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 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 6.25% |
$13.9K - $15.9K
|
2.25K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-150- 6.44% |
$13.9K - $15.9K
|
2.18K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-152- 0.33% |
$14.1K - $16.1K
|
46.1K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-153- 1.08% |
$14.2K - $16.2K
|
14K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-162- 1.66% |
$15K - $17.2K
|
9.63K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-165- 4.07% |
$15.3K - $17.5K
|
3.89K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-167- 5.3% |
$15.5K - $17.7K
|
2.98K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-167- 4.0% |
$15.5K - $17.7K
|
4.01K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-172- 2.85% |
$15.9K - $18.2K
|
5.86K
$572K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-172- 2.66% |
$15.9K - $18.2K
|
6.3K
$615K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-173- 5.12% |
$16K - $18.3K
|
3.21K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-174- 5.52% |
$16.1K - $18.4K
|
2.98K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-176- 1.24% |
$16.3K - $18.7K
|
14K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
SELL
|
- |
-181- 4.02% |
$16.8K - $19.2K
|
4.32K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-182- 5.41% |
$16.8K - $19.3K
|
3.19K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-186- 81.94% |
$17.2K - $19.7K
|
41
$4K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-192- 27.43% |
$17.8K - $20.4K
|
508
$49.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-204- 1.15% |
$18.9K - $21.6K
|
17.5K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-207- 6.66% |
$19.2K - $21.9K
|
2.9K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-210- 3.81% |
$19.4K - $22.3K
|
5.31K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-212- 0.28% |
$19.6K - $22.5K
|
75.9K
$7.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-215- 1.06% |
$19.9K - $22.8K
|
20K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-216- 1.16% |
$20K - $22.9K
|
18.5K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-222- 13.26% |
$20.6K - $23.5K
|
1.45K
$142K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-224- 4.71% |
$20.7K - $23.7K
|
4.53K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-225- 4.87% |
$20.8K - $23.9K
|
4.4K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-225- 4.55% |
$20.8K - $23.9K
|
4.73K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-225- 7.08% |
$20.8K - $23.9K
|
2.96K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-227- 1.73% |
$21K - $24.1K
|
12.9K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-228- 13.81% |
$21.1K - $24.2K
|
1.42K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-233- 4.94% |
$21.6K - $24.7K
|
4.48K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-234- 4.3% |
$21.7K - $24.8K
|
5.21K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-240- 14.82% |
$22.2K - $25.4K
|
1.38K
$135K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-264- 2.87% |
$24.4K - $28K
|
8.93K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-266- 1.94% |
$24.6K - $28.2K
|
13.4K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-267- 7.48% |
$24.7K - $28.3K
|
3.3K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-291- 3.52% |
$26.9K - $30.8K
|
7.98K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-297- 1.5% |
$27.5K - $31.5K
|
19.5K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-299- 0.86% |
$27.7K - $31.7K
|
34.4K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-300- 9.47% |
$27.8K - $31.8K
|
2.87K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-300- 13.2% |
$27.8K - $31.8K
|
1.97K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-304- 3.22% |
$28.1K - $32.2K
|
9.13K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-310- 0.66% |
$28.7K - $32.9K
|
47K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-312- 0.57% |
$28.9K - $33.1K
|
54K
$5.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-316- 12.53% |
$29.3K - $33.5K
|
2.21K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-320- 0.86% |
$29.6K - $33.9K
|
37.1K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-336- 2.57% |
$31.1K - $35.6K
|
12.8K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-349- 6.29% |
$32.3K - $37K
|
5.2K
$508K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-349- 1.17% |
$32.3K - $37K
|
29.5K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-359- 12.42% |
$33.2K - $38.1K
|
2.53K
$247K
|