24% |
$333K - $420K
|
20.8K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.14KNew |
$329K - $416K
|
5.14K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.94KNew |
$317K - $400K
|
4.94K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.86KNew |
$312K - $393K
|
4.86K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.77KNew |
$306K - $386K
|
4.77K
$468K
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.75K+ 5.69% |
$304K - $384K
|
88.1K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.73KNew |
$303K - $383K
|
4.73K
$464K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.71K+ 4.84% |
$302K - $381K
|
102K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.57K+ 128.92% |
$293K - $370K
|
8.11K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.5KNew |
$288K - $364K
|
4.5K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.43KNew |
$284K - $359K
|
4.43K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.27K+ 14.76% |
$274K - $346K
|
33.2K
$3.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.24KNew |
$272K - $343K
|
4.24K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.12KNew |
$264K - $334K
|
4.12K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.11K+ 68.04% |
$263K - $332K
|
10.1K
$996K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.07KNew |
$261K - $329K
|
4.07K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.05K+ 3.54% |
$260K - $328K
|
119K
$11.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.02K+ 3.06% |
$258K - $325K
|
135K
$13.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
4KNew |
$257K - $324K
|
4K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.78KNew |
$242K - $306K
|
3.78K
$371K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.77KNew |
$242K - $305K
|
3.77K
$370K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.72K+ 12.29% |
$239K - $301K
|
34K
$3.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.69K+ 25.03% |
$237K - $299K
|
18.4K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.59KNew |
$230K - $291K
|
3.59K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.52K+ 50.85% |
$226K - $285K
|
10.4K
$1.03M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
3.48KNew |
$223K - $282K
|
3.48K
$342K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.45KNew |
$221K - $279K
|
3.45K
$339K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.4K+ 4.37% |
$218K - $275K
|
81.2K
$7.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.38K+ 1952.6% |
$217K - $273K
|
3.55K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.37KNew |
$216K - $273K
|
3.37K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.36KNew |
$215K - $272K
|
3.36K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.33K+ 3.01% |
$213K - $269K
|
114K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.29K+ 19.56% |
$211K - $266K
|
20.1K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.27K+ 19.86% |
$209K - $264K
|
19.7K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.22KNew |
$206K - $261K
|
3.22K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.17KNew |
$203K - $257K
|
3.17K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.15K+ 51.39% |
$202K - $255K
|
9.29K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.13KNew |
$201K - $254K
|
3.13K
$308K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.11K+ 15.82% |
$200K - $252K
|
22.8K
$2.24M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.09KNew |
$198K - $250K
|
3.09K
$303K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.09KNew |
$198K - $250K
|
3.09K
$303K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.09KNew |
$198K - $250K
|
3.09K
$303K
|