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 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-215- 7.27% |
$19.7K - $22.5K
|
2.74K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-215- 9.26% |
$19.7K - $22.5K
|
2.11K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-225- 1.62% |
$20.6K - $23.5K
|
13.7K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-237- 9.1% |
$21.7K - $24.7K
|
2.37K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-250- 4.86% |
$22.9K - $26.1K
|
4.9K
$481K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-253- 11.22% |
$23.1K - $26.4K
|
2K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-254- 8.53% |
$23.2K - $26.5K
|
2.72K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-256- 4.61% |
$23.4K - $26.7K
|
5.3K
$521K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-272- 1.87% |
$24.9K - $28.4K
|
14.3K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 8.33% |
$25.3K - $28.9K
|
3.05K
$300K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-278- 2.68% |
$25.4K - $29K
|
10.1K
$991K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-280- 1.76% |
$25.6K - $29.2K
|
15.7K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-283- 0.36% |
$25.9K - $29.6K
|
77.6K
$7.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-291- 42.11% |
$26.6K - $30.4K
|
400
$39.3K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-295- 8.19% |
$27K - $30.8K
|
3.31K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-297- 0.6% |
$27.2K - $31K
|
49K
$4.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-299- 5.87% |
$27.3K - $31.2K
|
4.79K
$471K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.31% |
$27.4K - $31.3K
|
22.6K
$2.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-300- 12.02% |
$27.4K - $31.3K
|
2.2K
$216K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-300- 10.41% |
$27.4K - $31.3K
|
2.58K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 6.19% |
$27.4K - $31.3K
|
4.54K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-322- 0.56% |
$29.4K - $33.6K
|
57.5K
$5.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-325- 0.6% |
$29.7K - $33.9K
|
53.9K
$5.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-326- 3.47% |
$29.8K - $34K
|
9.06K
$890K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-326- 3.11% |
$29.8K - $34K
|
10.1K
$997K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-340- 34.34% |
$31.1K - $35.5K
|
650
$63.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-357- 4.31% |
$32.6K - $37.3K
|
7.92K
$778K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-379- 9.33% |
$34.7K - $39.6K
|
3.68K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-380- 13.72% |
$34.7K - $39.7K
|
2.39K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-390- 1.12% |
$35.7K - $40.7K
|
34.3K
$3.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-390- 6.01% |
$35.7K - $40.7K
|
6.1K
$599K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-428- 11.26% |
$39.1K - $44.7K
|
3.37K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-432- 57.07% |
$39.5K - $45.1K
|
325
$31.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-440- 7.38% |
$40.2K - $45.9K
|
5.52K
$542K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-443- 4.38% |
$40.5K - $46.3K
|
9.67K
$949K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-458- 8.42% |
$41.9K - $47.8K
|
4.98K
$489K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-472- 7.25% |
$43.2K - $49.3K
|
6.04K
$593K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-479- 4.49% |
$43.8K - $50K
|
10.2K
$1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-496- 3.32% |
$45.3K - $51.8K
|
14.4K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-531- 6.68% |
$48.5K - $55.5K
|
7.42K
$728K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-531- 15.64% |
$48.5K - $55.5K
|
2.87K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-585- 1.85% |
$53.5K - $61.1K
|
31.1K
$3.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-596- 17.29% |
$54.5K - $62.2K
|
2.85K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-634- 21.68% |
$58K - $66.2K
|
2.29K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-664- 1.09% |
$60.7K - $69.3K
|
60.2K
$5.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-680- 1.07% |
$62.2K - $71K
|
62.9K
$6.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-703- 2.72% |
$64.3K - $73.4K
|
25.1K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-718- 18.57% |
$65.6K - $75K
|
3.15K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-723- 3.78% |
$66.1K - $75.5K
|
18.4K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-732- 0.9% |
$66.9K - $76.4K
|
81K
$7.95M
|