Latest Institutional Sells of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.97K- 6.5% |
$254K - $321K
|
57.1K
$5.52M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 41.06% |
$165K - $209K
|
3.7K
$358K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.2K- 3.04% |
$141K - $178K
|
70K
$6.77M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2K- 48.78% |
$128K - $162K
|
2.1K
$203K
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.35K- 26.27% |
$86.2K - $109K
|
3.78K
$365K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-759- 87.04% |
$48.7K - $61.4K
|
113
$10.9K
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-686- 31.61% |
$44K - $55.5K
|
1.48K
$143K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-557- 8.72% |
$35.7K - $45.1K
|
5.83K
$564K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-411- 0.5% |
$26.4K - $33.3K
|
81.7K
$7.9M
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-285- 0.99% |
$18.3K - $23.1K
|
28.6K
$2.77M
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-195Closed |
$12.5K - $15.8K
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-157- 4.12% |
$10.1K - $12.7K
|
3.65K
$353K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-100- 0.03% |
$6.41K - $8.1K
|
379K
$36.6M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 2.71% |
$6.41K - $8.1K
|
3.59K
$347K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-90- 8.8% |
$5.77K - $7.29K
|
933
$90.2K
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-83- 2.57% |
$5.32K - $6.72K
|
3.15K
$305K
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-50- 1.25% |
$3.21K - $4.05K
|
3.96K
$383K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 23.38% |
$2.31K - $2.91K
|
118
$11.4K
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-20- 74.07% |
$1.28K - $1.62K
|
7
$677
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 16.67% |
$385 - $486
|
30
$2.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Qvidtvm Management LLC
New York, NY |
SELL
|
- |
-149K- 66.38% |
$9.5M - $12.2M
|
75.4K
$7.29M
|
|
Nov 07, 2022
Q3 2022
|
Broadcrest Asset Management, LLC
Winter Park, FL |
SELL
|
- |
-100K- 50.0% |
$6.38M - $8.18M
|
100K
$9.67M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-24.3K- 55.71% |
$1.55M - $1.98M
|
19.3K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-18K- 13.57% |
$1.15M - $1.47M
|
114K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14.3KClosed |
$915K - $1.17M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.84KClosed |
$309K - $396K
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-4.63K- 18.48% |
$296K - $379K
|
20.4K
$1.98M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.37K- 2.8% |
$279K - $357K
|
152K
$14.7M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.48K- 44.86% |
$222K - $284K
|
4.27K
$413K
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.03K- 22.41% |
$194K - $248K
|
10.5K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.95K- 4.47% |
$124K - $159K
|
41.7K
$4.03M
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.78K- 1.52% |
$113K - $145K
|
115K
$11.1M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.41K- 21.94% |
$89.8K - $115K
|
5.01K
$484K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.34K- 7.16% |
$85.2K - $109K
|
17.3K
$1.67M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-537Closed |
$34.3K - $43.9K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-284- 2.08% |
$18.1K - $23.2K
|
13.4K
$1.29M
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 5.56% |
$12.8K - $16.4K
|
3.4K
$329K
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-182- 20.22% |
$11.6K - $14.9K
|
718
$69.4K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-112- 24.78% |
$7.15K - $9.16K
|
340
$32.9K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-110- 3.4% |
$7.02K - $8.99K
|
3.12K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-80- 2.27% |
$5.1K - $6.54K
|
3.45K
$333K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-79- 2.11% |
$5.04K - $6.46K
|
3.66K
$354K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-73- 47.4% |
$4.66K - $5.97K
|
81
$7.83K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-64- 1.18% |
$4.08K - $5.23K
|
5.37K
$519K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-50- 12.92% |
$3.19K - $4.09K
|
337
$32.6K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-34- 3.14% |
$2.17K - $2.78K
|
1.05K
$101K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32- 0.67% |
$2.04K - $2.62K
|
4.74K
$458K
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-30- 9.09% |
$1.91K - $2.45K
|
300
$29K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21Closed |
$1.34K - $1.72K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$510 - $654
|
3.48K
$336K
|