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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
26New |
$2.41K - $2.76K
|
26
$2.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 4.0% |
$2.41K - $2.76K
|
676
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.22% |
$2.31K - $2.65K
|
11.3K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.57K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
25+ 0.14% |
$2.31K - $2.65K
|
17.7K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 19.67% |
$2.22K - $2.54K
|
146
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 45.83% |
$2.04K - $2.33K
|
70
$7.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22+ 26.83% |
$2.04K - $2.33K
|
104
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$2.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$2.06K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$2.06K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.76K - $2.01K
|
4.18K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
19New |
$1.76K - $2.01K
|
19
$1.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 2.03% |
$1.67K - $1.91K
|
903
$92.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
18+ 0.64% |
$1.67K - $1.91K
|
2.84K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.47% |
$1.67K - $1.91K
|
3.82K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 5.98% |
$1.67K - $1.91K
|
319
$32.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 0.35% |
$1.57K - $1.8K
|
4.9K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$1.48K - $1.7K
|
16
$1.64K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15+ 50.0% |
$1.39K - $1.59K
|
45
$4.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
14+ 0.17% |
$1.3K - $1.48K
|
8.08K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 5.88% |
$1.2K - $1.38K
|
234
$24K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
13+ 0.18% |
$1.2K - $1.38K
|
7.41K
$761K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.2K - $1.38K
|
2.51K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$1.2K - $1.38K
|
3.59K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.39% |
$1.11K - $1.27K
|
3.07K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 3.36% |
$1.11K - $1.27K
|
369
$37.9K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12+ 0.36% |
$1.11K - $1.27K
|
3.32K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10+ 0.27% |
$926 - $1.06K
|
3.7K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 18.18% |
$926 - $1.06K
|
65
$6.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.25% |
$926 - $1.06K
|
3.98K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 0.44% |
$833 - $954
|
2.05K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
9+ 0.22% |
$833 - $954
|
4.02K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.29% |
$833 - $954
|
3.15K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 50.0% |
$833 - $954
|
27
$2.77K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8New |
$741 - $848
|
8
$822
|
|
|
Feb 12, 2025
Q4 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
7+ 0.19% |
$648 - $742
|
3.7K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
7+ 7.78% |
$648 - $742
|
97
$9.97K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$648 - $742
|
7
$719
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 3.54% |
$648 - $742
|
205
$21.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 0.18% |
$648 - $742
|
3.98K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 0.85% |
$555 - $636
|
716
$73.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$463 - $530
|
5
$514
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.21% |
$463 - $530
|
2.37K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.14% |
$463 - $530
|
3.57K
$367K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.56% |
$370 - $424
|
716
$73.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4New |
$370 - $424
|
4
$411
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
4+ 0.24% |
$370 - $424
|
1.7K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 2.02% |
$370 - $424
|
202
$20.8K
|