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
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.19K+ 14.11% |
$140K - $177K
|
17.7K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.15K+ 13.28% |
$138K - $174K
|
18.4K
$1.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.07KNew |
$133K - $168K
|
2.07K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
2K+ 2.77% |
$128K - $162K
|
74.1K
$7.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.98K+ 4.13% |
$127K - $160K
|
49.8K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.97KNew |
$126K - $159K
|
1.97K
$193K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.91KNew |
$123K - $155K
|
1.91K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
1.89K+ 56.68% |
$121K - $153K
|
5.23K
$514K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
1.8K+ 10.26% |
$115K - $146K
|
19.4K
$1.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.8K+ 53.82% |
$115K - $145K
|
5.14K
$504K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.77K+ 21.89% |
$113K - $143K
|
9.85K
$967K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.7K+ 39.14% |
$109K - $138K
|
6.05K
$594K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.69K+ 1.55% |
$108K - $137K
|
111K
$10.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.68K+ 8.13% |
$108K - $136K
|
22.3K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.65K+ 37.15% |
$106K - $133K
|
6.08K
$597K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.65K+ 139.88% |
$105K - $133K
|
2.82K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.59K+ 1.06% |
$102K - $128K
|
152K
$14.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.58K+ 3.47% |
$101K - $128K
|
47.2K
$4.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.47K+ 0.8% |
$94K - $119K
|
184K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.44K+ 0.48% |
$92.3K - $117K
|
299K
$29.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.37K+ 29.45% |
$87.8K - $111K
|
6.02K
$591K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.37K+ 4.86% |
$87.7K - $111K
|
29.5K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.33K+ 2.29% |
$85.5K - $108K
|
59.7K
$5.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.32K+ 25.06% |
$84.6K - $107K
|
6.58K
$646K
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.27K+ 0.81% |
$81.6K - $103K
|
158K
$15.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 20.57% |
$78.9K - $99.7K
|
7.22K
$709K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.21K+ 3.29% |
$77.3K - $97.6K
|
37.8K
$3.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.13K+ 2.35% |
$72.6K - $91.7K
|
49.3K
$4.84M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 19.67% |
$70.9K - $89.5K
|
6.72K
$660K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.1K+ 2.28% |
$70.4K - $88.9K
|
49.3K
$4.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.08K+ 432.0% |
$69.2K - $87.4K
|
1.33K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.06K+ 81.37% |
$67.8K - $85.6K
|
2.36K
$231K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 81.51% |
$66.4K - $83.9K
|
2.31K
$227K
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1K+ 6.27% |
$64.1K - $81K
|
16.9K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
911+ 25.95% |
$58.4K - $73.8K
|
4.42K
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
908New |
$58.2K - $73.5K
|
908
$89.2K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
901New |
$57.8K - $72.9K
|
901
$88.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
883New |
$56.6K - $71.5K
|
883
$86.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
872+ 8.65% |
$55.9K - $70.6K
|
11K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
849New |
$54.4K - $68.7K
|
849
$83.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
834+ 21.95% |
$53.5K - $67.5K
|
4.63K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
832+ 2.61% |
$53.3K - $67.4K
|
32.7K
$3.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
826New |
$53K - $66.9K
|
826
$81.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
766+ 5.26% |
$49.1K - $62K
|
15.3K
$1.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
765+ 34.29% |
$49.1K - $61.9K
|
3K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
747+ 213.43% |
$47.9K - $60.5K
|
1.1K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
711+ 0.84% |
$45.6K - $57.6K
|
85.6K
$8.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
703+ 22.07% |
$45.1K - $56.9K
|
3.89K
$382K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
692+ 12.63% |
$44.4K - $56K
|
6.17K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
684+ 33.68% |
$43.9K - $55.4K
|
2.72K
$267K
|