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 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
471+ 6.9% |
$43.1K - $49.2K
|
7.3K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
450+ 1.38% |
$41.1K - $47K
|
33.2K
$3.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
450+ 0.76% |
$41.1K - $47K
|
59.6K
$5.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
450New |
$41.1K - $47K
|
450
$43.5K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
448+ 23.72% |
$41K - $46.8K
|
2.34K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
428+ 7.16% |
$39.1K - $44.7K
|
6.41K
$619K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
407New |
$37.2K - $42.5K
|
407
$39.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
402+ 543.24% |
$36.8K - $42K
|
476
$46K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
386+ 4.9% |
$35.3K - $40.3K
|
8.27K
$799K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$34K - $38.8K
|
372
$36K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
370+ 5.77% |
$33.8K - $38.6K
|
6.78K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
359+ 7.38% |
$32.8K - $37.5K
|
5.23K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
350New |
$32K - $36.6K
|
350
$33.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
346+ 13.91% |
$31.6K - $36.1K
|
2.83K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
341New |
$31.2K - $35.6K
|
341
$33K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
331New |
$30.3K - $34.6K
|
331
$32K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
330+ 2.28% |
$30.2K - $34.5K
|
14.8K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
318+ 3.59% |
$29.1K - $33.2K
|
9.17K
$887K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
316+ 0.4% |
$28.9K - $33K
|
79.1K
$7.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
314+ 3.24% |
$28.7K - $32.8K
|
9.99K
$966K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
310+ 0.65% |
$28.3K - $32.4K
|
48K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
306+ 12.39% |
$28K - $32K
|
2.78K
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
302+ 0.22% |
$27.6K - $31.5K
|
136K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.45% |
$27.4K - $31.3K
|
66.9K
$6.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
300+ 6.43% |
$27.4K - $31.3K
|
4.97K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
299+ 1.22% |
$27.3K - $31.2K
|
24.8K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
295New |
$27K - $30.8K
|
295
$28.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
295+ 11.6% |
$27K - $30.8K
|
2.84K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$25.7K - $29.3K
|
281
$27.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
276+ 1.98% |
$25.2K - $28.8K
|
14.2K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
273+ 11.24% |
$25K - $28.5K
|
2.7K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
272+ 11.79% |
$24.9K - $28.4K
|
2.58K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
272+ 0.58% |
$24.9K - $28.4K
|
47.3K
$4.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
272New |
$24.9K - $28.4K
|
272
$26.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
259+ 45.04% |
$23.7K - $27K
|
834
$80.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
242New |
$22.1K - $25.3K
|
242
$23.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
228+ 2.04% |
$20.8K - $23.8K
|
11.4K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
227+ 3.7% |
$20.8K - $23.7K
|
6.36K
$615K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
222+ 11.37% |
$20.3K - $23.2K
|
2.17K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
214+ 8.62% |
$19.6K - $22.3K
|
2.7K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
210+ 3.96% |
$19.2K - $21.9K
|
5.52K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
208+ 2.35% |
$19K - $21.7K
|
9.07K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
206+ 1.95% |
$18.8K - $21.5K
|
10.8K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
197+ 0.45% |
$18K - $20.6K
|
43.6K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 2.88% |
$17.9K - $20.5K
|
7.01K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
194+ 7.84% |
$17.7K - $20.3K
|
2.67K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
191+ 0.44% |
$17.5K - $19.9K
|
43.1K
$4.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
190+ 3.88% |
$17.4K - $19.8K
|
5.09K
$492K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
187+ 3.06% |
$17.1K - $19.5K
|
6.3K
$609K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
186New |
$17K - $19.4K
|
186
$18K
|