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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-543- 5.01% |
$49.6K - $56.7K
|
10.3K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-443- 4.38% |
$40.5K - $46.3K
|
9.67K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-312- 13.91% |
$28.5K - $32.6K
|
1.93K
$192K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-300- 10.41% |
$27.4K - $31.3K
|
2.58K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-291- 42.11% |
$26.6K - $30.4K
|
400
$39.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-253- 11.22% |
$23.1K - $26.4K
|
2K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-189- 5.21% |
$17.3K - $19.7K
|
3.44K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-179- 1.59% |
$16.4K - $18.7K
|
11.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-174- 68.5% |
$15.9K - $18.2K
|
80
$7.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-166- 29.33% |
$15.2K - $17.3K
|
400
$39.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-150- 4.22% |
$13.7K - $15.7K
|
3.4K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-138- 43.26% |
$12.6K - $14.4K
|
181
$18K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-125- 43.55% |
$11.4K - $13.1K
|
162
$16.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-121- 4.46% |
$11.1K - $12.6K
|
2.59K
$257K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-102- 8.46% |
$9.33K - $10.7K
|
1.1K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 3.07% |
$9.14K - $10.4K
|
3.16K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-100- 80.65% |
$9.14K - $10.4K
|
24
$2.38K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-95- 2.86% |
$8.69K - $9.92K
|
3.23K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-86- 3.64% |
$7.86K - $8.98K
|
2.28K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-76- 2.12% |
$6.95K - $7.94K
|
3.51K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-75- 2.87% |
$6.86K - $7.83K
|
2.54K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-63- 2.71% |
$5.76K - $6.58K
|
2.26K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-62- 2.94% |
$5.67K - $6.47K
|
2.05K
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-53- 0.41% |
$4.85K - $5.53K
|
13K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 5.73% |
$4.57K - $5.22K
|
822
$81.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-49- 6.44% |
$4.48K - $5.12K
|
712
$70.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 32.28% |
$3.75K - $4.28K
|
86
$8.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-25- 5.73% |
$2.29K - $2.61K
|
411
$40.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-15- 2.81% |
$1.37K - $1.57K
|
518
$51.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13- 0.34% |
$1.19K - $1.36K
|
3.82K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-12- 3.68% |
$1.1K - $1.25K
|
314
$31.2K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 47.06% |
$731 - $835
|
9
$894
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.1% |
$731 - $835
|
250
$24.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 0.69% |
$457 - $522
|
724
$71.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 13.04% |
$274 - $313
|
20
$1.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.62% |
$183 - $209
|
322
$32K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-224K- 0.65% |
$20.4M - $22.6M
|
34.5M
$3.43B
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-66.4K- 39.42% |
$6.05M - $6.69M
|
102K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-37.2K- 92.77% |
$3.39M - $3.75M
|
2.9K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
CALL |
-15.8K- 72.81% |
$1.44M - $1.59M
|
5.9K
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-15.2K- 48.72% |
$1.39M - $1.53M
|
16K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.27K- 77.74% |
$755K - $834K
|
2.37K
$235K
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-6.44K- 1.67% |
$587K - $649K
|
380K
$37.7M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.87K- 20.94% |
$262K - $289K
|
10.8K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.56K- 51.93% |
$233K - $257K
|
2.37K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2K- 13.33% |
$182K - $202K
|
13K
$1.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 14.76% |
$131K - $144K
|
8.28K
$822K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 45.0% |
$82.1K - $90.7K
|
1.1K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-700- 13.46% |
$63.8K - $70.5K
|
4.5K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-684- 69.3% |
$62.4K - $68.9K
|
303
$30.1K
|
|