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 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
383+ 15.51% |
$35.5K - $40.6K
|
2.85K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
373+ 3.66% |
$34.5K - $39.5K
|
10.6K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
372New |
$34.4K - $39.4K
|
372
$35.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
371+ 4.94% |
$34.3K - $39.3K
|
7.89K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
367+ 6.65% |
$34K - $38.9K
|
5.89K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
364+ 0.74% |
$33.7K - $38.6K
|
49.3K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
357+ 7.69% |
$33K - $37.8K
|
5K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
355New |
$32.9K - $37.6K
|
355
$34.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
337+ 3.6% |
$31.2K - $35.7K
|
9.7K
$932K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
333+ 3.28% |
$30.8K - $35.3K
|
10.5K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
327+ 15.16% |
$30.3K - $34.7K
|
2.48K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
312+ 1.88% |
$28.9K - $33.1K
|
16.9K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
309+ 1.85% |
$28.6K - $32.8K
|
17K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
299+ 4.9% |
$27.7K - $31.7K
|
6.4K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
292+ 5.56% |
$27K - $31K
|
5.54K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
271+ 0.8% |
$25.1K - $28.7K
|
34.1K
$3.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
267+ 485.45% |
$24.7K - $28.3K
|
322
$30.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
243+ 1.62% |
$22.5K - $25.8K
|
15.2K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
237+ 3.72% |
$21.9K - $25.1K
|
6.61K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
235New |
$21.8K - $24.9K
|
235
$22.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 45.93% |
$20.9K - $24K
|
718
$69K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
218New |
$20.2K - $23.1K
|
218
$20.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
206+ 5.17% |
$19.1K - $21.8K
|
4.19K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
197+ 1.41% |
$18.2K - $20.9K
|
14.2K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192+ 44.96% |
$17.8K - $20.4K
|
619
$59.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
190+ 8.35% |
$17.6K - $20.1K
|
2.47K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
185+ 18.76% |
$17.1K - $19.6K
|
1.17K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
175+ 0.74% |
$16.2K - $18.6K
|
23.7K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
171+ 0.64% |
$15.8K - $18.1K
|
26.9K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
169+ 845.0% |
$15.6K - $17.9K
|
189
$18.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
162+ 3.81% |
$15K - $17.2K
|
4.42K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
154+ 7.19% |
$14.3K - $16.3K
|
2.3K
$221K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
152+ 3.69% |
$14.1K - $16.1K
|
4.27K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 15.84% |
$13.9K - $15.9K
|
1.1K
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
143+ 6.86% |
$13.2K - $15.2K
|
2.23K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
141+ 1.37% |
$13.1K - $14.9K
|
10.4K
$999K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
140+ 2.46% |
$13K - $14.8K
|
5.84K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
139+ 5.34% |
$12.9K - $14.7K
|
2.74K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
138+ 4.34% |
$12.8K - $14.6K
|
3.32K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
137+ 2.86% |
$12.7K - $14.5K
|
4.93K
$473K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
136+ 8.83% |
$12.6K - $14.4K
|
1.68K
$161K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
131+ 4.08% |
$12.1K - $13.9K
|
3.34K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
105+ 3.13% |
$9.72K - $11.1K
|
3.46K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 4.75% |
$9.26K - $10.6K
|
2.21K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
100New |
$9.26K - $10.6K
|
100
$9.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100New |
$9.26K - $10.6K
|
100
$9.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
100+ 3.26% |
$9.26K - $10.6K
|
3.17K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
100+ 4.18% |
$9.26K - $10.6K
|
2.49K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
97+ 2.59% |
$8.98K - $10.3K
|
3.85K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
91+ 0.21% |
$8.42K - $9.65K
|
43.6K
$4.18M
|