Latest Institutional Sells of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-992- 21.57% |
$74.9K - $89.9K
|
3.61K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-776- 23.32% |
$58.6K - $70.4K
|
2.55K
$245K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-531- 4.57% |
$40.1K - $48.1K
|
11.1K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-500- 14.9% |
$37.7K - $45.3K
|
2.86K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-487- 9.57% |
$36.8K - $44.2K
|
4.6K
$442K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-479- 13.53% |
$36.2K - $43.4K
|
3.06K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-375- 5.39% |
$28.3K - $34K
|
6.59K
$633K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-350- 29.0% |
$26.4K - $31.7K
|
857
$82.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-250- 5.46% |
$18.9K - $22.7K
|
4.33K
$416K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-234- 89.66% |
$17.7K - $21.2K
|
27
$2.59K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-192- 2.61% |
$14.5K - $17.4K
|
7.16K
$687K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-108- 11.89% |
$8.15K - $9.79K
|
800
$76.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-99- 2.8% |
$7.47K - $8.98K
|
3.43K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-90- 1.06% |
$6.79K - $8.16K
|
8.42K
$808K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-77- 2.77% |
$5.81K - $6.98K
|
2.71K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-69Closed |
$5.21K - $6.26K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-69- 33.17% |
$5.21K - $6.26K
|
139
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-57- 2.08% |
$4.3K - $5.17K
|
2.68K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 1.18% |
$3.77K - $4.53K
|
4.2K
$403K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48- 0.5% |
$3.62K - $4.35K
|
9.61K
$923K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-48- 12.53% |
$3.62K - $4.35K
|
335
$32.2K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 16.8% |
$3.17K - $3.81K
|
208
$20K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 21.9% |
$2.26K - $2.72K
|
107
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-27- 12.0% |
$2.04K - $2.45K
|
198
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-17- 2.35% |
$1.28K - $1.54K
|
705
$67.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 18.64% |
$830 - $997
|
48
$4.61K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 2.89% |
$830 - $997
|
370
$35.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8- 0.99% |
$604 - $725
|
803
$77.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 1.43% |
$604 - $725
|
553
$53.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 4.58% |
$453 - $544
|
125
$12K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 6.25% |
$377 - $453
|
75
$7.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4- 0.14% |
$302 - $363
|
2.77K
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 0.29% |
$302 - $363
|
1.37K
$131K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-79.9K- 78.41% |
$6.34M - $7.27M
|
22K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-67.4K- 89.03% |
$5.34M - $6.13M
|
8.3K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-57.4K- 70.37% |
$4.55M - $5.22M
|
24.2K
$2.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-12K- 12.37% |
$951K - $1.09M
|
85K
$8.16M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 12.05% |
$800K - $917K
|
73.6K
$7.07M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.34KClosed |
$185K - $212K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-525- 13.37% |
$41.6K - $47.8K
|
3.4K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-475- 44.35% |
$37.7K - $43.2K
|
596
$57.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-449- 74.96% |
$35.6K - $40.8K
|
150
$14.4K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-184- 22.06% |
$14.6K - $16.7K
|
650
$62.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 64.1% |
$11.9K - $13.6K
|
84
$8.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-142- 2.19% |
$11.3K - $12.9K
|
6.33K
$608K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-142- 15.49% |
$11.3K - $12.9K
|
775
$74.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 29.55% |
$8.88K - $10.2K
|
267
$25.6K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-94- 2.47% |
$7.45K - $8.55K
|
3.71K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-57- 0.43% |
$4.52K - $5.18K
|
13.2K
$1.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-11- 0.26% |
$872 - $1K
|
4.26K
$409K
|
|