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
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.59K- 10.11% |
$147K - $169K
|
14.1K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.6K- 1.19% |
$148K - $170K
|
132K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.6K- 11.24% |
$148K - $170K
|
12.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.66K- 3.46% |
$153K - $176K
|
46.2K
$4.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.76K- 7.62% |
$163K - $186K
|
21.3K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.77K- 2.9% |
$164K - $188K
|
59.2K
$5.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.85K- 1.59% |
$171K - $196K
|
114K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.85K- 23.55% |
$171K - $196K
|
6.01K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 38.13% |
$178K - $204K
|
3.12K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 13.22% |
$179K - $205K
|
12.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.94K- 7.6% |
$180K - $206K
|
23.6K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 4.81% |
$182K - $209K
|
38.9K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.99K- 9.9% |
$184K - $211K
|
18.1K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-2K- 4.16% |
$185K - $212K
|
46.1K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.01K- 4.88% |
$186K - $213K
|
39.2K
$3.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.08K- 2.57% |
$193K - $221K
|
78.9K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 5.44% |
$197K - $226K
|
37K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.16K- 1.79% |
$200K - $229K
|
119K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 19.33% |
$204K - $234K
|
9.22K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.22K- 49.8% |
$205K - $235K
|
2.24K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.26K- 4.68% |
$209K - $240K
|
46K
$4.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.26K- 2.59% |
$209K - $240K
|
84.9K
$8.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.28K- 3.63% |
$211K - $242K
|
60.6K
$5.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2.33K- 3.35% |
$216K - $247K
|
67.4K
$6.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.52K- 29.34% |
$233K - $267K
|
6.06K
$594K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.56K- 4.62% |
$237K - $271K
|
52.8K
$5.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.83K- 53.39% |
$262K - $300K
|
2.47K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.87K- 62.86% |
$266K - $304K
|
1.7K
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.9K- 15.76% |
$269K - $308K
|
15.5K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 1.93% |
$272K - $312K
|
149K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.94K- 3.83% |
$273K - $312K
|
74K
$7.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-3.48K- 11.5% |
$322K - $369K
|
26.8K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.56K- 14.31% |
$329K - $377K
|
21.3K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.58K- 3.89% |
$331K - $379K
|
88.3K
$8.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.64K- 28.65% |
$337K - $386K
|
9.06K
$888K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-3.67K- 10.24% |
$340K - $389K
|
32.2K
$3.15M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.7K- 18.07% |
$343K - $392K
|
16.8K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.81K- 14.28% |
$353K - $404K
|
22.9K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.9K- 2.16% |
$361K - $414K
|
177K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.93K- 5.2% |
$364K - $417K
|
71.8K
$7.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.96K- 0.22% |
$366K - $420K
|
1.81M
$177M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.96K- 7.28% |
$366K - $420K
|
50.5K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.21K- 1.03% |
$390K - $446K
|
406K
$39.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.38K- 11.96% |
$405K - $464K
|
32.2K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.53K- 4.07% |
$419K - $480K
|
107K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-5.13K- 5.93% |
$475K - $544K
|
81.4K
$7.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.15K- 5.89% |
$477K - $546K
|
82.2K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.15K- 73.55% |
$477K - $546K
|
1.85K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.19K- 2.4% |
$480K - $550K
|
211K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-5.81K- 19.81% |
$538K - $616K
|
23.5K
$2.3M
|