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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
11.9K+ 45.76% |
$1.1M - $1.26M
|
37.9K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11.8K+ 2.5% |
$1.09M - $1.25M
|
484K
$47.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.6K+ 9.98% |
$978K - $1.12M
|
117K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
10.3KNew |
$958K - $1.1M
|
10.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
10.2K+ 15.41% |
$942K - $1.08M
|
76.2K
$7.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.97K+ 1.07% |
$923K - $1.06M
|
939K
$91.7M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
9.24K+ 13.7% |
$856K - $980K
|
76.7K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.22KNew |
$854K - $978K
|
9.22K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.01K+ 20.46% |
$834K - $955K
|
53K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.9KNew |
$824K - $943K
|
8.9K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
8.73K+ 1138.33% |
$808K - $926K
|
9.5K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.51K+ 15.59% |
$787K - $902K
|
63.1K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
8.47K+ 19.38% |
$784K - $898K
|
52.2K
$5.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.43K+ 58.42% |
$781K - $894K
|
22.9K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8.23K+ 51.26% |
$762K - $872K
|
24.3K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
8.15KNew |
$754K - $863K
|
8.15K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
7.82KNew |
$724K - $829K
|
7.82K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
7.65KNew |
$709K - $811K
|
7.65K
$747K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
7.35KNew |
$680K - $779K
|
7.35K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7.15K+ 3.55% |
$662K - $758K
|
208K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.08K+ 19.83% |
$655K - $750K
|
42.8K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.92K+ 7.87% |
$640K - $733K
|
94.8K
$9.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.86K+ 24.35% |
$635K - $727K
|
35K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
6.75KNew |
$625K - $715K
|
6.75K
$659K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
6.7K+ 10.03% |
$620K - $710K
|
73.5K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
6.54KNew |
$605K - $693K
|
6.54K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.36K+ 89.45% |
$589K - $674K
|
13.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.3KNew |
$583K - $668K
|
6.3K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.9KNew |
$546K - $625K
|
5.9K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$537K - $615K
|
5.8K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
5.8KNew |
$537K - $615K
|
5.8K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.63KNew |
$521K - $597K
|
5.63K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.51K+ 0.86% |
$510K - $584K
|
647K
$63.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
5.5K+ 10.69% |
$509K - $583K
|
56.9K
$5.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.48K+ 87.31% |
$508K - $581K
|
11.8K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.47K+ 112.86% |
$506K - $579K
|
10.3K
$1.01M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.35KNew |
$495K - $567K
|
5.35K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.26K+ 3.51% |
$487K - $558K
|
155K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.24KNew |
$485K - $555K
|
5.24K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.02K+ 6.15% |
$464K - $532K
|
86.6K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5K+ 127.23% |
$463K - $530K
|
8.93K
$872K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.97K+ 30.27% |
$460K - $527K
|
21.4K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.9KNew |
$454K - $520K
|
4.9K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 14.83% |
$444K - $508K
|
37.1K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.73KNew |
$437K - $501K
|
4.73K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.67K+ 7.1% |
$433K - $495K
|
70.5K
$6.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.59KNew |
$425K - $487K
|
4.59K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.55KNew |
$421K - $483K
|
4.55K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.53K+ 97.28% |
$420K - $481K
|
9.2K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.4KNew |
$407K - $466K
|
4.4K
$430K
|