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 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
90+ 1.47% |
$8.33K - $9.54K
|
6.19K
$595K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84+ 0.93% |
$7.78K - $8.9K
|
9.15K
$879K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
79New |
$7.31K - $8.37K
|
79
$7.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
75+ 2.11% |
$6.94K - $7.95K
|
3.63K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
74New |
$6.85K - $7.84K
|
74
$7.11K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
73+ 2.13% |
$6.76K - $7.74K
|
3.5K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
72+ 0.74% |
$6.67K - $7.63K
|
9.82K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$6.67K - $7.63K
|
72
$6.92K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
71+ 2.63% |
$6.57K - $7.53K
|
2.77K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
65+ 12.82% |
$6.02K - $6.89K
|
572
$54.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
63+ 0.93% |
$5.83K - $6.68K
|
6.84K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63+ 0.88% |
$5.83K - $6.68K
|
7.21K
$692K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
61+ 9.04% |
$5.65K - $6.47K
|
736
$70.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
60+ 0.61% |
$5.55K - $6.36K
|
9.91K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
55New |
$5.09K - $5.83K
|
55
$5.28K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
54+ 26.87% |
$5K - $5.72K
|
255
$24.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 4.17% |
$4.81K - $5.51K
|
1.3K
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
52New |
$4.81K - $5.51K
|
52
$4.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.63K - $5.3K
|
50
$4.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
48New |
$4.44K - $5.09K
|
48
$4.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 1.18% |
$4.07K - $4.66K
|
3.78K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
42+ 12.32% |
$3.89K - $4.45K
|
383
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40+ 1.65% |
$3.7K - $4.24K
|
2.46K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 1.19% |
$3.7K - $4.24K
|
3.41K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
39+ 1.37% |
$3.61K - $4.13K
|
2.9K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
39+ 2.08% |
$3.61K - $4.13K
|
1.92K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 169.57% |
$3.61K - $4.13K
|
62
$5.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38New |
$3.52K - $4.03K
|
38
$3.65K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 0.62% |
$3.43K - $3.92K
|
5.96K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 1.36% |
$3.24K - $3.71K
|
2.61K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 0.62% |
$2.87K - $3.29K
|
5.07K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
29+ 26.85% |
$2.68K - $3.07K
|
137
$13.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 4.0% |
$2.41K - $2.76K
|
676
$64.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 19.67% |
$2.22K - $2.54K
|
146
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.92K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.76K - $2.01K
|
4.18K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 2.03% |
$1.67K - $1.91K
|
903
$86.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 5.98% |
$1.67K - $1.91K
|
319
$30.6K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$1.48K - $1.7K
|
16
$1.54K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15+ 50.0% |
$1.39K - $1.59K
|
45
$4.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
14+ 0.17% |
$1.3K - $1.48K
|
8.08K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
13+ 0.18% |
$1.2K - $1.38K
|
7.41K
$711K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$1.2K - $1.38K
|
3.59K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 5.88% |
$1.2K - $1.38K
|
234
$22.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.2K - $1.38K
|
2.51K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 3.36% |
$1.11K - $1.27K
|
369
$35.4K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12+ 0.36% |
$1.11K - $1.27K
|
3.32K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 18.18% |
$926 - $1.06K
|
65
$6.24K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 50.0% |
$833 - $954
|
27
$2.59K
|