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
|
Sentry Investment Management LLC
|
SELL
|
- |
-882- 14.0% |
$81.6K - $93.5K
|
5.42K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-905- 14.83% |
$83.8K - $95.9K
|
5.2K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-950- 1.09% |
$87.9K - $101K
|
86.5K
$8.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-973- 0.91% |
$90.1K - $103K
|
106K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-985- 11.57% |
$91.2K - $104K
|
7.53K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.01K- 17.91% |
$93.4K - $107K
|
4.62K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 5.21% |
$94.1K - $108K
|
18.5K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.05K- 1.75% |
$97.3K - $111K
|
59.2K
$5.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.07K- 4.6% |
$98.9K - $113K
|
22.2K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.07K- 5.73% |
$99.1K - $114K
|
17.6K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 4.87% |
$102K - $117K
|
21.5K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 79.57% |
$102K - $117K
|
283
$27.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.12K- 10.36% |
$103K - $119K
|
9.67K
$944K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.15K- 15.45% |
$106K - $121K
|
6.27K
$612K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.26K- 5.36% |
$116K - $133K
|
22.2K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.28K- 5.53% |
$118K - $135K
|
21.8K
$2.13M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.31K- 25.68% |
$121K - $139K
|
3.8K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.32K- 36.52% |
$122K - $140K
|
2.29K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.39K- 1.79% |
$129K - $147K
|
76.2K
$7.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.44K- 3.31% |
$133K - $152K
|
41.9K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.44K- 4.77% |
$133K - $153K
|
28.7K
$2.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.47K- 2.98% |
$136K - $156K
|
47.9K
$4.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.51K- 0.26% |
$139K - $160K
|
568K
$55.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.59K- 10.11% |
$147K - $169K
|
14.1K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.6K- 1.19% |
$148K - $170K
|
132K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.6K- 11.24% |
$148K - $170K
|
12.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-1.65K- 3.34% |
$153K - $175K
|
47.8K
$4.66M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.65K- 24.78% |
$153K - $175K
|
5.02K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.66K- 3.46% |
$153K - $176K
|
46.2K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.72K- 0.89% |
$159K - $183K
|
193K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.76K- 7.62% |
$163K - $186K
|
21.3K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.77K- 2.9% |
$164K - $188K
|
59.2K
$5.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.85K- 1.59% |
$171K - $196K
|
114K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.85K- 23.55% |
$171K - $196K
|
6.01K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 38.13% |
$178K - $204K
|
3.12K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 13.22% |
$179K - $205K
|
12.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.94K- 7.6% |
$180K - $206K
|
23.6K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.97K- 4.81% |
$182K - $209K
|
38.9K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.99K- 9.9% |
$184K - $211K
|
18.1K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-2K- 4.16% |
$185K - $212K
|
46.1K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.01K- 4.88% |
$186K - $213K
|
39.2K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.08K- 2.57% |
$193K - $221K
|
78.9K
$7.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 5.44% |
$197K - $226K
|
37K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.16K- 1.79% |
$200K - $229K
|
119K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 19.33% |
$204K - $234K
|
9.22K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.22K- 49.8% |
$205K - $235K
|
2.24K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.26K- 2.59% |
$209K - $240K
|
84.9K
$8.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.26K- 4.68% |
$209K - $240K
|
46K
$4.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.28K- 3.63% |
$211K - $242K
|
60.6K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.3K- 17.15% |
$213K - $244K
|
11.1K
$1.08M
|