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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
300+ 1.95% |
$19.2K - $24.3K
|
15.7K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
290+ 5.47% |
$18.6K - $23.5K
|
5.59K
$549K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
279+ 1.14% |
$17.9K - $22.6K
|
24.7K
$2.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
278+ 0.13% |
$17.8K - $22.5K
|
218K
$21.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
255+ 4.93% |
$16.4K - $20.6K
|
5.43K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
255+ 0.7% |
$16.4K - $20.6K
|
36.5K
$3.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
252New |
$16.2K - $20.4K
|
252
$24.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
247New |
$15.8K - $20K
|
247
$24.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
244New |
$15.6K - $19.8K
|
244
$24K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
243+ 5.33% |
$15.6K - $19.7K
|
4.81K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
235+ 3.25% |
$15.1K - $19K
|
7.47K
$733K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
231+ 3.83% |
$14.8K - $18.7K
|
6.27K
$615K
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
229+ 1.74% |
$14.7K - $18.5K
|
13.4K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
218+ 5.31% |
$14K - $17.6K
|
4.33K
$425K
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
216+ 0.4% |
$13.8K - $17.5K
|
53.8K
$5.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
211+ 3.23% |
$13.5K - $17.1K
|
6.75K
$662K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
208New |
$13.3K - $16.8K
|
208
$20.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
203+ 3.88% |
$13K - $16.4K
|
5.43K
$534K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
194+ 1.38% |
$12.4K - $15.7K
|
14.3K
$1.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
193New |
$12.4K - $15.6K
|
193
$19K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
192+ 4.05% |
$12.3K - $15.5K
|
4.93K
$484K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
187+ 19.42% |
$12K - $15.1K
|
1.15K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
187+ 6.45% |
$12K - $15.1K
|
3.09K
$303K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
186+ 36.76% |
$11.9K - $15.1K
|
692
$68K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
175New |
$11.2K - $14.2K
|
175
$17.2K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
169+ 0.63% |
$10.8K - $13.7K
|
27K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
168+ 0.33% |
$10.8K - $13.6K
|
50.6K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
167New |
$10.7K - $13.5K
|
167
$16.4K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
165+ 3.29% |
$10.6K - $13.4K
|
5.18K
$509K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
149+ 2.58% |
$9.55K - $12.1K
|
5.93K
$583K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
148New |
$9.49K - $12K
|
148
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
146+ 0.63% |
$9.36K - $11.8K
|
23.2K
$2.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
144+ 0.44% |
$9.23K - $11.7K
|
33K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
132+ 3.48% |
$8.46K - $10.7K
|
3.92K
$385K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
128+ 2.75% |
$8.21K - $10.4K
|
4.79K
$470K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
128+ 3.77% |
$8.21K - $10.4K
|
3.53K
$346K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125New |
$8.02K - $10.1K
|
125
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
125New |
$8.02K - $10.1K
|
125
$12.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
124+ 15.72% |
$7.95K - $10K
|
913
$89.7K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122New |
$7.82K - $9.88K
|
122
$12K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
115+ 9.68% |
$7.37K - $9.31K
|
1.3K
$128K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
110New |
$7.05K - $8.91K
|
110
$10.8K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
106New |
$6.8K - $8.58K
|
106
$10.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105+ 45.65% |
$6.73K - $8.5K
|
335
$32.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
104+ 3.09% |
$6.67K - $8.42K
|
3.47K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
103+ 2.1% |
$6.6K - $8.34K
|
5.02K
$493K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
100+ 2.22% |
$6.41K - $8.1K
|
4.6K
$452K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
99+ 13.75% |
$6.35K - $8.02K
|
819
$80.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
98+ 2.18% |
$6.28K - $7.93K
|
4.59K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
97New |
$6.22K - $7.85K
|
97
$9.53K
|