A detailed history of Capital Planning Advisors, LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 1,931 shares of OTIS stock, worth $195,417. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,931
Previous 2,243 13.91%
Holding current value
$195,417
Previous $215,000 6.98%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$91.43 - $104.43 $28,526 - $32,582
-312 Reduced 13.91%
1,931 $200,000
Q2 2024

Aug 12, 2024

SELL
$91.2 - $100.78 $7,752 - $8,566
-85 Reduced 3.65%
2,243 $215,000
Q1 2024

May 15, 2024

BUY
$85.45 - $100.22 $1,025 - $1,202
12 Added 0.52%
2,328 $231,000
Q4 2023

Feb 12, 2024

BUY
$75.47 - $90.67 $174,788 - $209,991
2,316 New
2,316 $207,000
Q1 2023

May 15, 2023

BUY
$79.11 - $86.93 $188,519 - $207,154
2,383 New
2,383 $201,000
Q2 2022

Aug 10, 2022

SELL
$67.88 - $77.54 $201,535 - $230,216
-2,969 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$71.98 - $86.95 $5,398 - $6,521
-75 Reduced 2.46%
2,969 $228,000
Q4 2021

Feb 14, 2022

BUY
$79.72 - $87.07 $5,979 - $6,530
75 Added 2.53%
3,044 $265,000
Q2 2021

Aug 13, 2021

BUY
$69.23 - $82.08 $205,543 - $243,695
2,969 New
2,969 $243,000

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 $42.2B
  • 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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