Ifp Advisors, Inc Otis Worldwide Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Otis Worldwide Corp stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,492 shares of OTIS stock, worth $146,514. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,492

Previous 1,537 2.93%

Holding current value

$146,514

Previous $152,000 5.92%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$91.2 - $100.78 $4,104 - $4,535	-45 Reduced 2.93%	1,492 $143,000
Q1 2024 Jul 30, 2024	SELL	$85.45 - $100.22 $9,057 - $10,623	-106 Reduced 6.45%	1,537 $152,000
Q4 2023 Jan 09, 2024	SELL	$75.47 - $90.67 $26,565 - $31,915	-352 Reduced 17.64%	1,643 $146,000
Q3 2023 Oct 12, 2023	SELL	$79.29 - $90.96 $1,982 - $2,274	-25 Reduced 1.24%	1,995 $160,000
Q2 2023 Aug 04, 2023	BUY	$78.49 - $89.01 $17,110 - $19,404	218 Added 12.1%	2,020 $179,000
Q1 2023 Apr 18, 2023	SELL	$79.11 - $86.93 $276,885 - $304,255	-3,500 Reduced 66.01%	1,802 $152,000
Q4 2022 Feb 07, 2023	BUY	$64.12 - $80.96 $35,714 - $45,094	557 Added 11.74%	5,302 $254,000
Q3 2022 Nov 08, 2022	BUY	$63.8 - $81.75 $19,076 - $24,443	299 Added 6.73%	4,745 $230,000
Q2 2022 Sep 06, 2022	BUY	$67.88 - $77.54 $301,794 - $344,742	4,446 New	4,446 $213,000
Q2 2022 Aug 12, 2022	SELL	$67.88 - $77.54 $301,794 - $344,742	-4,446 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$71.98 - $86.95 $149,430 - $180,508	-2,076 Reduced 31.83%	4,446 $342,000
Q1 2022 Aug 08, 2022	BUY	$71.98 - $86.95 $370,481 - $447,531	5,147 Added 374.33%	6,522 $501,000
Q4 2021 Jan 12, 2022	BUY	$79.72 - $87.07 $5,899 - $6,443	74 Added 5.69%	1,375 $120,000
Q3 2021 Oct 06, 2021	SELL	$82.0 - $92.37 $1.11 Million - $1.25 Million	-13,510 Reduced 91.22%	1,301 $108,000
Q2 2021 Jul 13, 2021	SELL	$69.23 - $82.08 $295,196 - $349,989	-4,264 Reduced 22.35%	14,811 $1.21 Million
Q1 2021 Apr 30, 2021	BUY	$62.24 - $69.91 $457,899 - $514,327	7,357 Added 62.78%	19,075 $1.3 Million
Q4 2020 Jan 25, 2021	BUY	$58.99 - $67.55 $523,831 - $599,844	8,880 Added 312.9%	11,718 $781,000
Q3 2020 Oct 29, 2020	SELL	$55.78 - $65.34 $7,530 - $8,820	-135 Reduced 4.54%	2,838 $181,000
Q2 2020 Aug 05, 2020	BUY	$44.0 - $61.26 $130,812 - $182,125	2,973 New	2,973 $168,000

Others Institutions Holding OTIS

# of Institutions

1,305

Shares Held

356M

Call Options Held

1.3M

Put Options Held

437K

View Full List

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...

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