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 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-56- 5.61% |
$5.11K - $5.64K
|
942
$92.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-59- 1.02% |
$5.38K - $5.95K
|
5.75K
$564K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-59- 2.22% |
$5.38K - $5.95K
|
2.6K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-61- 0.09% |
$5.56K - $6.15K
|
68.3K
$6.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 2.28% |
$5.65K - $6.25K
|
2.66K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-65- 1.72% |
$5.93K - $6.55K
|
3.71K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-65- 0.75% |
$5.93K - $6.55K
|
8.57K
$842K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-67- 1.31% |
$6.11K - $6.75K
|
5.05K
$496K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-69- 1.23% |
$6.29K - $6.95K
|
5.56K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-70- 2.74% |
$6.38K - $7.05K
|
2.48K
$244K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-71- 1.49% |
$6.48K - $7.16K
|
4.68K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-72- 1.91% |
$6.57K - $7.26K
|
3.7K
$363K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-73- 2.65% |
$6.66K - $7.36K
|
2.68K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-75- 23.44% |
$6.84K - $7.56K
|
245
$24.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-77- 0.28% |
$7.02K - $7.76K
|
27.8K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-77- 2.55% |
$7.02K - $7.76K
|
2.94K
$289K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-80- 0.54% |
$7.3K - $8.06K
|
14.7K
$1.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-80- 0.09% |
$7.3K - $8.06K
|
93.3K
$9.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 44.15% |
$7.57K - $8.36K
|
105
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-83- 31.2% |
$7.57K - $8.36K
|
183
$18K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 3.65% |
$7.75K - $8.57K
|
2.24K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-87- 3.61% |
$7.93K - $8.77K
|
2.32K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-89- 54.27% |
$8.12K - $8.97K
|
75
$7.37K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-91- 3.79% |
$8.3K - $9.17K
|
2.31K
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-93- 2.72% |
$8.48K - $9.37K
|
3.32K
$326K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-95- 1.97% |
$8.66K - $9.57K
|
4.73K
$465K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.82% |
$9.12K - $10.1K
|
2.52K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-105- 1.97% |
$9.58K - $10.6K
|
5.22K
$513K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-106- 1.61% |
$9.67K - $10.7K
|
6.46K
$634K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-106- 2.18% |
$9.67K - $10.7K
|
4.75K
$466K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-107- 3.53% |
$9.76K - $10.8K
|
2.92K
$287K
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-109- 0.87% |
$9.94K - $11K
|
12.4K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-110- 1.66% |
$10K - $11.1K
|
6.5K
$638K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-112- 38.49% |
$10.2K - $11.3K
|
179
$17.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-114- 18.69% |
$10.4K - $11.5K
|
496
$48.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-120- 1.26% |
$10.9K - $12.1K
|
9.41K
$924K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-120- 1.88% |
$10.9K - $12.1K
|
6.25K
$613K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-121- 55.76% |
$11K - $12.2K
|
96
$9.43K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-125- 3.21% |
$11.4K - $12.6K
|
3.78K
$371K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-126- 12.98% |
$11.5K - $12.7K
|
845
$83K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-126- 0.55% |
$11.5K - $12.7K
|
22.9K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-127- 3.73% |
$11.6K - $12.8K
|
3.28K
$322K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-131- 4.09% |
$11.9K - $13.2K
|
3.07K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-135- 0.54% |
$12.3K - $13.6K
|
24.7K
$2.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-137- 31.93% |
$12.5K - $13.8K
|
292
$28.7K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-140- 2.76% |
$12.8K - $14.1K
|
4.93K
$485K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-140- 11.85% |
$12.8K - $14.1K
|
1.04K
$102K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-141- 3.85% |
$12.9K - $14.2K
|
3.52K
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-142- 0.26% |
$13K - $14.3K
|
54.5K
$5.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 30.3% |
$13.7K - $15.1K
|
345
$33.9K
|