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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-184- 22.06% |
$14.6K - $16.7K
|
650
$57.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 64.1% |
$11.9K - $13.6K
|
84
$7.4K
|
|
|
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
$558K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-142- 15.49% |
$11.3K - $12.9K
|
775
$68.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 29.55% |
$8.88K - $10.2K
|
267
$23.5K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-94- 2.47% |
$7.45K - $8.55K
|
3.71K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-57- 0.43% |
$4.52K - $5.18K
|
13.2K
$1.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-11- 0.26% |
$872 - $1K
|
4.26K
$375K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.41% |
$79.3 - $91
|
244
$21.5K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Boundary Creek Advisors LP
|
SELL
|
PUT |
-313K- 51.09% |
$24.6M - $27.9M
|
300K
$26.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-222K- 12.79% |
$17.4M - $19.7M
|
1.51M
$133M
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-203K- 94.92% |
$15.9M - $18M
|
10.8K
$955K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-117K- 81.26% |
$9.15M - $10.4M
|
26.9K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
SELL
|
- |
-105K- 4.95% |
$8.25M - $9.35M
|
2.02M
$178M
|
|
|
Aug 14, 2023
Q2 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-30K- 42.86% |
$2.35M - $2.67M
|
40K
$3.53M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.8K- 67.3% |
$1.56M - $1.76M
|
9.63K
$849K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.5KClosed |
$1.29M - $1.47M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-14K- 2.33% |
$1.1M - $1.25M
|
588K
$51.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-12.8K- 75.98% |
$1.01M - $1.14M
|
4.06K
$358K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.34K- 49.99% |
$654K - $742K
|
8.34K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-584- 12.82% |
$45.8K - $52K
|
3.97K
$350K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-403- 79.49% |
$31.6K - $35.9K
|
104
$9.17K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-373- 10.47% |
$29.3K - $33.2K
|
3.19K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-218- 20.74% |
$17.1K - $19.4K
|
833
$73.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 29.8% |
$11.5K - $13K
|
344
$30.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-125- 13.41% |
$9.81K - $11.1K
|
807
$71.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.43% |
$7.85K - $8.9K
|
6.91K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-55- 26.83% |
$4.32K - $4.9K
|
150
$13.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-20- 95.24% |
$1.57K - $1.78K
|
1
$88.2
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.41% |
$314 - $356
|
962
$84.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gates Capital Management, Inc.
New York, NY |
SELL
|
PUT |
-750K- 42.86% |
$59.3M - $65.2M
|
1M
$88.2M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-529K- 98.05% |
$41.8M - $45.9M
|
10.5K
$928K
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-24.6K- 8.34% |
$1.95M - $2.14M
|
270K
$23.8M
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-17.4K- 61.05% |
$1.38M - $1.51M
|
11.1K
$979K
|
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-6.5K- 41.94% |
$514K - $565K
|
9K
$793K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 26.11% |
$178K - $196K
|
6.38K
$562K
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.22K- 16.8% |
$96.8K - $106K
|
6.06K
$534K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.21K- 21.48% |
$95.8K - $105K
|
4.43K
$390K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 14.03% |
$51.4K - $56.5K
|
3.98K
$351K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-421- 45.37% |
$33.3K - $36.6K
|
507
$44.7K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-362Closed |
$28.6K - $31.5K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-285- 4.24% |
$22.5K - $24.8K
|
6.43K
$567K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-256- 7.54% |
$20.3K - $22.3K
|
3.14K
$277K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 7.42% |
$15.8K - $17.4K
|
2.5K
$220K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-177- 5.73% |
$14K - $15.4K
|
2.91K
$257K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$306K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 8.32% |
$11.8K - $13K
|
1.64K
$145K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-66- 1.73% |
$5.22K - $5.74K
|
3.74K
$330K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-62- 21.09% |
$4.9K - $5.39K
|
232
$20.5K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 6.57% |
$2.45K - $2.69K
|
441
$38.9K
|
|