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 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
276+ 1.98% |
$25.2K - $28.8K
|
14.2K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
273+ 11.24% |
$25K - $28.5K
|
2.7K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
272+ 11.79% |
$24.9K - $28.4K
|
2.58K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
272New |
$24.9K - $28.4K
|
272
$26.8K
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
272+ 0.58% |
$24.9K - $28.4K
|
47.3K
$4.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
259+ 45.04% |
$23.7K - $27K
|
834
$82K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
242New |
$22.1K - $25.3K
|
242
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
228+ 2.04% |
$20.8K - $23.8K
|
11.4K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
227+ 3.7% |
$20.8K - $23.7K
|
6.36K
$626K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
224+ 4.92% |
$20.5K - $23.4K
|
4.78K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
222+ 11.37% |
$20.3K - $23.2K
|
2.17K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
221+ 19.95% |
$20.2K - $23.1K
|
1.33K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
215+ 9.3% |
$19.7K - $22.5K
|
2.53K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
214+ 8.62% |
$19.6K - $22.3K
|
2.7K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
210+ 3.96% |
$19.2K - $21.9K
|
5.52K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
208+ 2.35% |
$19K - $21.7K
|
9.07K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
206+ 1.95% |
$18.8K - $21.5K
|
10.8K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
197+ 0.45% |
$18K - $20.6K
|
43.6K
$4.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 2.88% |
$17.9K - $20.5K
|
7.01K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
194+ 7.84% |
$17.7K - $20.3K
|
2.67K
$262K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
191+ 0.44% |
$17.5K - $19.9K
|
43.1K
$4.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
190+ 3.88% |
$17.4K - $19.8K
|
5.09K
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
187+ 3.06% |
$17.1K - $19.5K
|
6.3K
$620K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
186New |
$17K - $19.4K
|
186
$18.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
185+ 3.88% |
$16.9K - $19.3K
|
4.95K
$487K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
181+ 1.03% |
$16.5K - $18.9K
|
17.7K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
180+ 8.38% |
$16.5K - $18.8K
|
2.33K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
180New |
$16.5K - $18.8K
|
180
$17.7K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
176+ 3.57% |
$16.1K - $18.4K
|
5.11K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
171+ 342.0% |
$15.6K - $17.9K
|
221
$21.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
164+ 1.74% |
$15K - $17.1K
|
9.57K
$941K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
160+ 2.21% |
$14.6K - $16.7K
|
7.39K
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
152+ 3.11% |
$13.9K - $15.9K
|
5.03K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
151+ 1.49% |
$13.8K - $15.8K
|
10.3K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150+ 0.75% |
$13.7K - $15.7K
|
20K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
138+ 0.46% |
$12.6K - $14.4K
|
30.3K
$2.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
132+ 1.42% |
$12.1K - $13.8K
|
9.43K
$927K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
118+ 2.18% |
$10.8K - $12.3K
|
5.52K
$543K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
108New |
$9.87K - $11.3K
|
108
$10.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100New |
$9.14K - $10.4K
|
100
$9.84K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 5.78% |
$9.14K - $10.4K
|
1.83K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
94+ 2.86% |
$8.59K - $9.82K
|
3.38K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
92+ 0.72% |
$8.41K - $9.61K
|
12.8K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
90New |
$8.23K - $9.4K
|
90
$8.85K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
87New |
$7.95K - $9.09K
|
87
$8.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
87+ 0.96% |
$7.95K - $9.09K
|
9.19K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
86+ 2.23% |
$7.86K - $8.98K
|
3.94K
$387K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 2.3% |
$7.59K - $8.67K
|
3.7K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
82+ 1.31% |
$7.5K - $8.56K
|
6.33K
$623K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.08% |
$7.31K - $8.35K
|
7.52K
$739K
|