A detailed history of Allworth Financial LP transactions in Otis Worldwide Corp stock. As of the latest transaction made, Allworth Financial LP holds 4,432 shares of OTIS stock, worth $462,833. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,432
Previous 4,459 0.61%
Holding current value
$462,833
Previous $442,000 3.62%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$91.2 - $100.78 $2,462 - $2,721
-27 Reduced 0.61%
4,432 $426,000
Q1 2024

Apr 25, 2024

BUY
$85.45 - $100.22 $38,708 - $45,399
453 Added 11.31%
4,459 $442,000
Q4 2023

Jan 24, 2024

SELL
$75.47 - $90.67 $7,999 - $9,611
-106 Reduced 2.58%
4,006 $358,000
Q3 2023

Oct 31, 2023

BUY
$79.29 - $90.96 $30,764 - $35,292
388 Added 10.42%
4,112 $330,000
Q2 2023

Jul 18, 2023

SELL
$78.49 - $89.01 $8,398 - $9,524
-107 Reduced 2.79%
3,724 $331,000
Q1 2023

Apr 18, 2023

BUY
$79.11 - $86.93 $66,056 - $72,586
835 Added 27.87%
3,831 $323,000
Q4 2022

Jan 13, 2023

BUY
$64.12 - $80.96 $49,051 - $61,934
765 Added 34.29%
2,996 $0
Q3 2022

Oct 18, 2022

SELL
$63.8 - $81.75 $2,615 - $3,351
-41 Reduced 1.8%
2,231 $142,000
Q2 2022

Jul 13, 2022

BUY
$67.88 - $77.54 $10,521 - $12,018
155 Added 7.32%
2,272 $161,000
Q1 2022

Apr 22, 2022

BUY
$71.98 - $86.95 $13,964 - $16,868
194 Added 10.09%
2,117 $163,000
Q4 2021

Jan 21, 2022

BUY
$79.72 - $87.07 $13,233 - $14,453
166 Added 9.45%
1,923 $167,000
Q3 2021

Nov 02, 2021

BUY
$82.0 - $92.37 $32,718 - $36,855
399 Added 29.38%
1,757 $145,000
Q2 2021

Aug 02, 2021

BUY
$69.23 - $82.08 $3,115 - $3,693
45 Added 3.43%
1,358 $111,000
Q1 2021

Apr 29, 2021

BUY
$62.24 - $69.91 $41,078 - $46,140
660 Added 101.07%
1,313 $90,000
Q4 2020

Jan 26, 2021

SELL
$58.99 - $67.55 $825 - $945
-14 Reduced 2.1%
653 $44,000
Q3 2020

Nov 03, 2020

SELL
$55.78 - $65.34 $14,112 - $16,531
-253 Reduced 27.5%
667 $42,000
Q2 2020

Jul 24, 2020

BUY
$44.0 - $61.26 $40,480 - $56,359
920 New
920 $52,000

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $43.5B
  • 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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