Purchases and Sales Made in Q3 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.09% |
$274 - $313
|
3.34K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.28% |
$274 - $313
|
1.09K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 13.04% |
$274 - $313
|
20
$1.95K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4- 0.06% |
$366 - $418
|
6.67K
$651K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4- 0.19% |
$366 - $418
|
2.14K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4- 0.17% |
$366 - $418
|
2.36K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5- 0.13% |
$457 - $522
|
3.77K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 0.69% |
$457 - $522
|
724
$70.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.38% |
$457 - $522
|
357
$34.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.42% |
$640 - $731
|
1.66K
$162K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8- 0.04% |
$731 - $835
|
17.9K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.1% |
$731 - $835
|
250
$24.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-8- 0.27% |
$731 - $835
|
2.93K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 0.95% |
$731 - $835
|
837
$81.7K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 47.06% |
$731 - $835
|
9
$879
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 0.25% |
$823 - $940
|
3.53K
$345K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.44% |
$914 - $1.04K
|
2.27K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-10- 0.13% |
$914 - $1.04K
|
7.96K
$777K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 15.38% |
$914 - $1.04K
|
55
$5.37K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-10- 66.67% |
$914 - $1.04K
|
5
$488
|
|
|
Oct 21, 2024
Q3 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-12- 3.68% |
$1.1K - $1.25K
|
314
$30.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-12- 0.57% |
$1.1K - $1.25K
|
2.1K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 0.5% |
$1.1K - $1.25K
|
2.41K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13- 0.42% |
$1.19K - $1.36K
|
3.09K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-13- 0.23% |
$1.19K - $1.36K
|
5.63K
$550K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13- 0.34% |
$1.19K - $1.36K
|
3.82K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15- 2.44% |
$1.37K - $1.57K
|
599
$58.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-15- 2.81% |
$1.37K - $1.57K
|
518
$50.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.34% |
$1.46K - $1.67K
|
4.72K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-17- 0.38% |
$1.55K - $1.78K
|
4.41K
$431K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-17- 2.22% |
$1.55K - $1.78K
|
748
$73K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 3.67% |
$1.55K - $1.78K
|
446
$43.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-18- 2.29% |
$1.65K - $1.88K
|
767
$74.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-19- 0.59% |
$1.74K - $1.98K
|
3.21K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-19- 0.88% |
$1.74K - $1.98K
|
2.13K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-19- 0.59% |
$1.74K - $1.98K
|
3.19K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-20- 0.33% |
$1.83K - $2.09K
|
6.1K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-21- 0.8% |
$1.92K - $2.19K
|
2.6K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-21- 0.66% |
$1.92K - $2.19K
|
3.18K
$310K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-21- 1.55% |
$1.92K - $2.19K
|
1.34K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 0.11% |
$2.01K - $2.3K
|
20.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-23- 1.08% |
$2.1K - $2.4K
|
2.1K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23- 1.92% |
$2.1K - $2.4K
|
1.17K
$114K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-24- 0.69% |
$2.19K - $2.51K
|
3.47K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-25- 0.45% |
$2.29K - $2.61K
|
5.58K
$545K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25- 0.46% |
$2.29K - $2.61K
|
5.39K
$526K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 0.62% |
$2.29K - $2.61K
|
3.98K
$389K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 4.84% |
$2.29K - $2.61K
|
492
$48K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-25- 5.73% |
$2.29K - $2.61K
|
411
$40.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-26- 1.77% |
$2.38K - $2.72K
|
1.44K
$140K
|