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 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-375- 5.91% |
$34.7K - $39.8K
|
5.97K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-379- 1.36% |
$35.1K - $40.2K
|
27.5K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-381- 16.3% |
$35.3K - $40.4K
|
1.96K
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-400- 0.39% |
$37K - $42.4K
|
103K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-406- 1.73% |
$37.6K - $43K
|
23K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-428- 4.67% |
$39.6K - $45.4K
|
8.75K
$854K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-432- 5.52% |
$40K - $45.8K
|
7.39K
$722K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-458- 32.76% |
$42.4K - $48.6K
|
940
$91.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-463- 6.83% |
$42.9K - $49.1K
|
6.32K
$617K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-477- 0.82% |
$44.2K - $50.6K
|
57.4K
$5.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-479- 1.91% |
$44.3K - $50.8K
|
24.7K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 19.88% |
$46.3K - $53K
|
2.02K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 10.58% |
$46.3K - $53K
|
4.23K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-500- 4.0% |
$46.3K - $53K
|
12K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-508- 11.18% |
$47K - $53.9K
|
4.04K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-517- 6.08% |
$47.9K - $54.8K
|
7.98K
$779K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-552- 1.89% |
$51.1K - $58.5K
|
28.6K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-562- 0.41% |
$52K - $59.6K
|
135K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-562- 17.52% |
$52K - $59.6K
|
2.65K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-569- 1.1% |
$52.7K - $60.3K
|
51.2K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-594- 13.64% |
$55K - $63K
|
3.76K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-599- 19.87% |
$55.4K - $63.5K
|
2.42K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-626- 0.96% |
$57.9K - $66.4K
|
64.6K
$6.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-639- 0.9% |
$59.2K - $67.7K
|
70.3K
$6.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-640- 4.44% |
$59.2K - $67.8K
|
13.8K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-641- 20.25% |
$59.3K - $68K
|
2.53K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-646- 1.45% |
$59.8K - $68.5K
|
43.9K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-667- 11.88% |
$61.7K - $70.7K
|
4.95K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-677- 4.55% |
$62.7K - $71.8K
|
14.2K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-680- 13.83% |
$62.9K - $72.1K
|
4.24K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-681- 0.86% |
$63K - $72.2K
|
78.4K
$7.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-684- 3.09% |
$63.3K - $72.5K
|
21.5K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-687- 13.88% |
$63.6K - $72.8K
|
4.26K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-698- 12.77% |
$64.6K - $74K
|
4.77K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-699- 2.84% |
$64.7K - $74.1K
|
23.9K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 3.53% |
$64.8K - $74.2K
|
19.1K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 1.05% |
$64.8K - $74.2K
|
66.2K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.64% |
$64.8K - $74.2K
|
108K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-721- 2.37% |
$66.7K - $76.4K
|
29.7K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-725- 23.77% |
$67.1K - $76.9K
|
2.33K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-738- 3.92% |
$68.3K - $78.2K
|
18.1K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-739- 0.5% |
$68.4K - $78.3K
|
146K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-742- 2.38% |
$68.7K - $78.7K
|
30.4K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-745- 7.98% |
$69K - $79K
|
8.59K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-762- 6.88% |
$70.5K - $80.8K
|
10.3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-780- 13.26% |
$72.2K - $82.7K
|
5.1K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-789- 17.11% |
$73K - $83.6K
|
3.82K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-817- 16.06% |
$75.6K - $86.6K
|
4.27K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-831- 10.7% |
$76.9K - $88.1K
|
6.93K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-850- 78.27% |
$78.7K - $90.1K
|
236
$23K
|