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 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-150- 0.5% |
$13.7K - $15.1K
|
30K
$2.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-151- 8.34% |
$13.8K - $15.2K
|
1.66K
$163K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-153- 4.28% |
$14K - $15.4K
|
3.42K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-155- 7.58% |
$14.1K - $15.6K
|
1.89K
$185K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-160- 5.42% |
$14.6K - $16.1K
|
2.79K
$274K
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-163- 1.71% |
$14.9K - $16.4K
|
9.39K
$922K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 40.95% |
$14.9K - $16.4K
|
235
$23.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-165- 33.6% |
$15K - $16.6K
|
326
$32K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-176- 2.33% |
$16.1K - $17.7K
|
7.38K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-177- 5.29% |
$16.1K - $17.8K
|
3.17K
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-179- 1.38% |
$16.3K - $18K
|
12.8K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-181- 5.81% |
$16.5K - $18.2K
|
2.93K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-188- 5.56% |
$17.1K - $18.9K
|
3.2K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-190- 8.1% |
$17.3K - $19.1K
|
2.16K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-192- 1.82% |
$17.5K - $19.3K
|
10.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-193- 2.53% |
$17.6K - $19.5K
|
7.44K
$730K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-193- 1.68% |
$17.6K - $19.5K
|
11.3K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-197- 1.47% |
$18K - $19.9K
|
13.2K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-198- 0.06% |
$18.1K - $20K
|
310K
$30.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-199- 0.22% |
$18.1K - $20.1K
|
88.8K
$8.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-200- 6.4% |
$18.2K - $20.2K
|
2.92K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-205- 1.28% |
$18.7K - $20.7K
|
15.9K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-211- 6.61% |
$19.2K - $21.3K
|
2.98K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-215- 6.24% |
$19.6K - $21.7K
|
3.23K
$317K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-219- 8.47% |
$20K - $22.1K
|
2.37K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-219- 0.16% |
$20K - $22.1K
|
136K
$13.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-224- 2.18% |
$20.4K - $22.6K
|
10.1K
$988K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-225- 3.74% |
$20.5K - $22.7K
|
5.79K
$568K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-226- 24.2% |
$20.6K - $22.8K
|
708
$69.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-228- 4.77% |
$20.8K - $23K
|
4.55K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-231- 5.15% |
$21.1K - $23.3K
|
4.26K
$418K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-232- 7.19% |
$21.2K - $23.4K
|
3K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-246- 4.96% |
$22.4K - $24.8K
|
4.71K
$463K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-248- 0.32% |
$22.6K - $25K
|
77.3K
$7.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 30.3% |
$22.8K - $25.2K
|
575
$56.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-250- 6.29% |
$22.8K - $25.2K
|
3.72K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-260- 9.32% |
$23.7K - $26.2K
|
2.53K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-263- 5.94% |
$24K - $26.5K
|
4.17K
$409K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-270- 2.38% |
$24.6K - $27.2K
|
11.1K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-274- 7.44% |
$25K - $27.6K
|
3.41K
$335K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-283- 27.0% |
$25.8K - $28.5K
|
765
$75.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-295- 1.13% |
$26.9K - $29.7K
|
25.8K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-296- 0.9% |
$27K - $29.8K
|
32.5K
$3.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-299- 0.33% |
$27.3K - $30.1K
|
89.2K
$8.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 25.49% |
$27.4K - $30.2K
|
877
$86.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-300- 54.55% |
$27.4K - $30.2K
|
250
$24.6K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 11.11% |
$27.4K - $30.2K
|
2.4K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-323- 2.5% |
$29.5K - $32.6K
|
12.6K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-323- 1.05% |
$29.5K - $32.6K
|
30.5K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-338- 0.39% |
$30.8K - $34.1K
|
85.5K
$8.39M
|