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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.83K+ 36.88% |
$167K - $191K
|
6.77K
$696K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.79K+ 9.75% |
$163K - $187K
|
20.1K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.77KNew |
$162K - $185K
|
1.77K
$182K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.77K+ 132.56% |
$162K - $185K
|
3.11K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$151K - $173K
|
1.65K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.61K+ 10.83% |
$147K - $168K
|
16.4K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 1.52% |
$142K - $162K
|
104K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.54K+ 18.92% |
$141K - $161K
|
9.69K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.52K+ 1.46% |
$139K - $159K
|
106K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.48K+ 11.36% |
$135K - $154K
|
14.5K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.45K+ 11.61% |
$133K - $152K
|
14K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.44K+ 6.58% |
$132K - $151K
|
23.4K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.38K+ 14.74% |
$126K - $144K
|
10.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 0.15% |
$121K - $139K
|
883K
$90.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.28K+ 1094.87% |
$117K - $134K
|
1.4K
$144K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.26K+ 3.78% |
$115K - $132K
|
34.7K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.25KNew |
$114K - $131K
|
1.25K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 1.81% |
$113K - $129K
|
69.6K
$7.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.2K+ 62.07% |
$110K - $125K
|
3.14K
$322K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.18K+ 1.11% |
$107K - $123K
|
107K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.16K+ 7.58% |
$106K - $121K
|
16.5K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.16K+ 0.05% |
$106K - $121K
|
2.52M
$259M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.15K+ 353.99% |
$106K - $121K
|
1.48K
$152K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 451.79% |
$104K - $118K
|
1.39K
$142K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 30.04% |
$98.1K - $112K
|
4.65K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 17.41% |
$95.9K - $110K
|
7.07K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.05K+ 1.61% |
$95.8K - $109K
|
66K
$6.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.04K+ 1.52% |
$94.9K - $108K
|
69.2K
$7.11M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1K+ 14.82% |
$91.7K - $105K
|
7.77K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
986New |
$90.1K - $103K
|
986
$101K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
982+ 9.24% |
$89.8K - $103K
|
11.6K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
978New |
$89.4K - $102K
|
978
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
935+ 20.64% |
$85.5K - $97.6K
|
5.46K
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
918+ 29.91% |
$83.9K - $95.9K
|
3.99K
$410K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
870+ 18.59% |
$79.5K - $90.9K
|
5.55K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
822+ 120.18% |
$75.2K - $85.8K
|
1.51K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
820+ 13.05% |
$75K - $85.6K
|
7.1K
$730K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
817+ 21.35% |
$74.7K - $85.3K
|
4.64K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
810+ 3.14% |
$74.1K - $84.6K
|
26.6K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
800+ 869.57% |
$73.1K - $83.5K
|
892
$91.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
758+ 14.18% |
$69.3K - $79.2K
|
6.1K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
756+ 1.38% |
$69.1K - $78.9K
|
55.7K
$5.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
750+ 4.18% |
$68.6K - $78.3K
|
18.7K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
746+ 2.13% |
$68.2K - $77.9K
|
35.7K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
745+ 5.52% |
$68.1K - $77.8K
|
14.3K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
744+ 1.35% |
$68K - $77.7K
|
55.9K
$5.75M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
744+ 11.63% |
$68K - $77.7K
|
7.14K
$734K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
717+ 12.89% |
$65.6K - $74.9K
|
6.28K
$645K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
710+ 13.73% |
$64.9K - $74.1K
|
5.88K
$604K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
705+ 6.96% |
$64.5K - $73.6K
|
10.8K
$1.11M
|