Creative Planning Otis Worldwide Corp Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Otis Worldwide Corp stock. As of the latest transaction made, Creative Planning holds 149,781 shares of OTIS stock, worth $13.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

149,781

Previous 155,373 3.6%

Holding current value

$13.6 Million

Previous $15 Million 4.09%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$91.43 - $104.43 $511,276 - $583,972	-5,592 Reduced 3.6%	149,781 $15.6 Million
Q2 2024 Aug 15, 2024	BUY	$91.2 - $100.78 $462,110 - $510,652	5,067 Added 3.37%	155,373 $15 Million
Q1 2024 May 10, 2024	BUY	$85.45 - $100.22 $78,870 - $92,503	923 Added 0.62%	150,306 $14.9 Million
Q4 2023 Feb 14, 2024	BUY	$75.47 - $90.67 $443,235 - $532,504	5,873 Added 4.09%	149,383 $13.4 Million
Q3 2023 Nov 16, 2023	SELL	$79.29 - $90.96 $493,580 - $566,226	-6,225 Reduced 4.16%	143,510 $11.5 Million
Q2 2023 Jul 21, 2023	BUY	$78.49 - $89.01 $22,683 - $25,723	289 Added 0.19%	149,735 $13.3 Million
Q1 2023 May 15, 2023	SELL	$79.11 - $86.93 $361,611 - $397,357	-4,571 Reduced 2.97%	149,446 $12.6 Million
Q4 2022 Feb 10, 2023	SELL	$64.12 - $80.96 $774,954 - $978,482	-12,086 Reduced 7.28%	154,017 $12.1 Million
Q3 2022 Nov 03, 2022	SELL	$63.8 - $81.75 $69,924 - $89,598	-1,096 Reduced 0.66%	166,103 $10.6 Million
Q2 2022 Aug 15, 2022	SELL	$67.88 - $77.54 $377,684 - $431,432	-5,564 Reduced 3.22%	167,199 $11.8 Million
Q1 2022 May 16, 2022	BUY	$71.98 - $86.95 $9.65 Million - $11.7 Million	134,037 Added 346.12%	172,763 $13.3 Million
Q4 2021 Feb 11, 2022	SELL	$79.72 - $87.07 $3.09 Million - $3.38 Million	-38,794 Reduced 50.04%	38,726 $3.37 Million
Q3 2021 Nov 10, 2021	BUY	$82.0 - $92.37 $49,938 - $56,253	609 Added 0.79%	77,520 $6.38 Million
Q2 2021 Aug 04, 2021	SELL	$69.23 - $82.08 $62,999 - $74,692	-910 Reduced 1.17%	76,911 $6.29 Million
Q1 2021 Apr 30, 2021	BUY	$62.24 - $69.91 $674,121 - $757,195	10,831 Added 16.17%	77,821 $5.33 Million
Q4 2020 Jan 29, 2021	BUY	$58.99 - $67.55 $1.69 Million - $1.93 Million	28,600 Added 74.5%	66,990 $4.53 Million
Q3 2020 Nov 05, 2020	SELL	$55.78 - $65.34 $111,950 - $131,137	-2,007 Reduced 4.97%	38,390 $2.4 Million
Q2 2020 Jul 23, 2020	BUY	$44.0 - $61.26 $1.78 Million - $2.47 Million	40,397 New	40,397 $2.3 Million

Others Institutions Holding OTIS

# of Institutions

1,319

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 $37.8B
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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Creative Planning Otis Worldwide Corp Transaction History