Purchases and Sales Made in Q2 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q2 2024. The information is specifically focused on institutions that hold shares of Otis Worldwide Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 10.42% |
$912 - $1.01K
|
86
$8.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-11- 0.15% |
$1K - $1.11K
|
7.43K
$725K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-11- 0.5% |
$1K - $1.11K
|
2.18K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-12- 3.63% |
$1.09K - $1.21K
|
319
$31.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-12- 0.42% |
$1.09K - $1.21K
|
2.87K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-12- 0.35% |
$1.09K - $1.21K
|
3.42K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-12- 0.11% |
$1.09K - $1.21K
|
10.6K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 0.6% |
$1.19K - $1.31K
|
2.15K
$210K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-13- 0.36% |
$1.19K - $1.31K
|
3.57K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-13- 0.44% |
$1.19K - $1.31K
|
2.94K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-13- 0.26% |
$1.19K - $1.31K
|
4.92K
$480K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-14- 0.5% |
$1.28K - $1.41K
|
2.79K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14- 0.49% |
$1.28K - $1.41K
|
2.86K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-15- 0.78% |
$1.37K - $1.51K
|
1.92K
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 26.98% |
$1.55K - $1.71K
|
46
$4.49K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-17- 0.81% |
$1.55K - $1.71K
|
2.08K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-17- 4.09% |
$1.55K - $1.71K
|
399
$39K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-18- 1.77% |
$1.64K - $1.81K
|
1K
$97.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 1.6% |
$1.64K - $1.81K
|
1.11K
$108K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-19- 2.63% |
$1.73K - $1.91K
|
704
$68.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-19- 0.74% |
$1.73K - $1.91K
|
2.54K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-19- 0.78% |
$1.73K - $1.91K
|
2.42K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20- 2.72% |
$1.82K - $2.02K
|
715
$69.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-22- 5.73% |
$2.01K - $2.22K
|
362
$35.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-22- 2.22% |
$2.01K - $2.22K
|
970
$94.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 6.67% |
$2.1K - $2.32K
|
322
$31.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-24- 0.64% |
$2.19K - $2.42K
|
3.7K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-25- 0.86% |
$2.28K - $2.52K
|
2.89K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-25- 0.7% |
$2.28K - $2.52K
|
3.54K
$346K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-25- 0.14% |
$2.28K - $2.52K
|
17.6K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-26- 0.69% |
$2.37K - $2.62K
|
3.72K
$363K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 0.61% |
$2.46K - $2.72K
|
4.43K
$433K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-27- 90.0% |
$2.46K - $2.72K
|
3
$293
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-29- 0.61% |
$2.64K - $2.92K
|
4.73K
$461K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30- 0.83% |
$2.74K - $3.02K
|
3.6K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-30- 0.53% |
$2.74K - $3.02K
|
5.6K
$547K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-32- 0.49% |
$2.92K - $3.22K
|
6.51K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-32- 0.56% |
$2.92K - $3.22K
|
5.73K
$560K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-32- 0.24% |
$2.92K - $3.22K
|
13.2K
$1.29M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 1.05% |
$2.92K - $3.22K
|
3.02K
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-34- 1.28% |
$3.1K - $3.43K
|
2.62K
$256K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-35- 0.62% |
$3.19K - $3.53K
|
5.65K
$551K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-36- 0.84% |
$3.28K - $3.63K
|
4.25K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 1.43% |
$3.37K - $3.73K
|
2.56K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-38- 1.1% |
$3.47K - $3.83K
|
3.41K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-38- 0.8% |
$3.47K - $3.83K
|
4.71K
$460K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 1.99% |
$3.92K - $4.33K
|
2.12K
$207K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-43- 0.86% |
$3.92K - $4.33K
|
4.95K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-45- 17.72% |
$4.1K - $4.54K
|
209
$20.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 2.93% |
$4.1K - $4.54K
|
1.49K
$146K
|