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 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-993- 20.34% |
$90.8K - $104K
|
3.89K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-974- 33.04% |
$89.1K - $102K
|
1.97K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-938- 29.05% |
$85.8K - $98K
|
2.29K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-887- 2.36% |
$81.1K - $92.6K
|
36.7K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-872- 2.28% |
$79.7K - $91.1K
|
37.4K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-845- 3.23% |
$77.3K - $88.2K
|
25.3K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-826- 9.61% |
$75.5K - $86.3K
|
7.77K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-807- 13.58% |
$73.8K - $84.3K
|
5.14K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-795- 19.02% |
$72.7K - $83K
|
3.38K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-707- 19.96% |
$64.6K - $73.8K
|
2.84K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-649- 12.39% |
$59.3K - $67.8K
|
4.59K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-645- 10.6% |
$59K - $67.4K
|
5.44K
$516K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-634- 21.68% |
$58K - $66.2K
|
2.29K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-620- 20.27% |
$56.7K - $64.7K
|
2.44K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-585- 1.85% |
$53.5K - $61.1K
|
31.1K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-570- 5.75% |
$52.1K - $59.5K
|
9.34K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-543- 5.01% |
$49.6K - $56.7K
|
10.3K
$976K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-492- 6.23% |
$45K - $51.4K
|
7.4K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-480- 11.52% |
$43.9K - $50.1K
|
3.69K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-470- 1.18% |
$43K - $49.1K
|
39.5K
$3.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-458- 8.42% |
$41.9K - $47.8K
|
4.98K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-443- 4.38% |
$40.5K - $46.3K
|
9.67K
$917K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-414- 0.91% |
$37.9K - $43.2K
|
44.9K
$4.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.03% |
$36.6K - $41.8K
|
1.2M
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-384- 0.58% |
$35.1K - $40.1K
|
65.8K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-350- 0.8% |
$32K - $36.6K
|
43.3K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-346- 13.22% |
$31.6K - $36.1K
|
2.27K
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-325- 0.6% |
$29.7K - $33.9K
|
53.9K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-312- 13.91% |
$28.5K - $32.6K
|
1.93K
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-306- 7.96% |
$28K - $32K
|
3.54K
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-300- 12.02% |
$27.4K - $31.3K
|
2.2K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-300- 10.41% |
$27.4K - $31.3K
|
2.58K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-291- 42.11% |
$26.6K - $30.4K
|
400
$37.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-268- 6.58% |
$24.5K - $28K
|
3.8K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-262- 3.78% |
$24K - $27.4K
|
6.68K
$633K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-253- 11.22% |
$23.1K - $26.4K
|
2K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-242- 7.1% |
$22.1K - $25.3K
|
3.17K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-240- 0.87% |
$21.9K - $25.1K
|
27.5K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-234- 1.63% |
$21.4K - $24.4K
|
14.1K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-215- 9.26% |
$19.7K - $22.5K
|
2.11K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 10.79% |
$18.3K - $20.9K
|
1.65K
$157K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 73.7% |
$18.2K - $20.8K
|
71
$6.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-198- 4.65% |
$18.1K - $20.7K
|
4.06K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-198- 3.92% |
$18.1K - $20.7K
|
4.86K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-195- 4.68% |
$17.8K - $20.4K
|
3.97K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-191- 4.04% |
$17.5K - $19.9K
|
4.54K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-189- 5.21% |
$17.3K - $19.7K
|
3.44K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-179- 1.59% |
$16.4K - $18.7K
|
11.1K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-179- 6.75% |
$16.4K - $18.7K
|
2.47K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-178- 0.66% |
$16.3K - $18.6K
|
26.9K
$2.56M
|