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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-626- 0.96% |
$57.9K - $66.4K
|
64.6K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-639- 0.9% |
$59.2K - $67.7K
|
70.3K
$6.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-640- 4.44% |
$59.2K - $67.8K
|
13.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-641- 20.25% |
$59.3K - $68K
|
2.53K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-646- 1.45% |
$59.8K - $68.5K
|
43.9K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-667- 11.88% |
$61.7K - $70.7K
|
4.95K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-677- 4.55% |
$62.7K - $71.8K
|
14.2K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-680- 13.83% |
$62.9K - $72.1K
|
4.24K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-681- 0.86% |
$63K - $72.2K
|
78.4K
$7.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-684- 3.09% |
$63.3K - $72.5K
|
21.5K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-687- 13.88% |
$63.6K - $72.8K
|
4.26K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-698- 12.77% |
$64.6K - $74K
|
4.77K
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-699- 2.84% |
$64.7K - $74.1K
|
23.9K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.53% |
$64.8K - $74.2K
|
19.1K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.64% |
$64.8K - $74.2K
|
108K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-721- 2.37% |
$66.7K - $76.4K
|
29.7K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-725- 23.77% |
$67.1K - $76.9K
|
2.33K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-738- 3.92% |
$68.3K - $78.2K
|
18.1K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-739- 0.5% |
$68.4K - $78.3K
|
146K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-742- 2.38% |
$68.7K - $78.7K
|
30.4K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-745- 7.98% |
$69K - $79K
|
8.59K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-762- 6.88% |
$70.5K - $80.8K
|
10.3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-780- 13.26% |
$72.2K - $82.7K
|
5.1K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-789- 17.11% |
$73K - $83.6K
|
3.82K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-817- 16.06% |
$75.6K - $86.6K
|
4.27K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-831- 10.7% |
$76.9K - $88.1K
|
6.93K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-850- 78.27% |
$78.7K - $90.1K
|
236
$23.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-882- 14.0% |
$81.6K - $93.5K
|
5.42K
$531K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-905- 14.83% |
$83.8K - $95.9K
|
5.2K
$510K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-950- 1.09% |
$87.9K - $101K
|
86.5K
$8.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-973- 0.91% |
$90.1K - $103K
|
106K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-985- 11.57% |
$91.2K - $104K
|
7.53K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.01K- 17.91% |
$93.4K - $107K
|
4.62K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 5.21% |
$94.1K - $108K
|
18.5K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.05K- 1.75% |
$97.3K - $111K
|
59.2K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.07K- 4.6% |
$98.9K - $113K
|
22.2K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.07K- 5.73% |
$99.1K - $114K
|
17.6K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 4.87% |
$102K - $117K
|
21.5K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 79.57% |
$102K - $117K
|
283
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.12K- 10.36% |
$103K - $119K
|
9.67K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.15K- 15.45% |
$106K - $121K
|
6.27K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.26K- 5.36% |
$116K - $133K
|
22.2K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.28K- 5.53% |
$118K - $135K
|
21.8K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.32K- 36.52% |
$122K - $140K
|
2.29K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.39K- 1.79% |
$129K - $147K
|
76.2K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.44K- 3.31% |
$133K - $152K
|
41.9K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.44K- 4.77% |
$133K - $153K
|
28.7K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.47K- 2.98% |
$136K - $156K
|
47.9K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.51K- 0.26% |
$139K - $160K
|
568K
$55.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.59K- 10.11% |
$147K - $169K
|
14.1K
$1.39M
|