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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-99- 3.31% |
$9.16K - $10.5K
|
2.89K
$285K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-99- 0.38% |
$9.16K - $10.5K
|
25.7K
$2.53M
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-98- 3.39% |
$9.07K - $10.4K
|
2.79K
$275K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-97- 3.14% |
$8.98K - $10.3K
|
2.99K
$295K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-97- 0.15% |
$8.98K - $10.3K
|
66.5K
$6.55M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-95- 0.14% |
$8.79K - $10.1K
|
65.5K
$6.46M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-93- 3.36% |
$8.61K - $9.86K
|
2.68K
$264K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 3.45% |
$8.61K - $9.86K
|
2.6K
$257K
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 2.98% |
$8.33K - $9.54K
|
2.93K
$289K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-88- 0.15% |
$8.15K - $9.33K
|
59.2K
$5.83M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-87- 3.17% |
$8.05K - $9.22K
|
2.65K
$261K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-80- 0.6% |
$7.41K - $8.48K
|
13.2K
$1.31M
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-77- 0.16% |
$7.13K - $8.16K
|
48.1K
$4.73M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-77- 9.2% |
$7.13K - $8.16K
|
760
$74.9K
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-75- 2.46% |
$6.94K - $7.95K
|
2.98K
$293K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 0.29% |
$6.48K - $7.42K
|
24.4K
$2.4M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-69- 1.38% |
$6.39K - $7.31K
|
4.92K
$485K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-67- 22.71% |
$6.2K - $7.1K
|
228
$22.5K
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-63- 1.19% |
$5.83K - $6.68K
|
5.24K
$516K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60- 28.85% |
$5.55K - $6.36K
|
148
$14.6K
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-60- 0.38% |
$5.55K - $6.36K
|
15.7K
$1.54M
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-59- 2.6% |
$5.46K - $6.25K
|
2.21K
$218K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-59- 1.32% |
$5.46K - $6.25K
|
4.41K
$434K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-58- 1.57% |
$5.37K - $6.15K
|
3.64K
$359K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57- 1.68% |
$5.28K - $6.04K
|
3.33K
$328K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-57- 0.23% |
$5.28K - $6.04K
|
24.4K
$2.41M
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-52- 1.82% |
$4.81K - $5.51K
|
2.8K
$276K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-52- 1.98% |
$4.81K - $5.51K
|
2.58K
$254K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 1.42% |
$4.72K - $5.41K
|
3.54K
$349K
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-51- 1.09% |
$4.72K - $5.41K
|
4.65K
$458K
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 1.38% |
$4.63K - $5.3K
|
3.57K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50- 0.2% |
$4.63K - $5.3K
|
25.3K
$2.49M
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-50- 0.15% |
$4.63K - $5.3K
|
34.3K
$3.38M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 1.47% |
$4.63K - $5.3K
|
3.36K
$331K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-47- 1.13% |
$4.35K - $4.98K
|
4.12K
$405K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 1.65% |
$4.07K - $4.66K
|
2.62K
$258K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42- 1.43% |
$3.89K - $4.45K
|
2.89K
$285K
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-40- 0.02% |
$3.7K - $4.24K
|
180K
$17.8M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-40- 0.3% |
$3.7K - $4.24K
|
13.5K
$1.33M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-39- 1.47% |
$3.61K - $4.13K
|
2.62K
$258K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-30- 1.02% |
$2.78K - $3.18K
|
2.92K
$288K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29- 1.17% |
$2.68K - $3.07K
|
2.44K
$241K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 5.2% |
$2.5K - $2.86K
|
492
$48.5K
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 21.93% |
$2.31K - $2.65K
|
89
$8.77K
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-25- 0.45% |
$2.31K - $2.65K
|
5.49K
$541K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 0.98% |
$2.31K - $2.65K
|
2.53K
$249K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.35% |
$1.85K - $2.12K
|
5.72K
$563K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-20- 0.62% |
$1.85K - $2.12K
|
3.21K
$316K
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.83% |
$1.76K - $2.01K
|
2.28K
$224K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19- 0.31% |
$1.76K - $2.01K
|
6.07K
$598K
|