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
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-759- 1.61% |
$69.2K - $76.5K
|
46.3K
$4.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-763- 1.04% |
$69.6K - $76.9K
|
72.9K
$7.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-818- 0.37% |
$74.6K - $82.4K
|
220K
$21.6M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-900- 45.0% |
$82.1K - $90.7K
|
1.1K
$108K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-904- 2.7% |
$82.4K - $91.1K
|
32.6K
$3.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-905- 3.96% |
$82.5K - $91.2K
|
21.9K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-937- 0.93% |
$85.5K - $94.4K
|
100K
$9.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-944- 22.71% |
$86.1K - $95.1K
|
3.21K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-975- 10.18% |
$88.9K - $98.3K
|
8.61K
$845K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-995- 1.69% |
$90.7K - $100K
|
57.8K
$5.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.05K- 1.69% |
$96.1K - $106K
|
61.4K
$6.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.07K- 36.53% |
$97.3K - $108K
|
1.85K
$182K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 5.59% |
$99K - $109K
|
18.3K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.09K- 7.25% |
$99.3K - $110K
|
13.9K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.09K- 24.58% |
$99.6K - $110K
|
3.35K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.1K- 1.63% |
$100K - $111K
|
66.2K
$6.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.1K- 2.38% |
$101K - $111K
|
45.3K
$4.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.15K- 2.07% |
$105K - $116K
|
54.4K
$5.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.18K- 3.0% |
$107K - $119K
|
38K
$3.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.25K- 17.0% |
$114K - $126K
|
6.11K
$600K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.37K- 17.08% |
$125K - $138K
|
6.67K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.39K- 3.94% |
$126K - $140K
|
33.8K
$3.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.39K- 2.96% |
$127K - $140K
|
45.5K
$4.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.43K- 14.76% |
$131K - $144K
|
8.28K
$813K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.45K- 14.89% |
$132K - $146K
|
8.28K
$813K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.58K- 17.77% |
$144K - $159K
|
7.29K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.59K- 0.65% |
$145K - $160K
|
243K
$23.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-1.63K- 2.03% |
$149K - $164K
|
78.8K
$7.74M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.65K- 10.62% |
$151K - $167K
|
13.9K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.69K- 71.06% |
$154K - $171K
|
689
$67.7K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.83K- 0.86% |
$167K - $185K
|
211K
$20.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.86K- 7.07% |
$170K - $188K
|
24.4K
$2.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 47.02% |
$171K - $189K
|
2.11K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.95K- 7.12% |
$178K - $196K
|
25.4K
$2.49M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2K- 13.33% |
$182K - $202K
|
13K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.03K- 20.31% |
$185K - $205K
|
7.97K
$783K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.05K- 46.63% |
$187K - $206K
|
2.34K
$230K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.11K- 1.92% |
$192K - $212K
|
108K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.17K- 4.07% |
$197K - $218K
|
51K
$5.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 12.2% |
$201K - $222K
|
15.8K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-2.36K- 10.11% |
$215K - $238K
|
21K
$2.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.46K- 25.51% |
$225K - $248K
|
7.19K
$706K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-2.5K- 3.54% |
$228K - $252K
|
68.2K
$6.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.51K- 4.7% |
$229K - $253K
|
50.8K
$4.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.55K- 6.8% |
$233K - $257K
|
34.9K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.56K- 51.93% |
$233K - $257K
|
2.37K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.82K- 21.78% |
$257K - $284K
|
10.1K
$993K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.84K- 8.33% |
$259K - $286K
|
31.3K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.84K- 33.08% |
$259K - $287K
|
5.75K
$565K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.85K- 0.96% |
$260K - $288K
|
293K
$28.8M
|