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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-375- 1.2% |
$34.2K - $37.8K
|
31K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-375- 60.0% |
$34.2K - $37.8K
|
250
$24.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-296- 0.9% |
$27K - $29.8K
|
32.5K
$3.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-190- 8.1% |
$17.3K - $19.1K
|
2.16K
$214K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-175- 6.69% |
$16K - $17.6K
|
2.44K
$242K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 40.95% |
$14.9K - $16.4K
|
235
$23.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-151- 8.34% |
$13.8K - $15.2K
|
1.66K
$165K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-140- 11.85% |
$12.8K - $14.1K
|
1.04K
$103K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-137- 31.93% |
$12.5K - $13.8K
|
292
$29K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-112- 38.49% |
$10.2K - $11.3K
|
179
$17.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-89- 54.27% |
$8.12K - $8.97K
|
75
$7.45K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-59- 1.02% |
$5.38K - $5.95K
|
5.75K
$571K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-47- 9.49% |
$4.29K - $4.74K
|
448
$44.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 6.67% |
$2.1K - $2.32K
|
322
$32K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-19- 2.63% |
$1.73K - $1.91K
|
704
$69.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-12- 0.11% |
$1.09K - $1.21K
|
10.6K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 10.42% |
$912 - $1.01K
|
86
$8.54K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 7.69% |
$547 - $605
|
72
$7.15K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4- 16.67% |
$365 - $403
|
20
$1.99K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4- 0.12% |
$365 - $403
|
3.25K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.05% |
$91.2 - $101
|
2.22K
$220K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ako Capital
Ako Capital LLP | London, X0
|
SELL
|
- |
-709K- 48.22% |
$60.6M - $71.1M
|
762K
$75.7M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-432K- 21.96% |
$36.9M - $43.3M
|
1.54M
$153M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-47.9K- 77.7% |
$4.1M - $4.8M
|
13.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-28.1K- 96.93% |
$2.4M - $2.82M
|
891
$88.5K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-18.9K- 88.59% |
$1.61M - $1.89M
|
2.43K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-11.8K- 5.6% |
$1.01M - $1.18M
|
199K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-7.08K- 55.82% |
$605K - $709K
|
5.6K
$556K
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-3.25K- 80.22% |
$277K - $325K
|
800
$79.5K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.9K- 13.82% |
$163K - $191K
|
11.9K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.65K- 69.36% |
$141K - $165K
|
729
$72.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.63K- 1.49% |
$140K - $164K
|
108K
$10.7M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-475- 8.82% |
$40.6K - $47.6K
|
4.91K
$488K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-450- 16.36% |
$38.5K - $45.1K
|
2.3K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-418- 99.52% |
$35.7K - $41.9K
|
2
$199
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-304- 1.83% |
$26K - $30.5K
|
16.4K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-277- 8.45% |
$23.7K - $27.8K
|
3K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-265- 4.84% |
$22.6K - $26.6K
|
5.21K
$517K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-123- 2.04% |
$10.5K - $12.3K
|
5.91K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-120- 9.48% |
$10.3K - $12K
|
1.15K
$114K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 66.67% |
$8.55K - $10K
|
50
$4.97K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-60- 1.12% |
$5.13K - $6.01K
|
5.31K
$527K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-54- 13.27% |
$4.61K - $5.41K
|
353
$35.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-51- 78.46% |
$4.36K - $5.11K
|
14
$1.39K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-50- 74.63% |
$4.27K - $5.01K
|
17
$1.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 2.77% |
$4.27K - $5.01K
|
1.75K
$174K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-42- 7.53% |
$3.59K - $4.21K
|
516
$51.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-38- 50.0% |
$3.25K - $3.81K
|
38
$3.77K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 54.84% |
$1.45K - $1.7K
|
14
$1.39K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16- 0.58% |
$1.37K - $1.6K
|
2.73K
$271K
|
|