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
|
Townsquare Capital LLC
|
BUY
|
- |
282+ 6.15% |
$25.7K - $28.4K
|
4.87K
$478K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
270+ 1.67% |
$24.6K - $27.2K
|
16.4K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
269+ 8.14% |
$24.5K - $27.1K
|
3.57K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
269+ 6.22% |
$24.5K - $27.1K
|
4.6K
$451K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
265+ 1.38% |
$24.2K - $26.7K
|
19.5K
$1.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
253New |
$23.1K - $25.5K
|
253
$24.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
250+ 675.68% |
$22.8K - $25.2K
|
287
$28.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
250+ 3.58% |
$22.8K - $25.2K
|
7.23K
$710K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
250+ 12.17% |
$22.8K - $25.2K
|
2.31K
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
245+ 0.42% |
$22.3K - $24.7K
|
59.1K
$5.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
242+ 2.63% |
$22.1K - $24.4K
|
9.44K
$927K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
238+ 5.26% |
$21.7K - $24K
|
4.77K
$468K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
236+ 4.57% |
$21.5K - $23.8K
|
5.4K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
232+ 5.82% |
$21.2K - $23.4K
|
4.22K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
212+ 2.32% |
$19.3K - $21.4K
|
9.37K
$920K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
206+ 3.64% |
$18.8K - $20.8K
|
5.87K
$577K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
205+ 125.0% |
$18.7K - $20.7K
|
369
$36.2K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
202+ 0.43% |
$18.4K - $20.4K
|
47.1K
$4.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
201New |
$18.3K - $20.3K
|
201
$19.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$18.2K - $20.2K
|
200
$19.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
196+ 264.86% |
$17.9K - $19.8K
|
270
$26.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
196+ 4.0% |
$17.9K - $19.8K
|
5.09K
$500K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
195+ 3.1% |
$17.8K - $19.7K
|
6.49K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
191+ 0.41% |
$17.4K - $19.2K
|
47.3K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
183+ 3.0% |
$16.7K - $18.4K
|
6.28K
$617K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
181+ 2.14% |
$16.5K - $18.2K
|
8.63K
$847K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
180+ 8.46% |
$16.4K - $18.1K
|
2.31K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
178+ 8.74% |
$16.2K - $17.9K
|
2.22K
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
175+ 7.34% |
$16K - $17.6K
|
2.56K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
172+ 1.21% |
$15.7K - $17.3K
|
14.4K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
167+ 1.01% |
$15.2K - $16.8K
|
16.7K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
161+ 6.58% |
$14.7K - $16.2K
|
2.61K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
160+ 2.08% |
$14.6K - $16.1K
|
7.86K
$772K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
159+ 4.33% |
$14.5K - $16K
|
3.83K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
158+ 3.37% |
$14.4K - $15.9K
|
4.84K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
155+ 1.84% |
$14.1K - $15.6K
|
8.59K
$844K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
154+ 11.68% |
$14K - $15.5K
|
1.47K
$145K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
152+ 0.8% |
$13.9K - $15.3K
|
19.1K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
152+ 2.56% |
$13.9K - $15.3K
|
6.09K
$598K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
150+ 4.58% |
$13.7K - $15.1K
|
3.43K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
140New |
$12.8K - $14.1K
|
140
$13.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
127+ 0.86% |
$11.6K - $12.8K
|
14.9K
$1.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
126+ 8.37% |
$11.5K - $12.7K
|
1.63K
$160K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
125New |
$11.4K - $12.6K
|
125
$12.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 3.99% |
$11.4K - $12.6K
|
3.26K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
124+ 5.05% |
$11.3K - $12.5K
|
2.58K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
121+ 2.03% |
$11K - $12.2K
|
6.09K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
120+ 2.63% |
$10.9K - $12.1K
|
4.69K
$460K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
109+ 726.67% |
$9.94K - $11K
|
124
$12.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
105+ 2.36% |
$9.58K - $10.6K
|
4.55K
$447K
|