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 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.5KClosed |
$1.29M - $1.47M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-14K- 2.33% |
$1.1M - $1.25M
|
588K
$56.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-12.8K- 75.98% |
$1.01M - $1.14M
|
4.06K
$392K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.34K- 49.99% |
$654K - $742K
|
8.34K
$807K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.83K- 8.0% |
$536K - $607K
|
78.5K
$7.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-584- 12.82% |
$45.8K - $52K
|
3.97K
$384K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-403- 79.49% |
$31.6K - $35.9K
|
104
$10.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-373- 10.47% |
$29.3K - $33.2K
|
3.19K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-218- 20.74% |
$17.1K - $19.4K
|
833
$80.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 29.8% |
$11.5K - $13K
|
344
$33.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-125- 13.41% |
$9.81K - $11.1K
|
807
$78.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.43% |
$7.85K - $8.9K
|
6.91K
$669K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-71- 61.21% |
$5.57K - $6.32K
|
45
$4.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-55- 26.83% |
$4.32K - $4.9K
|
150
$14.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-20- 95.24% |
$1.57K - $1.78K
|
1
$96.7
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.41% |
$314 - $356
|
962
$93.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gates Capital Management, Inc.
New York, NY |
SELL
|
PUT |
-750K- 42.86% |
$59.3M - $65.2M
|
1M
$96.7M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-529K- 98.05% |
$41.8M - $45.9M
|
10.5K
$1.02M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-24.6K- 8.34% |
$1.95M - $2.14M
|
270K
$26.1M
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-17.4K- 61.05% |
$1.38M - $1.51M
|
11.1K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-6.5K- 41.94% |
$514K - $565K
|
9K
$871K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 26.11% |
$178K - $196K
|
6.38K
$617K
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.22K- 16.8% |
$96.8K - $106K
|
6.06K
$586K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.21K- 21.48% |
$95.8K - $105K
|
4.43K
$428K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 14.03% |
$51.4K - $56.5K
|
3.98K
$385K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 51.06% |
$47.5K - $52.2K
|
575
$55.6K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-421- 45.37% |
$33.3K - $36.6K
|
507
$49K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-362Closed |
$28.6K - $31.5K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-285- 4.24% |
$22.5K - $24.8K
|
6.43K
$622K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-256- 7.54% |
$20.3K - $22.3K
|
3.14K
$303K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 7.42% |
$15.8K - $17.4K
|
2.5K
$241K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-177- 5.73% |
$14K - $15.4K
|
2.91K
$282K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 8.32% |
$11.8K - $13K
|
1.64K
$159K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-66- 1.73% |
$5.22K - $5.74K
|
3.74K
$362K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-62- 21.09% |
$4.9K - $5.39K
|
232
$22.4K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 6.57% |
$2.45K - $2.69K
|
441
$42.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-16- 1.01% |
$1.27K - $1.39K
|
1.57K
$151K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 4.17% |
$712 - $782
|
207
$20K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$396 - $435
|
3.16K
$306K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.63K- 99.03% |
$361K - $456K
|
55
$5.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-5.3K- 29.94% |
$340K - $429K
|
12.4K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.97K- 6.5% |
$254K - $321K
|
57.1K
$5.52M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 41.06% |
$165K - $209K
|
3.7K
$358K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.2K- 3.04% |
$141K - $178K
|
70K
$6.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2K- 48.78% |
$128K - $162K
|
2.1K
$203K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.35K- 26.27% |
$86.2K - $109K
|
3.78K
$365K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-759- 87.04% |
$48.7K - $61.4K
|
113
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-686- 31.61% |
$44K - $55.5K
|
1.48K
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-557- 8.72% |
$35.7K - $45.1K
|
5.83K
$564K
|
|