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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
664+ 10.88% |
$42.6K - $53.8K
|
6.77K
$664K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
663+ 10.27% |
$42.5K - $53.7K
|
7.12K
$699K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
637+ 6.5% |
$40.8K - $51.6K
|
10.4K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
621New |
$39.8K - $50.3K
|
621
$61K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
617+ 109.2% |
$39.6K - $50K
|
1.18K
$116K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
617New |
$39.6K - $50K
|
617
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
608+ 5.45% |
$39K - $49.2K
|
11.8K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
605New |
$38.8K - $49K
|
605
$59.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
590+ 6.73% |
$37.8K - $47.8K
|
9.36K
$919K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
575+ 7.04% |
$36.9K - $46.6K
|
8.74K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
572+ 0.07% |
$36.7K - $46.3K
|
823K
$80.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
569+ 5.45% |
$36.5K - $46.1K
|
11K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
557+ 11.74% |
$35.7K - $45.1K
|
5.3K
$521K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
550New |
$35.3K - $44.5K
|
550
$54K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
546+ 13.51% |
$35K - $44.2K
|
4.59K
$450K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
530+ 1.39% |
$34K - $42.9K
|
38.7K
$3.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
523New |
$33.5K - $42.3K
|
523
$51.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
504+ 4.72% |
$32.3K - $40.8K
|
11.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
500+ 7.28% |
$32.1K - $40.5K
|
7.37K
$724K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
500+ 980.39% |
$32.1K - $40.5K
|
551
$54.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
500+ 7.29% |
$32.1K - $40.5K
|
7.36K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
491+ 314.74% |
$31.5K - $39.8K
|
647
$63.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
454+ 0.15% |
$29.1K - $36.8K
|
296K
$29M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
451+ 2.8% |
$28.9K - $36.5K
|
16.6K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
450New |
$28.9K - $36.4K
|
450
$44.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
438+ 1.72% |
$28.1K - $35.5K
|
25.9K
$2.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
436+ 4.25% |
$28K - $35.3K
|
10.7K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$27.3K - $34.4K
|
425
$41.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
424+ 13.46% |
$27.2K - $34.3K
|
3.57K
$351K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
424New |
$27.2K - $34.3K
|
424
$41.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
419+ 6.6% |
$26.9K - $33.9K
|
6.77K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
410New |
$26.3K - $33.2K
|
410
$40.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
406+ 4.76% |
$26K - $32.9K
|
8.93K
$877K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
400New |
$25.6K - $32.4K
|
400
$39.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
400+ 133.33% |
$25.6K - $32.4K
|
700
$68.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
376+ 6.67% |
$24.1K - $30.4K
|
6.01K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
374+ 218.71% |
$24K - $30.3K
|
545
$53.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
365+ 0.67% |
$23.4K - $29.6K
|
54.7K
$5.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
362+ 7.37% |
$23.2K - $29.3K
|
5.27K
$518K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
362New |
$23.2K - $29.3K
|
362
$35.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
358+ 2.23% |
$23K - $29K
|
16.4K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
344+ 0.97% |
$22.1K - $27.9K
|
36K
$3.53M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
338+ 71.61% |
$21.7K - $27.4K
|
810
$79.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
338+ 0.59% |
$21.7K - $27.4K
|
57.6K
$5.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
BUY
|
- |
337+ 2.27% |
$21.6K - $27.3K
|
15.2K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
326+ 3.77% |
$20.9K - $26.4K
|
8.97K
$881K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
317+ 1022.58% |
$20.3K - $25.7K
|
348
$34.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
317+ 13.55% |
$20.3K - $25.7K
|
2.66K
$261K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
305+ 36.18% |
$19.6K - $24.7K
|
1.15K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
300+ 97.72% |
$19.2K - $24.3K
|
607
$59.6K
|