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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
3.77K+ 22.25% |
$343K - $379K
|
20.7K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
3.7K+ 5.48% |
$338K - $373K
|
71.3K
$7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.69K+ 38.24% |
$336K - $372K
|
13.3K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.61KNew |
$330K - $364K
|
3.61K
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.48K+ 49.64% |
$317K - $351K
|
10.5K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.47K+ 6.1% |
$317K - $350K
|
60.4K
$5.93M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.4KNew |
$310K - $342K
|
3.4K
$333K
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
3.37K+ 0.33% |
$307K - $340K
|
1.04M
$102M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.31K+ 13.14% |
$302K - $334K
|
28.5K
$2.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.29K+ 1.88% |
$300K - $331K
|
178K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
3.25KNew |
$296K - $327K
|
3.25K
$319K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.12KNew |
$284K - $314K
|
3.12K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$283K - $313K
|
3.1K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.08K+ 7.0% |
$281K - $310K
|
47K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.02K+ 11.96% |
$276K - $304K
|
28.3K
$2.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.97K+ 2.03% |
$271K - $299K
|
149K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$269K - $297K
|
2.95K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.9K+ 100.8% |
$265K - $292K
|
5.78K
$567K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.86K+ 0.99% |
$261K - $288K
|
293K
$28.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.76KNew |
$252K - $278K
|
2.76K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.72K+ 105.26% |
$248K - $274K
|
5.31K
$521K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.72K+ 100.93% |
$248K - $274K
|
5.42K
$532K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.65K+ 188.09% |
$242K - $267K
|
4.06K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.61K+ 80.69% |
$238K - $263K
|
5.85K
$574K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.56K+ 1.72% |
$233K - $258K
|
151K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.43K+ 44.43% |
$221K - $244K
|
7.88K
$774K
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.42KNew |
$221K - $244K
|
2.42K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.36KNew |
$216K - $238K
|
2.36K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.3K+ 34.81% |
$210K - $232K
|
8.91K
$875K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.27KNew |
$207K - $228K
|
2.27K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.25K+ 0.59% |
$205K - $226K
|
381K
$37.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.25KNew |
$205K - $226K
|
2.25K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.22K+ 13.1% |
$203K - $224K
|
19.2K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.2K+ 233.97% |
$201K - $222K
|
3.15K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.2KNew |
$200K - $222K
|
2.2K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$198K - $219K
|
2.17K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.15KNew |
$196K - $217K
|
2.15K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.11KNew |
$193K - $213K
|
2.11K
$208K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.11K+ 8.57% |
$192K - $212K
|
26.7K
$2.62M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.77K+ 87.2% |
$162K - $178K
|
3.8K
$373K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
1.77K+ 9.12% |
$161K - $178K
|
21.1K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.74KNew |
$159K - $175K
|
1.74K
$171K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.71K+ 16.21% |
$156K - $172K
|
12.2K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.67K+ 1.64% |
$152K - $168K
|
103K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.61K+ 20.0% |
$147K - $163K
|
9.68K
$950K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 1.61% |
$147K - $162K
|
102K
$10M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5K+ 33.55% |
$137K - $151K
|
5.98K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.47K+ 11.29% |
$134K - $148K
|
14.5K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.46K+ 0.95% |
$133K - $147K
|
155K
$15.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 8.93% |
$131K - $145K
|
17.5K
$1.72M
|