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 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
90New |
$5.77K - $7.29K
|
90
$8.84K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
88+ 22.8% |
$5.64K - $7.12K
|
474
$46.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
86New |
$5.51K - $6.96K
|
86
$8.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
85+ 1.75% |
$5.45K - $6.88K
|
4.94K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
80+ 2.51% |
$5.13K - $6.48K
|
3.26K
$320K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80+ 3.95% |
$5.13K - $6.48K
|
2.11K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
79New |
$5.07K - $6.4K
|
79
$7.76K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
75New |
$4.81K - $6.07K
|
75
$7.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
75+ 50.0% |
$4.81K - $6.07K
|
225
$22.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
71+ 147.92% |
$4.55K - $5.75K
|
119
$11.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
70+ 11.8% |
$4.49K - $5.67K
|
663
$65.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
70+ 1.0% |
$4.49K - $5.67K
|
7.09K
$696K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65+ 185.71% |
$4.17K - $5.26K
|
100
$9.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
63+ 0.09% |
$4.04K - $5.1K
|
66.9K
$6.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
63New |
$4.04K - $5.1K
|
63
$6.19K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
61New |
$3.91K - $4.94K
|
61
$5.99K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
61New |
$3.91K - $4.94K
|
61
$5.99K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
61+ 62.89% |
$3.91K - $4.94K
|
158
$15.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
59+ 1.19% |
$3.78K - $4.78K
|
5K
$491K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
57New |
$3.65K - $4.61K
|
57
$5.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
56+ 0.91% |
$3.59K - $4.53K
|
6.19K
$608K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
55+ 3.48% |
$3.53K - $4.45K
|
1.64K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54New |
$3.46K - $4.37K
|
54
$5.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
52+ 0.3% |
$3.33K - $4.21K
|
17.6K
$1.73M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
51New |
$3.27K - $4.13K
|
51
$5.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49New |
$3.14K - $3.97K
|
49
$4.81K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47+ 235.0% |
$3.01K - $3.81K
|
67
$6.58K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 0.44% |
$2.89K - $3.64K
|
10.3K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
44New |
$2.82K - $3.56K
|
44
$4.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44+ 0.89% |
$2.82K - $3.56K
|
4.98K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 2.98% |
$2.37K - $3K
|
1.28K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
37New |
$2.37K - $3K
|
37
$3.63K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 2.17% |
$2.31K - $2.91K
|
1.7K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35+ 0.12% |
$2.24K - $2.83K
|
29.7K
$2.92M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33New |
$2.12K - $2.67K
|
33
$3.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
29New |
$1.86K - $2.35K
|
29
$2.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
27New |
$1.73K - $2.19K
|
27
$2.65K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
27+ 0.47% |
$1.73K - $2.19K
|
5.82K
$572K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
26+ 8.31% |
$1.67K - $2.1K
|
339
$33.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
25New |
$1.6K - $2.02K
|
25
$2.46K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
25+ 2.9% |
$1.6K - $2.02K
|
887
$87.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22+ 2.1% |
$1.41K - $1.78K
|
1.07K
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 0.22% |
$1.28K - $1.62K
|
8.92K
$876K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20+ 0.27% |
$1.28K - $1.62K
|
7.55K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$1.28K - $1.62K
|
20
$1.96K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
20New |
$1.28K - $1.62K
|
20
$1.96K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
18+ 60.0% |
$1.15K - $1.46K
|
48
$4.71K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
18New |
$1.15K - $1.46K
|
18
$1.77K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
18New |
$1.15K - $1.46K
|
18
$1.77K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$962 - $1.21K
|
15
$1.47K
|