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 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
77+ 0.55% |
$7.04K - $8.04K
|
14.1K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
77New |
$7.04K - $8.04K
|
77
$7.55K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 16.02% |
$6.4K - $7.31K
|
507
$49.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
69+ 1.67% |
$6.31K - $7.21K
|
4.21K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 4.12% |
$5.85K - $6.68K
|
1.62K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
60New |
$5.49K - $6.27K
|
60
$5.88K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
58+ 0.22% |
$5.3K - $6.06K
|
26.7K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 87.69% |
$5.21K - $5.95K
|
122
$12K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
56+ 44.8% |
$5.12K - $5.85K
|
181
$17.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
55+ 1.66% |
$5.03K - $5.74K
|
3.37K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 2.01% |
$4.94K - $5.64K
|
2.73K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 18.52% |
$4.57K - $5.22K
|
320
$31.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 20.41% |
$4.57K - $5.22K
|
295
$28.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 74.24% |
$4.48K - $5.12K
|
115
$11.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
48+ 1.05% |
$4.39K - $5.01K
|
4.6K
$451K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 3.22% |
$4.39K - $5.01K
|
1.54K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
48New |
$4.39K - $5.01K
|
48
$4.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 3.64% |
$4.39K - $5.01K
|
1.37K
$134K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
47+ 1.27% |
$4.3K - $4.91K
|
3.75K
$367K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 4.99% |
$4.3K - $4.91K
|
989
$96.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
44+ 1.25% |
$4.02K - $4.59K
|
3.57K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43+ 0.47% |
$3.93K - $4.49K
|
9.14K
$896K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
43+ 0.18% |
$3.93K - $4.49K
|
24.5K
$2.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
42+ 105.0% |
$3.84K - $4.39K
|
82
$8.04K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
42+ 1.47% |
$3.84K - $4.39K
|
2.9K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$3.84K - $4.39K
|
42
$4.12K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
40+ 0.85% |
$3.66K - $4.18K
|
4.75K
$466K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 0.86% |
$3.47K - $3.97K
|
4.47K
$438K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
35+ 1.9% |
$3.2K - $3.66K
|
1.88K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
35+ 0.0% |
$3.2K - $3.66K
|
2.32M
$227M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30New |
$2.74K - $3.13K
|
30
$2.94K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.78% |
$2.65K - $3.03K
|
3.73K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
27+ 0.24% |
$2.47K - $2.82K
|
11.2K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.61% |
$2.47K - $2.82K
|
4.46K
$438K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
26+ 0.24% |
$2.38K - $2.72K
|
10.7K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 0.58% |
$2.19K - $2.51K
|
4.16K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23New |
$2.1K - $2.4K
|
23
$2.25K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 13.14% |
$2.1K - $2.4K
|
198
$19.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
22New |
$2.01K - $2.3K
|
22
$2.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
22New |
$2.01K - $2.3K
|
22
$2.16K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22+ 1.15% |
$2.01K - $2.3K
|
1.94K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21+ 0.42% |
$1.92K - $2.19K
|
4.99K
$489K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 22.58% |
$1.92K - $2.19K
|
114
$11.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 21.88% |
$1.92K - $2.19K
|
117
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
21+ 0.99% |
$1.92K - $2.19K
|
2.14K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.47% |
$1.83K - $2.09K
|
4.25K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19+ 0.36% |
$1.74K - $1.98K
|
5.3K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
18+ 8.61% |
$1.65K - $1.88K
|
227
$22.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
18+ 0.79% |
$1.65K - $1.88K
|
2.28K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
16+ 0.46% |
$1.46K - $1.67K
|
3.47K
$340K
|