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OTIS

OTIS - Otis Worldwide Corp Stock Price, Fair Value and News

96.00USD-0.05 (-0.05%)Market Closed

Which funds bought or sold OTIS recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-04-15FIRST CITIZENS BANK & TRUST COADDED Premium Premium Premium Premium3,630
2024-04-15PENSIOENFONDS RAIL & OVREDUCED Premium Premium Premium Premium386,140
2024-04-15GRAYBILL WEALTH MANAGEMENT, LTD.ADDED Premium Premium Premium Premium53,524
2024-04-15THOMPSON INVESTMENT MANAGEMENT, INC.UNCHANGED Premium Premium Premium Premium67.00
2024-04-15MCDONALD PARTNERS LLCREDUCED Premium Premium Premium Premium3,323
2024-04-15ATLAS CAPITAL ADVISORS LLCREDUCED Premium Premium Premium Premium14.00
2024-04-15EXCHANGE TRADED CONCEPTS, LLCADDED Premium Premium Premium Premium560
2024-04-15JANICZEK WEALTH MANAGEMENT, LLCUNCHANGED Premium Premium Premium Premium370
2024-04-15Brookstone Capital ManagementNEW Premium Premium Premium Premium2,587
2024-04-15Sunbelt Securities, Inc.UNCHANGED Premium Premium Premium Premium52.00
2024-04-15WEALTH ENHANCEMENT ADVISORY SERVICES, LLCREDUCED Premium Premium Premium Premium24,605
2024-04-15Security National BankSOLD OFF Premium Premium Premium Premium-
2024-04-15Manning & Napier Group, LLCUNCHANGED Premium Premium Premium Premium2,424
2024-04-15Sound Income Strategies, LLCREDUCED Premium Premium Premium Premium162
2024-04-15CX InstitutionalREDUCED Premium Premium Premium Premium3,726
2024-04-15Chicago Capital, LLCREDUCED Premium Premium Premium Premium6,983
2024-04-15Atlas Private Wealth Management, LLCADDED Premium Premium Premium Premium2,371
2024-04-15S.A. Mason LLCADDED Premium Premium Premium Premium2,990
2024-04-15Procyon Advisors, LLCNEW Premium Premium Premium Premium2,189
2024-04-15GoalVest Advisory LLCNEW Premium Premium Premium Premium18.00
2024-04-15Sovereign Financial Group, Inc.ADDED Premium Premium Premium Premium4,675
2024-04-15DEFINED WEALTH MANAGEMENT, LLCUNCHANGED Premium Premium Premium Premium3,337
2024-04-15NorthCrest Asset Manangement, LLCREDUCED Premium Premium Premium Premium5,074
2024-04-15AHL INVESTMENT MANAGEMENT, INC.UNCHANGED Premium Premium Premium Premium5,952
2024-04-15PFS Partners, LLCUNCHANGED Premium Premium Premium Premium26.00

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Which funds are the top buyers of OTIS?

Fund Name# Shares$ Value% Port.
VANGUARD GROUP INC45,773,4004,095,340,000 0.09%
BlackRock Inc.34,991,3003,130,670,000 0.08%
ALLIANCEBERNSTEIN L.P.19,212,7001,718,960,000 0.66%
STATE STREET CORP15,644,4001,399,710,000 0.07%
MORGAN STANLEY12,737,4001,139,610,000 0.10%
GEODE CAPITAL MANAGEMENT, LLC10,468,100935,970,000 0.10%
Capital Research Global Investors8,811,310788,348,000 0.19%
JPMORGAN CHASE & CO8,107,870725,411,000 0.07%
Fiera Capital Corp7,558,620676,270,000 2.08%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,486,330669,802,000 0.22%

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Which funds have put a big percent of portfolio in OTIS?

Fund Name$ Value% Port.
BLS CAPITAL FONDSMAEGLERSELSKAB A/S493,849,000 12.36%
Guinness Asset Management LTD175,090,000 3.64%
J. Stern & Co. LLP19,915,600 3.63%
CLOVERFIELDS CAPITAL GROUP, LP8,207,710 3.22%
PineStone Asset Management Inc.298,721,000 3.21%
Sarasin & Partners LLP322,788,000 3.18%
Clean Energy Transition LLP30,337,000 3.01%
William Allan Corp4,189,000 3.00%
Birch Run Capital Advisors, LP2,551,000 2.94%
PENSIOENFONDS RAIL & OV38,332,000 2.78%

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Trend of No. of funds that hold OTIS

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
J. Stern & Co. LLP19,915,600
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.16,907,300
REILLY FINANCIAL ADVISORS, LLC11,789,000
BTC Capital Management, Inc.5,834,300
NOMURA HOLDINGS INC4,568,880
BNP PARIBAS FINANCIAL MARKETS4,196,850
M Holdings Securities, Inc.2,554,000
FCF Advisors LLC1,920,480