A detailed history of Atria Wealth Solutions, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,046 shares of OTIS stock, worth $500,058. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,046
Previous 7,193 29.85%
Holding current value
$500,058
Previous $692,000 24.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$91.43 - $104.43 $196,300 - $224,211
-2,147 Reduced 29.85%
5,046 $524,000
Q2 2024

Jul 22, 2024

SELL
$91.2 - $100.78 $224,625 - $248,221
-2,463 Reduced 25.51%
7,193 $692,000
Q1 2024

May 13, 2024

BUY
$85.45 - $100.22 $183,802 - $215,573
2,151 Added 28.66%
9,656 $958,000
Q4 2023

Feb 02, 2024

BUY
$75.47 - $90.67 $154,109 - $185,148
2,042 Added 37.38%
7,505 $671,000
Q3 2023

Nov 08, 2023

SELL
$79.29 - $90.96 $12,210 - $14,007
-154 Reduced 2.74%
5,463 $438,000
Q2 2023

Aug 03, 2023

SELL
$78.49 - $89.01 $86,731 - $98,356
-1,105 Reduced 16.44%
5,617 $499,000
Q1 2023

Aug 22, 2023

BUY
$79.11 - $86.93 $35,836 - $39,379
453 Added 8.06%
6,070 $512,000
Q1 2023

Jun 14, 2023

BUY
$79.11 - $86.93 $51,579 - $56,678
652 Added 10.74%
6,722 $567,000
Q1 2023

May 10, 2023

SELL
$79.11 - $86.93 $80,375 - $88,320
-1,016 Reduced 14.34%
6,070 $512,000
Q4 2022

Aug 30, 2023

BUY
$64.12 - $80.96 $70,852 - $89,460
1,105 Added 19.67%
6,722 $526,000
Q4 2022

Feb 13, 2023

BUY
$64.12 - $80.96 $4,488 - $5,667
70 Added 1.0%
7,086 $554,000
Q3 2022

Nov 14, 2022

SELL
$63.8 - $81.75 $5,486 - $7,030
-86 Reduced 1.21%
7,016 $447,000
Q2 2022

Aug 15, 2022

BUY
$67.88 - $77.54 $270,705 - $309,229
3,988 Added 128.07%
7,102 $502,000
Q1 2022

May 16, 2022

BUY
$71.98 - $86.95 $224,145 - $270,762
3,114 New
3,114 $240,000

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 $41.3B
  • 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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