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 |
|---|---|---|---|---|---|---|---|
|
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
|
Truist Financial Corp
|
SELL
|
- |
-4.06K- 6.83% |
$371K - $424K
|
55.4K
$5.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.13K- 13.12% |
$378K - $431K
|
27.4K
$2.69M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.18K- 97.96% |
$382K - $437K
|
87
$8.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.46K- 31.78% |
$407K - $465K
|
9.56K
$941K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4.46K- 8.48% |
$408K - $466K
|
48.1K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.52K- 6.35% |
$414K - $472K
|
66.8K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.64K- 1.62% |
$424K - $484K
|
281K
$27.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.95K- 19.47% |
$453K - $517K
|
20.5K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.95K- 6.38% |
$453K - $517K
|
72.7K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-5.02K- 50.92% |
$459K - $525K
|
4.84K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.12K- 11.06% |
$468K - $535K
|
41.2K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.19K- 65.7% |
$474K - $542K
|
2.71K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.38K- 46.53% |
$492K - $562K
|
6.19K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.51K- 19.56% |
$504K - $576K
|
22.7K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.52K- 1.89% |
$505K - $577K
|
288K
$28.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.59K- 3.6% |
$511K - $584K
|
150K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.68K- 15.42% |
$520K - $593K
|
31.2K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Fractal Investments LLC
|
SELL
|
- |
-5.71K- 60.74% |
$522K - $596K
|
3.69K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.05K- 2.72% |
$553K - $632K
|
216K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6.2K- 5.28% |
$567K - $648K
|
111K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-6.47K- 1.17% |
$591K - $676K
|
544K
$53.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.58K- 83.88% |
$602K - $687K
|
1.27K
$124K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.68K- 21.96% |
$611K - $697K
|
23.7K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-6.82K- 62.96% |
$624K - $712K
|
4.01K
$395K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.88K- 4.36% |
$629K - $719K
|
151K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-6.9K- 3.94% |
$631K - $720K
|
168K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.31K- 11.72% |
$668K - $763K
|
55.1K
$5.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-7.93K- 34.6% |
$725K - $828K
|
15K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8K- 80.0% |
$731K - $835K
|
2K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.02K- 23.59% |
$733K - $837K
|
26K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-8.03K- 60.24% |
$734K - $839K
|
5.3K
$522K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-8.06K- 49.99% |
$737K - $842K
|
8.06K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-8.24K- 0.62% |
$754K - $861K
|
1.33M
$131M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.41K- 26.72% |
$769K - $878K
|
23.1K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-8.51K- 59.26% |
$778K - $888K
|
5.85K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-8.99K- 9.71% |
$822K - $938K
|
83.6K
$8.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-9.16K- 11.4% |
$838K - $957K
|
71.2K
$7.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.7K- 3.64% |
$887K - $1.01M
|
257K
$25.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.83K- 2.19% |
$899K - $1.03M
|
440K
$43.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.97K- 0.32% |
$912K - $1.04M
|
3.15M
$310M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-9.98K- 5.95% |
$913K - $1.04M
|
158K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 4.72% |
$919K - $1.05M
|
203K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-10.2K- 69.45% |
$931K - $1.06M
|
4.48K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-10.2K- 13.13% |
$932K - $1.06M
|
67.5K
$6.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-10.4K- 6.33% |
$950K - $1.08M
|
154K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.3K- 32.53% |
$1.04M - $1.18M
|
23.5K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.3K- 44.44% |
$1.12M - $1.28M
|
15.3K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12.5K- 1.09% |
$1.14M - $1.31M
|
1.13M
$111M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-12.9K- 3.82% |
$1.18M - $1.34M
|
324K
$31.9M
|