Purchases and Sales Made in Q4 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 26.09% |
$1.11K - $1.27K
|
34
$3.33K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-13- 0.53% |
$1.2K - $1.38K
|
2.45K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 0.46% |
$1.2K - $1.38K
|
2.84K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 0.13% |
$1.39K - $1.59K
|
11.7K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-17- 0.74% |
$1.57K - $1.8K
|
2.27K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 1.03% |
$1.57K - $1.8K
|
1.63K
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-18- 0.41% |
$1.67K - $1.91K
|
4.41K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19- 0.31% |
$1.76K - $2.01K
|
6.07K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.83% |
$1.76K - $2.01K
|
2.28K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.35% |
$1.85K - $2.12K
|
5.72K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-20- 0.62% |
$1.85K - $2.12K
|
3.21K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.45% |
$2.31K - $2.65K
|
5.49K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.25% |
$2.31K - $2.65K
|
320
$31.4K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 7.69% |
$2.31K - $2.65K
|
300
$29.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 0.98% |
$2.31K - $2.65K
|
2.53K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.42% |
$2.31K - $2.65K
|
5.92K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 21.93% |
$2.31K - $2.65K
|
89
$8.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 5.2% |
$2.5K - $2.86K
|
492
$48.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29- 1.17% |
$2.68K - $3.07K
|
2.44K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-30- 1.02% |
$2.78K - $3.18K
|
2.92K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-37- 11.56% |
$3.43K - $3.92K
|
283
$27.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-37- 0.49% |
$3.43K - $3.92K
|
7.45K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-39- 1.47% |
$3.61K - $4.13K
|
2.62K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-40- 0.02% |
$3.7K - $4.24K
|
180K
$17.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-40- 1.4% |
$3.7K - $4.24K
|
2.83K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40- 0.3% |
$3.7K - $4.24K
|
13.5K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 1.65% |
$4.07K - $4.66K
|
2.62K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-47- 1.13% |
$4.35K - $4.98K
|
4.12K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 1.47% |
$4.63K - $5.3K
|
3.36K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-50- 0.15% |
$4.63K - $5.3K
|
34.3K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 23.04% |
$4.63K - $5.3K
|
167
$16.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 1.42% |
$4.72K - $5.41K
|
3.54K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-51- 1.09% |
$4.72K - $5.41K
|
4.65K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-52- 1.98% |
$4.81K - $5.51K
|
2.58K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52- 1.82% |
$4.81K - $5.51K
|
2.8K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-57- 2.28% |
$5.28K - $6.04K
|
2.44K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57- 1.68% |
$5.28K - $6.04K
|
3.33K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-57- 0.23% |
$5.28K - $6.04K
|
24.4K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 1.57% |
$5.37K - $6.15K
|
3.64K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-59- 1.32% |
$5.46K - $6.25K
|
4.41K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-60- 0.38% |
$5.55K - $6.36K
|
15.7K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-63- 1.19% |
$5.83K - $6.68K
|
5.24K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-67- 22.71% |
$6.2K - $7.1K
|
228
$22.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-67- 1.45% |
$6.2K - $7.1K
|
4.56K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-69- 1.38% |
$6.39K - $7.31K
|
4.92K
$483K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 0.29% |
$6.48K - $7.42K
|
24.4K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-72- 2.87% |
$6.67K - $7.63K
|
2.44K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-75- 2.46% |
$6.94K - $7.95K
|
2.98K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-77- 9.2% |
$7.13K - $8.16K
|
760
$74.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-80- 0.6% |
$7.41K - $8.48K
|
13.2K
$1.3M
|