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
|
Optas, LLC
|
BUY
|
- |
118+ 2.18% |
$10.8K - $12.3K
|
5.52K
$542K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
108New |
$9.87K - $11.3K
|
108
$10.6K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 5.78% |
$9.14K - $10.4K
|
1.83K
$180K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
87+ 0.96% |
$7.95K - $9.09K
|
9.19K
$902K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 2.3% |
$7.59K - $8.67K
|
3.7K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.08% |
$7.31K - $8.35K
|
7.52K
$738K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 16.02% |
$6.4K - $7.31K
|
507
$49.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 4.12% |
$5.85K - $6.68K
|
1.62K
$159K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
58+ 0.22% |
$5.3K - $6.06K
|
26.7K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
57+ 87.69% |
$5.21K - $5.95K
|
122
$12K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
56+ 44.8% |
$5.12K - $5.85K
|
181
$17.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
55+ 1.66% |
$5.03K - $5.74K
|
3.37K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 18.52% |
$4.57K - $5.22K
|
320
$31.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
47+ 1.27% |
$4.3K - $4.91K
|
3.75K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 4.99% |
$4.3K - $4.91K
|
989
$97.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
43+ 0.18% |
$3.93K - $4.49K
|
24.5K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
42+ 1.47% |
$3.84K - $4.39K
|
2.9K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 0.86% |
$3.47K - $3.97K
|
4.47K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
35+ 1.9% |
$3.2K - $3.66K
|
1.88K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30New |
$2.74K - $3.13K
|
30
$2.95K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.78% |
$2.65K - $3.03K
|
3.73K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.61% |
$2.47K - $2.82K
|
4.46K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 21.88% |
$1.92K - $2.19K
|
117
$11.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 22.58% |
$1.92K - $2.19K
|
114
$11.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
18+ 0.79% |
$1.65K - $1.88K
|
2.28K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14+ 7.65% |
$1.28K - $1.46K
|
197
$19.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
13+ 0.53% |
$1.19K - $1.36K
|
2.46K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 4.76% |
$823 - $940
|
198
$19.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 9.0% |
$823 - $940
|
109
$10.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 100.0% |
$823 - $940
|
18
$1.77K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.27% |
$731 - $835
|
2.95K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6+ 1.85% |
$549 - $627
|
330
$32.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.79% |
$457 - $522
|
635
$62.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.19% |
$457 - $522
|
2.58K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$366 - $418
|
3.58K
$351K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$366 - $418
|
4
$393
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 2.23% |
$366 - $418
|
183
$18K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$366 - $418
|
4
$393
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.42% |
$274 - $313
|
712
$69.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.06% |
$183 - $209
|
3.57K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.4% |
$183 - $209
|
498
$48.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$183 - $209
|
2
$196
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2+ 0.06% |
$183 - $209
|
3.43K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2+ 0.09% |
$183 - $209
|
2.21K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.25% |
$91.4 - $104
|
395
$38.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.67% |
$91.4 - $104
|
151
$14.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.57% |
$91.4 - $104
|
29
$2.85K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.03% |
$91.4 - $104
|
2.99K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1- 0.01% |
$91.4 - $104
|
11.1K
$1.09M
|