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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
140+ 5.74% |
$12.8K - $14.1K
|
2.58K
$252K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
127+ 0.86% |
$11.6K - $12.8K
|
14.9K
$1.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
126+ 8.37% |
$11.5K - $12.7K
|
1.63K
$159K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
125New |
$11.4K - $12.6K
|
125
$12.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 3.99% |
$11.4K - $12.6K
|
3.26K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
124+ 5.05% |
$11.3K - $12.5K
|
2.58K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
121+ 2.03% |
$11K - $12.2K
|
6.09K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
120+ 2.63% |
$10.9K - $12.1K
|
4.69K
$458K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
109+ 726.67% |
$9.94K - $11K
|
124
$12.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
105+ 2.36% |
$9.58K - $10.6K
|
4.55K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 36.0% |
$9.03K - $9.98K
|
374
$36.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
99+ 0.08% |
$9.03K - $9.98K
|
118K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 4.75% |
$8.76K - $9.67K
|
2.12K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
91+ 1.35% |
$8.3K - $9.17K
|
6.83K
$667K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
90+ 0.12% |
$8.21K - $9.07K
|
77.9K
$7.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
87+ 2.08% |
$7.93K - $8.77K
|
4.27K
$417K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
87+ 0.23% |
$7.93K - $8.77K
|
38.5K
$3.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
87+ 3.45% |
$7.93K - $8.77K
|
2.61K
$255K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
85+ 0.96% |
$7.75K - $8.57K
|
8.93K
$872K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
84+ 1.75% |
$7.66K - $8.47K
|
4.88K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
80+ 3.35% |
$7.3K - $8.06K
|
2.47K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 46.91% |
$6.93K - $7.66K
|
238
$23.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
76+ 2.01% |
$6.93K - $7.66K
|
3.85K
$376K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
72+ 0.56% |
$6.57K - $7.26K
|
13K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
72+ 3.47% |
$6.57K - $7.26K
|
2.15K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
69+ 4.11% |
$6.29K - $6.95K
|
1.75K
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
68+ 1.99% |
$6.2K - $6.85K
|
3.49K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
68+ 2.67% |
$6.2K - $6.85K
|
2.62K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
65New |
$5.93K - $6.55K
|
65
$6.35K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
64+ 0.06% |
$5.84K - $6.45K
|
110K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
62+ 2.44% |
$5.65K - $6.25K
|
2.6K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$5.47K - $6.05K
|
60
$5.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
58+ 72.5% |
$5.29K - $5.85K
|
138
$13.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
57+ 1.64% |
$5.2K - $5.74K
|
3.53K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
57+ 0.24% |
$5.2K - $5.74K
|
23.5K
$2.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
56+ 2.67% |
$5.11K - $5.64K
|
2.15K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
54+ 54.0% |
$4.92K - $5.44K
|
154
$15K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
54+ 1.52% |
$4.92K - $5.44K
|
3.6K
$351K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
51+ 2.15% |
$4.65K - $5.14K
|
2.43K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
49New |
$4.47K - $4.94K
|
49
$4.78K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.49% |
$4.47K - $4.94K
|
9.99K
$975K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
49+ 6.88% |
$4.47K - $4.94K
|
761
$74.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
48+ 0.08% |
$4.38K - $4.84K
|
63.6K
$6.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 1.27% |
$4.1K - $4.54K
|
3.59K
$351K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
45+ 7.69% |
$4.1K - $4.54K
|
630
$61.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
44+ 1.25% |
$4.01K - $4.43K
|
3.57K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
44+ 1.65% |
$4.01K - $4.43K
|
2.71K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
43+ 138.71% |
$3.92K - $4.33K
|
74
$7.22K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 1.23% |
$3.83K - $4.23K
|
3.46K
$338K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 0.58% |
$3.56K - $3.93K
|
6.81K
$665K
|