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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.22K- 16.8% |
$96.8K - $106K
|
6.06K
$621K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.21K- 21.48% |
$95.8K - $105K
|
4.43K
$454K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 14.03% |
$51.4K - $56.5K
|
3.98K
$408K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 51.06% |
$47.5K - $52.2K
|
575
$58.9K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-421- 45.37% |
$33.3K - $36.6K
|
507
$52K
|
|
|
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
$659K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-256- 7.54% |
$20.3K - $22.3K
|
3.14K
$322K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 7.42% |
$15.8K - $17.4K
|
2.5K
$256K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-177- 5.73% |
$14K - $15.4K
|
2.91K
$298K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-165- 4.54% |
$13.1K - $14.3K
|
3.47K
$356K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-149- 8.32% |
$11.8K - $13K
|
1.64K
$168K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-66- 1.73% |
$5.22K - $5.74K
|
3.74K
$384K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-62- 21.09% |
$4.9K - $5.39K
|
232
$23.8K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-31- 6.57% |
$2.45K - $2.69K
|
441
$45.2K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-16- 1.01% |
$1.27K - $1.39K
|
1.57K
$160K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 4.17% |
$712 - $782
|
207
$21.2K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$396 - $435
|
3.16K
$324K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.63K- 99.03% |
$361K - $456K
|
55
$5.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-5.3K- 29.94% |
$340K - $429K
|
12.4K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.97K- 6.5% |
$254K - $321K
|
57.1K
$5.85M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 41.06% |
$165K - $209K
|
3.7K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.2K- 3.04% |
$141K - $178K
|
70K
$7.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2K- 48.78% |
$128K - $162K
|
2.1K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.35K- 26.27% |
$86.2K - $109K
|
3.78K
$387K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-759- 87.04% |
$48.7K - $61.4K
|
113
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-686- 31.61% |
$44K - $55.5K
|
1.48K
$152K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-557- 8.72% |
$35.7K - $45.1K
|
5.83K
$598K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-411- 0.5% |
$26.4K - $33.3K
|
81.7K
$8.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-285- 0.99% |
$18.3K - $23.1K
|
28.6K
$2.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-195Closed |
$12.5K - $15.8K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-157- 4.12% |
$10.1K - $12.7K
|
3.65K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-100- 0.03% |
$6.41K - $8.1K
|
379K
$38.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 2.71% |
$6.41K - $8.1K
|
3.59K
$368K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-90- 8.8% |
$5.77K - $7.29K
|
933
$95.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-83- 2.57% |
$5.32K - $6.72K
|
3.15K
$323K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-63- 6.24% |
$4.04K - $5.1K
|
947
$97.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 1.25% |
$3.21K - $4.05K
|
3.96K
$406K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 23.38% |
$2.31K - $2.91K
|
118
$12.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-20- 74.07% |
$1.28K - $1.62K
|
7
$718
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 16.67% |
$385 - $486
|
30
$3.08K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Qvidtvm Management LLC
New York, NY |
SELL
|
- |
-149K- 66.38% |
$9.5M - $12.2M
|
75.4K
$7.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Broadcrest Asset Management, LLC
Winter Park, FL |
SELL
|
- |
-100K- 50.0% |
$6.38M - $8.18M
|
100K
$10.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-24.3K- 55.71% |
$1.55M - $1.98M
|
19.3K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-18K- 13.57% |
$1.15M - $1.47M
|
114K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14.3KClosed |
$915K - $1.17M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.84KClosed |
$309K - $396K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-4.63K- 18.48% |
$296K - $379K
|
20.4K
$2.1M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.37K- 2.8% |
$279K - $357K
|
152K
$15.6M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.48K- 44.86% |
$222K - $284K
|
4.27K
$438K
|
|