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 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-55- 1.87% |
$5.03K - $5.74K
|
2.89K
$284K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 3.24% |
$5.12K - $5.85K
|
1.67K
$164K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 1.26% |
$5.39K - $6.16K
|
4.63K
$455K
|
|
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
$1.96K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-63- 2.71% |
$5.76K - $6.58K
|
2.26K
$222K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-63- 6.49% |
$5.76K - $6.58K
|
907
$89.1K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-66- 2.01% |
$6.03K - $6.89K
|
3.21K
$315K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-68- 2.64% |
$6.22K - $7.1K
|
2.51K
$247K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-68- 8.29% |
$6.22K - $7.1K
|
752
$73.8K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-70- 0.71% |
$6.4K - $7.31K
|
9.85K
$968K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-72- 1.06% |
$6.58K - $7.52K
|
6.75K
$662K
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-74- 0.59% |
$6.77K - $7.73K
|
12.6K
$1.23M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-74- 0.56% |
$6.77K - $7.73K
|
13.1K
$1.29M
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-75- 2.87% |
$6.86K - $7.83K
|
2.54K
$249K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-76- 2.22% |
$6.95K - $7.94K
|
3.35K
$329K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-78- 86.67% |
$7.13K - $8.15K
|
12
$1.18K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-87- 36.55% |
$7.95K - $9.09K
|
151
$14.8K
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-88- 2.07% |
$8.05K - $9.19K
|
4.16K
$409K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-89- 0.91% |
$8.14K - $9.29K
|
9.74K
$957K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-91- 3.34% |
$8.32K - $9.5K
|
2.63K
$258K
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-95- 2.86% |
$8.69K - $9.92K
|
3.23K
$317K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-99- 0.79% |
$9.05K - $10.3K
|
12.5K
$1.23M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-99- 1.96% |
$9.05K - $10.3K
|
4.95K
$486K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.13% |
$9.14K - $10.4K
|
1.53K
$150K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-100- 5.72% |
$9.14K - $10.4K
|
1.65K
$162K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 1.92% |
$9.14K - $10.4K
|
5.12K
$502K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-104- 2.47% |
$9.51K - $10.9K
|
4.12K
$404K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-105- 3.76% |
$9.6K - $11K
|
2.68K
$264K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-117- 4.09% |
$10.7K - $12.2K
|
2.74K
$269K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-120- 3.11% |
$11K - $12.5K
|
3.73K
$367K
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-121- 4.46% |
$11.1K - $12.6K
|
2.59K
$254K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-121- 59.31% |
$11.1K - $12.6K
|
83
$8.15K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-125- 1.45% |
$11.4K - $13.1K
|
8.5K
$835K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-125- 43.55% |
$11.4K - $13.1K
|
162
$15.9K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-129- 0.24% |
$11.8K - $13.5K
|
54.4K
$5.34M
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-150- 4.22% |
$13.7K - $15.7K
|
3.4K
$334K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-150- 0.61% |
$13.7K - $15.7K
|
24.6K
$2.41M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-150- 6.97% |
$13.7K - $15.7K
|
2K
$197K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-168- 7.38% |
$15.4K - $17.5K
|
2.11K
$207K
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-171- 5.15% |
$15.6K - $17.9K
|
3.15K
$309K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-174- 5.44% |
$15.9K - $18.2K
|
3.02K
$297K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-174- 2.96% |
$15.9K - $18.2K
|
5.7K
$560K
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-175- 1.74% |
$16K - $18.3K
|
9.89K
$971K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-178- 0.8% |
$16.3K - $18.6K
|
22K
$2.16M
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-178- 0.66% |
$16.3K - $18.6K
|
26.9K
$2.65M
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-187- 5.48% |
$17.1K - $19.5K
|
3.23K
$317K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-189- 26.69% |
$17.3K - $19.7K
|
519
$51K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 10.79% |
$18.3K - $20.9K
|
1.65K
$162K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-215- 58.27% |
$19.7K - $22.5K
|
154
$15.1K
|