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 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18- 0.02% |
$1.67K - $1.91K
|
101K
$9.94M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-18- 0.41% |
$1.67K - $1.91K
|
4.41K
$435K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 1.03% |
$1.57K - $1.8K
|
1.63K
$161K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-17- 0.74% |
$1.57K - $1.8K
|
2.27K
$223K
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 0.13% |
$1.39K - $1.59K
|
11.7K
$1.15M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 26.09% |
$1.11K - $1.27K
|
34
$3.35K
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-11- 0.24% |
$1.02K - $1.17K
|
4.53K
$446K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-11- 0.12% |
$1.02K - $1.17K
|
8.87K
$874K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10- 0.08% |
$926 - $1.06K
|
12.7K
$1.25M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.28% |
$926 - $1.06K
|
3.53K
$347K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 20.0% |
$926 - $1.06K
|
40
$3.94K
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-9- 0.11% |
$833 - $954
|
7.87K
$775K
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-8- 0.07% |
$741 - $848
|
11.6K
$1.14M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-8- 1.96% |
$741 - $848
|
400
$39.4K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6- 0.25% |
$555 - $636
|
2.43K
$240K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 0.89% |
$463 - $530
|
558
$55K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5- 0.09% |
$463 - $530
|
5.57K
$549K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 4.59% |
$463 - $530
|
104
$10.2K
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4- 0.01% |
$370 - $424
|
27.5K
$2.71M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 0.63% |
$370 - $424
|
633
$62.4K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.08% |
$278 - $318
|
3.68K
$363K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3- 0.4% |
$278 - $318
|
749
$73.8K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.01% |
$185 - $212
|
23.7K
$2.34M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$92.6 - $106
|
3.47K
$341K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 0.03% |
$92.6 - $106
|
3.19K
$314K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-75K- 96.28% |
$6.86M - $7.83M
|
2.9K
$286K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-47K- 22.85% |
$4.29M - $4.9M
|
159K
$15.6M
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-26.9K- 89.8% |
$2.46M - $2.81M
|
3.06K
$301K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.7K- 8.58% |
$1.44M - $1.64M
|
167K
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.3K- 32.53% |
$1.04M - $1.18M
|
23.5K
$2.32M
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8K- 80.0% |
$731K - $835K
|
2K
$197K
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.58K- 83.88% |
$602K - $687K
|
1.27K
$125K
|
|
Oct 30, 2024
Q3 2024
|
Fractal Investments LLC
|
SELL
|
- |
-5.71K- 60.74% |
$522K - $596K
|
3.69K
$364K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.18K- 97.96% |
$382K - $437K
|
87
$8.57K
|
|
Nov 13, 2024
Q3 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-4K- 21.49% |
$366K - $418K
|
14.6K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-3.9K- 13.54% |
$357K - $407K
|
24.9K
$2.45M
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.89K- 10.31% |
$264K - $302K
|
25.1K
$2.48M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.53K- 20.63% |
$231K - $264K
|
9.71K
$957K
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-2.51K- 41.91% |
$229K - $262K
|
3.48K
$343K
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.37K- 1.11% |
$125K - $143K
|
122K
$12M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.34K- 0.47% |
$123K - $140K
|
285K
$28M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.18K- 9.06% |
$108K - $123K
|
11.9K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.17K- 14.68% |
$107K - $123K
|
6.83K
$672K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.11K- 20.03% |
$101K - $116K
|
4.42K
$435K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 13.41% |
$101K - $115K
|
7.1K
$699K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.04K- 1.24% |
$95.5K - $109K
|
83.2K
$8.19M
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 6.67% |
$91.4K - $104K
|
14K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-807- 13.58% |
$73.8K - $84.3K
|
5.14K
$506K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-649- 12.39% |
$59.3K - $67.8K
|
4.59K
$452K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-634- 21.68% |
$58K - $66.2K
|
2.29K
$226K
|