Purchases and Sales Made in Q3 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.2M+ 3673.59% |
$201M - $230M
|
2.26M
$222M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
215K+ 355.54% |
$19.6M - $22.4M
|
275K
$27M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
205K+ 11799.37% |
$18.8M - $21.5M
|
207K
$20.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
127KNew |
$11.6M - $13.3M
|
127K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
106K+ 9.86% |
$9.65M - $11M
|
1.18M
$115M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
81K+ 4.58% |
$7.41M - $8.46M
|
1.85M
$182M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
67.6K+ 63.78% |
$6.18M - $7.06M
|
174K
$17M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
45.6KNew |
$4.17M - $4.76M
|
45.6K
$4.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40K+ 1160.47% |
$3.66M - $4.18M
|
43.5K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.9K+ 386.55% |
$3.38M - $3.86M
|
46.5K
$4.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
34.1K+ 14.6% |
$3.12M - $3.56M
|
268K
$26.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
32KNew |
$2.93M - $3.35M
|
32K
$3.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
28.7KNew |
$2.62M - $2.99M
|
28.7K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19.3KNew |
$1.76M - $2.01M
|
19.3K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
16.5K+ 610.15% |
$1.51M - $1.73M
|
19.2K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.5K+ 5.97% |
$1.32M - $1.51M
|
257K
$25.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.6K+ 6.32% |
$1.24M - $1.42M
|
229K
$22.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
13.4K+ 11.12% |
$1.23M - $1.4M
|
134K
$13.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.4K+ 6.99% |
$1.14M - $1.3M
|
190K
$18.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.8K+ 35.87% |
$1.08M - $1.23M
|
44.7K
$4.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.5KNew |
$686K - $783K
|
7.5K
$736K
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
6.5K+ 20.26% |
$594K - $679K
|
38.6K
$3.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.26K+ 1.35% |
$572K - $654K
|
471K
$46.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.71K+ 8.92% |
$522K - $596K
|
69.7K
$6.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.03K+ 47.96% |
$460K - $525K
|
15.5K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
4.91K+ 7.18% |
$449K - $513K
|
73.4K
$7.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.55K+ 5.9% |
$416K - $475K
|
81.6K
$8.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.48K+ 2.3% |
$318K - $364K
|
155K
$15.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.31K+ 1309.49% |
$303K - $346K
|
3.57K
$350K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.27K+ 3.16% |
$299K - $341K
|
107K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.96K+ 7.79% |
$270K - $309K
|
40.9K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.78KNew |
$254K - $290K
|
2.78K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.67K+ 0.47% |
$244K - $279K
|
570K
$55.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.5KNew |
$228K - $261K
|
2.5K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.34KNew |
$214K - $244K
|
2.34K
$229K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
2.29K+ 10.82% |
$209K - $239K
|
23.4K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.25K+ 16.67% |
$206K - $235K
|
15.7K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.24K+ 254.85% |
$204K - $233K
|
3.11K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.18KNew |
$200K - $228K
|
2.18K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.05KNew |
$188K - $214K
|
2.05K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.03KNew |
$185K - $212K
|
2.03K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01K+ 9.32% |
$184K - $210K
|
23.6K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2KNew |
$183K - $209K
|
2K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 20.97% |
$181K - $207K
|
11.4K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.93KNew |
$176K - $202K
|
1.93K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.83K+ 36.88% |
$167K - $191K
|
6.77K
$665K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.79K+ 9.75% |
$163K - $187K
|
20.1K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.77K+ 132.56% |
$162K - $185K
|
3.11K
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$151K - $173K
|
1.65K
$162K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 1.52% |
$142K - $162K
|
104K
$10.2M
|