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 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-26- 1.0% |
$2.38K - $2.72K
|
2.57K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-29- 1.37% |
$2.65K - $3.03K
|
2.09K
$204K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-29- 0.51% |
$2.65K - $3.03K
|
5.62K
$548K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-30- 18.29% |
$2.74K - $3.13K
|
134
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-31- 0.67% |
$2.83K - $3.24K
|
4.57K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-32- 1.26% |
$2.93K - $3.34K
|
2.5K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-33- 4.51% |
$3.02K - $3.45K
|
699
$68.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-33- 0.38% |
$3.02K - $3.45K
|
8.57K
$837K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 7.58% |
$3.2K - $3.66K
|
427
$41.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-36- 3.61% |
$3.29K - $3.76K
|
961
$93.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-36- 0.07% |
$3.29K - $3.76K
|
51.7K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-38- 1.3% |
$3.47K - $3.97K
|
2.89K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-39- 1.08% |
$3.57K - $4.07K
|
3.56K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 32.28% |
$3.75K - $4.28K
|
86
$8.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-42- 1.16% |
$3.84K - $4.39K
|
3.57K
$348K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-42- 0.18% |
$3.84K - $4.39K
|
23.4K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-43- 2.03% |
$3.93K - $4.49K
|
2.07K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43- 0.26% |
$3.93K - $4.49K
|
16.7K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-47- 2.02% |
$4.3K - $4.91K
|
2.29K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-47- 0.81% |
$4.3K - $4.91K
|
5.74K
$560K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-48- 1.02% |
$4.39K - $5.01K
|
4.64K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-49- 6.44% |
$4.48K - $5.12K
|
712
$69.5K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.43% |
$4.57K - $5.22K
|
11.6K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 5.73% |
$4.57K - $5.22K
|
822
$80.3K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-51- 1.74% |
$4.66K - $5.33K
|
2.87K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-52- 7.55% |
$4.75K - $5.43K
|
637
$62.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 6.95% |
$4.85K - $5.53K
|
710
$69.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-53- 0.41% |
$4.85K - $5.53K
|
13K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-54- 1.14% |
$4.94K - $5.64K
|
4.7K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-55- 1.87% |
$5.03K - $5.74K
|
2.89K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 3.24% |
$5.12K - $5.85K
|
1.67K
$163K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 1.26% |
$5.39K - $6.16K
|
4.63K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-59- 1.03% |
$5.39K - $6.16K
|
5.67K
$554K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-60- 4.59% |
$5.49K - $6.27K
|
1.25K
$122K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 75.0% |
$5.49K - $6.27K
|
20
$1.95K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-62- 2.94% |
$5.67K - $6.47K
|
2.05K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-63- 2.71% |
$5.76K - $6.58K
|
2.26K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-63- 6.49% |
$5.76K - $6.58K
|
907
$88.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 2.25% |
$5.85K - $6.68K
|
2.78K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-66- 2.01% |
$6.03K - $6.89K
|
3.21K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-67- 2.86% |
$6.13K - $7K
|
2.28K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-68- 3.16% |
$6.22K - $7.1K
|
2.08K
$203K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-68- 2.64% |
$6.22K - $7.1K
|
2.51K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-68- 2.64% |
$6.22K - $7.1K
|
2.51K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-68- 8.29% |
$6.22K - $7.1K
|
752
$73.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-70- 0.71% |
$6.4K - $7.31K
|
9.85K
$962K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-72- 1.06% |
$6.58K - $7.52K
|
6.75K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-74- 0.56% |
$6.77K - $7.73K
|
13.1K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-74- 0.59% |
$6.77K - $7.73K
|
12.6K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-75- 0.34% |
$6.86K - $7.83K
|
22.1K
$2.15M
|