Purchases and Sales Made in Q4 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38New |
$3.52K - $4.03K
|
38
$3.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 0.62% |
$3.43K - $3.92K
|
5.96K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 5.29% |
$3.43K - $3.92K
|
736
$73.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36+ 0.24% |
$3.33K - $3.82K
|
15K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 1.36% |
$3.24K - $3.71K
|
2.61K
$259K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
34+ 1.0% |
$3.15K - $3.6K
|
3.43K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 0.62% |
$2.87K - $3.29K
|
5.07K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
29+ 11.6% |
$2.68K - $3.07K
|
279
$27.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
29+ 26.85% |
$2.68K - $3.07K
|
137
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 1.01% |
$2.59K - $2.97K
|
2.81K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.24% |
$2.5K - $2.86K
|
2.2K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
27New |
$2.5K - $2.86K
|
27
$2.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
26New |
$2.41K - $2.76K
|
26
$2.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 4.0% |
$2.41K - $2.76K
|
676
$67.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
25New |
$2.31K - $2.65K
|
25
$2.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
25+ 0.14% |
$2.31K - $2.65K
|
17.7K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.22% |
$2.31K - $2.65K
|
11.3K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 19.67% |
$2.22K - $2.54K
|
146
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22+ 26.83% |
$2.04K - $2.33K
|
104
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 45.83% |
$2.04K - $2.33K
|
70
$6.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.99K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20New |
$1.85K - $2.12K
|
20
$1.99K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.76K - $2.01K
|
4.18K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
19New |
$1.76K - $2.01K
|
19
$1.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 5.98% |
$1.67K - $1.91K
|
319
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
18+ 0.64% |
$1.67K - $1.91K
|
2.84K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.47% |
$1.67K - $1.91K
|
3.82K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 2.03% |
$1.67K - $1.91K
|
903
$89.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 0.35% |
$1.57K - $1.8K
|
4.9K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$1.48K - $1.7K
|
16
$1.59K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15+ 50.0% |
$1.39K - $1.59K
|
45
$4.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
14+ 0.17% |
$1.3K - $1.48K
|
8.08K
$802K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.2K - $1.38K
|
2.51K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
13+ 0.18% |
$1.2K - $1.38K
|
7.41K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$1.2K - $1.38K
|
3.59K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 5.88% |
$1.2K - $1.38K
|
234
$23.2K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.39% |
$1.11K - $1.27K
|
3.07K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12+ 0.36% |
$1.11K - $1.27K
|
3.32K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 3.36% |
$1.11K - $1.27K
|
369
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10+ 0.27% |
$926 - $1.06K
|
3.7K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.25% |
$926 - $1.06K
|
3.98K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 18.18% |
$926 - $1.06K
|
65
$6.46K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.29% |
$833 - $954
|
3.15K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 0.44% |
$833 - $954
|
2.05K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
9+ 0.22% |
$833 - $954
|
4.02K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 50.0% |
$833 - $954
|
27
$2.68K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8New |
$741 - $848
|
8
$795
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$741 - $848
|
8
$795
|