Purchases and Sales Made in Q2 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 33.33% |
$274 - $302
|
12
$1.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.11% |
$274 - $302
|
2.65K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3+ 0.07% |
$274 - $302
|
4.26K
$419K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.08% |
$182 - $202
|
2.58K
$253K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.09% |
$182 - $202
|
2.13K
$209K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.02% |
$182 - $202
|
12.9K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2+ 0.09% |
$182 - $202
|
2.11K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.58% |
$91.2 - $101
|
173
$17K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
1+ 0.02% |
$91.2 - $101
|
6.12K
$601K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.56% |
$91.2 - $101
|
179
$17.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.83% |
$91.2 - $101
|
122
$12K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.59% |
$91.2 - $101
|
64
$6.28K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 3.7% |
$91.2 - $101
|
28
$2.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.37% |
$91.2 - $101
|
268
$26.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$91.2 - $101
|
1.36K
$133K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$91.2 - $101
|
6.19K
$608K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.05% |
$91.2 - $101
|
2.22K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.09% |
$91.2 - $101
|
1.09K
$107K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1- 0.03% |
$91.2 - $101
|
3.32K
$326K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.5% |
$182 - $202
|
397
$39K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 1.56% |
$274 - $302
|
189
$18.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-3- 4.62% |
$274 - $302
|
62
$6.09K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3- 0.12% |
$274 - $302
|
2.45K
$241K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4- 0.12% |
$365 - $403
|
3.25K
$319K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4- 16.67% |
$365 - $403
|
20
$1.96K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 1.05% |
$456 - $504
|
473
$46.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 6.49% |
$456 - $504
|
72
$7.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5- 0.09% |
$456 - $504
|
5.35K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.11% |
$456 - $504
|
4.44K
$436K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 7.69% |
$547 - $605
|
72
$7.07K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.31% |
$547 - $605
|
1.95K
$192K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8- 0.08% |
$730 - $806
|
9.74K
$957K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8- 0.15% |
$730 - $806
|
5.28K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9- 0.03% |
$821 - $907
|
27.7K
$2.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-9- 0.38% |
$821 - $907
|
2.33K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-9- 0.13% |
$821 - $907
|
6.85K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-10- 0.37% |
$912 - $1.01K
|
2.68K
$263K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 10.42% |
$912 - $1.01K
|
86
$8.45K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 0.17% |
$912 - $1.01K
|
5.94K
$584K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-11- 0.5% |
$1K - $1.11K
|
2.18K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-11- 0.15% |
$1K - $1.11K
|
7.43K
$729K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-12- 0.42% |
$1.09K - $1.21K
|
2.87K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-12- 0.11% |
$1.09K - $1.21K
|
10.6K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-12- 3.63% |
$1.09K - $1.21K
|
319
$31.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-12- 0.35% |
$1.09K - $1.21K
|
3.42K
$335K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-13- 0.36% |
$1.19K - $1.31K
|
3.57K
$351K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-13- 0.44% |
$1.19K - $1.31K
|
2.94K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 0.6% |
$1.19K - $1.31K
|
2.15K
$211K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-13- 0.26% |
$1.19K - $1.31K
|
4.92K
$483K
|