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 |
---|---|---|---|---|---|---|---|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.21KClosed |
$153K - $181K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.1KClosed |
$146K - $173K
|
0
$0
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-545- 37.72% |
$37.7K - $44.7K
|
900
$86.5K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-500Closed |
$34.6K - $41K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-219- 36.26% |
$15.2K - $18K
|
385
$37K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-213Closed |
$14.7K - $17.5K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-206Closed |
$14.3K - $16.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-187Closed |
$12.9K - $15.3K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-75Closed |
$5.19K - $6.16K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-70Closed |
$4.85K - $5.75K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
SELL
|
- |
-70- 41.18% |
$4.85K - $5.75K
|
100
$9.61K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-50Closed |
$3.46K - $4.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-50Closed |
$3.46K - $4.1K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-43Closed |
$2.98K - $3.53K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25Closed |
$1.73K - $2.05K
|
0
$0
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-15Closed |
$1.04K - $1.23K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10Closed |
$692 - $821
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10Closed |
$692 - $821
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-9Closed |
$623 - $739
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
SELL
|
- |
-3Closed |
$208 - $246
|
0
$0
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.42MClosed |
$88.5M - $99.5M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-585KClosed |
$36.4M - $40.9M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Highside Global Management LLC
Dallas, TX |
SELL
|
- |
-258KClosed |
$16.1M - $18.1M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-137KClosed |
$8.54M - $9.59M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-97.5KClosed |
$6.07M - $6.82M
|
0
$0
|
|
Oct 02, 2024
Q1 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-64.1KClosed |
$3.99M - $4.48M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-56.2KClosed |
$3.5M - $3.93M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-52.6KClosed |
$3.28M - $3.68M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-51KClosed |
$3.18M - $3.57M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-35.6KClosed |
$2.22M - $2.49M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-34KClosed |
$2.12M - $2.38M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-25.7KClosed |
$1.6M - $1.8M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-17.3KClosed |
$1.07M - $1.21M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-12.6KClosed |
$783K - $879K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-10.9KClosed |
$681K - $765K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Lipe & Dalton
|
SELL
|
- |
-10.5KClosed |
$654K - $734K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-8.56KClosed |
$533K - $598K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.27KClosed |
$515K - $578K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-6.15KClosed |
$383K - $430K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-4.58KClosed |
$285K - $320K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4.49KClosed |
$279K - $314K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Eos Management, L.P.
|
SELL
|
- |
-4.08KClosed |
$254K - $285K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.93KClosed |
$245K - $275K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-3.89KClosed |
$242K - $272K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.85KClosed |
$240K - $269K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
James Hambro & Partners
|
SELL
|
- |
-3.67KClosed |
$228K - $256K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.62KClosed |
$226K - $253K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-3.44KClosed |
$214K - $241K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.4KClosed |
$211K - $237K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.31KClosed |
$206K - $231K
|
0
$0
|