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 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-299- 5.87% |
$27.3K - $31.2K
|
4.79K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.31% |
$27.4K - $31.3K
|
22.6K
$2.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-300- 12.02% |
$27.4K - $31.3K
|
2.2K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 6.19% |
$27.4K - $31.3K
|
4.54K
$445K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-300- 10.41% |
$27.4K - $31.3K
|
2.58K
$253K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-306- 7.96% |
$28K - $32K
|
3.54K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-312- 13.91% |
$28.5K - $32.6K
|
1.93K
$189K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-322- 0.56% |
$29.4K - $33.6K
|
57.5K
$5.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-325- 0.6% |
$29.7K - $33.9K
|
53.9K
$5.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-326- 3.11% |
$29.8K - $34K
|
10.1K
$995K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-326- 3.47% |
$29.8K - $34K
|
9.06K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-338- 9.6% |
$30.9K - $35.3K
|
3.18K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-340- 34.34% |
$31.1K - $35.5K
|
650
$63.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-346- 13.22% |
$31.6K - $36.1K
|
2.27K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-350- 0.8% |
$32K - $36.6K
|
43.3K
$4.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-357- 4.31% |
$32.6K - $37.3K
|
7.92K
$776K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-379- 9.33% |
$34.7K - $39.6K
|
3.68K
$361K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-380- 13.72% |
$34.7K - $39.7K
|
2.39K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-380- 3.9% |
$34.7K - $39.7K
|
9.36K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-384- 0.58% |
$35.1K - $40.1K
|
65.8K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-387- 1.18% |
$35.4K - $40.4K
|
32.3K
$3.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-390- 1.12% |
$35.7K - $40.7K
|
34.3K
$3.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-390- 6.01% |
$35.7K - $40.7K
|
6.1K
$598K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.03% |
$36.6K - $41.8K
|
1.2M
$118M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-414- 0.91% |
$37.9K - $43.2K
|
44.9K
$4.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-423- 59.58% |
$38.7K - $44.2K
|
287
$28.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-428- 11.26% |
$39.1K - $44.7K
|
3.37K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-432- 57.07% |
$39.5K - $45.1K
|
325
$31.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-440- 7.38% |
$40.2K - $45.9K
|
5.52K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-443- 4.38% |
$40.5K - $46.3K
|
9.67K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-447- 2.16% |
$40.9K - $46.7K
|
20.2K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-458- 8.42% |
$41.9K - $47.8K
|
4.98K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-470- 1.18% |
$43K - $49.1K
|
39.5K
$3.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-472- 7.25% |
$43.2K - $49.3K
|
6.04K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-479- 4.49% |
$43.8K - $50K
|
10.2K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-480- 11.52% |
$43.9K - $50.1K
|
3.69K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-482- 1.4% |
$44.1K - $50.3K
|
33.9K
$3.32M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-492- 6.23% |
$45K - $51.4K
|
7.4K
$726K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-496- 3.32% |
$45.3K - $51.8K
|
14.4K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-531- 15.64% |
$48.5K - $55.5K
|
2.87K
$281K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-531- 6.68% |
$48.5K - $55.5K
|
7.42K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-543- 5.01% |
$49.6K - $56.7K
|
10.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-570- 5.75% |
$52.1K - $59.5K
|
9.34K
$915K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-585- 1.85% |
$53.5K - $61.1K
|
31.1K
$3.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-596- 17.29% |
$54.5K - $62.2K
|
2.85K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-620- 20.27% |
$56.7K - $64.7K
|
2.44K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-634- 21.68% |
$58K - $66.2K
|
2.29K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-638- 21.76% |
$58.3K - $66.6K
|
2.29K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-645- 10.6% |
$59K - $67.4K
|
5.44K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-649- 12.39% |
$59.3K - $67.8K
|
4.59K
$450K
|