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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-339- 2.53% |
$30.9K - $34.2K
|
13K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-350- 2.35% |
$31.9K - $35.3K
|
14.5K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-355- 2.18% |
$32.4K - $35.8K
|
15.9K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-355- 1.85% |
$32.4K - $35.8K
|
18.9K
$1.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-356- 3.76% |
$32.5K - $35.9K
|
9.1K
$894K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-365- 1.14% |
$33.3K - $36.8K
|
31.7K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-375- 1.2% |
$34.2K - $37.8K
|
31K
$3.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-375- 60.0% |
$34.2K - $37.8K
|
250
$24.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-378- 12.53% |
$34.5K - $38.1K
|
2.64K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-381- 4.45% |
$34.7K - $38.4K
|
8.19K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-391- 13.53% |
$35.7K - $39.4K
|
2.5K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-395- 9.27% |
$36K - $39.8K
|
3.87K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.36% |
$36.5K - $40.3K
|
111K
$10.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-417- 4.03% |
$38K - $42K
|
9.92K
$975K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-419- 16.33% |
$38.2K - $42.2K
|
2.15K
$211K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-422- 2.3% |
$38.5K - $42.5K
|
17.9K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-425- 1.22% |
$38.8K - $42.8K
|
34.4K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-443- 79.11% |
$40.4K - $44.6K
|
117
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-450- 2.02% |
$41K - $45.4K
|
21.8K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 20.63% |
$41K - $45.4K
|
1.73K
$170K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-453- 5.68% |
$41.3K - $45.7K
|
7.53K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-465- 4.0% |
$42.4K - $46.9K
|
11.2K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-475- 8.87% |
$43.3K - $47.9K
|
4.88K
$479K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-477- 13.49% |
$43.5K - $48.1K
|
3.06K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-480- 10.54% |
$43.8K - $48.4K
|
4.07K
$400K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-480- 17.89% |
$43.8K - $48.4K
|
2.2K
$216K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-490- 3.73% |
$44.7K - $49.4K
|
12.6K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-491- 4.4% |
$44.8K - $49.5K
|
10.7K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-492- 11.04% |
$44.9K - $49.6K
|
3.97K
$389K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-497- 13.0% |
$45.3K - $50.1K
|
3.33K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-508- 3.49% |
$46.3K - $51.2K
|
14K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-535- 3.94% |
$48.8K - $53.9K
|
13K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-560Closed |
$51.1K - $56.4K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-575- 2.01% |
$52.4K - $57.9K
|
28K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-582- 4.99% |
$53.1K - $58.7K
|
11.1K
$1.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-609- 2.66% |
$55.5K - $61.4K
|
22.3K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-610- 6.59% |
$55.6K - $61.5K
|
8.65K
$850K
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-623- 1.12% |
$56.8K - $62.8K
|
55.2K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-629- 1.45% |
$57.4K - $63.4K
|
42.6K
$4.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-632- 2.65% |
$57.6K - $63.7K
|
23.2K
$2.28M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-659- 83.84% |
$60.1K - $66.4K
|
127
$12.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-675- 19.09% |
$61.6K - $68K
|
2.86K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-684- 69.3% |
$62.4K - $68.9K
|
303
$29.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-685- 6.98% |
$62.5K - $69K
|
9.13K
$896K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-687- 17.29% |
$62.7K - $69.2K
|
3.29K
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-689- 2.14% |
$62.8K - $69.4K
|
31.5K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-700- 13.46% |
$63.8K - $70.5K
|
4.5K
$442K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.97% |
$63.8K - $70.5K
|
22.9K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-714- 1.59% |
$65.1K - $72K
|
44.3K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-747- 1.68% |
$68.1K - $75.3K
|
43.7K
$4.29M
|