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 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
574+ 19.59% |
$52.3K - $57.8K
|
3.5K
$344K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
550+ 125.0% |
$50.2K - $55.4K
|
990
$97.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
547+ 337.65% |
$49.9K - $55.1K
|
709
$69.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
517New |
$47.2K - $52.1K
|
517
$50.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
507New |
$46.2K - $51.1K
|
507
$49.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
505+ 256.35% |
$46.1K - $50.9K
|
702
$68.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
505+ 0.6% |
$46.1K - $50.9K
|
84.2K
$8.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
488+ 219.82% |
$44.5K - $49.2K
|
710
$69.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
482+ 19.31% |
$44K - $48.6K
|
2.98K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
478+ 12.96% |
$43.6K - $48.2K
|
4.17K
$409K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
467+ 1.42% |
$42.6K - $47.1K
|
33.4K
$3.28M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
457+ 0.75% |
$41.7K - $46.1K
|
61.7K
$6.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
455+ 15.18% |
$41.5K - $45.9K
|
3.45K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
453+ 7.6% |
$41.3K - $45.7K
|
6.41K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
452+ 11.09% |
$41.2K - $45.6K
|
4.53K
$445K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
450+ 15.27% |
$41K - $45.4K
|
3.4K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
448+ 24.79% |
$40.9K - $45.1K
|
2.26K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
448+ 10.62% |
$40.9K - $45.1K
|
4.67K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
446+ 40.22% |
$40.7K - $44.9K
|
1.56K
$153K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
436+ 13.74% |
$39.8K - $43.9K
|
3.61K
$355K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
431+ 6.81% |
$39.3K - $43.4K
|
6.76K
$664K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
429+ 0.88% |
$39.1K - $43.2K
|
49.3K
$4.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
428+ 40.42% |
$39K - $43.1K
|
1.49K
$146K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
413+ 6.66% |
$37.7K - $41.6K
|
6.62K
$650K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
408+ 21.85% |
$37.2K - $41.1K
|
2.28K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
400New |
$36.5K - $40.3K
|
400
$39.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
392+ 5.31% |
$35.8K - $39.5K
|
7.77K
$763K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
390+ 1.91% |
$35.6K - $39.3K
|
20.8K
$2.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
379+ 40.88% |
$34.6K - $38.2K
|
1.31K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
376+ 26.04% |
$34.3K - $37.9K
|
1.82K
$179K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
368+ 1314.29% |
$33.6K - $37.1K
|
396
$38.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
367+ 11.26% |
$33.5K - $37K
|
3.63K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
357+ 7.74% |
$32.6K - $36K
|
4.97K
$488K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
348+ 3.56% |
$31.7K - $35.1K
|
10.1K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
341+ 99.42% |
$31.1K - $34.4K
|
684
$67.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
336+ 20.68% |
$30.6K - $33.9K
|
1.96K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
335+ 10.76% |
$30.6K - $33.8K
|
3.45K
$338K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
334+ 3.62% |
$30.5K - $33.7K
|
9.56K
$938K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
327+ 240.44% |
$29.8K - $33K
|
463
$45.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
323+ 10.51% |
$29.5K - $32.6K
|
3.4K
$334K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
322+ 1.52% |
$29.4K - $32.5K
|
21.5K
$2.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
316+ 0.52% |
$28.8K - $31.8K
|
60.9K
$5.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
314+ 0.26% |
$28.6K - $31.6K
|
119K
$11.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
313+ 1.7% |
$28.5K - $31.5K
|
18.7K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
309+ 6.51% |
$28.2K - $31.1K
|
5.06K
$497K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
301New |
$27.5K - $30.3K
|
301
$29.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
300New |
$27.4K - $30.2K
|
300
$29.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
300+ 2.89% |
$27.4K - $30.2K
|
10.7K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
288+ 7.43% |
$26.3K - $29K
|
4.17K
$409K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
286+ 5720.0% |
$26.1K - $28.8K
|
291
$28.6K
|