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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-57- 0.23% |
$5.28K - $6.04K
|
24.4K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 1.57% |
$5.37K - $6.15K
|
3.64K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-59- 2.6% |
$5.46K - $6.25K
|
2.21K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-59- 1.32% |
$5.46K - $6.25K
|
4.41K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60- 28.85% |
$5.55K - $6.36K
|
148
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-60- 0.38% |
$5.55K - $6.36K
|
15.7K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-63- 1.19% |
$5.83K - $6.68K
|
5.24K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-67- 1.45% |
$6.2K - $7.1K
|
4.56K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-67- 22.71% |
$6.2K - $7.1K
|
228
$22.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-69- 1.38% |
$6.39K - $7.31K
|
4.92K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 0.29% |
$6.48K - $7.42K
|
24.4K
$2.42M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-72- 2.87% |
$6.67K - $7.63K
|
2.44K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-72- 2.87% |
$6.67K - $7.63K
|
2.44K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-75- 2.46% |
$6.94K - $7.95K
|
2.98K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-77- 0.16% |
$7.13K - $8.16K
|
48.1K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-77- 9.2% |
$7.13K - $8.16K
|
760
$75.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-80- 0.6% |
$7.41K - $8.48K
|
13.2K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-84- 0.54% |
$7.78K - $8.9K
|
15.6K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-87- 3.17% |
$8.05K - $9.22K
|
2.65K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-88- 0.15% |
$8.15K - $9.33K
|
59.2K
$5.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 2.98% |
$8.33K - $9.54K
|
2.93K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-91- 12.17% |
$8.42K - $9.65K
|
657
$65.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-93- 3.36% |
$8.61K - $9.86K
|
2.68K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 3.45% |
$8.61K - $9.86K
|
2.6K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-95- 0.14% |
$8.79K - $10.1K
|
65.5K
$6.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-97- 0.15% |
$8.98K - $10.3K
|
66.5K
$6.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-97- 3.14% |
$8.98K - $10.3K
|
2.99K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-98- 3.39% |
$9.07K - $10.4K
|
2.79K
$278K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-99- 0.38% |
$9.16K - $10.5K
|
25.7K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-99- 3.31% |
$9.16K - $10.5K
|
2.89K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 1.07% |
$9.26K - $10.6K
|
9.23K
$917K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-100- 16.67% |
$9.26K - $10.6K
|
500
$49.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-100- 3.21% |
$9.26K - $10.6K
|
3.02K
$300K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-101- 2.6% |
$9.35K - $10.7K
|
3.79K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-101- 0.3% |
$9.35K - $10.7K
|
33.1K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-103- 56.28% |
$9.53K - $10.9K
|
80
$7.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-104- 4.24% |
$9.63K - $11K
|
2.35K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-110- 4.48% |
$10.2K - $11.7K
|
2.34K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-114- 4.38% |
$10.6K - $12.1K
|
2.49K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-117- 4.14% |
$10.8K - $12.4K
|
2.71K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-125- 1.1% |
$11.6K - $13.3K
|
11.3K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-125- 4.99% |
$11.6K - $13.3K
|
2.38K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-127- 4.57% |
$11.8K - $13.5K
|
2.65K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-128- 2.87% |
$11.8K - $13.6K
|
4.34K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-129- 9.71% |
$11.9K - $13.7K
|
1.2K
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-130- 0.23% |
$12K - $13.8K
|
57.3K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-135- 1.37% |
$12.5K - $14.3K
|
9.75K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-136- 0.33% |
$12.6K - $14.4K
|
41.1K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-137- 1.09% |
$12.7K - $14.5K
|
12.4K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-137- 1.86% |
$12.7K - $14.5K
|
7.25K
$720K
|