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 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-162- 1.66% |
$15K - $17.2K
|
9.63K
$925K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-167- 5.3% |
$15.5K - $17.7K
|
2.98K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-167- 4.0% |
$15.5K - $17.7K
|
4.01K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-172- 2.85% |
$15.9K - $18.2K
|
5.86K
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-173- 5.12% |
$16K - $18.3K
|
3.21K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-174- 5.52% |
$16.1K - $18.4K
|
2.98K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-176- 1.24% |
$16.3K - $18.7K
|
14K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-182- 5.41% |
$16.8K - $19.3K
|
3.19K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-192- 27.43% |
$17.8K - $20.4K
|
508
$48.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-204- 1.15% |
$18.9K - $21.6K
|
17.5K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-207- 6.66% |
$19.2K - $21.9K
|
2.9K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-210- 3.81% |
$19.4K - $22.3K
|
5.31K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-212- 0.28% |
$19.6K - $22.5K
|
75.9K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-215- 1.06% |
$19.9K - $22.8K
|
20K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-216- 1.16% |
$20K - $22.9K
|
18.5K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-224- 4.71% |
$20.7K - $23.7K
|
4.53K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-225- 7.08% |
$20.8K - $23.9K
|
2.96K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-225- 4.55% |
$20.8K - $23.9K
|
4.73K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-227- 1.73% |
$21K - $24.1K
|
12.9K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-233- 4.94% |
$21.6K - $24.7K
|
4.48K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-240- 14.82% |
$22.2K - $25.4K
|
1.38K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-264- 2.87% |
$24.4K - $28K
|
8.93K
$857K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-266- 1.94% |
$24.6K - $28.2K
|
13.4K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-267- 7.48% |
$24.7K - $28.3K
|
3.3K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-299- 0.86% |
$27.7K - $31.7K
|
34.4K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-300- 13.2% |
$27.8K - $31.8K
|
1.97K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-312- 0.57% |
$28.9K - $33.1K
|
54K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-316- 12.53% |
$29.3K - $33.5K
|
2.21K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-336- 2.57% |
$31.1K - $35.6K
|
12.8K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-349- 1.17% |
$32.3K - $37K
|
29.5K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-349- 6.29% |
$32.3K - $37K
|
5.2K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-375- 5.91% |
$34.7K - $39.8K
|
5.97K
$574K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-379- 1.36% |
$35.1K - $40.2K
|
27.5K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-400- 0.39% |
$37K - $42.4K
|
103K
$9.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-406- 1.73% |
$37.6K - $43K
|
23K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-428- 4.67% |
$39.6K - $45.4K
|
8.75K
$840K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-432- 5.52% |
$40K - $45.8K
|
7.39K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-458- 32.76% |
$42.4K - $48.6K
|
940
$90.3K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-477- 0.82% |
$44.2K - $50.6K
|
57.4K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-479- 1.91% |
$44.3K - $50.8K
|
24.7K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 10.58% |
$46.3K - $53K
|
4.23K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-500- 4.0% |
$46.3K - $53K
|
12K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-508- 11.18% |
$47K - $53.9K
|
4.04K
$388K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-517- 6.08% |
$47.9K - $54.8K
|
7.98K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-552- 1.89% |
$51.1K - $58.5K
|
28.6K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-562- 17.52% |
$52K - $59.6K
|
2.65K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-562- 0.41% |
$52K - $59.6K
|
135K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-594- 13.64% |
$55K - $63K
|
3.76K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-599- 19.87% |
$55.4K - $63.5K
|
2.42K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-626- 0.96% |
$57.9K - $66.4K
|
64.6K
$6.21M
|