Institutional Ownership Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS). We have compiled data on the 1,323 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $33.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q4 2023
Reduced 98.21%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$4,700
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
49
shares
|
$4,606
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
48
shares
|
$4,512
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
48
shares
|
$4,512
0.0% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
48
shares
|
$4,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
46
shares
|
$4,324
0.0% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
46
shares
|
$4,324
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
45
shares
|
$4,230
0.0% of portfolio
|
Q4 2021
Reduced 11.76%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
42
shares
|
$3,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,760
0.0% of portfolio
|
Q3 2024
Reduced 98.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
38
shares
|
$3,572
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
32
shares
|
$3,008
0.0% of portfolio
|
Q3 2020
Reduced 79.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
30
shares
|
$2,820
0.0% of portfolio
|
Q3 2023
Closed
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
29
shares
|
$2,726
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
29
shares
|
$2,726
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
28
shares
|
$2,632
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
27
shares
|
$2,538
0.0% of portfolio
|
Q4 2023
Reduced 89.66%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
26
shares
|
$2,444
0.0% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
25
shares
|
$2,350
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$2,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
24
shares
|
$2,256
0.0% of portfolio
|
Q3 2024
Reduced 80.65%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
24
shares
|
$2,256
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
23
shares
|
$2,162
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
23
shares
|
$2,162
0.0% of portfolio
|
Q3 2024
New holding
|