Latest Institutional Sells of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-508- 11.18% |
$47K - $53.9K
|
4.04K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-477- 0.82% |
$44.2K - $50.6K
|
57.4K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-234- 4.3% |
$21.7K - $24.8K
|
5.21K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-210- 3.81% |
$19.4K - $22.3K
|
5.31K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-207- 6.66% |
$19.2K - $21.9K
|
2.9K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-186- 81.94% |
$17.2K - $19.7K
|
41
$4.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
SELL
|
- |
-181- 4.02% |
$16.8K - $19.2K
|
4.32K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-172- 2.85% |
$15.9K - $18.2K
|
5.86K
$582K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-167- 4.0% |
$15.5K - $17.7K
|
4.01K
$398K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 6.25% |
$13.9K - $15.9K
|
2.25K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-141- 3.04% |
$13.1K - $14.9K
|
4.5K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-117- 4.14% |
$10.8K - $12.4K
|
2.71K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-100- 3.21% |
$9.26K - $10.6K
|
3.02K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-100- 16.67% |
$9.26K - $10.6K
|
500
$49.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 2.98% |
$8.33K - $9.54K
|
2.93K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-77- 9.2% |
$7.13K - $8.16K
|
760
$75.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-75- 2.46% |
$6.94K - $7.95K
|
2.98K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52- 1.82% |
$4.81K - $5.51K
|
2.8K
$279K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 1.38% |
$4.63K - $5.3K
|
3.57K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 1.47% |
$4.63K - $5.3K
|
3.36K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-39- 1.47% |
$3.61K - $4.13K
|
2.62K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29- 1.17% |
$2.68K - $3.07K
|
2.44K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 21.93% |
$2.31K - $2.65K
|
89
$8.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.45% |
$2.31K - $2.65K
|
5.49K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 0.98% |
$2.31K - $2.65K
|
2.53K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.83% |
$1.76K - $2.01K
|
2.28K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 26.09% |
$1.11K - $1.27K
|
34
$3.38K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-11- 0.24% |
$1.02K - $1.17K
|
4.53K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 20.0% |
$926 - $1.06K
|
40
$3.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 0.89% |
$463 - $530
|
558
$55.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5- 0.09% |
$463 - $530
|
5.57K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 4.59% |
$463 - $530
|
104
$10.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 0.63% |
$370 - $424
|
633
$62.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.08% |
$278 - $318
|
3.68K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 0.03% |
$92.6 - $106
|
3.19K
$317K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-75K- 96.28% |
$6.86M - $7.83M
|
2.9K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.7K- 8.58% |
$1.44M - $1.64M
|
167K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.3K- 32.53% |
$1.04M - $1.18M
|
23.5K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8K- 80.0% |
$731K - $835K
|
2K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.58K- 83.88% |
$602K - $687K
|
1.27K
$126K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.18K- 97.96% |
$382K - $437K
|
87
$8.64K
|
|
|
Nov 13, 2024
Q3 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-4K- 21.49% |
$366K - $418K
|
14.6K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-3.9K- 13.54% |
$357K - $407K
|
24.9K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.53K- 20.63% |
$231K - $264K
|
9.71K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-2.51K- 41.91% |
$229K - $262K
|
3.48K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.34K- 0.47% |
$123K - $140K
|
285K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 13.41% |
$101K - $115K
|
7.1K
$705K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 6.67% |
$91.4K - $104K
|
14K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-807- 13.58% |
$73.8K - $84.3K
|
5.14K
$510K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-634- 21.68% |
$58K - $66.2K
|
2.29K
$227K
|
|