Purchases and Sales Made in Q3 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-168- 7.38% |
$15.4K - $17.5K
|
2.11K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-169- 9.29% |
$15.5K - $17.6K
|
1.65K
$162K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-170- 2.79% |
$15.5K - $17.8K
|
5.92K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-171- 5.15% |
$15.6K - $17.9K
|
3.15K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-173- 1.34% |
$15.8K - $18.1K
|
12.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-174- 68.5% |
$15.9K - $18.2K
|
80
$7.87K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-174- 5.44% |
$15.9K - $18.2K
|
3.02K
$297K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-174- 2.96% |
$15.9K - $18.2K
|
5.7K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-175- 2.04% |
$16K - $18.3K
|
8.4K
$826K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-175- 1.74% |
$16K - $18.3K
|
9.89K
$973K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-178- 0.66% |
$16.3K - $18.6K
|
26.9K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-178- 0.8% |
$16.3K - $18.6K
|
22K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-179- 1.59% |
$16.4K - $18.7K
|
11.1K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-179- 6.75% |
$16.4K - $18.7K
|
2.47K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-187- 5.48% |
$17.1K - $19.5K
|
3.23K
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-189- 5.21% |
$17.3K - $19.7K
|
3.44K
$338K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-189- 26.69% |
$17.3K - $19.7K
|
519
$51.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-191- 4.04% |
$17.5K - $19.9K
|
4.54K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-195- 4.68% |
$17.8K - $20.4K
|
3.97K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-195- 3.96% |
$17.8K - $20.4K
|
4.73K
$465K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-198- 3.92% |
$18.1K - $20.7K
|
4.86K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-198- 4.65% |
$18.1K - $20.7K
|
4.06K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 73.7% |
$18.2K - $20.8K
|
71
$6.98K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 10.79% |
$18.3K - $20.9K
|
1.65K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-211- 9.6% |
$19.3K - $22K
|
1.99K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-215- 7.27% |
$19.7K - $22.5K
|
2.74K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-215- 58.27% |
$19.7K - $22.5K
|
154
$15.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-215- 9.26% |
$19.7K - $22.5K
|
2.11K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-225- 1.62% |
$20.6K - $23.5K
|
13.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-234- 1.63% |
$21.4K - $24.4K
|
14.1K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-237- 9.1% |
$21.7K - $24.7K
|
2.37K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-240- 0.87% |
$21.9K - $25.1K
|
27.5K
$2.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-241- 2.17% |
$22K - $25.2K
|
10.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-242- 7.1% |
$22.1K - $25.3K
|
3.17K
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-242- 2.65% |
$22.1K - $25.3K
|
8.88K
$874K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-250- 4.86% |
$22.9K - $26.1K
|
4.9K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-253- 11.22% |
$23.1K - $26.4K
|
2K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-254- 8.53% |
$23.2K - $26.5K
|
2.72K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-256- 4.61% |
$23.4K - $26.7K
|
5.3K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-262- 3.78% |
$24K - $27.4K
|
6.68K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-268- 6.58% |
$24.5K - $28K
|
3.8K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-272- 1.87% |
$24.9K - $28.4K
|
14.3K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 8.33% |
$25.3K - $28.9K
|
3.05K
$300K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-278- 2.68% |
$25.4K - $29K
|
10.1K
$993K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-280- 1.76% |
$25.6K - $29.2K
|
15.7K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-283- 0.36% |
$25.9K - $29.6K
|
77.6K
$7.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-291- 42.11% |
$26.6K - $30.4K
|
400
$39.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-292- 1.99% |
$26.7K - $30.5K
|
14.4K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-295- 8.19% |
$27K - $30.8K
|
3.31K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-297- 0.6% |
$27.2K - $31K
|
49K
$4.82M
|