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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 30.77% |
$2.92K - $3.22K
|
136
$12.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 1.82% |
$2.83K - $3.12K
|
1.73K
$157K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 3.14% |
$2.74K - $3.02K
|
985
$89.4K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.97% |
$2.64K - $2.92K
|
3.03K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
28+ 0.46% |
$2.55K - $2.82K
|
6.08K
$552K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28+ 1.32% |
$2.55K - $2.82K
|
2.15K
$195K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 1.81% |
$2.37K - $2.62K
|
1.47K
$133K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25+ 0.47% |
$2.28K - $2.52K
|
5.34K
$484K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
25+ 0.93% |
$2.28K - $2.52K
|
2.72K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25+ 0.28% |
$2.28K - $2.52K
|
8.86K
$804K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
25New |
$2.28K - $2.52K
|
25
$2.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.21% |
$2.19K - $2.42K
|
11.2K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
24+ 0.89% |
$2.19K - $2.42K
|
2.71K
$246K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22+ 3.72% |
$2.01K - $2.22K
|
614
$55.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21+ 1.79% |
$1.92K - $2.12K
|
1.2K
$108K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 8.68% |
$1.92K - $2.12K
|
263
$23.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.25% |
$1.64K - $1.81K
|
7.26K
$659K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
17New |
$1.55K - $1.71K
|
17
$1.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
17+ 0.57% |
$1.55K - $1.71K
|
3K
$273K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16+ 0.42% |
$1.46K - $1.61K
|
3.83K
$347K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16+ 0.35% |
$1.46K - $1.61K
|
4.57K
$415K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 30.0% |
$1.37K - $1.51K
|
65
$5.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15New |
$1.37K - $1.51K
|
15
$1.36K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14+ 26.92% |
$1.28K - $1.41K
|
66
$5.99K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 5.53% |
$1.19K - $1.31K
|
248
$22.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.28% |
$1.19K - $1.31K
|
4.69K
$426K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
13+ 0.29% |
$1.19K - $1.31K
|
4.54K
$412K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
13+ 0.62% |
$1.19K - $1.31K
|
2.12K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$1.19K - $1.31K
|
13
$1.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 7.36% |
$1.09K - $1.21K
|
175
$15.9K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.4% |
$1.09K - $1.21K
|
3.05K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
12+ 3.82% |
$1.09K - $1.21K
|
326
$29.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
12New |
$1.09K - $1.21K
|
12
$1.09K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10+ 0.24% |
$912 - $1.01K
|
4.1K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 0.09% |
$912 - $1.01K
|
10.6K
$965K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10+ 9.62% |
$912 - $1.01K
|
114
$10.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.03% |
$912 - $1.01K
|
34.7K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10+ 0.41% |
$912 - $1.01K
|
2.45K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10New |
$912 - $1.01K
|
10
$908
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$821 - $907
|
9
$817
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.27% |
$730 - $806
|
2.95K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
8+ 3.2% |
$730 - $806
|
258
$23.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 25.0% |
$730 - $806
|
40
$3.63K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 3.52% |
$638 - $705
|
206
$18.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.42% |
$638 - $705
|
1.66K
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.03% |
$638 - $705
|
22.2K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 11.11% |
$638 - $705
|
70
$6.35K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$547 - $605
|
3.34K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 50.0% |
$456 - $504
|
15
$1.36K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 6.67% |
$456 - $504
|
80
$7.26K
|