Purchases and Sales Made in Q4 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
904K+ 699.45% |
$83.7M - $95.8M
|
1.03M
$99.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
463KNew |
$42.8M - $49M
|
463K
$44.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
264KNew |
$24.4M - $28M
|
264K
$25.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
230K+ 6.0% |
$21.2M - $24.3M
|
4.05M
$389M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
220KNew |
$20.4M - $23.3M
|
220K
$21.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
193KNew |
$17.8M - $20.4M
|
193K
$18.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
148K+ 21.64% |
$13.7M - $15.7M
|
834K
$80.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
121K+ 4.21% |
$11.2M - $12.9M
|
3M
$288M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
97K+ 5.24% |
$8.97M - $10.3M
|
1.95M
$187M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67.9K+ 3.04% |
$6.29M - $7.2M
|
2.3M
$221M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
42.7KNew |
$3.96M - $4.53M
|
42.7K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
33.8K+ 74.05% |
$3.12M - $3.58M
|
79.3K
$7.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
24.7KNew |
$2.28M - $2.61M
|
24.7K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23.7K+ 529.17% |
$2.19M - $2.51M
|
28.1K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
20.1KNew |
$1.86M - $2.13M
|
20.1K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.1K+ 38.33% |
$1.59M - $1.82M
|
61.9K
$5.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
15.5K+ 43.44% |
$1.43M - $1.64M
|
51K
$4.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.1K+ 30.25% |
$1.3M - $1.49M
|
60.6K
$5.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
13K+ 7.18% |
$1.21M - $1.38M
|
195K
$18.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
12.9K+ 4.8% |
$1.19M - $1.36M
|
280K
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.97K+ 1.07% |
$923K - $1.06M
|
939K
$90.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.43K+ 58.42% |
$781K - $894K
|
22.9K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
7.82KNew |
$724K - $829K
|
7.82K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
7.65KNew |
$709K - $811K
|
7.65K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$537K - $615K
|
5.8K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.48K+ 87.31% |
$508K - $581K
|
11.8K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.24KNew |
$485K - $555K
|
5.24K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.02K+ 6.15% |
$464K - $532K
|
86.6K
$8.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 14.83% |
$444K - $508K
|
37.1K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.55KNew |
$421K - $483K
|
4.55K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.53K+ 97.28% |
$420K - $481K
|
9.2K
$883K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.09K+ 10.86% |
$379K - $433K
|
41.7K
$4.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 32.0% |
$370K - $424K
|
16.5K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.93K+ 1.94% |
$364K - $417K
|
207K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.77KNew |
$349K - $400K
|
3.77K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.64KNew |
$337K - $386K
|
3.64K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.58KNew |
$332K - $380K
|
3.58K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.58K+ 67.36% |
$331K - $380K
|
8.9K
$854K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44KNew |
$318K - $364K
|
3.44K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
3.31K+ 8.57% |
$306K - $350K
|
41.9K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.18K+ 1.73% |
$294K - $337K
|
187K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.14K+ 7.67% |
$291K - $333K
|
44.1K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.1K+ 4.86% |
$287K - $329K
|
66.8K
$6.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.09K+ 14.57% |
$286K - $327K
|
24.3K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
2.81K+ 1.64% |
$260K - $298K
|
174K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.81K+ 1.9% |
$260K - $298K
|
151K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.6K+ 1.66% |
$241K - $276K
|
160K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.35K+ 1.24% |
$218K - $249K
|
193K
$18.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 21.24% |
$213K - $244K
|
13.1K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.26KNew |
$209K - $240K
|
2.26K
$217K
|