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 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.01% |
$91.4 - $104
|
7.49K
$735K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-1- 0.04% |
$91.4 - $104
|
2.3K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.62% |
$183 - $209
|
322
$31.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 13.04% |
$274 - $313
|
20
$1.96K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.09% |
$274 - $313
|
3.34K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4- 0.17% |
$366 - $418
|
2.36K
$232K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4- 0.19% |
$366 - $418
|
2.14K
$210K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.42% |
$640 - $731
|
1.66K
$163K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 47.06% |
$731 - $835
|
9
$884
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8- 0.04% |
$731 - $835
|
17.9K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 0.95% |
$731 - $835
|
837
$82.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-8- 0.27% |
$731 - $835
|
2.93K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 3.1% |
$731 - $835
|
250
$24.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 0.25% |
$823 - $940
|
3.53K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 15.38% |
$914 - $1.04K
|
55
$5.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.44% |
$914 - $1.04K
|
2.27K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-10- 66.67% |
$914 - $1.04K
|
5
$491
|
|
|
Oct 21, 2024
Q3 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-12- 3.68% |
$1.1K - $1.25K
|
314
$30.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-15- 2.81% |
$1.37K - $1.57K
|
518
$50.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.34% |
$1.46K - $1.67K
|
4.72K
$463K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 3.67% |
$1.55K - $1.78K
|
446
$43.8K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-17- 2.22% |
$1.55K - $1.78K
|
748
$73.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-17- 0.38% |
$1.55K - $1.78K
|
4.41K
$433K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-19- 0.59% |
$1.74K - $1.98K
|
3.19K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-19- 0.88% |
$1.74K - $1.98K
|
2.13K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-19- 0.59% |
$1.74K - $1.98K
|
3.21K
$315K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-21- 0.66% |
$1.92K - $2.19K
|
3.18K
$312K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-21- 1.55% |
$1.92K - $2.19K
|
1.34K
$131K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23- 1.92% |
$2.1K - $2.4K
|
1.17K
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-24- 0.69% |
$2.19K - $2.51K
|
3.47K
$340K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25- 0.46% |
$2.29K - $2.61K
|
5.39K
$529K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 0.62% |
$2.29K - $2.61K
|
3.98K
$391K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 4.84% |
$2.29K - $2.61K
|
492
$48.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-25- 5.73% |
$2.29K - $2.61K
|
411
$40.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-26- 1.0% |
$2.38K - $2.72K
|
2.57K
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-30- 18.29% |
$2.74K - $3.13K
|
134
$13.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-32- 1.26% |
$2.93K - $3.34K
|
2.5K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-39- 1.08% |
$3.57K - $4.07K
|
3.56K
$349K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 32.28% |
$3.75K - $4.28K
|
86
$8.45K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-42- 0.18% |
$3.84K - $4.39K
|
23.4K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-42- 1.16% |
$3.84K - $4.39K
|
3.57K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43- 0.26% |
$3.93K - $4.49K
|
16.7K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-43- 2.03% |
$3.93K - $4.49K
|
2.07K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-47- 2.02% |
$4.3K - $4.91K
|
2.29K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-49- 6.44% |
$4.48K - $5.12K
|
712
$69.9K
|
|
|
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
$80.7K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-51- 1.74% |
$4.66K - $5.33K
|
2.87K
$282K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-53- 0.41% |
$4.85K - $5.53K
|
13K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-54- 1.14% |
$4.94K - $5.64K
|
4.7K
$461K
|