Latest Institutional Purchases of Otis Worldwide Corp (OTIS)
This list provides information on the latest institutional transactions involving Otis Worldwide Corp (OTIS) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.54K+ 18.92% |
$141K - $161K
|
9.69K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.25KNew |
$114K - $131K
|
1.25K
$123K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.15K+ 353.99% |
$106K - $121K
|
1.48K
$146K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
978New |
$89.4K - $102K
|
978
$96.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
800+ 869.57% |
$73.1K - $83.5K
|
892
$87.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
690New |
$63.1K - $72.1K
|
690
$68K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
666+ 1.17% |
$60.9K - $69.6K
|
57.6K
$5.67M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
623New |
$57K - $65.1K
|
623
$61.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
450New |
$41.1K - $47K
|
450
$44.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
407New |
$37.2K - $42.5K
|
407
$40.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$34K - $38.8K
|
372
$36.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
331New |
$30.3K - $34.6K
|
331
$32.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
314+ 3.24% |
$28.7K - $32.8K
|
9.99K
$985K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
310+ 0.65% |
$28.3K - $32.4K
|
48K
$4.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
300+ 6.43% |
$27.4K - $31.3K
|
4.97K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
295New |
$27K - $30.8K
|
295
$29.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
295+ 11.6% |
$27K - $30.8K
|
2.84K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$25.7K - $29.3K
|
281
$27.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
272New |
$24.9K - $28.4K
|
272
$26.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
259+ 45.04% |
$23.7K - $27K
|
834
$82.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
197+ 0.45% |
$18K - $20.6K
|
43.6K
$4.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
186New |
$17K - $19.4K
|
186
$18.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
180New |
$16.5K - $18.8K
|
180
$17.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
132+ 1.42% |
$12.1K - $13.8K
|
9.43K
$929K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
87New |
$7.95K - $9.09K
|
87
$8.57K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
69+ 1.67% |
$6.31K - $7.21K
|
4.21K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 87.69% |
$5.21K - $5.95K
|
122
$12K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
56+ 44.8% |
$5.12K - $5.85K
|
181
$17.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 74.24% |
$4.48K - $5.12K
|
115
$11.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 3.64% |
$4.39K - $5.01K
|
1.37K
$135K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 4.99% |
$4.3K - $4.91K
|
989
$97.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$3.84K - $4.39K
|
42
$4.14K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.78% |
$2.65K - $3.03K
|
3.73K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
22New |
$2.01K - $2.3K
|
22
$2.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
22New |
$2.01K - $2.3K
|
22
$2.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21+ 0.99% |
$1.92K - $2.19K
|
2.14K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 21.88% |
$1.92K - $2.19K
|
117
$11.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
18+ 0.79% |
$1.65K - $1.88K
|
2.28K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
16+ 0.46% |
$1.46K - $1.67K
|
3.47K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
10+ 0.24% |
$914 - $1.04K
|
4.15K
$409K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9New |
$823 - $940
|
9
$887
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7+ 0.32% |
$640 - $731
|
2.22K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6+ 1.85% |
$549 - $627
|
330
$32.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.79% |
$457 - $522
|
635
$62.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$366 - $418
|
4
$394
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$366 - $418
|
4
$394
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2+ 0.09% |
$183 - $209
|
2.21K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$183 - $209
|
2
$197
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 6.67% |
$91.4 - $104
|
16
$1.58K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.25% |
$91.4 - $104
|
395
$38.9K
|