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 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.45K+ 11.61% |
$133K - $152K
|
14K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.44K+ 6.58% |
$132K - $151K
|
23.4K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.28K+ 1094.87% |
$117K - $134K
|
1.4K
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.26K+ 3.78% |
$115K - $132K
|
34.7K
$3.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.2K+ 62.07% |
$110K - $125K
|
3.14K
$308K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.18K+ 1.11% |
$107K - $123K
|
107K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 451.79% |
$104K - $118K
|
1.39K
$136K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1K+ 14.82% |
$91.7K - $105K
|
7.77K
$763K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
982+ 9.24% |
$89.8K - $103K
|
11.6K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
978New |
$89.4K - $102K
|
978
$96K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
918+ 29.91% |
$83.9K - $95.9K
|
3.99K
$392K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
870+ 18.59% |
$79.5K - $90.9K
|
5.55K
$545K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
817+ 21.35% |
$74.7K - $85.3K
|
4.64K
$456K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
810+ 3.14% |
$74.1K - $84.6K
|
26.6K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
800+ 869.57% |
$73.1K - $83.5K
|
892
$87.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
744+ 11.63% |
$68K - $77.7K
|
7.14K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
717+ 12.89% |
$65.6K - $74.9K
|
6.28K
$617K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
710+ 13.73% |
$64.9K - $74.1K
|
5.88K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
690New |
$63.1K - $72.1K
|
690
$67.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
666+ 1.17% |
$60.9K - $69.6K
|
57.6K
$5.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
513+ 4.23% |
$46.9K - $53.6K
|
12.6K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
506New |
$46.3K - $52.8K
|
506
$49.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
475+ 21.56% |
$43.4K - $49.6K
|
2.68K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
450New |
$41.1K - $47K
|
450
$44.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
413+ 7.91% |
$37.8K - $43.1K
|
5.63K
$553K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
407New |
$37.2K - $42.5K
|
407
$40K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
400+ 4.48% |
$36.6K - $41.8K
|
9.33K
$916K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
372New |
$34K - $38.8K
|
372
$36.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
349+ 8.19% |
$31.9K - $36.4K
|
4.61K
$453K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
310+ 0.65% |
$28.3K - $32.4K
|
48K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
300+ 6.43% |
$27.4K - $31.3K
|
4.97K
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
295New |
$27K - $30.8K
|
295
$29K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
295+ 11.6% |
$27K - $30.8K
|
2.84K
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
273+ 11.24% |
$25K - $28.5K
|
2.7K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
272New |
$24.9K - $28.4K
|
272
$26.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
259+ 45.04% |
$23.7K - $27K
|
834
$81.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
242New |
$22.1K - $25.3K
|
242
$23.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
224+ 4.92% |
$20.5K - $23.4K
|
4.78K
$469K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
215+ 9.3% |
$19.7K - $22.5K
|
2.53K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 2.88% |
$17.9K - $20.5K
|
7.01K
$688K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
191+ 0.44% |
$17.5K - $19.9K
|
43.1K
$4.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
187+ 3.06% |
$17.1K - $19.5K
|
6.3K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
186New |
$17K - $19.4K
|
186
$18.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
185+ 3.88% |
$16.9K - $19.3K
|
4.95K
$486K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
181+ 1.03% |
$16.5K - $18.9K
|
17.7K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
180New |
$16.5K - $18.8K
|
180
$17.7K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
176+ 3.57% |
$16.1K - $18.4K
|
5.11K
$502K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
160+ 2.21% |
$14.6K - $16.7K
|
7.39K
$726K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
151+ 1.49% |
$13.8K - $15.8K
|
10.3K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150+ 0.75% |
$13.7K - $15.7K
|
20K
$1.97M
|