Purchases and Sales Made in Q4 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.28% |
$926 - $1.06K
|
3.53K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10- 0.08% |
$926 - $1.06K
|
12.7K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-11- 0.12% |
$1.02K - $1.17K
|
8.87K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-11- 0.24% |
$1.02K - $1.17K
|
4.53K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 26.09% |
$1.11K - $1.27K
|
34
$3.32K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-13- 0.53% |
$1.2K - $1.38K
|
2.45K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 0.46% |
$1.2K - $1.38K
|
2.84K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 0.13% |
$1.39K - $1.59K
|
11.7K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 1.03% |
$1.57K - $1.8K
|
1.63K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-17- 0.74% |
$1.57K - $1.8K
|
2.27K
$221K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18- 0.02% |
$1.67K - $1.91K
|
101K
$9.85M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-18- 0.41% |
$1.67K - $1.91K
|
4.41K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.83% |
$1.76K - $2.01K
|
2.28K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19- 0.31% |
$1.76K - $2.01K
|
6.07K
$593K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-20- 0.62% |
$1.85K - $2.12K
|
3.21K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.35% |
$1.85K - $2.12K
|
5.72K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 21.93% |
$2.31K - $2.65K
|
89
$8.69K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.45% |
$2.31K - $2.65K
|
5.49K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 0.98% |
$2.31K - $2.65K
|
2.53K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 7.25% |
$2.31K - $2.65K
|
320
$31.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.42% |
$2.31K - $2.65K
|
5.92K
$578K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 7.69% |
$2.31K - $2.65K
|
300
$29.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 5.2% |
$2.5K - $2.86K
|
492
$48K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29- 1.17% |
$2.68K - $3.07K
|
2.44K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-30- 1.02% |
$2.78K - $3.18K
|
2.92K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-37- 0.49% |
$3.43K - $3.92K
|
7.45K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-37- 11.56% |
$3.43K - $3.92K
|
283
$27.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-39- 1.47% |
$3.61K - $4.13K
|
2.62K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40- 0.3% |
$3.7K - $4.24K
|
13.5K
$1.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-40- 1.4% |
$3.7K - $4.24K
|
2.83K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-40- 0.02% |
$3.7K - $4.24K
|
180K
$17.6M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42- 1.43% |
$3.89K - $4.45K
|
2.89K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 1.65% |
$4.07K - $4.66K
|
2.62K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-47- 1.13% |
$4.35K - $4.98K
|
4.12K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50- 0.2% |
$4.63K - $5.3K
|
25.3K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-50- 0.15% |
$4.63K - $5.3K
|
34.3K
$3.35M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 1.38% |
$4.63K - $5.3K
|
3.57K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 1.47% |
$4.63K - $5.3K
|
3.36K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 23.04% |
$4.63K - $5.3K
|
167
$16.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 1.42% |
$4.72K - $5.41K
|
3.54K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-51- 1.09% |
$4.72K - $5.41K
|
4.65K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-52- 1.98% |
$4.81K - $5.51K
|
2.58K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52- 1.82% |
$4.81K - $5.51K
|
2.8K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-57- 2.28% |
$5.28K - $6.04K
|
2.44K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-57- 0.23% |
$5.28K - $6.04K
|
24.4K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57- 1.68% |
$5.28K - $6.04K
|
3.33K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 1.57% |
$5.37K - $6.15K
|
3.64K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-59- 2.6% |
$5.46K - $6.25K
|
2.21K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-59- 1.32% |
$5.46K - $6.25K
|
4.41K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60- 28.85% |
$5.55K - $6.36K
|
148
$14.4K
|