Purchases and Sales Made in Q3 2024 in Otis Worldwide Corp (OTIS)

OTIS Quotes by TradingView

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 29, 2024 Q3 2024
Intact Investment Management Inc.

Montreal, A8
BUY
 -
690
New
$63.1K - $72.1K
690 $67.6K
Nov 13, 2024 Q3 2024
D.A. Davidson & Co.

BUY
 -
681
+ 5.32%
$62.3K - $71.1K
13.5K $1.32M
Nov 06, 2024 Q3 2024
Empowered Funds, LLC

BUY
 -
668
+ 10.09%
$61.1K - $69.8K
7.29K $714K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
666
+ 1.17%
$60.9K - $69.6K
57.6K $5.65M
Nov 14, 2024 Q3 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
653
+ 22.19%
$59.7K - $68.2K
3.6K $352K
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
623
New
$57K - $65.1K
623 $61.1K
Nov 07, 2024 Q3 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
604
+ 1.29%
$55.2K - $63.1K
47.3K $4.63M
Nov 14, 2024 Q3 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
593
+ 4.11%
$54.2K - $61.9K
15K $1.47M
Nov 08, 2024 Q3 2024
Primecap Management CO

Pasadena, CA
BUY
 -
589
+ 0.03%
$53.9K - $61.5K
1.81M $178M
Nov 13, 2024 Q3 2024
Connecticut Wealth Management, LLC

BUY
 -
576
+ 0.57%
$52.7K - $60.2K
101K $9.89M
Oct 28, 2024 Q3 2024
Dash Acquisitions Inc.

BUY
 -
513
+ 4.23%
$46.9K - $53.6K
12.6K $1.24M
Oct 21, 2024 Q3 2024
Carolina Wealth Advisors, LLC

BUY
 -
506
New
$46.3K - $52.8K
506 $49.6K
Nov 14, 2024 Q3 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
500
+ 6.43%
$45.7K - $52.2K
8.27K $811K
Oct 10, 2024 Q3 2024
Chicago Trust CO Na

BUY
 -
475
+ 21.56%
$43.4K - $49.6K
2.68K $262K
Nov 12, 2024 Q3 2024
Ci Investments Inc.

Toronto, A6
BUY
 -
471
+ 6.9%
$43.1K - $49.2K
7.3K $715K
Oct 30, 2024 Q3 2024
Maia Wealth LLC

Denver, CO
BUY
 -
450
New
$41.1K - $47K
450 $44.1K
Nov 06, 2024 Q3 2024
Ipswich Investment Management Co., Inc.

BUY
 -
450
+ 0.76%
$41.1K - $47K
59.6K $5.84M
Nov 14, 2024 Q3 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
450
+ 1.38%
$41.1K - $47K
33.2K $3.25M
Nov 14, 2024 Q3 2024
State Of Wyoming

Cheyenne, WY
BUY
 -
448
+ 23.72%
$41K - $46.8K
2.34K $229K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
428
+ 7.16%
$39.1K - $44.7K
6.41K $628K
Oct 22, 2024 Q3 2024
Grimes & Company, Inc.

BUY
 -
413
+ 7.91%
$37.8K - $43.1K
5.63K $552K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
407
New
$37.2K - $42.5K
407 $39.9K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
402
+ 543.24%
$36.8K - $42K
476 $46.7K
Oct 21, 2024 Q3 2024
Home Federal Bank Of Tennessee

BUY
 -
400
+ 4.48%
$36.6K - $41.8K
9.33K $915K
Jan 29, 2025 Q3 2024
Louisbourg Investments Inc.

Dieppe, A3
BUY
 -
400
+ 1.13%
$36.6K - $41.8K
35.8K $3.51M
Nov 07, 2024 Q3 2024
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
386
+ 4.9%
$35.3K - $40.3K
8.27K $811K
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
372
New
$34K - $38.8K
372 $36.5K
Nov 13, 2024 Q3 2024
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
370
+ 5.77%
$33.8K - $38.6K
6.78K $665K
Nov 13, 2024 Q3 2024
Townsquare Capital LLC

BUY
 -
359
+ 7.38%
$32.8K - $37.5K
5.23K $512K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
350
New
$32K - $36.6K
350 $34.3K
Oct 21, 2024 Q3 2024
Waldron Private Wealth LLC

BUY
 -
349
+ 8.19%
$31.9K - $36.4K
4.61K $452K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
346
+ 13.91%
$31.6K - $36.1K
2.83K $278K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
341
New
$31.2K - $35.6K
341 $33.4K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
331
New
$30.3K - $34.6K
331 $32.4K
Nov 12, 2024 Q3 2024
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
330
+ 2.28%
$30.2K - $34.5K
14.8K $1.45M
Nov 08, 2024 Q3 2024
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
318
+ 3.59%
$29.1K - $33.2K
9.17K $899K
Nov 01, 2024 Q3 2024
Windward Capital Management CO

BUY
 -
316
+ 0.4%
$28.9K - $33K
79.1K $7.76M
Nov 06, 2024 Q3 2024
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
314
+ 3.24%
$28.7K - $32.8K
9.99K $980K
Oct 29, 2024 Q3 2024
Cohen Capital Management, Inc.

BUY
 -
310
+ 0.65%
$28.3K - $32.4K
48K $4.7M
Nov 12, 2024 Q3 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
306
+ 12.39%
$28K - $32K
2.78K $272K
Nov 07, 2024 Q3 2024
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
302
+ 0.22%
$27.6K - $31.5K
136K $13.3M
Nov 14, 2024 Q3 2024
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
300
+ 0.45%
$27.4K - $31.3K
66.9K $6.55M
Oct 18, 2024 Q3 2024
Everett Harris & CO

BUY
 -
300
+ 6.43%
$27.4K - $31.3K
4.97K $487K
Nov 04, 2024 Q3 2024
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
300
+ 10.68%
$27.4K - $31.3K
3.11K $305K
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
299
+ 1.22%
$27.3K - $31.2K
24.8K $2.44M
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
295
New
$27K - $30.8K
295 $28.9K
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
295
+ 11.6%
$27K - $30.8K
2.84K $278K
Nov 04, 2024 Q3 2024
Crossmark Global Holdings, Inc.

BUY
 -
292
+ 1.21%
$26.7K - $30.5K
24.4K $2.39M
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
281
New
$25.7K - $29.3K
281 $27.5K

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