A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Otis Worldwide Corp stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 21,192 shares of OTIS stock, worth $2.14 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,192
Previous 18,940 11.89%
Holding current value
$2.14 Million
Previous $1.82 Million 20.79%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 31, 2024

BUY
$91.43 - $104.43 $205,900 - $235,176
2,252 Added 11.89%
21,192 $2.2 Million
Q2 2024

Aug 09, 2024

BUY
$91.2 - $100.78 $92,112 - $101,787
1,010 Added 5.63%
18,940 $1.82 Million
Q1 2024

May 06, 2024

BUY
$85.45 - $100.22 $231,654 - $271,696
2,711 Added 17.81%
17,930 $1.78 Million
Q4 2023

Feb 06, 2024

BUY
$75.47 - $90.67 $140,827 - $169,190
1,866 Added 13.97%
15,219 $1.36 Million
Q3 2023

Nov 02, 2023

BUY
$79.29 - $90.96 $131,938 - $151,357
1,664 Added 14.24%
13,353 $1.07 Million
Q2 2023

Aug 11, 2023

BUY
$78.49 - $89.01 $917,469 - $1.04 Million
11,689 New
11,689 $1.04 Million
Q2 2022

Aug 02, 2022

SELL
$67.88 - $77.54 $453,574 - $518,122
-6,682 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$71.98 - $86.95 $109,841 - $132,685
1,526 Added 29.6%
6,682 $514,000
Q4 2021

Feb 14, 2022

SELL
$79.72 - $87.07 $11,160 - $12,189
-140 Reduced 2.64%
5,156 $449,000
Q3 2021

Nov 02, 2021

BUY
$82.0 - $92.37 $434,272 - $489,191
5,296 New
5,296 $436,000

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
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.