Bartlett & Co. Wealth Management LLC Otis Worldwide Corp Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 10,200 shares of OTIS stock, worth $947,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,200
Previous 10,679 4.49%
Holding current value
$947,274
Previous $1.03 Billion 3.13%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$91.43 - $104.43 $43,794 - $50,021
-479 Reduced 4.49%
10,200 $1.06 Billion
Q2 2024

Jul 12, 2024
SELL
$91.2 - $100.78 $44,779 - $49,482
-491 Reduced 4.4%
10,679 $1.03 Billion
Q1 2024

May 09, 2024
BUY
$85.45 - $100.22 $5,981 - $7,015
70 Added 0.63%
11,170 $1.11 Billion
Q4 2023

Feb 14, 2024
SELL
$75.47 - $90.67 $40,074 - $48,145
-531 Reduced 4.57%
11,100 $995 Million
Q3 2023

Feb 14, 2024
SELL
$79.29 - $90.96 $8,959 - $10,278
-113 Reduced 0.96%
11,631 $934 Million
Q2 2023

Feb 14, 2024
SELL
$78.49 - $89.01 $24,645 - $27,949
-314 Reduced 2.6%
11,744 $1.05 Billion
Q1 2023

Feb 14, 2024
SELL
$79.11 - $86.93 $45,962 - $50,506
-581 Reduced 4.6%
12,058 $1.02 Billion
Q4 2022

Feb 14, 2024
SELL
$64.12 - $80.96 $75,918 - $95,856
-1,184 Reduced 8.57%
12,639 $990 Million
Q3 2022

Feb 14, 2024
SELL
$63.8 - $81.75 $19,140 - $24,525
-300 Reduced 2.12%
13,823 $882 Million
Q2 2022

Feb 14, 2024
SELL
$67.88 - $77.54 $279,122 - $318,844
-4,112 Reduced 22.55%
14,123 $998 Million
Q1 2022

Feb 14, 2024
SELL
$71.98 - $86.95 $42,540 - $51,387
-591 Reduced 3.14%
18,235 $1.4 Billion
Q4 2021

Feb 14, 2024
SELL
$79.72 - $87.07 $43,208 - $47,191
-542 Reduced 2.8%
18,826 $1.64 Billion
Q3 2021

Feb 13, 2024
SELL
$82.0 - $92.37 $133,988 - $150,932
-1,634 Reduced 7.78%
19,368 $1.59 Billion
Q2 2021

Feb 13, 2024
SELL
$69.23 - $82.08 $456,087 - $540,743
-6,588 Reduced 23.88%
21,002 $1.72 Billion
Q1 2021

Feb 13, 2024
SELL
$62.24 - $69.91 $221,014 - $248,250
-3,551 Reduced 11.4%
27,590 $1.89 Billion
Q4 2020

Feb 13, 2024
SELL
$58.99 - $67.55 $144,761 - $165,767
-2,454 Reduced 7.3%
31,141 $2.1 Billion
Q3 2020

Feb 13, 2024
SELL
$55.78 - $65.34 $288,661 - $338,134
-5,175 Reduced 13.35%
33,595 $2.1 Billion
Q2 2020

Feb 13, 2024
BUY
$44.0 - $61.26 $1.71 Million - $2.38 Million
38,770 New
38,770 $2.2 Billion

Others Institutions Holding OTIS

# of Institutions
1,323
Shares Held
355M
Call Options Held
1.52M
Put Options Held
818K
View Full List

About Otis Worldwide Corp

OTIS Quotes by TradingView
  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $38.7B
  • Description
  • Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...
More about OTIS
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