Captrust Financial Advisors Otis Worldwide Corp Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Otis Worldwide Corp stock. As of the latest transaction made, Captrust Financial Advisors holds 39,163 shares of OTIS stock, worth $3.68 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

39,163

Previous 41,996 6.75%

Holding current value

$3.68 Million

Previous $4.04 Million 0.69%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$91.43 - $104.43 $259,021 - $295,850	-2,833 Reduced 6.75%	39,163 $4.07 Million
Q2 2024 Aug 14, 2024	BUY	$91.2 - $100.78 $72,595 - $80,220	796 Added 1.93%	41,996 $4.04 Million
Q1 2024 May 15, 2024	SELL	$85.45 - $100.22 $870,479 - $1.02 Million	-10,187 Reduced 19.82%	41,200 $4.09 Million
Q4 2023 Feb 14, 2024	SELL	$75.47 - $90.67 $73,281 - $88,040	-971 Reduced 1.85%	51,387 $4.6 Million
Q3 2023 Nov 14, 2023	BUY	$79.29 - $90.96 $287,901 - $330,275	3,631 Added 7.45%	52,358 $4.2 Million
Q2 2023 Aug 14, 2023	BUY	$78.49 - $89.01 $156,273 - $177,218	1,991 Added 4.26%	48,727 $4.34 Million
Q1 2023 May 15, 2023	SELL	$79.11 - $86.93 $33,463 - $36,771	-423 Reduced 0.9%	46,736 $3.94 Million
Q4 2022 Feb 15, 2023	BUY	$64.12 - $80.96 $101,373 - $127,997	1,581 Added 3.47%	47,159 $3.69 Million
Q3 2022 Nov 16, 2022	BUY	$63.8 - $81.75 $916,933 - $1.17 Million	14,372 Added 46.06%	45,578 $2.91 Million
Q2 2022 Aug 23, 2022	SELL	$67.88 - $77.54 $225,157 - $257,200	-3,317 Reduced 9.61%	31,206 $2.21 Million
Q2 2022 Aug 16, 2022	BUY	$67.88 - $77.54 $275,592 - $314,812	4,060 Added 13.33%	34,523 $2.44 Million
Q1 2022 May 16, 2022	BUY	$71.98 - $86.95 $71,188 - $85,993	989 Added 3.36%	30,463 $2.34 Million
Q4 2021 Feb 14, 2022	BUY	$79.72 - $87.07 $106,904 - $116,760	1,341 Added 4.77%	29,474 $2.57 Million
Q3 2021 Nov 16, 2021	BUY	$82.0 - $92.37 $276,750 - $311,748	3,375 Added 13.63%	28,133 $2.32 Million
Q2 2021 Aug 16, 2021	SELL	$69.23 - $82.08 $190,451 - $225,802	-2,751 Reduced 10.0%	24,758 $2.02 Million
Q1 2021 May 17, 2021	BUY	$62.24 - $69.91 $364,975 - $409,952	5,864 Added 27.09%	27,509 $1.88 Million
Q4 2020 Feb 16, 2021	BUY	$58.99 - $67.55 $71,023 - $81,330	1,204 Added 5.89%	21,645 $1.46 Million
Q3 2020 Nov 17, 2020	SELL	$55.78 - $65.34 $287,992 - $337,350	-5,163 Reduced 20.16%	20,441 $1.28 Million
Q2 2020 Aug 14, 2020	BUY	$44.0 - $61.26 $1.13 Million - $1.57 Million	25,604 New	25,604 $1.43 Million

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

Ticker OTIS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 416,585,984
Market Cap $39.2B
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...

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Captrust Financial Advisors Otis Worldwide Corp Transaction History