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 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-768- 15.54% |
$70.2K - $80.2K
|
4.18K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-775- 3.98% |
$70.9K - $80.9K
|
18.7K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-807- 13.58% |
$73.8K - $84.3K
|
5.14K
$504K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-844- 1.36% |
$77.2K - $88.1K
|
61K
$5.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-848- 2.2% |
$77.5K - $88.6K
|
37.6K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-869- 16.29% |
$79.5K - $90.7K
|
4.47K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-885- 2.95% |
$80.9K - $92.4K
|
29.2K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-920- 1.6% |
$84.1K - $96.1K
|
56.5K
$5.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-939- 0.63% |
$85.9K - $98.1K
|
148K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 6.67% |
$91.4K - $104K
|
14K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.04K- 1.24% |
$95.5K - $109K
|
83.2K
$8.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.28K- 17.33% |
$117K - $134K
|
6.1K
$599K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.34K- 0.47% |
$123K - $140K
|
285K
$28M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.38K- 1.48% |
$126K - $144K
|
91.9K
$9.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.43K- 4.57% |
$131K - $149K
|
29.8K
$2.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.51K- 22.29% |
$138K - $157K
|
5.25K
$516K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 6.76% |
$138K - $158K
|
20.8K
$2.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.81K- 9.84% |
$165K - $189K
|
16.6K
$1.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.06K- 7.39% |
$188K - $215K
|
25.8K
$2.53M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.25K- 12.53% |
$206K - $235K
|
15.7K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.34K- 9.21% |
$214K - $244K
|
23.1K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2.5K- 16.67% |
$229K - $261K
|
12.5K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 1.63% |
$231K - $263K
|
152K
$14.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.53K- 20.63% |
$231K - $264K
|
9.71K
$954K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 2.36% |
$257K - $293K
|
116K
$11.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.84K- 16.42% |
$351K - $401K
|
19.5K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.9K- 2.42% |
$357K - $407K
|
157K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.95K- 19.47% |
$453K - $517K
|
20.5K
$2.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.59K- 3.6% |
$511K - $584K
|
150K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Fractal Investments LLC
|
SELL
|
- |
-5.71K- 60.74% |
$522K - $596K
|
3.69K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6.2K- 5.28% |
$567K - $648K
|
111K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-6.9K- 3.94% |
$631K - $720K
|
168K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.31K- 11.72% |
$668K - $763K
|
55.1K
$5.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-7.93K- 34.6% |
$725K - $828K
|
15K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-8.06K- 49.99% |
$737K - $842K
|
8.06K
$792K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 4.72% |
$919K - $1.05M
|
203K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-10.4K- 6.33% |
$950K - $1.08M
|
154K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.7K- 8.58% |
$1.44M - $1.64M
|
167K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-16K- 4.38% |
$1.46M - $1.67M
|
349K
$34.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16.7K- 86.9% |
$1.53M - $1.75M
|
2.52K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-20.9K- 6.16% |
$1.91M - $2.18M
|
318K
$31.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-23K- 11.05% |
$2.11M - $2.41M
|
185K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-47K- 22.85% |
$4.29M - $4.9M
|
159K
$15.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-311K- 7.53% |
$28.5M - $32.5M
|
3.82M
$375M
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-889K- 87.31% |
$81.3M - $92.9M
|
129K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.58M- 35.46% |
$145M - $165M
|
2.88M
$283M
|