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 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.43K+ 21.98% |
$131K - $144K
|
7.95K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.41K+ 7.54% |
$128K - $142K
|
20.1K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 17.27% |
$127K - $140K
|
9.45K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.36K+ 3.02% |
$124K - $137K
|
46.3K
$4.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 9642.86% |
$123K - $136K
|
1.36K
$134K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.34K+ 11.0% |
$122K - $135K
|
13.5K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.25K+ 7.49% |
$114K - $126K
|
18K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.22KNew |
$111K - $123K
|
1.22K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.2K+ 151.07% |
$110K - $121K
|
2K
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.16K+ 4.72% |
$106K - $117K
|
25.8K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.14K+ 3.39% |
$104K - $115K
|
34.8K
$3.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.11K+ 7.83% |
$102K - $112K
|
15.3K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.1K+ 1.6% |
$100K - $111K
|
70.1K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.09K+ 8.72% |
$99.2K - $110K
|
13.6K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.09K+ 7.78% |
$99K - $109K
|
15K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.08K+ 0.93% |
$98.6K - $109K
|
117K
$11.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05K+ 0.21% |
$95.3K - $105K
|
507K
$49.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05KNew |
$95.3K - $105K
|
1.05K
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.01K+ 2.28% |
$92.5K - $102K
|
45.4K
$4.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 5.63% |
$92.1K - $102K
|
18.9K
$1.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
964+ 4.72% |
$87.9K - $97.2K
|
21.4K
$2.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
958+ 1.97% |
$87.4K - $96.5K
|
49.5K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
945+ 2.07% |
$86.2K - $95.2K
|
46.7K
$4.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
918+ 7.3% |
$83.7K - $92.5K
|
13.5K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
905+ 8.06% |
$82.5K - $91.2K
|
12.1K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
889+ 2.27% |
$81.1K - $89.6K
|
40K
$3.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
882+ 3.12% |
$80.4K - $88.9K
|
29.2K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
843+ 1.63% |
$76.9K - $85K
|
52.6K
$5.16M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
836+ 6.98% |
$76.2K - $84.3K
|
12.8K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
807+ 10.03% |
$73.6K - $81.3K
|
8.86K
$870K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
800+ 70.48% |
$73K - $80.6K
|
1.94K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
796+ 1.93% |
$72.6K - $80.2K
|
42K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
780+ 0.63% |
$71.1K - $78.6K
|
124K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
777New |
$70.9K - $78.3K
|
777
$76.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
763New |
$69.6K - $76.9K
|
763
$74.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
744+ 30.28% |
$67.9K - $75K
|
3.2K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
740New |
$67.5K - $74.6K
|
740
$72.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
727+ 2.45% |
$66.3K - $73.3K
|
30.4K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
719+ 4.07% |
$65.6K - $72.5K
|
18.4K
$1.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
712+ 15.06% |
$64.9K - $71.8K
|
5.44K
$534K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
706+ 112.06% |
$64.4K - $71.2K
|
1.34K
$131K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
700+ 25.47% |
$63.8K - $70.5K
|
3.45K
$339K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
691New |
$63K - $69.6K
|
691
$67.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
690+ 1.29% |
$62.9K - $69.5K
|
54.2K
$5.32M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
671+ 19.34% |
$61.2K - $67.6K
|
4.14K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
635+ 12.98% |
$57.9K - $64K
|
5.53K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
600+ 3.11% |
$54.7K - $60.5K
|
19.9K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
597+ 1.77% |
$54.4K - $60.2K
|
34.3K
$3.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
594+ 6.01% |
$54.2K - $59.9K
|
10.5K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
594+ 0.81% |
$54.2K - $59.9K
|
73.9K
$7.26M
|