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 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.36KNew |
$404K - $462K
|
4.36K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.12KNew |
$382K - $437K
|
4.12K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.09K+ 10.86% |
$379K - $433K
|
41.7K
$4.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 32.0% |
$370K - $424K
|
16.5K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.93K+ 1.94% |
$364K - $417K
|
207K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.89KNew |
$360K - $412K
|
3.89K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
3.8K+ 0.14% |
$352K - $403K
|
2.78M
$272M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.77KNew |
$349K - $400K
|
3.77K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.77KNew |
$349K - $400K
|
3.77K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.73K+ 11.1% |
$345K - $395K
|
37.3K
$3.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.64KNew |
$337K - $386K
|
3.64K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.58KNew |
$332K - $380K
|
3.58K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.58K+ 67.36% |
$331K - $380K
|
8.9K
$868K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.58KNew |
$331K - $379K
|
3.58K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.52K+ 48.29% |
$326K - $374K
|
10.8K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.48K+ 7.07% |
$322K - $368K
|
52.6K
$5.14M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44KNew |
$318K - $364K
|
3.44K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
3.31K+ 8.57% |
$306K - $350K
|
41.9K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.3K+ 44.62% |
$306K - $350K
|
10.7K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.25KNew |
$301K - $345K
|
3.25K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.18K+ 8.67% |
$294K - $337K
|
39.8K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.18K+ 7947.5% |
$294K - $337K
|
3.22K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.18K+ 1.73% |
$294K - $337K
|
187K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.16K+ 88.75% |
$293K - $335K
|
6.73K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.16K+ 9.05% |
$292K - $334K
|
38K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.15K+ 50.93% |
$292K - $334K
|
9.34K
$912K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.14K+ 7.67% |
$291K - $333K
|
44.1K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.1K+ 4.86% |
$287K - $329K
|
66.8K
$6.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.09K+ 14.57% |
$286K - $327K
|
24.3K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.06K+ 4.42% |
$283K - $324K
|
72.3K
$7.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.98KNew |
$276K - $316K
|
2.98K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.91KNew |
$269K - $308K
|
2.91K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$268K - $307K
|
2.9K
$283K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.88KNew |
$267K - $306K
|
2.88K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.84K+ 1.99% |
$263K - $301K
|
146K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.82K+ 61.59% |
$261K - $299K
|
7.39K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
2.81K+ 1.64% |
$260K - $298K
|
174K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.81K+ 1.9% |
$260K - $298K
|
151K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 4.0% |
$258K - $295K
|
72.3K
$7.06M
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.74K+ 161.62% |
$254K - $291K
|
4.44K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.73K+ 1.63% |
$253K - $290K
|
171K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.62K+ 3.68% |
$243K - $278K
|
73.9K
$7.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.6K+ 1.66% |
$241K - $276K
|
160K
$15.6M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.55K+ 9.16% |
$236K - $270K
|
30.3K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.55KNew |
$236K - $270K
|
2.55K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.53KNew |
$234K - $268K
|
2.53K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.52KNew |
$233K - $267K
|
2.52K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.5KNew |
$231K - $265K
|
2.5K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.49KNew |
$230K - $264K
|
2.49K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.46KNew |
$227K - $260K
|
2.46K
$240K
|