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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 36.0% |
$9.03K - $9.98K
|
374
$36.7K
|
|
|
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
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
91+ 1.35% |
$8.3K - $9.17K
|
6.83K
$670K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
90+ 0.12% |
$8.21K - $9.07K
|
77.9K
$7.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
87+ 3.45% |
$7.93K - $8.77K
|
2.61K
$256K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
87+ 0.23% |
$7.93K - $8.77K
|
38.5K
$3.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
87+ 2.08% |
$7.93K - $8.77K
|
4.27K
$419K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
85+ 0.96% |
$7.75K - $8.57K
|
8.93K
$877K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
84+ 1.75% |
$7.66K - $8.47K
|
4.88K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
80+ 3.35% |
$7.3K - $8.06K
|
2.47K
$243K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
76+ 2.01% |
$6.93K - $7.66K
|
3.85K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76+ 46.91% |
$6.93K - $7.66K
|
238
$23.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
72+ 0.56% |
$6.57K - $7.26K
|
13K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
72+ 3.47% |
$6.57K - $7.26K
|
2.15K
$211K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
69+ 4.11% |
$6.29K - $6.95K
|
1.75K
$172K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
68+ 1.99% |
$6.2K - $6.85K
|
3.49K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
68+ 2.67% |
$6.2K - $6.85K
|
2.62K
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
65New |
$5.93K - $6.55K
|
65
$6.38K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
64+ 0.06% |
$5.84K - $6.45K
|
110K
$10.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
62+ 2.44% |
$5.65K - $6.25K
|
2.6K
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$5.47K - $6.05K
|
60
$5.89K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
58+ 72.5% |
$5.29K - $5.85K
|
138
$13.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
57+ 1.64% |
$5.2K - $5.74K
|
3.53K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
57+ 0.24% |
$5.2K - $5.74K
|
23.5K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
56+ 2.67% |
$5.11K - $5.64K
|
2.15K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
54+ 1.52% |
$4.92K - $5.44K
|
3.6K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
54+ 54.0% |
$4.92K - $5.44K
|
154
$15.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
51+ 2.15% |
$4.65K - $5.14K
|
2.43K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
49+ 6.88% |
$4.47K - $4.94K
|
761
$74.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.49% |
$4.47K - $4.94K
|
9.99K
$981K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
49New |
$4.47K - $4.94K
|
49
$4.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
48+ 0.08% |
$4.38K - $4.84K
|
63.6K
$6.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 1.27% |
$4.1K - $4.54K
|
3.59K
$353K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
45+ 7.69% |
$4.1K - $4.54K
|
630
$61.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
44+ 1.25% |
$4.01K - $4.43K
|
3.57K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
44+ 1.65% |
$4.01K - $4.43K
|
2.71K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
43+ 138.71% |
$3.92K - $4.33K
|
74
$7.27K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 1.23% |
$3.83K - $4.23K
|
3.46K
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 0.58% |
$3.56K - $3.93K
|
6.81K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
38+ 1.8% |
$3.47K - $3.83K
|
2.15K
$211K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 8.71% |
$3.37K - $3.73K
|
462
$45.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36New |
$3.28K - $3.63K
|
36
$3.54K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
35+ 0.36% |
$3.19K - $3.53K
|
9.83K
$966K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
34+ 3.53% |
$3.1K - $3.43K
|
997
$97.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
33+ 19.3% |
$3.01K - $3.33K
|
204
$20K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 30.77% |
$2.92K - $3.22K
|
136
$13.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 1.82% |
$2.83K - $3.12K
|
1.73K
$170K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 3.14% |
$2.74K - $3.02K
|
985
$96.7K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.97% |
$2.64K - $2.92K
|
3.03K
$297K
|