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
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
450New |
$41.7K - $47.7K
|
450
$43.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
439+ 4.73% |
$40.6K - $46.5K
|
9.72K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
435+ 22.56% |
$40.3K - $46.1K
|
2.36K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
432New |
$40K - $45.8K
|
432
$42.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
428+ 0.19% |
$39.6K - $45.4K
|
229K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
426New |
$39.4K - $45.2K
|
426
$41.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
423+ 3.34% |
$39.2K - $44.8K
|
13.1K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
417+ 2.13% |
$38.6K - $44.2K
|
20K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
412+ 2.74% |
$38.1K - $43.7K
|
15.4K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
392+ 43.22% |
$36.3K - $41.6K
|
1.3K
$127K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
385+ 3.47% |
$35.6K - $40.8K
|
11.5K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
383+ 15.51% |
$35.5K - $40.6K
|
2.85K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
375New |
$34.7K - $39.8K
|
375
$36.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
373+ 3.66% |
$34.5K - $39.5K
|
10.6K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
372+ 531.43% |
$34.4K - $39.4K
|
442
$43.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
372New |
$34.4K - $39.4K
|
372
$36.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
371+ 4.94% |
$34.3K - $39.3K
|
7.89K
$770K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
368+ 5.75% |
$34.1K - $39K
|
6.76K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
368New |
$34.1K - $39K
|
368
$35.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
367+ 6.65% |
$34K - $38.9K
|
5.89K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
364+ 0.74% |
$33.7K - $38.6K
|
49.3K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
361+ 468.83% |
$33.4K - $38.3K
|
438
$42.8K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
357+ 7.69% |
$33K - $37.8K
|
5K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
355New |
$32.9K - $37.6K
|
355
$34.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
337+ 3.6% |
$31.2K - $35.7K
|
9.7K
$947K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
333+ 3.28% |
$30.8K - $35.3K
|
10.5K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
327+ 15.16% |
$30.3K - $34.7K
|
2.48K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
326+ 7.02% |
$30.2K - $34.6K
|
4.97K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
312+ 1.88% |
$28.9K - $33.1K
|
16.9K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
311+ 12.04% |
$28.8K - $33K
|
2.89K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
309+ 1.85% |
$28.6K - $32.8K
|
17K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
303New |
$28K - $32.1K
|
303
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
301+ 0.17% |
$27.9K - $31.9K
|
176K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
299+ 4.9% |
$27.7K - $31.7K
|
6.4K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
292+ 5.56% |
$27K - $31K
|
5.54K
$541K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
291New |
$26.9K - $30.8K
|
291
$28.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
280+ 0.05% |
$25.9K - $29.7K
|
545K
$53.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
271+ 0.8% |
$25.1K - $28.7K
|
34.1K
$3.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
267+ 485.45% |
$24.7K - $28.3K
|
322
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
267New |
$24.7K - $28.3K
|
267
$26.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
253+ 3.18% |
$23.4K - $26.8K
|
8.22K
$802K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
243+ 1.62% |
$22.5K - $25.8K
|
15.2K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
241+ 1.25% |
$22.3K - $25.5K
|
19.5K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
237+ 3.72% |
$21.9K - $25.1K
|
6.61K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
235New |
$21.8K - $24.9K
|
235
$22.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
231+ 8.44% |
$21.4K - $24.5K
|
2.97K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 45.93% |
$20.9K - $24K
|
718
$70.1K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
225New |
$20.8K - $23.9K
|
225
$22K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
218New |
$20.2K - $23.1K
|
218
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
218+ 3.4% |
$20.2K - $23.1K
|
6.63K
$647K
|