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 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-664- 1.09% |
$60.7K - $69.3K
|
60.2K
$5.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-680- 1.07% |
$62.2K - $71K
|
62.9K
$6.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-703- 2.72% |
$64.3K - $73.4K
|
25.1K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-707- 19.96% |
$64.6K - $73.8K
|
2.84K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-718- 18.57% |
$65.6K - $75K
|
3.15K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-723- 3.78% |
$66.1K - $75.5K
|
18.4K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-732- 0.9% |
$66.9K - $76.4K
|
81K
$7.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-768- 15.54% |
$70.2K - $80.2K
|
4.18K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-775- 3.98% |
$70.9K - $80.9K
|
18.7K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-795- 19.02% |
$72.7K - $83K
|
3.38K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.88% |
$73.1K - $83.5K
|
19.8K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-807- 13.58% |
$73.8K - $84.3K
|
5.14K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-826- 9.61% |
$75.5K - $86.3K
|
7.77K
$761K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-844- 1.36% |
$77.2K - $88.1K
|
61K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-845- 3.23% |
$77.3K - $88.2K
|
25.3K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-848- 2.2% |
$77.5K - $88.6K
|
37.6K
$3.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-869- 16.29% |
$79.5K - $90.7K
|
4.47K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-872- 2.28% |
$79.7K - $91.1K
|
37.4K
$3.67M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-885- 2.95% |
$80.9K - $92.4K
|
29.2K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-887- 2.36% |
$81.1K - $92.6K
|
36.7K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-913- 12.53% |
$83.5K - $95.3K
|
6.38K
$625K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-920- 1.6% |
$84.1K - $96.1K
|
56.5K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-938- 29.05% |
$85.8K - $98K
|
2.29K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-939- 0.63% |
$85.9K - $98.1K
|
148K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-952- 1.44% |
$87K - $99.4K
|
65.3K
$6.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-953- 2.09% |
$87.1K - $99.5K
|
44.6K
$4.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-959- 12.74% |
$87.7K - $100K
|
6.57K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-974- 33.04% |
$89.1K - $102K
|
1.97K
$193K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-993- 20.34% |
$90.8K - $104K
|
3.89K
$381K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 6.67% |
$91.4K - $104K
|
14K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.04K- 1.24% |
$95.5K - $109K
|
83.2K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 13.29% |
$99.5K - $114K
|
7.1K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.1K- 4.71% |
$100K - $114K
|
22.2K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.11K- 20.03% |
$101K - $116K
|
4.42K
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.11K- 8.36% |
$102K - $116K
|
12.2K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.12K- 19.35% |
$102K - $117K
|
4.66K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.16K- 1.5% |
$106K - $121K
|
76.1K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.17K- 14.68% |
$107K - $123K
|
6.83K
$669K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.18K- 9.06% |
$108K - $123K
|
11.9K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 7.54% |
$109K - $125K
|
14.6K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.25K- 6.21% |
$114K - $130K
|
18.8K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.26K- 3.48% |
$115K - $131K
|
34.9K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.26K- 3.62% |
$115K - $132K
|
33.6K
$3.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.28K- 17.33% |
$117K - $134K
|
6.1K
$598K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.34K- 0.47% |
$123K - $140K
|
285K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.35K- 35.23% |
$123K - $141K
|
2.48K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 98.97% |
$123K - $141K
|
14
$1.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.37K- 1.27% |
$125K - $143K
|
106K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.37K- 2.92% |
$125K - $143K
|
45.5K
$4.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.38K- 1.48% |
$126K - $144K
|
91.9K
$9.01M
|