A detailed history of Avantax Advisory Services, Inc. transactions in Otis Worldwide Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 30,305 shares of OTIS stock, worth $2.91 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,305
Previous 30,167 0.46%
Holding current value
$2.91 Million
Previous $2.9 Million 8.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$91.43 - $104.43 $12,617 - $14,411
138 Added 0.46%
30,305 $3.15 Million
Q2 2024

Aug 09, 2024

BUY
$91.2 - $100.78 $651,897 - $720,375
7,148 Added 31.05%
30,167 $2.9 Million
Q4 2023

Feb 07, 2024

SELL
$75.47 - $90.67 $90,790 - $109,076
-1,203 Reduced 4.97%
23,019 $2.06 Million
Q3 2023

Nov 07, 2023

SELL
$79.29 - $90.96 $37,583 - $43,115
-474 Reduced 1.92%
24,222 $1.95 Million
Q2 2023

Aug 11, 2023

SELL
$78.49 - $89.01 $55,727 - $63,197
-710 Reduced 2.79%
24,696 $2.2 Million
Q1 2023

Apr 28, 2023

BUY
$79.11 - $86.93 $969,730 - $1.07 Million
12,258 Added 93.23%
25,406 $2.14 Million
Q4 2022

Feb 13, 2023

SELL
$64.12 - $80.96 $9,618 - $12,143
-150 Reduced 1.13%
13,148 $1.03 Million
Q3 2022

Nov 01, 2022

BUY
$63.8 - $81.75 $266,875 - $341,960
4,183 Added 45.89%
13,298 $848,000
Q2 2022

Aug 02, 2022

BUY
$67.88 - $77.54 $11,064 - $12,639
163 Added 1.82%
9,115 $644,000
Q1 2022

Apr 27, 2022

BUY
$71.98 - $86.95 $69,100 - $83,472
960 Added 12.01%
8,952 $691,000
Q4 2021

Jan 24, 2022

BUY
$79.72 - $87.07 $29,815 - $32,564
374 Added 4.91%
7,992 $696,000
Q3 2021

Oct 21, 2021

BUY
$82.0 - $92.37 $80,524 - $90,707
982 Added 14.8%
7,618 $619,000
Q2 2021

Jul 29, 2021

BUY
$69.23 - $82.08 $26,653 - $31,600
385 Added 6.16%
6,636 $535,000
Q1 2021

May 13, 2021

SELL
$62.24 - $69.91 $13,443 - $15,100
-216 Reduced 3.34%
6,251 $429,000
Q4 2020

Jan 22, 2021

SELL
$58.99 - $67.55 $266,752 - $305,461
-4,522 Reduced 41.15%
6,467 $434,000
Q3 2020

Oct 14, 2020

BUY
$55.78 - $65.34 $136,437 - $159,821
2,446 Added 28.63%
10,989 $682,000
Q2 2020

Aug 06, 2020

BUY
$44.0 - $61.26 $375,892 - $523,344
8,543 New
8,543 $482,000

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 $40B
  • 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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