Purchases and Sales Made in Q3 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-78- 86.67% |
$7.13K - $8.15K
|
12
$1.18K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-86- 3.64% |
$7.86K - $8.98K
|
2.28K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-87- 36.55% |
$7.95K - $9.09K
|
151
$14.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-88- 2.07% |
$8.05K - $9.19K
|
4.16K
$408K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-89- 0.91% |
$8.14K - $9.29K
|
9.74K
$955K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-90- 2.98% |
$8.23K - $9.4K
|
2.93K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-91- 3.34% |
$8.32K - $9.5K
|
2.63K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-95- 2.86% |
$8.69K - $9.92K
|
3.23K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-95- 1.16% |
$8.69K - $9.92K
|
8.12K
$796K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-98- 2.39% |
$8.96K - $10.2K
|
4.01K
$393K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-99- 0.79% |
$9.05K - $10.3K
|
12.5K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-99- 1.96% |
$9.05K - $10.3K
|
4.95K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 3.07% |
$9.14K - $10.4K
|
3.16K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-100- 80.65% |
$9.14K - $10.4K
|
24
$2.35K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 10.15% |
$9.14K - $10.4K
|
885
$86.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.13% |
$9.14K - $10.4K
|
1.53K
$150K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 2.69% |
$9.14K - $10.4K
|
3.62K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 1.92% |
$9.14K - $10.4K
|
5.12K
$501K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-100- 5.72% |
$9.14K - $10.4K
|
1.65K
$162K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-102- 8.46% |
$9.33K - $10.7K
|
1.1K
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-104- 2.47% |
$9.51K - $10.9K
|
4.12K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-104- 3.47% |
$9.51K - $10.9K
|
2.89K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-105- 1.45% |
$9.6K - $11K
|
7.16K
$702K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-105- 3.76% |
$9.6K - $11K
|
2.68K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-110- 1.7% |
$10.1K - $11.5K
|
6.35K
$622K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-111- 5.16% |
$10.1K - $11.6K
|
2.04K
$200K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-114- 2.51% |
$10.4K - $11.9K
|
4.43K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-116- 4.34% |
$10.6K - $12.1K
|
2.56K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-117- 4.09% |
$10.7K - $12.2K
|
2.74K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-120- 3.11% |
$11K - $12.5K
|
3.73K
$366K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-121- 4.46% |
$11.1K - $12.6K
|
2.59K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-121- 59.31% |
$11.1K - $12.6K
|
83
$8.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-125- 0.3% |
$11.4K - $13.1K
|
40.9K
$4.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-125- 0.79% |
$11.4K - $13.1K
|
15.7K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-125- 43.55% |
$11.4K - $13.1K
|
162
$15.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-125- 1.45% |
$11.4K - $13.1K
|
8.5K
$833K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-128- 2.63% |
$11.7K - $13.4K
|
4.73K
$464K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-129- 0.24% |
$11.8K - $13.5K
|
54.4K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-130- 4.54% |
$11.9K - $13.6K
|
2.74K
$268K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 5.12% |
$12.3K - $14.1K
|
2.5K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-137- 2.91% |
$12.5K - $14.3K
|
4.57K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-138- 43.26% |
$12.6K - $14.4K
|
181
$17.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-143- 1.79% |
$13.1K - $14.9K
|
7.83K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-147- 4.89% |
$13.4K - $15.4K
|
2.86K
$280K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-150- 4.22% |
$13.7K - $15.7K
|
3.4K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-150- 0.61% |
$13.7K - $15.7K
|
24.6K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-150- 6.97% |
$13.7K - $15.7K
|
2K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-157- 1.04% |
$14.4K - $16.4K
|
14.9K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-158- 1.67% |
$14.4K - $16.5K
|
9.28K
$910K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-166- 29.33% |
$15.2K - $17.3K
|
400
$39.2K
|