A detailed history of Hbk Sorce Advisory LLC transactions in Otis Worldwide Corp stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 4,072 shares of OTIS stock, worth $399,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,072
Previous 4,552 10.54%
Holding current value
$399,870
Previous $451,000 13.3%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$91.2 - $100.78 $43,776 - $48,374
-480 Reduced 10.54%
4,072 $391,000
Q1 2024

May 09, 2024

BUY
$85.45 - $100.22 $68,018 - $79,775
796 Added 21.19%
4,552 $451,000
Q4 2023

Jan 25, 2024

SELL
$75.47 - $90.67 $22,414 - $26,928
-297 Reduced 7.33%
3,756 $336,000
Q3 2023

Nov 06, 2023

SELL
$79.29 - $90.96 $9,990 - $11,460
-126 Reduced 3.02%
4,053 $325,000
Q2 2023

Aug 04, 2023

SELL
$78.49 - $89.01 $305,169 - $346,070
-3,888 Reduced 48.2%
4,179 $371,000
Q1 2023

Aug 15, 2023

SELL
$79.11 - $86.93 $3,401 - $3,737
-43 Reduced 1.03%
4,136 $349,000
Q1 2023

May 15, 2023

SELL
$79.11 - $86.93 $3,085 - $3,390
-39 Reduced 0.48%
8,067 $1.02 Million
Q4 2022

Feb 09, 2023

BUY
$64.12 - $80.96 $292,707 - $369,582
4,565 Added 128.92%
8,106 $635,000
Q3 2022

Nov 14, 2022

BUY
$63.8 - $81.75 $14,099 - $18,066
221 Added 6.66%
3,541 $226,000
Q2 2022

Aug 15, 2022

SELL
$67.88 - $77.54 $16,223 - $18,532
-239 Reduced 6.72%
3,320 $235,000
Q1 2022

May 13, 2022

SELL
$71.98 - $86.95 $2,951 - $3,564
-41 Reduced 1.14%
3,559 $274,000
Q4 2021

Feb 15, 2022

BUY
$79.72 - $87.07 $15,784 - $17,239
198 Added 5.82%
3,600 $313,000
Q3 2021

Nov 15, 2021

SELL
$82.0 - $92.37 $6,888 - $7,759
-84 Reduced 2.41%
3,402 $280,000
Q2 2021

Aug 12, 2021

SELL
$69.23 - $82.08 $1,038 - $1,231
-15 Reduced 0.43%
3,486 $285,000
Q1 2021

May 14, 2021

BUY
$62.24 - $69.91 $18,049 - $20,273
290 Added 9.03%
3,501 $240,000
Q4 2020

Feb 12, 2021

BUY
$58.99 - $67.55 $189,416 - $216,903
3,211 New
3,211 $217,000

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 $40.9B
  • 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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